NASBA Session Requirements

We will be issuing Continuing Professional Education (CPE) credits to attendees that have a CPA or equivalent. To meet the Standards, set by NASBA in the revised August 2016 Statement of Standards Handbook, presenters must include the following three elements.

(1) Include the level of experience your session is targeting towards:

  • Basics – 0 – 2 years

  • Intermediate – 2-5 years

  • Advanced – 5 and above

  • Update – Regulation, Tax or compliance updates

(2) Please add two to three learning objectives that attendees will take away from the session. Keep in mind that our session evaluations include a question on whether the learning objectives were met.

(3) Per the Standards, a group live program must include at least one element of engagement related to course content during each credit of CPE. The instructor or facilitator plays a key role in leading and guiding the engagement. Engagement activities could include:

  • A group discussion

  • Polling questions

  • Instructor-posed question with period of reflection

  • Use of a case study

  • Learning by using games or simulations

  • Q and A section with presenter having three prepared canned questions for the audience

Please list one of the above uses of engagement in your descriptions. If someone helped you put together your presentation (instructional designer) please include their information.

Example Session Title and Description

Title: Technology, Compliance, and Customer Service
Presenter: John Doe, Vice President, Customer Service Inc.
Prerequisites: 2 to 5 years in the Bursar Office
Program Level: Intermediate - Builds on Basic Bursars Principles

Session Description
The best technology that allows you to be compliant may not always be the best process to provide great customer service. This session will look at how you weigh compliance, technology, and service so the pieces fit together to create the picture you want for your operation.

Session Learning Objectives

  • Develop or improve compliant business office processes

  • Create awareness of potential compliance issues with your institution

  • Provide training and information on compliance for staff

This session will conclude with a group discussion and Q and A session.

Instructional Designer
Jane Doe, Bursar, Example University
The following biography can be found at: (link to bio)

EXAMPLE Event with CPE Credits

NASBA CPE Credit Information
Program Level: Intermediate
Prerequisites: Two to five years experience in a student financial services offfice or program
Advanced Preparation: None
Pre-Conference Workshop CPE Credits: 4.2
Conference CPE Credits: 15
Total Conference CPE Credits Possible: 19.2
Delivery Method: Group-Live
Field of Study: Management Services
NASBA ID #: 107824

Professional Development Group, 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. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit.

Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Telephone: 615-880-4200. Web site: www.nasba.org.

**Cancellations and Substitutions Policy*** In the event of cancellation or change in event date, registrants will be notified by email. Professional Development Group, Inc. will not be responsible for expenses involved with a cancelled event. PDG reserves the right to substitute speakers without notice. For more information regarding administrative policies such as complaint and refund, contact our office at 812-339-6374.