Terms & Conditions and Privacy Policy



This Notice explains how the New York State Society of Certified Public Accountants, including the Foundation for Accounting Education, CPA PAC and its affiliates (“NYSSCPA,” “we,” “group” or “us”) collects and processes your Personal Data. Each time you use our Site, the current version of this Notice will apply. Accordingly, whenever you use our Site, you should check the date of this Notice (which appears at the top) and review any changes since the last version. This Notice is applicable to all Site visitors, registered users and all other users of our Site.

“Personal Data” is any information that enables us to identify you, directly or indirectly, by reference to an identifier such as your name, identification number, location data, online identifier, or one or more factors specific to your physical, physiological, genetic, mental, economic, cultural or social identity.

By visiting nysscpa.org or related properties (together the “Site”), you acknowledge that you have read and understood the processes and policies referred to in this Notice.


For purposes of the General Data Protection Regulation 2016/679 (the “GDPR”), the Data Controller is the NYSSCPA, registered in the state of New York, U.S.A., with a registered address at 14 Wall Street, 19th Floor, New York, NY 10005.

Our Data Privacy Officer, Xiomara Fox, is responsible for overseeing questions in relation to this Notice for purposes of the GDPR.


If you have any questions or concerns about this Notice, please contact us using the Contact Us link at the bottom of our Site.

Alternatively, you can contact us by phone at 212-719-8300, by sending an email to dataprivacy@nysscpa.org or by mail to 14 Wall Street, 19th Floor, New York, NY 10005.


Personal Data that you give us

We may collect and process the following Personal Data:

Contact information, which you provide when corresponding with us by phone, email or otherwise. This includes information you provide when you participate in discussion boards or other social media functions on our Site, and when you report a problem with our Site. The information you give us may include your name, address, email address, phone number, financial information and/or credit card information.

Membership information, including your name; contact details such as address, phone number and email address (business or personal), age, job title, government identification numbers (e.g. license number, etc.), and year of admission; and any other information related to your membership. Membership information may be provided by you during the registration process, or by your employer on your behalf.

Dues payment information, including financial information such as credit/debit card and account numbers used to register or renew your membership.

Purchase information, relating to purchases made by members and nonmembers of delegate passes and event participation, books, reports, journals or newsletter subscriptions, either in-person or via our Site. Purchase information will include financial information as well as information concerning the content and time of the purchase.

Disciplinary information, relating to ethics/disciplinary programs in which complaints against members are adjudicated, with the result being possible suspension/expulsion from membership. This may include extensive information about a member’s business or professional activities, including employment information, and similar information relating to other individuals involved in the investigation, though it would usually not include financial information.

Certification information, relating to certification programs, in which members are granted certification if they meet specified educational/employment experience requirements and/or pass an exam. This may include extensive information about the experience/performance of those certified or accredited. Where the certification concerns institutions or businesses, this may include similar information identifying employees and other members of staff, including volunteers.

Personal Data that we collect from you

With regard to each of your visits to the Site, we will automatically collect the following information:

Technical information, including the Internet Protocol (IP) address used to connect your computer or device to the Internet, browser type and version, time-zone setting, browser plug-in types and versions, operating system and platform.

Information about your visit, including pages you viewed or searched for, page response times, download errors, length of visits to certain pages, page interaction information (such as scrolling, clicks and mouseovers), methods used to browse away from the page, any phone number used to call our customer service number, and location information.

Personal Data that we collect from others

We may receive information about you from publicly available and third-party databases or services that provide information about business people that we believe will help us identify provide products and services that may be of interest to you. We will obtain your consent, however, before contacting you, if required by the law of the country in which you are located.

Non-Personal Data

We collect information that is sent to us automatically by your web browser and we may use this information to generate aggregate statistics about visitors to our Site, including, without limitation—

  • IP addresses
  • Browser type and plug-in details
  • Device type (e.g., desktop, laptop, tablet, phone, etc.)
  • Operating system
  • Local time zone
  • Data provider

We may use non-Personal Data for various business purposes, such as providing customer service, fraud prevention, market research, and improving our Site. Please check your web browser if you want to learn what information your browser sends or how to change your settings.


