Frequently-Asked Questions

What is the cancellation policy?

Cancellations must be made in writing and emailed to at least 4 weeks before the event start date in order to receive a full refund (less any credit card transaction fees). Cancellation notifications via social media and text message will not be accepted. -A per person cancellation fee of one-half the registration fee is assessed for cancellations received from four to two weeks out from the start of the event. However, you may transfer your registration to a different offering within the next 12 months without incurring the cancellation fee. -No refunds or transfers will be processed for cancellations received two weeks or less from the start of the event. However, you may substitute another individual for the same event date and location. At times it might be necessary to cancel or reschedule a roundtable after receipt of a confirmation letter. The Roundtable will provide advance notice of scheduling changes and in doing so will not be responsible for penalties related to the canceling or rescheduling of airfares, lodging, etc. However, if the roundtable is cancelled, all registration fees (less credit card transaction fees) will be refunded.

How do I register?

Registration for you and your team can be done via of our registration page:

How do I get a reduced hotel rate?

For more information regarding a reduced hotel rate, please email Ami at

Which meals are provided at the Roundtable?

Breakfast and Lunch for April 29th and 30th. You will be responsible for dinners on both nights. However, we will have a Happy Hour on April 29th; it will include hors d'oeuvres.

Will I receive Continuing Professional Education credit hours (CPEs) for attendance?

The Roundtable 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 of the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to National Registry of Sponsors through its website at

What happens if I leave early or miss a portion of a Roundtable pesentation?

During the program, we will have a proctor monitoring attendance. The proctor will be situated at the only entrance and exit to the room. The proctor will record if a participant leaves early, arrives late, or takes elongated breaks in the middle. The proctor records this information on the attendance log allowing the Roundtable administrative team to determine the correct award of CPE credit. If the participant leaves or arrives late (less than 15 minutes) throughout the program or takes elongated breaks (15 minutes or less), the participant will receive half of the assigned credit. Elongated breaks, arrivals, or departures of greater than 15 minutes will result in a forfeiture of the assigned CPE.

Can I attend the Roundtable virtually?

Each session will be provided virtually via Skype; however, Continuing Professional Education credit hours (CPEs) will not be earned. To register for virtual attendance, please go to

What should I wear?

For your comfort, we suggest business casual. We also suggest you wear layers as the temperature in the meeting rooms may vary greatly.

How do I receive my CPEs?

Within weeks of the the Roundtable, you will receive an email from the Roundtable that contains a pdf copy of your CPE certificate for you to download and save to your records

Who do I contact if I have a complaint?

If you have concerns you would like addressed, please contact the Roundtable's Administrator: 720.325.3333 2450 Lakeside Parkway, Ste.150-1005 Flower Mound, Texas 75022