Administrative Training Policies

Records, Updates, Cancellations, Complaints, & Refunds

Record Retention Policy

We guarantee to retain the following records for five years in accordance with NASBA No. S24-01,03:
  • Records of Participation

  • Dates and Locations of Program Offerings

  • Author/ Instructor/ Developer/ Reviewer Credentials including(but not limited to): the State of Licensure, License Number, Status of License. (most of this information can be found on our website at all times)

  • Number of CPE Credits earned by participants

  • Results of Program Evaluations

  • Program Descriptive Materials (Course Announcement Information)

  • Program Outline, agenda or speaker notes that show the element of engagement related to course content during each credit of CPE planned for the group-live program

Refund Policy

By default, refunds will be offered as a credit for future training or services by Gray CPA Consulting. In the event of extenuating circumstances, this may be negotiated on a case-by-case basis. In the case of non-credit refunds, Gray CPA Consulting will make the best effort to refund in the original payment method but will default to any method necessary to enact the refund in a timely manner.

Cancellation Policy

Gray CPA Consulting reserves the right the cancel a training within 5 days of start date for any reason. Participants will be notified using the email address provided during registration. An attempt will be made to contact registrants via phone as well in the case of a custom-scheduled training.

Cancellation due to lack of registration

Gray CPA Consulting Reserves the right to cancel training within 5 days of the start date due to a lack of registrations for the course. Registrants will receive a refund upon cancellation as well as a notification.

Cancellation due to Extenuating Circumstances on Behalf of Trainer

In the event Gray CPA Consulting must cancel training after the 5-day window due to trainer circumstances, all registrants will receive a full refund and will be contacted in a best-effort attempt to reschedule another similar training at a convenient time.

Cancellation Due to Extenuating Circumstances on Behalf of Attendee

An attendee may cancel their registration within 10 days of training and receive a full credit refund towards future training or services from Gray CPA Consulting. Any cancellation after that window will be evaluated on a case-by-case basis. Any cancellation on the day of training due to technical difficulties that were due to lack of preparation on the registrant’s part is not eligible for refund except for on a case-by-case evaluation by the trainer.

Attendance Stow-away

If at any time, the trainer suspects that a web-based registration is being used to train more individuals than are paid and registered for the training, the trainer will notify the offending party and may revoke CPE earned unless the difference (to be determined on a case-by-case basis) in cost is paid.

All other Cancellations

All other cancellations will be evaluated on a case-by-case basis

Complaint Resolution Policy

In the case of complaints, registrants may contact:

Gail Gray | phone/fax/sms: 936.828.4587 | | Mailing Address: 6606 FM 1488 STE 148-621, Magnolia TX 77354

Course Update Policy

All courses are developed and updated by subject-level experts. In accordance with NASBA Standard No. 4, CPE program sponsors will use activities, materials, and delivery systems that are current, technically accurate, and effectively designed. Course documentation will contain the most recent publication, revision or review date. Courses will be revised as soon as feasible following changes to relative codes, laws, rulings, decisions, interpretations, etc. Courses will be reviewed by an individual with subject matter expertise at least once a year to verify the technical accuracy of the content.

Software Update Review and Revisions

It is our policy to perform updates to training materials and course communications regarding what our software subject experts determine to be blocker-status changes in the software annual releases of updates. This may include updated best practices, screenshots, and practice sets. Our subject-matter experts for this component include those with software-specific certifications and programming knowledge. In addition, they are currently implementing, supporting, and customizing solutions for users in the same line of work as course attendees.

Reporting Standards Update Review and Revisions

Upon major reporting standard changes, our subject matter experts may provide materials updates to focus on changing best practices and requirements. This update will occur at least every 2 years. Example reporting standards to be considered may include (but not be limited to): GASB, GAAP, GAGAS, ASBO, GFOA, IFRS. Our Subject matter experts for this component are CPAs or CPA candidates with extensive experience with implementing these reporting standards for ongoing clients and industry programs.

For more information on how we maintain our courses see our other article:

Content Development Policies

Gray CPA Consulting PC 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 submitted to the National Registry of CPE Sponsors through its website:

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