Cpe Reporting Form PDF Details

In order to comply with the requirements of the Clergy Sexual Abuse Reporting Act, all clergy members are required to complete a Cpe Reporting Form. This form is used to track any incidents of sexual abuse that have occurred in your congregation. The information collected on this form will help us to ensure that we provide the best possible support services to victims and their families. Thank you for completing this form accurately and timely.

QuestionAnswer
Form NameCpe Reporting Form
Form Length3 pages
Fillable?No
Fillable fields0
Avg. time to fill out45 sec
Other namescpe cpe reporting form montana

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CPE REPORTING FORM

 

BOARD OF PUBLIC ACCOUNTANTS

 

 

 

 

 

 

 

 

301 SOUTH PARK AVE

 

REPORTING YEAR: _________________

Please note the following:

HELENA MT 59620 (406) 841-2383/2038/2389

 

 

 

 

 

 

 

 

 

E-MAIL: dlibsdpac@mt.gov

 

MONTANA LPA/CPA #: _______________

~FORMS DUE IN BOARD OFFICE BY JULY 31

WEB: www.publicaccountant.mt.gov

 

 

 

 

 

~$50.00 LATE FEE FOR REPORT FORMS

 

 

 

 

PROFESSIONAL CATEGORY:

POSTMARKED AFTER JULY 31

Name:

 

 

 

 

 

Public

~DO NOT SEND DOCUMENTATION

Address:

 

 

 

 

 

 

 

 

 

 

 

 

Government

~SEE REVERSE FOR ADDITIONAL

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Private Industry

 

 

 

 

 

 

 

INSTRUCTIONS AND INFORMATION

 

 

 

Employer:

E-mail Address: _____________________________

Education

Other: _____________________

 

Complete Name of School, Firm or

Location of

 

Title of Program

Dates

Hours-

 

Hours-

Type

Organization Conducting Program

Name of

Attended

Accounting

Hours

Codes

Including Chapter, Location of

Program

Instructor

or

or

and

Ethics

Other

 

Branch Office, Etc.

(City)

 

Description of Content

Completed

Auditing

 

Topics

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Carry-over hours reported last year

 

 

 

 

 

 

 

 

 

 

 

 

TOTAL

 

 

 

 

 

 

 

 

THE FOLLOWING HOURS SHOULD BE CARRIED

 

 

TO FY:

 

(Do not include carry over/hours in above table)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

TYPE CODES C - Correspondence or Formal Individual Self-Study

L - Lecturer, Discussion Leader, Speaker

 

 

 

 

 

F - Formal Programs (In-house & Outside)

P - Published Books & Article

TOTAL HOURS FOR

 

I - Interactive Self Study

U - University or College Courses

REPORTING PERIOD _________________

I certify under penalty of perjury to the truth and accuracy of all statements, answers and representations made in this report.

Signature

Date

Revised 10/29/10

 

Complete Name of School, Firm or

Location of

 

Title of Program

Dates

Hours-

 

Hours-

Type

Organization Conducting Program

Name of

Attended

Accounting

Hours

Codes

Including Chapter, Location of

Program

Instructor

or

or

and

Ethics

Other

 

Branch Office, Etc.

(City)

 

Description of Content

Completed

Auditing

 

Topics

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

TOTAL OF PAGE TWO

 

 

 

 

 

(Do not include carry over/hours in above table)

THE FOLLOWING HOURS SHOULD BE CARRIED

 

 

TO FY:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

TYPE CODES

 

C - Correspondence or Formal Individual Self-Study

L - Lecturer, Discussion Leader, Speaker

F - Formal Programs (In-house & Outside)

P - Published Books & Article

I - Interactive Self Study

U - University or College Courses

BASIC REQUIREMENT: During the three-year period, ending the June 30th prior to the permit year of January 1 through December 31, applicants for a permit to practice must complete 120 hours of acceptable Continuing Professional Education (CPE), except as otherwise provided. At least 2 hours of the 120 hours of acceptable CPE must consist of ethics. The 24 hours of CPE relating to reporting on financial statements has been eliminated with the three-year reporting period ending June 30, 2006. (ARM 24.201.2106) This category will remain on the reporting form, and the credit will be recorded and reflected on the CPE Acknowledgment.

CREDIT FOR SELF-STUDY PROGRAMS: Self-study programs shall receive credit based on a 50-minute hour if the provider is recognized and approved by the NASBA CPE Quality Assurance Service (QAS). Effective January 16, 2009, this will also include providers on the NASBA National Registry of CPE Sponsors. All other self-study programs will be eligible for credit based on a 100-minute hour. (ARM 24.201.2137)

CREDIT FOR LECTURER, DISCUSSION LEADER, SPEAKER: Credit may be claimed for both preparation time and presentation time the first time a class is presented. Credit for preparation would equal two times the presentation time. For example, a 50 minute class would be eligible for 3 credit hours. A maximum of 60 instructional credit hours will be allowed in a three-year reporting period. (ARM 24.201.2138)

CARRY-OVER PROVISION: If you have met the full basic requirement by the end of any June 30th reporting period, you may elect to carry over any excess CPE hours taken during the preceding months of May and June and apply them to the following reporting period. (ARM 24.201.2106) It is always to your benefit to carry over excess CPE hours whenever possible.

CARRY-BACK PROVISION: If you have not completed the full basic requirement by the end of any June 30th reporting period, you may elect to carry back the CPE hours needed to meet the 120 hour requirement. The CPE hours taken during the months of July and August following the reporting period can be carried back to the previous reporting period only if necessary to meet the requirement. (ARM 24.201.2106)

PROGRAMS WHICH QUALIFY: A specific program qualifies as acceptable CPE if it is a formal program of learning which contributes directly to the professional competence of an individual permitted to practice public accounting and such program meets the minimum standards of quality of development and presentation and of measurement and reporting of credits. (ARM 24.201.2130)

REPORTING REQUIREMENTS: Reporting forms must be submitted to the Board office on or before July 31st for the reporting period ending June 30. Persons who use the two-month carry-back provision shall file their reporting forms by July 31, listing the course(s) they are planning to attend or complete. If the course(s) listed are not completed, they must notify the Board office in writing immediately, but not later than August 31. Such notification(s) shall explain why the course(s) were not completed and provide a plan to meet the requirements. (ARM 24.201.2145)

LATE FEE FOR FILING REPORTS: Late fee of $50.00 for failure to submit a CPE reporting form by July 31 of each year. (ARM 24.201.410)

EVIDENCE OF COMPLETION: Primary responsibility for documenting the requirements rests with the individual and evidence to support fulfillment of those requirements should be retained for a period of five years after the completion of educational courses. (ARM 24.201.2147) Supporting documentation is to be retained by the applicant and submitted only if requested. Random audits are conducted for verification of course attendance.

A complete copy of the rules governing continuing education can be obtained from the Board website. Please mail, e-mail or fax the completed report form with signature to the Board office.

Revised 10/29/10

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2. The third part would be to fill in the following fields: Carryover hours reported last year, TOTAL, THE FOLLOWING HOURS SHOULD BE, Do not include carry overhours in, TYPE CODES C Correspondence or, Discussion Leader Speaker, L Lectur P Published Books, I certify under penalty of perjury, Signature, Date, and Revised.

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3. Throughout this part, review Branch Office Etc, City, Description of Content, Completed, Auditing, Hours Other Topics, TOTAL OF PAGE TWO, THE FOLLOWING HOURS SHOULD BE, and Do not include carry overhours in. All these are required to be filled in with greatest accuracy.

Part no. 3 for filling in Cpe Reporting Form

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