Each committee and task force of the ICPAS should, from time to time, consider the need for print and electronic articles and publications in its subject area.
All articles are subject to approval by the President & CEO in their capacity as publisher. See INSIGHT Editorial Policy guidelines.
Publications should be proposed and developed for publication when committees identify a clear need within the Society’s membership for information in the form of a technical guide or public service item that is not already available from another source. Publications of the AICPA or other groups should not be duplicated unless it is determined that a new publication would be a significant improvement. A publication may be developed by a subcommittee or individual within a committee, but all proposals and final drafts must be reviewed and approved first by the full committee and then by the Committee on Structure and Volunteerism of the Board of Directors. The committee’s Staff Representative and the President & CEO or his/her designee, are responsible for the transmission of all proposals, drafts and correspondence relating to the publication between the sponsoring committee and the Committee on Structure and Volunteerism. Production and promotion of the publication may not proceed until the Committee on Structure and Volunteerism grants approval of the final draft. The Committee on Structure and Volunteerism must provide specific commentary whenever it chooses not to grant approval to a proposal or final draft.
Pricing recommendations are the responsibility of the Creative Services Department. The President & CEO makes the final price determination based upon these recommendations. The Creative Services Department is responsible for making final production decisions, for producing the publication and for adding the new title to the Society’s list of publications. Appropriate Illinois CPA Society staff may, at its discretion, promote the publication through news releases and other Society communication channels All requests for complimentary copies or special discounts must have the written approval of the President & CEO.
It is the committee’s responsibility to review its existing publications, when necessary, and to determine which they will reprint, revise or cancel during the next committee year. Any committee publication plans requiring funds that arise after the annual budgeting process should be submitted in writing by the staff representative to the President & CEO.
Revision of an existing publication must be conducted under the same guidelines as the development of new publications with the exception that no Committee on Structure and Volunteerism approval is needed for the initial proposal.
More than one member per organization may serve on committees, including the Board of Directors. Committee service is limited to a maximum of six consecutive years and a one-year hiatus before reappointment can occur for the same group.
All ICPAS member programs, services, and activities whether proposed or ongoing are subject to periodic evaluation to ensure alignment with achieving the Society's Mission, and to determine whether such activities will be initiated, changed, continued, or discontinued based on priorities and allocation of resources.
To qualify for CPE credit under the sponsorship of the Illinois CPA Society, all continuing professional education programs must be offered according to the quality control procedures and process established by the board of trustees and administered by staff. The procedures cover course development or purchase, technical and instructional reviews, faculty, program administration and record keeping.
Committees, chapters, firms, corporations and individuals are encouraged to make their needs known. Each year a number of “hot topic” seminars are scheduled as a result of ideas or proposals from committees and others. The course proposal process works very successfully when a committee believes a topic should be covered in a formal program qualifying for CPE credit.
The Society conducts formal need assessment surveys and monitors participant evaluations for feedback on quality and content. Decisions on course curriculum and development are made by the senior education staff member, with input from various member groups. Priorities are established according to volume need and service to the statewide membership. In making such decisions, consideration is also given to the ability to market and promote programs in a cost-effective manner.
Sufficient projected attendance must be an important consideration.. Fees are established based upon a planned curriculum, projected attendance, and administrative and direct program costs. The board encourages development of programs where a sufficient volume of attendees and timeliness of program content can be achieved and such programming is within the resources available at the time.
Programs which qualify in this manner include all onDemand programs, live seminars, workshops, conferences and programs (delivered in person or electronically) developed by ICPAS or procured by ICPAS from vendors which are offered as public programs (via chapters, firms/ companies, or groups of firms/companies). Presentations at special events such as the Accounting & Finance Showcase are designed for CPE credit and are to be promoted extensively. General discussions at Society board, committee, subcommittee, member forum groups (MFGs) or task force meetings do not qualify. Committees and MFGs are encouraged to pursue, through the proposal and planning process, course development of a topic felt to be of significant importance to a large segment of the membership. Staff are available to assist a committee or MFG in preparing an education program proposal.
The Board of Directors recognizes the increasing involvement of the Society in the establishment of standards, regulations and issues of public policy, and, therefore, adopts the following policy on public statements which supersedes all prior resolutions and policies covering this subject:
No refunds will be given for program registrations unless the Illinois CPA Society cancels or reschedules the program. If a program is cancelled or rescheduled, registrants will be notified 5 working days prior to the scheduled date by phone and/or email.
