Refund, Waiver and Travel Expenses Policies

Event Refund Policy

Registration fees cover the costs of venues, meals, materials and Cvent processing fees.  To limit losses on ISACA Portland, Oregon Chapter events, refunds are available back to the card used for registration as follows:

Luncheons/Meeting/Webinar: (Any session equal to or less than 2 CPE):

  1. Full refunds for cancellations or requests for transfers can be made two (2) business days prior to the start of the event unless otherwise stated.
  2. For cancellations made after the two-business day point to the start of the event, requests will be considered for a full or partial refund on a case-by-case basis, subject to approval by the chapter President.
  3. Refunds are not available for no shows or cancellations after the event begins.

To request a refund, request via Cvent.

To request a substitution/transfer, contact membership@isaca-oregon.org


Seminars/Webinars: (any session greater than 2 CPE):

  1. Full refunds for cancellations or requests for transfers can be made ten (10) business days prior to the start of the event unless otherwise stated.
  2. For cancellations made after the ten-business day point to the start of the event, requests will be considered for a full or partial refund on a case-by-case basis, subject to approval by the chapter President.
  3. Refunds are not available for no shows or cancellations after the event begins.

To request a refund, request via Cvent.

To request a substitution/transfer, contact membership@isaca-oregon.org


Fee Waiver and Discount Policy 

Fee Waiver & Volunteer Discount Policy (Adopted May 28, 2019)

Our Goal:

As a non-profit organization, one of the ISACA Portland, Oregon Chapter’s goals is to promote the industry practices and knowledge by providing value to the local IT Security, Audit and Compliance professional community.  As such, the Chapter provides the opportunity to attend training and educational events at a discount and/or no-cost basis for our members and the IT Audit/Security community via a Fee Waiver & Volunteer Discount Policy and Process.


Our Policy:

Fee Waivers and Discount request will be considered on a confidential basis and are issued at the sole discretion of the Board of Directors.  The Board has the right to rescind or deny any requests for free or discounted attendance to its events.

The Board will make best efforts to implement registration and sign-in processes that facilitate the anonymity of those receiving this benefit.

The Board by majority vote, can elect to extend complimentary attendance to specific events, as in alignment with the organizational goals and objectives, such as Academic Outreach.

Individuals who receive a fee waiver or volunteer discount are still eligible to receive CPE offered for attendance at the specific event in accordance with normal CPE eligibility policies.

As a general practice, fee waivers and volunteer discounts will be provided to any “eligible” (see “Eligibility” section below) individual on a first-come/first-serve basis as spots are available for the event.

Volunteer spots will be limited based on the number of volunteers who can effectively contribute to the event, as determined by the Board.

The Membership Director and Programs Director will maintain adequate documentation of this program and provide it to the Board per audit review requirements.  This data is to be stored in a confidential manner in accordance with Chapter documentation processes.

This Policy and Process is to be published and available to members.


Eligibility and Benefit:

General eligibility requirements for consideration of this benefit include individuals who are students, professionals or retired professionals involved in information security, assurances, risk management and governance.

Chapter Board Members may participate in receiving this benefit; however, their receipt of this benefit must be approved by two independent board members.

Abuse of this benefit may result in exclusion from further participation.

Fees for select regular chapter events (including the annual social mixer, events, webinars, and education programs) may be fully waived for active members who request the benefit and self-identify in the following categories:

  • Full time student
  • Recent Graduate
  • Currently unemployed
  • Retired member

In addition, the chapter seeks to encourage participation and volunteerism at events by offering an opportunity for reduced-price attendance for volunteers.  Fees for select regular chapter events (including the annual social mixer, events, webinars, and education programs) are eligible for reduced or fee attendance to volunteers, based upon availability and needs for the specific event.

Process:

Any person interested in attending an event and utilizing this benefit may contact either the Membership Director (membership@isaca-oregon.org) and/or the Programs Director (programs@isaca-oregon.org) as listed on the Chapter Website.

Requests for a fee waiver or volunteer discount should be made at-least 4 business days prior to the start of the event unless otherwise stated.

Upon confirmation, the individual will be registered for the event with a “Complimentary” type of ticket in our event management database.


Travel and Expense Reimbursement Policy and Procedure

Effective date: 9/30/2015

Last updated: 4/20/2021


Policy

It is the policy of ISACA Portland, Oregon Chapter (IPOC) to reimburse expenses for eligible persons at standard rates approved by the IPOC Board of Directors (Board) prior to travel expense being incurred.


Definitions

Eligible Person

A speaker presenting at IPOC events, a Board member, or any other person who has received prior approval for travel is eligible for travel reimbursement.


Approver

The approver is an IPOC board designee responsible for evaluating and providing preapproval for travel.  The approver may be:

  1. The President of the board member traveling.
  2. The President, Vice President, Programs Director or Academic Director for Speaker or other guest travel when that travel has been included in the approved chapter budget for a program or education event.

Procedures


Travel Reimbursement Approval and Eligibility

All travel reimbursement must be approved by an Approver prior to the travel expense being incurred, except as described in this policy.

Only travel expenses directly related to an IPOC approved event are eligible for reimbursement.  Eligible persons may combine private travel with the IPOC approved event, however only expenses directly related to the IPOC approve event are eligible for reimbursement.


Rates for Reimbursement of Travel Expenses

The Board will reimburse expenses incurred according to the following criteria:

  • Lodging – Hotel expenses should be incurred only when the program is scheduled more than 50 miles from your home.  When overnight accommodations are necessary, reimbursement will be made at the prevailing economy/standard single room rate and limited to a one-night stay per presentation per day.  Effort should be made to find reasonable priced hotels.  Reasonable prices for hotel accommodations may be calculated as falling within 1.5x the current GSA per diem maximum lodging published on www.gsa/gov.
  • Air, Rail and Road Travel – All bookings should be made in economy/standard class.  Whenever possible, use the most cost-effective ground transportation option available (e.g. public transportation should be used before a taxi or rental car).
  • Mileage – Mileage will be reimbursed according to the prevailing IRS rate.
  • Meals – Meals will be reimbursed while staying overnight or on approved IPOC business and reimbursed at the GSA M&IE per-diem rates for the area, as published on www.gsa.gov.  A meal is not eligible for reimbursement whenever it is included in the cost of the event (e.g. breakfast included in hotel cost, keynote speaker lunch, etc.) in which case these meals should be deducted from the per diem rate as follows: Breakfast $10, Lunch $15, Dinner $25.
  • Additional Travel Related Expenses – The following travel-related expenses are acceptable and will be reimbursed:  Baggage, Parking, Reasonable tips; Internet charges.
  • Exceptions – The Approver may approve any expenses for lodging, transportation, and meals that exceed standard rates based on exceptional circumstances that justify the exception.
  • Pre-paid Expenses – The Approver may authorize pre-payment for lodging and transportation, not to exceed the Board approved budget for the event.

Approval – The approval of travel reimbursement shall be documented by the Approver and the Eligible Person prior to incurring any travel expense.


Request for Reimbursement of Travel Expenses – A request for reimbursement of travel expenses must be submitted to the Treasurer within 90 days from the date of the event (date of forfeiture); otherwise, the Eligible Person forfeits any clam for travel reimbursement.


Payment of Travel Reimbursement – The Treasurer shall pay travel reimbursement within 30 days from the date of Eligible Person submitting all documents requested by the Treasurer.  Exceptions – The IPOC Board may use discretion to approve reimbursement for all or a portion of travel reimbursement that is not in compliance with this policy.