Annual CPE and GFOA Engagement Credit Reporting Requirements

CPFOs will report three (3) GFOA Engagement Credits (EC) every year, in addition to 15 CPEs. You can view your GFOA CPEs and ECs in the GFOA LMS through your “My Dashboard”. Your GFOA ECs will be added by staff towards the end of the calendar year.

For 2025, please complete and submit this form to confirm that you met the reporting requirements. The deadline to submit the form is February 28, 2026.

The deadline to report non-GFOA credits and submit the form is February 28, 2026, for the 2025 calendar year. CPEs from GFOA events are viewable on your LMS Dashboard. A summary of your GFOA Engagement Credits (EC) will be viewable on your LMS Transcript page in December 2025. You can self-report education credits and ECs from other organizations in the LMS.

Below is a list of ways to earn ECs:

Option	Credits Awarded
Three Points
Serve on GFOA Executive Board Serve on GFOA Committee Serve as Leadership for State/Provincial GFOA Association (board or committee role) Serve as Leadership for Peer Association Serve in Leadership Capacity in GFOA Member Forum	3 3 3 3 3
Two Points
Serve on GFOA Local Conference Committee Speak at the GFOA Annual Conference Speak at Other Conference on Public Finance Serve as Presenter for GFOA Training Serve on GFOA Research Task Force Publish Article in GFR Complete Case Study Write Up of Own Experience Document Best Practice Implementation in Your Government Serve as a mentor for GFOA program Participate as Volunteer Reviewer for GFOA Award Program Participate as Volunteer for CPFO Program	2 2 2 2 2 2 2 2 2 2 2
One Point
Review GFOA Research Paper Attend GFOA Conference Participate in GFOA Virtual Networking Sessions Member of Black Caucus Member of LGBTQIA+ Caucus Member of WPFN Member of Small Government Forum Member of Urban Forum Member of Utility Finance Forum Attend a GFOA State/Provincial or Peer Association Conference GFOA Research Challenge Submission GFOA Research Challenge Judge GFOA Research Challenge Winner	1 1 1 1 1 1 1 1 1 1 1

The list is a guide for the types of activities that qualify as Engagement Credits, it is not a comprehensive list.

CPFOs can self-report engagement activities in the LMS that reflect volunteerism related to public finance. The engagement can be with GFOA, a national organization, state association, or a local community organization.

Frequently Asked Questions

How will I report this information?

The GFOA LMS will track CPEs that you earn through GFOA. GFOA EC volunteer activities, such as being on a committee, in a networking forum, or attending a conference will be added to the LMS by GFOA staff. For activities outside of GFOA, you can report those through the GFOA LMS.

To submit non-GFOA CPEs and Engagement Credits, please read the instructions here.

To view a short overview video of the submission process, click here.

What types of CPEs count towards the required fifteen?

CPFOs must commit to staying current in the field of public finance by participating in continuing professional education. The credits can be earned through organizations registered with the National Association of State Boards of Accountancy (NASBA) or other entities that provide continuing education. All CPFOs must earn at least fifteen continuing education credits beginning with the first full calendar year after achieving certification.

I volunteer in a leadership role with a peer organization or state/ provincial association; will that count as three engagement credits?

Yes. GFOA expects that all CPFOs engage with the organization or other similar peer associations to share knowledge, network with peers, and advance the profession. Peer organizations are those such as GASB, NASBA, AGA, GFA, AICPA, AASHTA, any GFOA state or provincial association, and more.

I’ve already earned the CPFO certification. Do I have to report engagement credits?

Yes. All CPFOs are required to earn at least fifteen (15) CPEs and three (3) engagement credits each calendar year starting in 2021.

I’m still working towards the certification. When will I report CPEs and ECs?

Beginning with the first full calendar year after earning the certification.

Examples: If you earn the certification at any time in 2021, your first annual reporting window will start on 1/1/22 and ends on 12/31/22. If you earn the certification in 2022, then your first annual reporting will start on 1/1/23 and end on 12/31/2023, and so on.

I’d prefer only to report CPEs. Do I have to participate in the GFOA Engagement Credit aspect of the program?

Yes. We know that CPFO members are already active with GFOA and various peer organizations, including state and provincial chapters, so we expect three ECs to be easy to complete.

What is the reporting year?

You will report the information every calendar year, starting in January and ending in December. The deadline to report the information will be in February.

What is the CPFO Membership Fee?

Individuals earning the certification will start paying the $175 CPFO renewal fee following the first full calendar year after obtaining the certification. Ongoing renewal fees for CPFOs will be invoiced at the beginning of the calendar year. The initial membership fee will be billed in January 2022.

For example, if you earn the certification in 2022, you will initially be invoiced in January 2024. Earn it in 2023; the first invoice is in January 2025.

The benefits included with the annual membership fee will include:

Benefit	CPFO
Discount on GFOA Publications	25% off Member Price
GFOA eLearning	eLearning Course Credits
Access to CPFO Online Forum	Yes
Access to CPFO Networking Events	Yes
Access to CPFO Volunteer Assignments at GFOA	Yes

I have a recommendation about a new Engagement credit activity. How can I submit the information?

Please email us. We will work with the CPFO oversight committee to evaluate recommendations.