policies, ce credits & general information

cancellations, refunds & substitutions

Conferences: Cancellations are accepted by fax or email. Refund amount is based on the date written cancellation notice is received. 100% refund until 14 calendar days before the event; 50% refund 7 to 13 days prior; no refund after that. If another individual will be attending in your place, please fax or email us 24 hours in advance to facilitate check-in at the event. Failure to notify in advance will result in a $25 fee at the door, plus any additional fees that may be due, i.e. member vs. nonmember price.

Presentations - Advance Registration Required: Advance registration and payment is required for all presentations, by the deadline stated for each event. Please register online, or using the form in our newsletter OR on our Programs Page. A limited number of walk-ins will be admitted on the day of the event, space permitting.

We will send a confirmation of your registration within 3 days via email and US mail; the mailed confirmation will include a receipt of payment. If you do not receive a confirmation, email seminars@nyssa.org or call us.

Please bring your confirmation letter on the day of the event.

Cancellations are accepted by fax or email. A 48 hour notice is required for refunds. If another individual will be attending in your place, please fax or email us 24 hours in advance to facilitate check-in at the event. Additional fees may apply, i.e. member vs. nonmember price. Failure to notify in advance will result in a $25 fee at the door, plus any additional fees that may be due, i.e. member vs. nonmember price

press

Members of the press, with proper credentials, may attend this conference at no charge subject to space availability. Please attach a business card to the registration form and mail or fax it to NYSSA. For more information and to submit your name to NYSSA’s Press Database, click here.

continuing education credit

As a participant in the CFA Institute Approved-Provider Society Pilot Program, the New York Society of Security Analysts has determined that certain events qualify for credit for the CFA Institute Professional Development Program. Credit hours are noted for informational purposes after each course description. For additional information on this program, contact CFA Institute at (800) 247-8132, 560 Ray C. Hunt Dr., Charlottesville, VA 22903-0668, www.cfainstitute.org.

As a courtesy to event attendees, effective September 1, 2005, NYSSA will periodically provide CFA Institute with a list of members who attended those events eligible for PDs. The PD credit hours earned will be auto-entered into each CFA Institute member’s web-based PD Diary. CFA Institute will then send an email notification to the member when a new entry is made. For self-study or courses taken outside of NYSSA, members can continue to record the event themselves into their PD Diary.

“CFA Institute does not endorse, promote, review, or warrant the accuracy of the products or services offered by NYSSA or verify or endorse the pass rates claimed by NYSSA. CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.”

NYSSA 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417, www.nasba.org.

Some events/activities may qualify for professional development/continuing education credit depending upon the circumstances surrounding the event/activity and one’s unique professional responsibilities. If a program does not have credits assigned to it, you may still submit your participation in it to the recognizing organization, which has the final authority on acceptance for credit.

Certificates of attendance are available for those members who need documentation of continuing education credits for their employer or another member organization. Email requests to seminars@nyssa.org.

seminars, conferences & presentations staff

Eileen Stempel, Program Development Manager
Evelina Ioselev, Programming/Events Associate
Derly Vargas, Programming/Events Coordinator   
Email: seminars@nyssa.org