CPE Training

Upcoming CPE Courses

We deliver valuable Continuing  Professional Education (CPE) in an entertaining and educational way.
Our live in-person courses and our live webinars are designed and presented by nationally known public speakers and instructors in accordance with NASBA guidelines. Our CPE courses focus on nonprofit tax technical skills and essential business soft skills.

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Live CPE Courses

COVID-19 Updates: We are taking every precaution to ensure we do our part in slowing the spread of COVID-19. Our live training courses are canceled until further notice. We are committed to delivering informative, value, and quality CPE courses. Please check out our upcoming CPE webinars.

CPE Webinars

We utilize GoToWebinar to give you the best experience possible.  Our presentations are fast-paced and engaging and can be viewed using your computer, tablet, or mobile device.

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Administrative Policies

Continuing Professional Education (CPE) Policies

Record Retention Policy:

In accordance with Standard No. 24, the following documentation for each Group Live/Group Internet-Based program shall be maintained for a period not less than 5 years:

  • Records of participation
  • Dates and locations of program offerings
  • Author/instructor, author/developer, and reviewer names and credentials. For the CPA acting as an author/instructor, author/developer, and reviewer for accounting, auditing, or tax program(s), the state of licensure, license number, and status of license should be maintained. For the enrolled agent acting in such capacity for tax program(s), information regarding the enrolled agent number should be maintained.
  • Number of CPE credits earned by participants
  • Results of program evaluations
  • Program descriptive materials, including course announcement information, program agenda and handouts, and speaker notes if applicable.

Refund Policy:

For group live events, requests for refunds must be communicated in writing to David Trimner at dtrimner@trimnerbeckham.com 15 or more business days in advance of the event to avoid speaking fees. Any non-refundable travel expenses will be billed at the time of cancellation. If the course is canceled within 15 business days of the scheduled date, the customer will be responsible for payment in full. In the event of unforeseen circumstances, reasonable efforts will be made to reschedule.

For group internet-based webinars, all sales are final. Refunds will not be issued if attendees fail to attend or do not complete the required actions to earn CPE credits.

Program Cancellation Policy:

If TrimnerBeckham, PLLC needs to cancel or reschedule, we will contact each customer by email immediately and provide an opportunity to reschedule. Full refunds will be provided to registered course participants if the course is canceled or if participants are unable to attend the rescheduled event.

Complaint Resolution Policy:

TrimnerBeckham, PLLC will make every effort to provide the best training courses possible. In the event participants are not completely satisfied with the training course and wish to file a complaint, please contact David Trimner at dtrimner@trimnerbeckham.com within ten business days of the event.

Course Update Policy:

In accordance with Standard No. 4, course materials will contain the most recent publication, revision, or review date. Courses will be revised as soon as feasible following changes to relative codes, laws, rulings, decisions, interpretations, etc. All learning content will be developed by individuals having expertise in the subject matter. Courses in subjects that undergo frequent changes will be reviewed by a subject matter expert at least once a year. Other courses will be reviewed every two years.

Attendance Monitoring Procedures:

For group live events, instructors will inform class participants that attendance will be monitored per NASBA requirements to ensure the correct number of CPE credits are assigned to each participant. The instructor will require participants to sign in and record the time at the start of the program and directly following lunch break. The instructor or other designated support person will also oversee the maintenance of an “exception log” noting when an individual misses more than 10 minutes of the seminar. In instances where class size is large, the instructor will solicit the assistance of an event coordinator to monitor attendance accurately. TrimnerBeckham, PLLC will maintain electronic copies of sign-in sheets and exception logs for a period not less than five years.

For group internet-based webinars, attendance and participation will be monitored electronically via our third party’s built-in reporting tools. The name and email address of each training participant, as well as the time they entered the meeting and the time they left it, will be documented. Additionally, the electronic monitoring mechanism will employ at least three instances of interactivity (i.e., poll questions) completed by the participant per CPE credit. These mechanisms will be of sufficient frequency and lack predictability. The participants’ responses to such interactive elements will also be recorded electronically by our third-party software provider. All records will be maintained for a period of not less than five years.

Program Content and Knowledge Level:

In accordance with Standard No. 2 and No. 3, TrimnerBeckham, PLLC will publish promotional material specific to each program instance, which will clearly articulate the program content and level so that participants can accurately assess whether the program is appropriate for their development needs. Program knowledge levels will consist of basic, intermediate, advanced, overview, and update.

All programs identified as intermediate, advanced, or update will clearly identify prerequisite education, experience, and/or advance preparation, if any. Similarly, for courses with the program knowledge of basic and overview, prerequisite education, experience, and/or advanced preparation will also be noted or specifically marked as “none” in course descriptive materials.

For Group Live events, promotional material will be distributed to the event coordinator via email prior to the event. For Group Internet-Based webinars, promotional material is available prior to course registration at www.trimnerbeckham.com.

Content and Delivery Systems:

All learning programs will be developed by individuals having expertise in the subject matter. Expertise will be demonstrated through practical experience and/or education. In accordance with Standard No. 4, course materials will contain the most recent publication, revision, or review date. Courses will be revised as soon as feasible following changes to relative codes, laws, rulings, decisions, interpretations, etc. All learning content will be developed by individuals having expertise in the subject matter. Courses in subjects that undergo frequent changes will be reviewed by a subject matter expert at least once a year. Other courses will be reviewed every two years.

Content is Developed by a Subject Matter Expert:

All learning programs will be developed by individuals having expertise in the subject matter. Expertise will be demonstrated through practical experience and/or education. In accordance with Standard No. 5, least one active licensed CPA will participate in the development of every program in nonprofit taxation (and all other fields of study).

Programs will be reviewed by qualified persons other than those who developed them. These reviews will occur before the first presentation of these materials and again after each significant revision of the program. The Managing Partner will have final approval of each program.  The embedded Technical Review Template will document each review and will be maintained for each program along with the reviewer’s professional biography for a period not less than five years.

Content is Based on Relevant Learning Objective:

All programs will contain relevant learning objectives and outcomes that clearly articulate the knowledge, skills, and abilities that can be achieved by the participants. These objectives will be clearly articulated in course specific promotional materials distributed prior to each instance of the program, thus allowing participants to accurately assess whether their specific development needs will be met.

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TrimnerBeckham, PLLC 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 Sponsor through its website: www.nasbaregistry.org.