We will only process your Personal Data, including sharing it with third parties, when 1) you have provided your consent, which can be withdrawn at any time; 2) the processing is necessary for the performance of a contract to which you are a party; 3) we are required by law; 4) processing is required to protect your vital interests or those of another person; or 5) processing is necessary for purposes of our legitimate commercial interests, except where such interests are overridden by your rights and interests.

Personal Data that you give to us

We may use Personal Data that you provide directly to us for the following purposes:

  •  To carry out our obligations arising from your membership, or any other contract entered into between you and us, and to provide you with the information, products and membership services that you request from us.
  •  To organize events that you have purchased or registered for, and to provide you with information, and other materials, relating to the content of the event, the speakers, sponsors and other attendees.
  •  To provide our magazines, newspaper, and other publications, provided you have given your consent.
  • To respond to your questions and provide related membership services.
  • To provide you with information about other events, products and services we offer that are similar to those that you have already purchased, provided you have not opted-out of receiving that information.
  • To provide you, or permit selected third parties to provide you, with information about events, products or services that we feel may interest you, provided you have given your consent.
  • To transfer your information as part of a merger or sale of the business.
  • To notify you about changes to our membership service.
  • To ensure that content from our Site is presented most effectively to you and your computer.

Information that we collect about you

We will use Personal Data that we have collected about your use of our Site—

  • To administer our Site and for internal operations, including troubleshooting, data analysis, testing, research, statistical and survey purposes.
  • To improve our Site in order to ensure that content is presented most effectively to you and your computer.
  • As part of our efforts to keep our Site safe and secure.
  • To measure or understand the effectiveness of advertising that we provide to you and others, and to deliver relevant advertising to you.
  • To make suggestions and recommendations to you and other users of our Site about goods or services that may interest you or them.

Personal Data that we receive from other sources

We will combine this information with information that you give to us and information we collect about you. We will use this information and the combined Personal Data for the purposes set out above (depending on the types of information we receive).


We may share your Personal Data for the purposes described in this Notice—

  • With a member of our group partners, suppliers and subcontractors, for the performance of obligations arising from your membership, or any other contract we enter into with them or you, or to provide you with the information, products and membership services that you request from us.
  • With analytics and search engine providers that assist us in the improvement and optimization of our Site.
  • With trusted third-party companies and individuals to help us provide, analyze and improve the Site and our membership services (including, but not limited to, data storage, maintenance services, database management, web analytics and payment processing).
  • In the event that we sell or buy any business or assets, in which case we will disclose your Personal Data to the prospective seller or buyer of such business or assets if the NYSSCPA or substantially all of its assets are acquired by a third party, in which case Personal Data held by it about its customers will be one of the transferred assets.

We will only transfer your Personal Data to trusted third parties who provide sufficient guarantees with respect to the technical and organizational security measures governing the processing to be carried out and who can demonstrate a commitment to compliance with those measures.


We will never sell your Personal Data to third parties.


Although we use security measures to help protect your Personal Data against loss, misuse or unauthorized disclosure, we cannot guarantee the security of information transmitted to us over the internet.

All information that you provide to us is stored on secure servers.

Any payment transactions will be encrypted using SSL technology.


We are headquartered in the United States. Your Personal Data may be accessed by us or transferred to us in the United States or to our affiliates, partners, merchants or service providers who are located worldwide. If you are visiting our Site from outside the United States, be aware that your information may be transferred to, stored and processed in the United States where our servers are located and our central database is operated. By using our Service, you consent to any transfer of this information.


We will store your Personal Data, in a form that permits us to identify you, for no longer than is necessary for the purpose for which the Personal Data is processed. We may retain and use your Personal Data as necessary in order to comply with our legal obligations, resolve disputes, and enforce our agreements and rights, or if it is not technically reasonably feasible to remove it. Consistent with these requirements, we will try to delete your Personal Data quickly, upon request.


We will retain your information for as long as your account is active or as needed in order to provide you with our Site. If you wish to cancel your account or request that we no longer use your information to provide you with service, contact us at dataprivacy@nysscpa.org. We will retain and use your information as necessary in order to comply with our legal obligations, resolve disputes and enforce our agreements. We maintain one or more databases to store your Personal Data and may keep such information indefinitely.


