Event Policies

Event Content and Updates

Events offered are based on the latest information available at the time the session is initially planned. Subsequent revisions are made to accommodate needs identified by registrants or to reflect emerging issues within the industry. All existing courses are reviewed annually, and consider attendee evaluations, anecdotal feedback, and changes in industry standards in implementing changes to program design.XBRL US, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

Record retention

Records of attendee participation will be kept for 5 years. A listing of all training workshop attendees (a spreadsheet document), including details about the presentation attended, will be updated at the conclusion of each training session and will contain the following information: attendee name, job title, company, phone number, email address, registration date, number of CPE credits earned by participants, program instructor(s) name(s) and date and location of program attended. Additionally, for each program, the program outline/materials, Evaluation Forms, results of program evaluations and the names of all instructors, discussion leaders or program authors and their credentials will be retained for 5 years.

Attendance Monitoring Process

To ensure compliance with NASBA standards for the reporting and record retention of CPE credits, XBRL US adheres to the following attendance monitoring guidelines:

Sign in/sign out sheets are required for all programs where CPE credit is offered.
Participants must sign in upon arrival and indicate their time of arrival.
Participants must sign out and indicate the time of their departure:
When they expect not to return even though the program has not formally concluded
When they will be absent from the program for a significant period of time
Upon conclusion of each break-out session, if applicable
Upon conclusion of the program

Every program will be monitored by at least one XBRL US staff member (program administer) who will greet each participant as they arrive and ensure that sign in/sign out procedures are adhered to. In addition to sign in/sign out procedures, attendance monitoring may also include a number count throughout the day by the XBRL US program administer or program facilitator, where appropriate.

Certificates of completion will only be issued upon verification of attendance using sign in/sign out sheets and personal observation.

Attendee Cancellation

Online payment is expected at the time of registration and an XBRL US event registration is transferrable. In the event you registered and cannot attend an event, email XBRL US, not less than 2 business days before the date of the event to let us know the name, job title, company and contact information of the person to whom the registration is transferred.

If a registrant requests cancellation for their registration, the following refund policy applies:

Cancel more than 60 days prior to the event: 100% refund
Cancel between 30 and 60 days prior to the date of the event: 50% refund
Cancel up to 10 days prior to the date of the event: 15% refund
Cancel within 10 days of the event: no refund

Any third-party fees associated with registration will not be refunded. Email XBRL US to request cancellation of an event registration.

Program Cancellation

Event locations, dates, times and costs are accurate and available on our main events calendar – registrants will be notified via email or phone of any change. If an event is rescheduled, registrants will have an option to cancel their registration within three business days at no penalty.

XBRL US, Inc. reserves the right to cancel events. Notification of cancellation will be made by email or phone, with registrants being offered the opportunity to attend a similar course, if one is available. Registrants who cannot attend a similar event will be refunded 100% of the cost of the event.

Complaint Resolution Policy

All questions and issues related to event attendance, content and follow-up must be directed to David Tauriello, Vice President of Member Services at XBRL US, Inc. Registrants who leave a voicemail message must provide contact information (phone and email address) for a reply.

David Tauriello
Vice President, Member Services
XBRL US, Inc.
1455 Pennsylvania Ave, 10th Floor, c/o AICPA
Washington, DC 20004

david.tauriello”at”xbrl.us
888-810-6907 or 202-448-1985