If a registrant notifies the Illinois CPA Society of their cancellation from a program at least 24 hours prior to the program date, the registrant may transfer the fees to another program as long as the new program will take place within 12 months of the registrant’s cancellation date. A registrant may substitute another person for their registration until the morning of the program.
Notification of registrant cancellation less than 24 hours prior to the program date will result in the forfeiture of the registration fees.
The Illinois CPA Society, by policy of the Board of Directors, condemns discrimination and sexual and other forms of harassment – which are violations of federal, state and municipal law – in the accounting workplace and the organizations our members serve or represent. The ICPAS believes that incidents of discrimination and harassment are inexcusable and should not be tolerated in the accounting
The ICPAS encourages all employers in the accounting profession, regardless of size, to condemn discrimination and harassment of all kinds by communicating to their management and employees that such discrimination and harassment will not be tolerated; that they will investigate complaints of such discrimination and harassment immediately and confidentially; and take whatever action is necessary including dismissal of personnel to eliminate the problem. The ICPAS also encourages all such employers to attempt to prevent discrimination and harassment of all kinds through the adoption of comprehensive policies and by implementing education programs to inform management and employees of their rights and obligations under such policies.
No person either male or female, professional or administration, should be subject to unsolicited and unwelcomed verbal or physical conduct of a discriminatory or sexual nature. Such conduct could include stereotyped or demeaning remarks or gestures offensive to either gender or to racial, ethnic or religious groups. Accordingly, all professional and administrative personnel who believe they have been subjected to discrimination or harassment from other personnel or third parties should be encouraged to report such incidents or conduct to appropriate persons in the organization immediately to assure that suitable actions are taken to curtail and prevent such conduct.
In the event of substantial discrimination or harassment by a client, customer, supplier or another employee, the organization’s management should take prompt remedial action to ensure a discrimination/harassment-free workplace for the individual. Although there are limits on the ability to influence client or supplier behavior, possible remedial steps could include an immediate discussion, sending a letter of objection or refusal to continue the business relationship. In any event, the message should be clear that such conduct will not be tolerated and must stop immediately. All workplace policies against discrimination and harassment should be clear that it is the obligation of every person within the organization to comply with the policies against discrimination and harassment in both practice and spirit.
The ICPAS is committed to raising awareness about discrimination and sexual and other forms of harassment and its prevention in the accounting workplace through the following activities:
The Illinois CPA Society logo and name are registered in the US Patent and Trademark Office.
All Illinois CPA Society name and/or logo usage requests are subject to approval by the Illinois CPA Society President & CEO or his/her designate.
A regular member in good standing shall be entitled to use the Illinois CPA Society logo and the designation “Member of the Illinois CPA Society” as a part of his/her personal signature.
An affiliate member in good standing shall be entitled to use the Illinois CPA Society logo and the designation “(International/ Student/Academic/or Professional) Affiliate Member of the Illinois CPA Society” as a part of his/her personal signature.
A firm or company shall be entitled to use the Illinois CPA Society logo and the designation, “Members of the Illinois CPA Society” on their stationery or website if the majority of owners (if a licensed public accounting firm) are regular members in good standing.
All Society member groups (Chapters, Member Forums, etc) shall be entitled to use the Illinois CPA Society logo and designation according to Society specifications.
The Illinois CPA Society logo and name may not be used in any manner to imply that a member is in any way an agent of the Illinois CPA Society or that the Illinois CPA Society in any way warrants, approves, or endorsed any product or service provided by the member.
Illinois CPA Society logo artwork must be supplied by the ICPAS Creative Services Department.
All website usage of the Illinois CPA Society logo and name must be an active link to the Illinois CPA Society website.
The Illinois CPA Society reserves the right to revoke approval for usage of the Society name and logo upon a member’s failure to remain in good standing, in the event of misuse by the member/member group as determined by the Illinois CPA Society, or any other breach of this Logo Usage Policy. Upon such revocation, the member/member group will eliminate the use of the Illinois CPA Society logo and name from all materials, products and services regardless of whether such materials, products or services are pre-printed or pre-existing at that time.
To submit a request for logo or name usage, please fill out the PDF Form and return it to:
Mari Watts, Director of Marketing & Communications