Board-Approved Ethics CPE Courses

 

 

21 NCAC 08G .0410, Professional Ethics and Conduct CPE, states:

(a) As part of the annual CPE requirement, all active CPAs shall complete CPE on professional ethics and conduct as set out in 21 NCAC 08N. They shall complete either two hours in a group study format or four hours in a self-study format. These courses shall be approved by the Board pursuant to 21 NCAC 08G .0400. This CPE shall be offered by a CPE sponsor registered with the Board pursuant to 21 NCAC 08G .0403(a) or (b).

(b) A non-resident licensee whose primary office is in North Carolina must comply with Paragraph (a) of this Rule. All other non-resident licensees may satisfy Paragraph (a) of this Rule by completing the ethics requirements in the jurisdiction in which he or she is licensed as a CPA and works or resides. If there is no ethics CPE requirement in the jurisdiction where he or she is licensed and currently works or resides, he or she must comply with Paragraph (a) of this Rule.

 

Board-Approved Ethics CPE Courses

The Board has approved a number of courses which satisfy the ethics CPE requirement as stated in 21 NCAC 08G .0410, Professional Ethics and Conduct CPE. The links below are provided as a courtesy to the CPE sponsors. By clicking on the links below, you are leaving the Board’s web site; the Board is not responsible for the content of any of the sites below.

 


Revised 02/08/2010

 

NOTE:  Courses are listed alphabetically by sponsor name

NOTE:  Courses are valid for the year(s) noted in red

(As courses are approved for 2010, this page will be updated)

 

Group Study

 

Course:                   Professional Ethics & North Carolina CPA Laws and Rules (2 hours)

Sponsor:                 Davenport, Marvin Joyce & Co. LLP

Contact Person:       Arthur M. Winstead, Jr., CPA

Address:                 PO Box 9258

Greensboro, NC 27429-0258

Phone:                    336-275-9886

Fax:                        336-275-1129

E-Mail:                    awinstead@dmj.com

Web Site:                www.dmj.com

Valid for:                 2009

                              2010

 

 

Course:                   Professional Ethics and Conduct – 2009 (2 hours)

Sponsor:                 Eagle CPE

Contact Person:       Timothy Kennedy, CPA

Address:                 1027 Upchurch Farm Lane

Cary, NC  27519

Phone:                    919-303-5235

Fax:                        n/a

E-Mail:                    eaglecpe@aol.com

Web Site:                n/a

Valid for:                 2009

 

 

Course:                   Ethics for the North Carolina CPA (2 hours)

Sponsor:                 Haynes Strand and Company PLLC

Contact Person:       Barry D. Hartis

Address:                 PO Box 10949

Greensboro, NC 27404

Phone:                    336-286-3204

Fax:                        336-286-3223

E-Mail:                    bhartis@haynesstrand.com

Web Site:                https://portal.haynesstrand.com/

Valid for:                 2009

                              2010

 

Course:                   Professional Ethics and Conduct for NC CPAs (2 hours)

NOTE:  This course is offered as a live webcast in the CPEanywhere Virtual Classroom

Sponsor:                 Leveraged Logic

Contact Person:       Bruce Pounder

Address:                 PO Box 18903

Asheville, NC 28814-0903

Phone:                    828-254-4812

Fax:                        n/a

E-Mail:                    bpounder@leveragedlogic.com

Web Site:                www.leveragedlogic.com

Valid for:                 2009

                              2010

 

Course:                   Ethics 101 (2 hours)

Sponsor:                 Martin Starnes & Associates, CPAs, P.A.

Contact Person        Bryan W. Starnes

Address:                 730 13th Ave. Dr. SE

Hickory, NC 28602-5196

Phone:                    828-327-2727

Fax:                        828-328-2324

E-Mail:                    bstarnes@martinstarnes.com

Web Site:                www.martinstarnes.com

Valid for:                 2009

                              2010

 

Course:                   2009 Professional Ethics and Conduct (2 hours)

                              2010 Professional Ethics and Conduct (2 hours)

NOTE:  This course is scheduled numerous times throughout the year and will be offered at some of the NCACPA’s larger CPE conferences. For a list of course dates and locations, visit www.ncacpa.org and click on “CPE & Events”

Sponsor:                 NCACPA

Contact Person:       Amy Kirk

Address:                 3100 Gateway Centre Blvd.

Morrisville, NC 27560

Phone:                    919-469-1040

Fax:                        919-469-3959

E-Mail:                    akirk@ncacpa.org

Web Site:                http://www.ncacpa.org/PD/Ethics.htm

Valid for:                 2009

                                    2010

 

 

Course:                   NC Accountancy Law: Ethics Principles and Professional Responsibilities for NC License Applicants (8 hours)

NOTE: This course is generally taken by certificate applicants, however, the course also satisfies the requirement in 21 NCAC 08G .0410. In addition, this course satisfies the Board’s requirement that at least 8 hours of the annual 40 hours of CPE be non-self study. For a list of course dates and locations, visit www.ncacpa.org and click on “CPE & Events”

Sponsor:                 NCACPA

Contact Person:       Amy Kirk

Address:                 3100 Gateway Centre Blvd.

