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Changing Registered Representative or Staff Members
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CPA member publications and companies appoint a Registered Representative, who acts as the main contact for the organization. CPA member organizations may also add Staff Members, who receive full benefits for a small fee.

Member organizations experience personnel changes periodically. If one of your employees has left your organization and is a Registered Representative or a Staff Member, please follow this procedure:

  1. Email Carol Arnold or call 312-380-6789. 
  2. If the person who left was a Registered Representative, provide the name, email address and phone number of the replacement. Every CPA member organization is required to have a Registered Representative.
  3. If the person who left was a Staff Member, you may replace that person without any change to your dues. Please provide the name, email address and phone number of the replacement.
  4. The CPA will make the membership changes as requested and contact the new member directly with login information. Usually, membership changes are implemented the same day they are requested.

Please do not overwrite an existing member profile. We want to keep an ongoing database of current and past members for our records. When we replace a Registered Representative or a Staff Member, we suspend the outdated profile and create a new profile for the replacement. We keep the suspended profile in case your former employee wants to rejoin under another organization or as an Affiliate or Freelance Member.

If you need any assistance, contact Carol Arnold at 312-380-6789.

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9/6/2016 » 2/10/2017
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10/10/2016
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