Speaker Requirements

The California State Board of Accountancy has certain requirements that must be met in order for a session to qualify for CPE. Please forward this to us as soon a practical, but no later than November 23rd.

What we need from you to meet these requirements is:

• Speaker Name
• Credentials (CPA, PhD, etc.)
• Bio
• Learning Objectives
• Topic Outline

Adding these to the list enhances the marketing of you and the event, but is not required:

• Speaker Narrative ("Blurb")
• Speaker's Firm / Company
• Speaker Intro - we will prepare an intro from the materials referenced on this page. You may provide your custom intro, if desired. We try to keep the intro short and let you elaborate on your background in the presentation.
• Topic Narrative ("Selling the session"-sometimes just the english version of the outline)
• Handout (copy of PowerPoint) - Provides a take-away for the attendee and gives them a method of contacting you later. See previous page.