Greetings CPA Providers,

In preparation for our CPA Partnership Meeting(s) on Thursday, August 27 & 28, 2020, we’ve attached the agenda along with the following handouts to assist with maximizing our time together. Please print and/or save to formulate any questions or concerns you may have.

• Agenda 
• Release of Information Form 
• CPA Transfer Protocol 
• SAFE Matrix & Requirements
• Re-Evaluation Tips