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Overview

February 18, 2014

​The National Rural Electric Cooperative Association (NRECA) hosted a 90-minute web conference to support public power and other commodity options end-users preparing to file with the Commodity Futures Trading Commission (CFTC). The compliance deadline for Form TO was March 1, 2014.

This recording from the live event on February 19 provides an overview of Form TO and includes guidance and strategies from Patty Dondanville, Partner with Reed Smith LLP, Jeff Walker, Senior Vice President and Chief Risk Officer at ACES, and Russ Wasson, Director of Tax Finance and Accounting Policy at NRECA. This segment also includes a question and answer period.

Certified Public Accountants who registered for this web event could earn up to 1.5 Continuing Professional Education (CPE) credits

​Topics Covered Included:

  • Preparing for the CFTC filing deadline
  • A refresher on practical approaches to contract analysis
  • Information you may need from your counterparties for Form TO compliance
  • Where to find Form TO on the CFTC website, and potential issues for filers
  • Recordkeeping obligations with respect to the information you report

Continuing Professional Education (CPE) Credits:

1.5 CPEs

Certified Public Accountants (CPAs) applying for these credits must complete all of the following National Association of State Boards of Accountancy (NASBA) requirements:

  1. Register for the web conference. Each person applying for CPE credits must register individually.

  2. Log on and participate in the entire web conference. Each person applying for CPE credits must log on individually. Others may view the web conference with them; however, only the person who logs on will be eligible for CPE credits.

  3. Complete the online evaluation form at the end of the web conference. One section of this evaluation form will have an area specifically for those participants applying for CPE credits to fill out.

  4. Three to four weeks after the program, certificates of completion will be sent to those participants applying for credits.

NRECA 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. Website: www.nasba.org

No prerequisites and/or advance preparation is required for this program and the program level is basic, “Group-internet based.”

Questions? Contact Angie Hylton at angie.hylton@nreca.coop or 703-907-5656.

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