Administrative
Record Retention Policy
Evidence of compliance with responsibilities set forth under Standard 24 that is to be retained by Insight CPE, LLC includes the following:
Records of participation
Dates and locations of program offerings
Author/instructor, author/developer and reviewer names and credentials. For the CPA and tax attorney 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 (course announcement information)
Program outline, agenda
Speaker notes or other documentation that evidences the element of engagement related to course content during each credit of CPE planned for the group live program
The information to be retained by Insight CPE, LLC includes copies of program materials, evidence that the program materials were developed and reviewed by qualified parties, and a record of how CPE credits were determined. All required items will be retained for five (5) years by Insight CPE, LLC.
Refund Policy
Refunds can be issued up to seven calendar days in advance of the scheduled webinar date. Refunds must be requested in writing via email to webinars@insightcpe.com. After the seven day window has passed, no refunds will be issued
Cancellation Policy
In the event of a webinar cancellation, all participants will be granted a refund of the full registration amount. Cancellations will be communicated via email to the address used by the registrant for that session.
Complaint Resolution Policy
If you have any complaints, please contact Toby DeRoche at (904)379-8389, or email webinars@insightcpe.com.
Course Update Policy
Course documentation 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 courses will be reviewed by a subject matter expert at least once a year.
Content Development
Program Content and Knowledge Level
We strive to keep all webinars accessible to the vast majority of assurance professionals at all levels of their career. During review, we make a special effort to determine of any of the subject matter includes complexity beyond a basic level. If the subject matter is overly complex, the presentation will include an explanation of the subject. The knowledge level of the course is specified so that participants can determine if the program is appropriate for their development needs. Program knowledge levels consist of: basic, intermediate, advanced, overview and update. All programs identified as intermediate, advanced or update will clearly identify prerequisite education, experience and/or advanced preparation. For courses with a program knowledge level of basic or overview, prerequisite education or experience and advance preparation will be noted, if any, otherwise, we will list "none" in course announcement and descriptive materials.
Content and Delivery Systems
All content is developed by subject matter experts with deep industry expertise in audit, risk management, and fraud.
Content is Developed by a Subject Matter Expert
All of our webinars are reviewed by qualified persons other than those who developed the programs. These reviews occur before the first presentation of the materials and again after each significant revision of the program.
Content is Based on Relevant Learning
Our webinars contain relevant learning objectives and outcomes that clearly articulate the professional competence that should be achieved by the participants.