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Continuing Professional Education (CPE) Policies

Berkeley Research Group, LLC is a registered sponsor 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:

Administrative Policies

Record Retention Policy

The following records will be maintained in electronic form for a minimum of five years: 1) dates and locations of program offerings; 2) author/instructor, author/developer and reviewer names and credentials (including the state of licensure, CPA license number, and status of license); 3) number of CPE credits earned by participants; 4) results from program evaluations; and 5) program descriptive materials, including course announcement information, program agenda and handouts, and speaker notes if applicable. Program descriptive materials also include evidence that the program materials were developed and reviewed by qualified parties and records of how CPE credits were determined. Program content will be updated on a regular basis to ensure that it is consistent with technical standards and actual field practice. The CPE records retention policy will be administered by BRG’s Career Management Department.

Refund Policy

BRG may charge a fee for its CPE courses. If applicable, fees will be payable at the time of registration and will be required to reserve a spot in the course. Fees will be inclusive of all course materials, if applicable.

Cancellation of registration must be submitted in writing via email to If a registrant’s cancellation is received 30 days or more prior to the program date, the registrant will receive a fee refund of any fees charged (if applicable). If the registrant provides notice of his/her intent to cancel between 30 and 15 days prior to the program date, a refund of 50% of the total registration fee will be available (if applicable). If the registrant provides less than 15 days’ notice of his/her intent to cancel, no refund will be available. A registrant may substitute another participant for his/her registration free of charge.

Program Cancellation Policy

If a registrant needs to cancel his/her registration, the registrant must contact Details regarding refunds are stated above. If BRG cancels an event, BRG will notify registered participants via email and/or phone in accordance with the registrant’s preferred contact method as indicated on his/her registration form.

Compliant Resolution Policy

Registrants may voice any concerns about the course to BRG by contacting or 510-285-3300. For more information regarding administrative policies such as compliant and refund, please contact BRG by reaching out to Mariko Williams at or 510-874-5949.

Course Update Policy

Desired learning objectives, course content and instructional methods are discussed with every client as part of the engagement acceptance process. Appropriate tailoring is made to both materials and planned discussion topics prior to the event to ensure that client objectives are reasonably met.
In addition, course offerings are reviewed each time course content is developed for an event. On a periodic basis, subject matter experts review existing course content to ensure that the content is current and consistent with technical standards and actual field practice.