Accounting and Financial Procedures Manual

Cover Page
Using The Manuals
Updates to the Manuals
Definition of Terms
Standards Manual
- 100 Standards—Code of Professional Ethics for ACPE Members
- 200 Standards—Complaints
- 300 Standards—Accreditation
- 400 Standards—Certification
- Standards Appendices
Accreditation Manual
- Preface
- Part One: Introduction
- Part Two: ACPE Accreditation
  - I. Accreditation Policies and Procedures
  - II Workbook-Applying for/Maintaining Accredited Member Status
- Part Three: Accreditation Appendices
NEW PROCESS: 2020 Accreditation Manual
- Introduction to the New Accreditation Process
- Substantive Updates to the New Accreditation Manual
- Using the Manual
- The Accreditation Process
- ACPE Standards and Portfolio Expectations
- Required Center Policies & Procedures
- Supporting Documents and Procedures
- The Accreditation Commission
- Accreditation Commission Forms
- ACPE Organizational Structure
- Definition of Terms for the Accreditation Process
  - ACPE Related Terms
  - Educational Terms
OLD Certification Process Manual
- Certification Preface
- Part One: Introduction
  - Mission, Vision and Values
  - ACPE Certification and the Certification Commission
- Part Two: ACPE Certification Process
- Part Three: Workbook for Certification Processes
- Part Three: Certification Appendices
NEW CERTIFICATION PROCESS MANUAL
- Certification Preface
- Part I: Introduction
- Part II: Admissions Process
- Part III: The Certification Process
- Part IV: Post Certification
- Documents and Other Processes
Professional Ethics Manual
- Professional Ethics Commission Preface
- Part I- Introduction
  - Mission, Vision and Values of ACPE
  - Professional Ethics Commission (the “Commission” or PEC)
- Part II—Processing Complaints of Ethics Code
- PEC Appendices
Accounting and Financial Procedures Manual
- Introduction
- Purpose of the Manual
- Finance and Accounting Responsibilities
- Budget
- Reserves
- Annual Dues and Other Fees
- Financial Statement Presentation and Distribution
- Bank Reconciliation
- Audit
- Accounts Payable
- Cash Disbursements
- Corporate Credit Cards
- Expenditure Approvals
- Traveler’s Responsibilities – Volunteers, Speakers and ACPE Staff
- Driving for ACPE Policy
- Travel Advances
- Expense Reimbursement – Volunteers and ACPE Staff
- Contracts and Purchase Orders
- Bids and Purchase Orders
- Sensitive Data Security
- Records Retention and Destruction
- Appendices
  - Appendix A: Financial Standing Policy
  - Appendix B: Certification Fees
  - Appendix C: Conference Accounting Policies
  - Appendix D: Records Retention Schedule

A Manual of the ACPE Finance and Audit Committee

Approved by the Board of Directors; Effective May 2018

Introduction
Purpose of Manual
Finance and Accounting Responsibilities
Budget
Annual Dues and Other Fees
Reserves
Financial Statement Presentation and Distribution
Bank Reconciliation
Audit
Accounts Payable
Cash Disbursements
Corporate Credit Cards
Expenditure Approvals
Traveler’s Responsibilities – Volunteers, Speakers and ACPE Staff
Travel Advances
Expense Reimbursement – Volunteers and ACPE Staff
Contracts and Purchase Orders
Bids and Purchase Orders
Sensitive Data Security
Records Retention and Destruction Policy

Appendices

PEC Appendices

Introduction

A Manual of the ACPE Finance and Audit Committee

Approved by the Board of Directors; Effective May 2018

Table of Contents