Morrisville, NC 27560

Phone:                    919-469-1040

Fax:                        919-469-3959

E-Mail:                    akirk@ncacpa.org

Web Site:                http://www.ncacpa.org/PD/Ethics.htm

Valid for                  2009

                              2010

 

Course:                   Professional Ethics and Conduct for North Carolina CPAs (2 hours)

Sponsor:                 Pittard Perry & Crone, Inc.

Contact Person:       Michael C. Jordan, CPA

Address:                 PO Box 10588,

Goldsboro, NC 27532-0588

Phone:                    919-751-8297

Fax:                        919-778-0575

E-Mail:                    lowell@ppccpa.com

Web Site:                www.ppccpa.com

Valid for:                 2009

                              2010

 

 

Course:                   Ethics for North Carolina CPAs: The Keys to Integrity (2 hours)

Sponsor:                 Professional Accounting Seminars, Inc.

Contact Person:       Garland Granger

Address:                 2423 Retriever Lane

Greensboro, NC 27455

Phone:                    336-545-9769

Fax:                        n/a

E-Mail:                    ggranger2@triad.rr.com

Web Site:                n/a

Valid for:                 2009

                              2010

 

 

Course:                   Professional Ethics and Conduct – 2009 (2 hours)

2010 Professional Ethics and Conduct (2 hours)

Sponsor:                 Scharf Pera & Co., PLLC

Contact Person:       Jayne Frazier, CPA

Address:                 4600 Park Rd. Ste. 112

Charlotte, NC 28209

Phone:                    704-372-1167

Fax:                        704-377-3259

E-Mail:                    jfrazier@scharfpera.com

Web Site:                http://www.scharfpera.com/site/39_36_0.cfm

Valid for:                 2009

                                    2010

 

 

SELF-STUDY

 

Course:                   North Carolina Ethics (4 hours) (online)

Sponsor:                 Accountants Education Group

Contact Person:       Patricia Berry

Address:                 8144 Walnut Hill Lane Ste. 780 LB 104

Dallas, TX 75231

Phone:                    1-800-627-7310

Fax:                        214-373-3488

E-Mail:                    pberry@accountantsed.com

Web Site:                www.accountantsed.com

      Valid for:                 2009

                                    2010

 

 

Course:                   North Carolina Accountancy Law Course: Ethics, Principles and Professional Responsibilities for NC License Applicants (8 hours) (online)

NOTE: This course is generally taken by certificate applicants, however, the course also satisfies the requirement in 21 NCAC 08G .0410.

Sponsor:                 PassOnline

Contact Person:       Heather Lumpkin

Address:                 801 Cherry Street, Suite 1300
Fort Worth, TX 76102

Phone:                    1-800-231-1860

Fax:                        n/a

E-Mail:                    heather.lumpkin@thomsonreuters.com

Web Site:                http://www.passonline.com

Valid for                  2009

                              2010

 

 

Course:                   2009 Personal and Professional Ethics for North Carolina CPAs (4 hours) (online)

                              2010 Personal and Professional Ethics for North Carolina CPAs (4 hours) (online)

Sponsor:                 PassOnline

Contact Person:       Heather Lumpkin

Address:                 801 Cherry Street, Suite 1300
Fort Worth, TX 76102

Phone:                    1-800-231-1860

Fax:                        n/a

E-Mail:                    heather.lumpkin@thomsonreuters.com

Web Site:                http://www.passonline.com/

Valid for                  2009

                              2010

 

 

Course:                   Ethics and Professional Conduct for North Carolina CPAs (4 hours)

Sponsor:                 Professional Education Services, LP

Contact Person:       Kathy Yates

Address:                 8303 Sierra College Blvd., Ste. 146

Roseville, CA 95661

Phone:                    1-800-998-5024

Fax:                        916-791-4099

E-Mail:                    kyates@pescpe.xohost.com

Web Site:                www.mypescpe.com/

Valid for                  2009

                              2010

 

 

Course:                   Ethics for North Carolina CPAs (4 hours) (online)

Sponsor:                 SmartPros Ltd.

Contact Person:       Karen Stolzar

Address:                 12 Skyline Dr.

Hawthorne, NY 10532

Phone:                    914-345-2620

Fax:                        914-345-2603

E-Mail:                    karenstolzar@smartpros.com

Web Site:                www.smartpros.com

Valid for                  2009

                              2010

 

Course:                   Ethics for North Carolina – 2009 (4 hours)

Sponsor:                 Surgent-McCoy CPE, LLC

Contact Person:       Rochelle Fox

Address:                 237 Lancaster Avenue

Devon, PA  19333

Phone:                    610-688-4477

Fax:                        610-688-3977

E-Mail:                    foxr@cpenow.com

Web Site:                www.cpenow.com

Valid for                  2009

 

 

Course:                   Ethics & Professional Conduct for North Carolina CPAs (4 hours)

Sponsor:                 Western CPE

Contact Person:       Michael Monson

Address:                 205 Haggerty Lane. Ste. 210

Bozeman, MT  59715

Phone:                    1-800-243-7395

Fax:                        206-774-1285

E-Mail:                    michael@westerncpe.com

Web Site:                www.westerncpe.com

Valid for                  2009

                              2010