The Personal Data that you provide to us is generally stored on servers located in the United States. If you are located in another jurisdiction, you should be aware that once your Personal Data is submitted through our Site, it will be transferred to our servers in the United States and that the United States currently does not have uniform data protection laws in place


Our Sites are not directed to children under the age of 13; if you are not 13 years or older, do not use our Site. We do not knowingly collect Personal Data from children under the age of 13. If we learn that Personal Data of persons less than 13 years-of-age has been collected through our Site, we will take the appropriate steps to delete this information. If you are a parent or guardian and discover that your child or a minor under the age of 13 has posted, submitted or otherwise communicated Personal Data to our Site without your consent, then you may alert us at dataprivacy@nysscpa.org so that we may take appropriate action to remove the minor’s Personal Data from our systems.


Our Site may contain links to third-party websites, applications and services not operated by us. These links are provided as a service and do not imply any endorsement by us of the activities or content of these sites, applications or services nor any association with their operators. The NYSSCPA is not responsible for the privacy policies or practices of any third party, including websites or services directly linked to our Service. We encourage you to review the privacy policies of any third-party site that you link from our Service.


Correction and removal

If any of the information that we have about you is incorrect, or you wish to have information (including Personal Data) removed from our records, you may do so by visiting your NYSSCPA Profile or contacting us at dataprivacy@nysscpa.org.

Opting Out

Additionally, if you prefer not to receive marketing messages from us, please let us know by clicking on the unsubscribe link within any marketing message that you receive, by visiting your NYSSCPA Profile or by sending a message to us at dataprivacy@nysscpa.org.

Your European rights

FOR EUROPEAN RESIDENTS ONLY. You have the right to ask us not to process your Personal Data for marketing purposes. We will usually inform you (before collecting your Personal Data) if we intend to use your Personal Data for such purposes or if we intend to disclose your information to any third party for such purposes. You can exercise your right to prevent such processing by checking certain boxes on the forms that we use to collect your Personal Data. You can also exercise your right by contacting us using the Contact Us link at the bottom of our Site.

Under European data protection law, in certain circumstances, you have the right to

Request access to your Personal Data. You may have the right to request access to any Personal Data we hold about you as well as related information, including the purposes for processing the Personal Data, the recipients or categories of recipients with whom the Personal Data has been shared, where possible, the period for which the Personal Data will be stored, the source of the Personal Data, and the existence of any automated decision making.

Request correction of your Personal Data. You may have the right to obtain without undue delay the rectification of any inaccurate Personal Data we hold about you.

Request erasure of your Personal Data. You may have the right to request that Personal Data held about you is deleted.

Object to processing of your Personal Data. You may have the right to prevent or restrict processing of your Personal Data.

Request restriction of processing your Personal Data Request transfer of your Personal Data. You may have the right to request transfer of Personal Data directly to a third party, whenever this is technically feasible.

Withdraw your consent

In addition, where you believe that the NYSSCPA has not complied with its obligations under this Notice or European law, you have the right to make a complaint to an EU Data Protection Authority, such as the UK Information Commissioner’s Office.

You can exercise any of these rights by contacting us using the Contact Us link at the bottom of our Site. 

Your Californian Rights

FOR RESIDENTS OF CALIFORNIA ONLY. Section 1798.83 of the California Civil Code requires select businesses to disclose policies relating to the sharing of certain categories of your Personal Data with third parties. If you reside in California and have provided your Personal Data to the NYSSCPA, you may request information about our disclosures of certain categories of Personal Data to third parties for direct marketing purposes. Such requests must be submitted to us at one of the following addresses: dataprivacy@nysscpa.org


Attn: California Privacy Rights
14 Wall Street, 19th Floor, New York, NY 10005


If we make any material changes to this Notice or the way we use, share or collect personal Data, we will notify you by revising the “Effective Date” at the top of this Notice, prominently posting an announcement of the changes on our Site, or sending an email to the email address you most recently provided us (unless we do not have such an email address), prior to the new policy taking effect.

Any changes that we make to this Notice in the future will be posted on this page and, where appropriate, notification sent to you by email. Please check back frequently to see any updates or changes to this Notice.