NASBA Continuing Professional Education (CPE) Policies
Hall Consulting, 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. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registsered sponsors maybe addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Web site: www.nasba.org

Policies Related to Hall Consulting Training Seminars Delivery

Method and Program Materials

All programs utilize a combination of lecture, discussion and group exercises. Program participants receive a course notebook and paper copies of PowerPoint slides used during the program. To facilitate the full implementation of program concepts in the work environment and to encourage the sharing of program ideas with others in the workplace of participants, electronic copies of all materials used in the presentation are available to participants who have completed the program at the individual participant’s request.
Program Level and Prerequisites
Our programs are written to accommodate participant groups seeking a basic to advanced learning experience. Specific Program Level information and seminar prerequisites, if any, are provided in the seminar descriptions section of this Web Site. For each in-house program, we solicit comprehensive input from the sponsoring organization regarding participant backgrounds and meeting objectives. Course content and discussion emphasis is then modified to reflect that input. For programs where such advance input is not possible (such as for public offerings, where participants would not be known until the program date) time is allocated during the introduction section of the program to solicit participant input.
Advance Preparation
Generally, no advanced preparation required. Participants should come prepared to discuss their questions and issues. If a program requires specific advance preparation, this information is provided in the seminar descriptions section of this Web Site.
Credit for Continuing Professional Education (CPE)
In accordance with the standards of the National Association of State Boards of Accountancy, Continuing Professional Education credits have been calculated based on a 50-minute hour. Two-day programs are eligible for 16 CPE credits; one-day programs are eligible for 8 CPE credits. Actual credits awarded are set based on actual program length. Hall Consulting, 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. State boards of accountancy have 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, Nashville, TN, 37219-2417. Website: www.nasba.org.
Documentation of Participation
All participants who successfully complete a program will receive documentation of their participation, which includes the following: (1) CPE program sponsor name and contact information; (2) participant’s name; (3) program title; (4) program field(s) of study; (5) date offered or completed; (6) if applicable, location; (7) type of instructional/delivery method used (i.e., group-live; group-internet-based; self-study); (8) amount of CPE credit earned for each field of study; (9) verification by CPE program sponsor representative; (10) National Registry of CPE Sponsors identification number; and (11) time statement reading “In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour.”
Record Retention
Hall Consulting will retain all records related to our CPE programs for a minimum period of five years from the program date. These records will include: (1) program outline/materials; (2) records of participation; (3) date(s) and location(s) of presentation(s) or period during which program was available for purchase; (4) number of credits earned by participants; (5) results of program evaluations; (6) instructors, discussion leaders or program authors names and credentials; and (7) pilot testing results, for self-study programs, which includes date of pilot test; the target participation population; how the sample participants were selected; names, addresses, telephone numbers and job resumes of sample participants; a summary of participants actual completion time and the calculation of the recommended CPE credit.
Control of Participant Attendance and Awarding of CPE Credits
Most Hall Consulting programs have a maximum of 50 participants, thus making the action steps outlined below physically possible for each program. By company policy, all Hall Consulting instructors are responsible for ensuring that all participants are present for all program segments. This is to be accomplished as follows:
A formal sign in and sign out log sheet shall be used for each day. All participants shall individually sign in at the beginning of the program.
The instructor shall perform a count of the participants present and shall match that number counted with the number of signatures on the sign in log sheet.
Throughout the program, and especially at the conclusion of the program, the instructor should visually confirm that all participants are present.
If a participant should leave the program room for more than a few minutes (restroom breaks, etc.), the instructor is responsible for keeping a list of time absent, for identifying the participant, and for adjusting the CPE credits granted to that participant.
In addition, all instructors are required to document actual program times in session, including the time and length of all formal breaks and meals.
Refunds
It is our policy to fully meet or exceed client and participant expectations. However, if for any reason clients or participants believe that their program needs were not met, we will refund the program fees. Requests for refunds should be directed to John Hall using any of the following contact methods. Telephone: (312) 558-1450 e-mail: jhall@hallconsulting.biz US Mail: John Hall, Hall Consulting, Inc, 203 N. LaSalle, Suite 2100, Chicago, IL 60601, USA.
Program Cancellations and Changes to Confirmed Dates
Cancellations by clients of confirmed programs 30 days or more prior to the program date will result in full refund of all program fees paid. At the discretion of Hall Consulting, cancellations by clients of confirmed programs within 30 days prior to the program date will be billed at 50% of the program fee plus any actual out of pocket costs incurred. For all programs that the client requests a change of date, Hall Consulting agrees to work closely with the client to reschedule the program to a mutually agreeable alternate date. Hall Consulting agrees to honor all confirmed commitments. If for any reason beyond the control of Hall Consulting (sickness, injury, death, act of God, war, or related issues) our instructor is unable to meet our commitment to the client, we will immediately notify the client designated emergency contact and will, at the client’s request, attempt to find a replacement instructor acceptable to the client. In addition, we will agree to reschedule the program or make other changes within reason that are requested by the client.
Complaint Resolution
Any complaints should be directed to John Hall using any of the following contact methods: Telephone: (312) 558-1450 e-mail: jhall@hallconsulting.biz US Mail: John Hall, Hall Consulting, Inc, 203 N. LaSalle, Suite 2100, Chicago, IL 60601, USA. As the President and owner of Hall Consulting, Mr. Hall will make every effort possible to investigate the cause of all complaints and to take any corrective action that may appropriate. In addition, Hall Consulting, Inc. is registered with NASBA as a sponsor of continuing professional education on the National Registry of CPE Sponsors. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN, 37219-2417. Website: www.nasba.org.
Further Information and Program Registration
For any further information on any Hall Consulting programs or to obtain information on registering for or sponsoring our programs, please contact John Hall directly as follows:

By telephone: (312) 558-1450
By e-mail: jhall@hallconsulting.biz
By US Mail: John Hall, Hall Consulting, Inc, 203 N. LaSalle, Suite 2100, Chicago, IL 60601, USA.

In addition, our web site at www.hallconsulting.biz contains a contact page.

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