NASBA CPE Success Training

The training is an asset to guide you through the key elements of a webinar that will will offer NASBA CPE credit. 

This training includes key questions to ask during the planning process, best practices and key resources for you to leverage.

TABLE OF CONTENTS
    Meet Michelle Muranaka!
    New Update and Why the Change
    Where to find new NASBA CPE process in the Knowledge Base
    Applications
    Walk through of WorkFront Task Steps
    Definitions
    Key Changes
    What Success Looks Like
    Training Video

Meet Michelle Muranaka!

Learning and Development
Senior Learning Compliance Manager

Process Update and Why the Change

What is NASBA?  

NASBA stands for the National Association of State Board of Accountancy.

The reason behind discontinuing 'Standard CPE' is to offer more relevant and nationally accepted CPE credit for our employees and clients. The previous standard did not meet the national level of requirements. Moving forward, we will only offer the CPE on the NASBA level for who must continuously earn these required ongoing professional development education credits in order to remain compliant with their credentials/certifications.

Applications

• Group Live (i.e. Events)
• Group Internet Based (i.e. Webinars)
• Hybrid

Old selections

• CPE Standard (is now decommissioned and no longer available moving forward in WorkFront)
• NASBA CPE

Current selection

• NASBA CPE

The new NASBA CPE process in the Knowledge Base is found in Process Tutorials/Events folder here:
https://docs.armaninollp.com/events/continuing-professional-education

The Learning & Development Team can always help guide if you have additional questions at [email protected]

Steps

Currently, the WorkFront Webinar template has the new NASBA CPE process tasks. For all new Webinars, the intake form has the CPE selection as a required choice. If you want to go for NASBA CPE, choose the selection. Leave blank if you do not wish to offer CPE.

Definitions

Course Developer(s):

• All those involved in creating and developing the content for the learning objectives and PPT deck for the training
• If the subject matter is A&A (accounting/auditing), at least one developer needs to hold an active CPA or EA license
• If the subject matter is Taxes, at least one developer needs to hold an active CPA, EA license, or be a tax attorney
  
  

Course Reviewer(s):

• All those involved in reviewing the learning objectives and PPT deck content for the training
• No reviewer should be part of the developer team
• This person should be considered a SME
• If the subject matter is A&A (accounting/auditing), the reviewer needs to hold an active CPA or EA license
• If the subject matter is Taxes, the reviewer needs to hold an active CPA, EA license, or be a tax attorney

CPA: Certified Public Accountant

EA: Enrolled Agent

The PM should secure and provide the developer(s) and reviewer(s) to L&D at the same time.

Key Changes = Developer and Reviewers are required now

Find the Support earlier:

• The developer cannot review their own work, and the reviewer cannot be part of the development team
• The PM should secure and provide the developer and reviewer to L&D at the same time
• It is the PMs responsibility to get at least 2 possible reviewers (try for 3) for PPT and polling questions
  • Don’t forget about blackout dates and/or PTO for these support roles that may impact the timeline

Course Developer and Reviewer musts:
    * If the subject matter is A&A (accounting/auditing), at least one developer and the reviewer needs to hold an active CPA or EA license.
    * If the subject matter is Taxes, at least one developer and the reviewer needs to hold an active CPA, EA license, or be a tax attorney.

What Success Looks Like

• The PPT cannot have any ‘last minute’ changes. The PM must submit the PPT to L&D and the reviewer at least one full week prior to the event date.
• Learning objectives should be approved by L&D and this should be one of the first steps, as the learning objectives need to be included on the invitation that goes out. 
• Invitations have templates you can follow to stay compliant in the CPE Process article
• Enter a polling question into the PPT whether virtual or in-person
• During in-person or in zoom – try to use the APP polling question or QR code as last slide
• Use the L&D standard (and required!) questions for evaluations and surveys to stay compliant
• Utilize the supplemental best practices
  • Webinar Playbook
  • Zoom Best Practices

NASBA CPE website can be found at: https://nasba.org/nasba-cpe-audit-service-announcements/

Training Video