Customized Learning 

  • Ethics instruction that keeps your staff in compliance with continuing professional education (CPE) requirements and focuses on relevant, high risk areas, or areas of concern, or in need of improvement
  • Customized learning for new hires, consultants, promotees, audit partners or staff, so that learning is not a “one-size- fits-all” exercise
  • NASBA Registry # 139926 for Group Live Instruction 

Coming Soon: State-specific instruction that qualifies for ethics CPE under state accountancy board regulations

Courses Developed with the AICPA

Ethics and Professional Conduct: Updates (4 credits, video webcast)

Professional Ethics: 2016 Update and Refresher (2.5 credits, online self-study)

Professional Ethics and Responsibilities in Tax Practice (2 credits, online self-study)

Professional Ethics for CPAs in Business and Industry (2 credits, online self-study)

Professional Ethics: The AICPA's Comprehensive Course (8 credits, online self-study/8.5 credits text self-study)

Independence (4 credits, online self-study)

Selected Topics in Professional Ethics (3.5 credits, online self-study)

Ethics: Nonattest Service, Integrity and Objectivity (2 credits, online self-study)

The New Clarified Attestation Standards: What You Need to Know (4 credits, webinar)

A Firm's System of Quality Control (8 credits, online self-study)

Litigation Support and Expert Services

Advisory services (including as an expert witness) for state accountancy boards, legal counsel and others on the application of auditor independence and other professional conduct requirements in support of a legal or regulatory matter, administrative, or investigatory proceeding. 


Contact Cathy Allen by email at
or call (631) 413-5497 or (631) 849-2392.