Local Luncheon Group Guidelines


IPT should be notified of the upcoming luncheon at least 15 days prior to presentation 
using the online form found at the following link:

Local Luncheon Groups Continuing Education Information/Guidelines

A complete packet of this information can be downloaded here
Please review the following guidelines that must be used for groups to obtain CPE credits for educational programs at local luncheons. Questions regarding CE should be directed to Christina Webb, Education Technology and Distance Learning Manager, Institute for Professional in Taxation®, 404-240-2309, cwebb@ipt.org

There are four types of CPE Credit. IPT can assist with obtaining the first three. Detailed information on each follows:
1. General CMI credit for CMI members
2. Ethics credit for CMI members
3. NASBA credit for CPAs and others whose organization accepts NASBA credit
4. Continuing legal education credit for lawyers

1. Credit for maintaining CMI

In order for CMIs to receive credit for the program, IPT needs a copy of the program, a sign-in sheet indicating the time/which session(s) the participants attended, which participants are CMIs and a verification signature. Please use the signup sheets included in Appendix D. By signing, each attendee is representing that he/she attended the entire educational session. This information can be sent to IPT electronically using the online submission form at http://ipt.llgpostprogram.sgizmo.com/s3/

2. CMI Ethics Credit

Sessions should be approved at least 15 days PRIOR to the date of the program.  The Institute’s Board of Governors has mandated a requirement that members who hold IPT’s Certified Member of the Institute (CMI) Designation in any discipline must complete 5 hours of ethics training every 5 years, including 3 hours at IPT events, in order to maintain their designation. Approved Local Luncheon Group ethics sessions are treated as IPT sessions for this purpose. This policy serves as a guideline for Local Luncheon Groups to use in developing speakers to assist CMIs in meeting this requirement. Please see the application form at http://ipt.llgethics.sgizmo.com/s3/. Appendix A specifies the information needed to complete this application. 

3. NASBA CPE Credit

Solely for the purpose of earning NASBA credit for CPAs, IPT can co-sponsor a program with the Local Luncheon Group. The Local Luncheon Group would need to meet the following NASBA requirements for this purpose. A complete description is available in the official NASBA guidelines located at this link: https://www.nasbaregistry.org/the-standards however the information is summarized below. 

The following items must be submitted to IPT:
A. Notification to IPT regarding upcoming event. See http://ipt.llgprogram.sgizmo.com/s3/ (Appendix B specifies the information contained in this application.) – please submit online at least 15 days before the event.
B. Promotional Materials – Sample Appendix C -The program promotional materials must contain statements that address the following: 
        1. Learning Objectives
        2. A program content description
        3. Program level (Basic, Intermediate, Advanced, Update, or Overview), 
        4. Information concerning prerequisites to attendance, 
        5. Advanced Preparation needed, 
        6. Delivery method (usually Group-Live),
        7. Recommended CPE credits (Based on a 50 minute hour. One half-credit equal to 25 minutes is permitted after the first 50 minutes). Please note that time calculation only includes instructional time. Company promotions and meal time should not be included in credit calculation.
        8. Registration instructions, 
        9. Refund/cancellation policy, 
        10. Complaint resolution policy, 
        11. Official registry statement below. (Cannot be modified) “The Institute for Professionals in Taxation 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 Sponsors through its website: www.learningmarket.org. “ 
C. Attendance Monitoring - Groups would have to monitor the attendees to ensure that attendees are only given credit for the session/time that they attended. This can be done through a sign-in sheet similar to the sample in Appendix D.  Feel free to duplicate this page for your use or create your own document with the information as needed.
D. Evaluation – Evaluations that address the following minimum items collected during or after the event are required . Please note that groups can add additional questions as needed but the questions listed below must be included VERBATIM. Sample Appendix E can be copied as needed to distribute. IPT would need either all of the completed evaluation forms or one sample form and a summary of all responses returned after the program.
        1. Were the stated learning objectives met?
        2. If applicable, were prerequisite requirements appropriate and sufficient?
        3. Were program materials relevant and did they contribute to the achievement of the learning objectives? 
        4. Was the time allotted to the learning activity appropriate?
        5. If applicable, were the individual instructors effective?
E. After the event, participants must be furnished a CPE certificate which would have the following information at a minimum.  IPT will generate this blank certificate for groups to distribute AT THE PROGRAM upon submission of the Application information which is due at least 15 days prior to the meeting. (Form at Appendix B). Sample Certificate at Appendix F
        1. Sponsor Name
        2. Sponsor Address
        3. Certificate of Completion
        4. This certificate is presented to (participant's name) for successfully completing (course name) (field of study) 
        5. Number of CPE credits 
        6. Date/Location  
        7. Registry statement: In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour.
        8. IPT’s National Registry of CPE Sponsors ID Number 
        9. Instructional delivery method: Group Live
        10. Signature of individual responsible for administration of continuing education –Christina Webb’s signature
Copies of all of the required information would need to be returned to the IPT office so that we can maintain it in our files in case of a NASBA audit. Please scan and use the form located here to submit the information electronically. . 

4. Continuing Legal Education (CLE)

Credits granted by state bar and/or legal accreditation agencies would be handled by the Local Luncheon Group or individual attorney in attendance. Usually, a form must be completed for each state along with a fee payment. Generally, bar agencies also require learning objectives, attendance tracking and some sort of certificate to attendees at the end of the session. Please check with the state bar in your area to ascertain what is needed. IPT will not file Local Luncheon programs for Continuing Legal Education. 

Questions regarding CE should be directed to Christina Webb, Education Technology and Distance Learning Manager, Institute for Professional in Taxation®, 404-240-2309, cwebb@ipt.org