REGISTRATION PROCEDURE

• full payment, or purchase order, must accompany all registrations for NM CPA Foundation sponsored CPE programs.
• all discounts must be requested at the time of registration; refunds for discounts will not be issued after the registration is processed.
• $25 will be charged on checks returned for non-sufficient funds 

REGISTRATION FEES

• registration fee includes instruction, course materials, refreshments, and in most cases, lunch 

The Full Price registration fee posted is the price before incentives and discounts are applied. Incentives and discounts can be used in combination, often resulting in a $130 savings off of the registration fee. The incentives and discounts that may be applied are:

• NMSCPA members may deduct $50 off of the Full Price of a full day seminar, $25 for a half day seminar. The member rate may also be used by non-CPA owners or employees, not eligible for Society membership, of any CPA firm who has at least one principal who is a member of the Society.
• AICPA members, registering for most AICPA produced seminars sponsored by NMSCPAs, may deduct $30 off of the Full Price. The AICPA discount does not apply to their four-hour seminars.
• The Plan & Save $50 discount may be applied if your registration and full payment are received in the Society office at least 14 days prior to the class date.  The discount for half day classes is $25.
• If an exception to these standard discounts exists, it will be noted on the full course description page on our web site. 

PROCEDURE AFTER RECEIVING REGISTRATION AND FULL PAYMENT

• An e-mail confirmation is sent to you, usually within 48 hours of receiving your registration, if we have your current e-mail address, or else a confirmation postcard is mailed to you.
• The confirmation guarantees your position in class, contains information pertinent to the class, and serves as your receipt.
• It is not necessary to bring your confirmation to the CPE class.
• Course materials are distributed at the site the day of class. 

COURSE CANCELLATION BY THE FOUNDATION DUE TO LACK OF ATTENDANCE

• A decision is made at least one week prior to the presentation.
• All registrants are notified.
• The Foundation is not responsible for penalties incurred by registrants who must cancel travel arrangements.

REFUND POLICY
If for any reason you must cancel your class registration, the following refund or transfer policies apply:

• Six or more working days prior to the presentation date:
  $25 administrative fee is charged if we must refund your money
  $0 there is no charge to transfer to another course within the same CPE Year
• Two to five working days prior to the presentation date:
  $50 administrative fee charged and your money transferred to another course
• Less than 2 days prior to the presentation date:
  Course materials will be shipped, no refunds or transfers
• Substitutionscan always be made at no charge
• Transfer balances are non-refundable and must be used by the end of the CPE Year or be forfeited

COMPLAINT RESOLUTION
The New Mexico CPA Foundation is a proud sponsor of high quality continuing professional education programs.  We guarantee your overall satisfaction with these programs or we will refund your registration fee.  Please contact Gail Christiansen, CPE Director, direct line 505.338.0903 regarding any disappointing aspect of your CPE experience.  A refund request will be reviewed by the Society President.

LOCATION
Most Albuquerque classes are held in the NMSCPA classroom at our office address, 3400 Menaul Blvd. NE, Albuquerque, NM 87107.

SCHEDULE
8:15 a.m. ---- check-in at registration desk
8:30 a.m. ---- seminar begins
12 noon   ---- one-half hour is allotted for a buffet lunch, which is provided
12:30 p.m. --  seminar instruction resumes
4:00 p.m. ---- seminar ends, turn in evaluation form, pick up CPE confirmation postcard

RECORD RETENTION POLICY
The Foundation retains, for a five year period, all documentation pertaining to the CPE courses it sponsors.  This documentation includes complete records of attendance, including earned CPE credit, and documentation of the course itself.  Course documentation includes: title, instructor, date, location, number of CPE credits possible, and a summary of the evaluation scores.  NMSCPA members may request a copy of their CPE transcript.

FOR CLARIFICATION OR COMMENT ON THESE POLICIES

• call Gail Christiansen, CPE Director, direct line 505.338.0903, at the Society’s main telephone number 505.246.1699 or toll free in NM at 1.800.926.2522
• e-mail gail@nmscpa.org