Name of group holding event
The contact person for the COPAS office who will take care of all the administration paperwork/tasks for the event
The time the event will start INCLUDE THE TIME ZONE
Physical address for live, in-person events or platform for online events (Adobe Connect, Zoom, MS Teams, etc.)
This is the title of the CPE event
What is this presentation about? In a couple of sentences provide a description of the content of the presentation
All presentations must have learning objectives. Please read the document on format of learning objectives prior to completing this section.
If this presentation has been designated an intermediate or advanced course you must include at least one prerequisite eg. "some previous accounting experience required" or "some prior knowledge of Excel."
If there is any advance preparation required for attendance in the event please state it here.
The registration cost per person required here
We are required to provide access to policy for refund, cancellation or complaint. Please provide the name and email address of person participants should contact for this.
Enter the name/s of the person or people who will present
This is the company for which the presenter works. If the presenter does not represent a company enter "Independent."
If the presenter did not write the presentation we need the name of the author
If the presentation is an Auditing or Accounting presentation the CPA number and State of the author is required. If the presentation is a Tax presentation the CPA number or Tax Agent ID number and State of the author is required. If the author does not have a CPA or Tax Agent number type "need review." If the course does not fall into these Fields of Study type "not applicable."