Ask the Accounting Community

 View Only
  • 1.  CPE rollover

    Posted 24 days ago

    Does anyone know when rollover credits are applied to your account? Is it automatic? This is my first full year for the CPE requirement, but I have rollover credits from last year that I don't see in my account. 



    ------------------------------
    Ellen Wiener CMA, CSCA
    Director/Manager
    United States
    ------------------------------


  • 2.  RE: CPE rollover

    Posted 23 days ago

    I would also like to know the answer to this.



    ------------------------------
    Chantz Wilson CMA
    Controller
    Enid OK
    United States
    ------------------------------



  • 3.  RE: CPE rollover

    Posted 6 days ago

    Hi Ellen, 

    Our CPE rules and requirements can be found here: https://mc-69e30ef4-758e-4371-ac6f-2657-cdn-endpoint.azureedge.net/-/media/IMA/Files/Home/IMA-Certifications/CMA-Certification/continuing-education-requirements-and-rules.ashx?rev=eabf6cd610784001a725a6cb417d2ccf&hash=5F0B2CAA0952F7F01A20AD7DB29C3D81

    Thank you!

    Morgan



    ------------------------------
    Morgan Del Rio
    Director, Integrated Marketing
    IMA
    morgan.delrio@...
    ------------------------------



  • 4.  RE: CPE rollover

    Posted 6 days ago
    Dear Team @ IMA 

    I attended  IMA Student leadership conference on 4th March in New Delhi but my CPE credit has not been added into my profile till date .

    Pls advise when these CPE will get credited in my account.

    Warm Regards
    Mahesh Chhabra
     Membership No-  000010717647  



    image.png

    Prepare to become an innovative leader in the digital workforce of tomorrow

    Experience the journey from the classroom to a boardroom
    Learn about the latest trends in the accounting and finance profession
    Understand C-suite perspectives about market demands and skillsets that matter
    Discover the importance of a strong digital profile in today's world
     





  • 5.  RE: CPE rollover

    Posted 6 days ago

    I was not looking for a policy document but an actual answer to my question.  The CPE dashboard states: "Please note: Carry-over credits are not included in percentage." If that is the case, how would we ever know if/when our carry-over credits were applied? 



    ------------------------------
    Ellen Wiener CMA, CSCA
    Director/Manager
    United States
    ------------------------------



  • 6.  RE: CPE rollover

    Posted 5 days ago

    Hi Ellen, 

    Apologies, I misread your question. You can reach out to our member services team at ima@... and they can look into this for you.

    Thank you!

    Morgan



    ------------------------------
    Morgan Del Rio
    Director, Integrated Marketing
    IMA
    morgan.delrio@...
    ------------------------------