Board-Approved Ethics CPE Courses

Revised 05/01/2008

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.

Group Study

· Ethics 101 (2 hours)

Martin Starnes & Associates, CPAs, P.A.

Bryan W. Starnes

730 13th Ave. Dr. SE

Hickory, NC 28602-5196

Phone: 828-327-2727

Fax: 828-328-2324

E-Mail: bstarnes@martinstarnes.com

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

Professional Accounting Seminars, Inc.

Garland Granger

2423 Retriever Lane,

Greensboro, NC 27455

Phone: 336-545-9769

E-Mail: ggranger2@triad.rr.com

· Professional Ethics (2 hours)

Davenport, Marvin Joyce & Company

PO Box 9258,

Greensboro, NC 27429-0258

Phone: 336-275-9886

Fax: 336-275-1129

E-Mail: dmj@dmj.com

· Professional Ethics and Conduct (2 hours)

Eagle CPE

Timothy Kennedy

1027 Upchurch Farm Lane,

Cary, NC 27519

Phone: 919-303-5235

E-Mail: eaglecpe@aol.com

· Professional Ethics and Conduct (2 hours)

NCACPA

Kim Grissom

3100 Gateway Centre Blvd.

Morrisville, NC 27560

Phone: 919-469-1040

Fax: 919-469-3959

E-Mail: kgrissom@ncacpa.org

Web Site: www.ncacpa.org

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 Professional Development (CPE).

· Professional Ethics and Conduct (2 hours)

Scharf Pera & Co., PLLC

Jayne Frazier, CPA

4600 Park Rd. Ste. 112

Charlotte, NC 28209

Phone: 704-372-1167

Fax: 704-377-3259

E-Mail: jfrazier@scharfpera.com

· Professional Ethics and Conduct for NC CPAs (2 hours)

Pittard Perry & Crone, Inc.

Michael C. Jordan, CPA

P.O. Box 10588,

Goldsboro, NC 27532-0588

Phone: 919-751-8297

Fax: 919-778-0575

E-Mail: lowell@ppccpa.com

· Tax Ethics (2 hours)

Davenport, Marvin Joyce & Company

P.O. Box 9258

Greensboro, NC 27429-0258

Phone: 336-275-9886

Fax: 336-275-1129

E-Mail: dmj@dmj.com

· Professional Ethics and Conduct for NC CPAs (2 hours - Online)

Leveraged Logic

Bruce Pounder

29 Mount Vernon Circle

Asheville, NC 28804

Phone: 828-254-4812

E-Mail: bpounder@leveragedlogic.com

NOTE: This course is delivered by live instructors via the CPEanywhere Virtual classroom.

· Ethics Principles and Professional Responsibilities (8 hours)

NCACPA

Kim Grissom

3100 Gateway Centre Blvd.

Morrisville, NC 27560

Phone: 919-469-1040

Fax: 919-469-3959

E-Mail: kgrissom@ncacpa.org

Web Site: www.ncacpa.org

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 Professional Development (CPE)

SELF-STUDY

· Ethics and Professional Conduct for NC CPAs (4 hours)

Western CPE

205 Haggerty Lane. Ste. 210,

Bozeman, MT 59715

Phone: 800-243-7395

Fax: 206-774-1285

E-Mail: Michael@westerncpe.com

Web Site: www.westerncpe.com

· Ethics for North Carolina (4 hours)

Surgent-McCoy CPE, LLC

Rochelle Fox

237 Lancaster Avenue

Devon, PA 19333

Phone: 610-688-4477

Fax: 610-688-3977

E-Mail: foxr@cpenow.com

Web Site: www.cpenow.com

· Ethics and Professional Conduct for NC CPAs (4 hours)

Professional Education Services, LP

Kathy Yates

8303 Sierra College Blvd., Ste. 146

Roseville, CA 95661

Phone: 800-998-5024

Fax: 916-791-4099

E-Mail: kyates@pescpe.com

Web Site: www.pescpe.com

· Ethics for NC CPAs (4 hours - Online)

SmartPros Ltd.

Karen Stolzar

12 Skyline Dr.

Hawthorne, NY 10532

Phone: 914-345-2620

Fax: 914-345-2603

E-Mail: karenstolzar@smartpros.com

Web Site: www.smartpros.com

· North Carolina Ethics (4 hours-Online)

Accountants Education Group

Patricia Berry

8144 Walnut Hill Lane Ste. 780 LB 104

Dallas, TX 75231

Phone: 800-373-3398

Fax: 214-373-3398

E-Mail: pberry@accountantsed.com

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

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

NCACPA/Positive Systems, Inc. (PSI)

Kim Grissom

3100 Gateway Centre Blvd.,

Morrisville, NC 27560

Phone: 919-469-1040

Fax: 919-469-3959

E-Mail: kgrissom@ncacpa.org

Web Site: www.ncacpa.org

NOTE: To access this course, visit passonline.com. This course is generally taken by certificate applicants, however, the course also satisfies the requirement in 21 NCAC 08G .0410.

· Personal and Professional Ethics for North Carolina CPAs)

NCACPA/Positive Systems, Inc. (PSI)

Kim Grissom

3100 Gateway Centre Blvd.,

Morrisville, NC 27560

Phone: 919-469-1040

Fax: 919-469-3959

E-Mail: kgrissom@ncacpa.org

Web Site: www.ncacpa.org

NOTE: To access this course, visit passonline.com.