Content Development

For over two decades, Cathy Allen has developed educational and thought leadership materials for leading firms, educational and professional organizations, including case studies, video scripts, instructional guides and other teaching materials.

American Institute of Certified Public Accountants (AICPA) 

As AICPA staff, Cathy Allen led the development of the AICPA Plain English Guide to Independence (which is widely used by CPA firms) and the AICPA Code of Professional Conduct's Conceptual Framework for Independence. As an Audit Conduct consultant, she helped lead the AICPA's Codification project to restructure the Code of Professional Conduct.

Content Development: State-specific Ethics

We are approved to provide CPE in professional ethics for in the following states: 

  • Ohio - 3 CPE credits (Sponsor # CPE.432) 
  • New York  - 4 CPE credits (Sponsor License # 002925)
  • Florida - 4 CPE credits (DBPR course # 23690)

SEC/PCAOB Independence Training

The SEC and PCAOB quality control standards require firms to provide training on auditor independence to their personnel upon entry to the firm and periodically thereafter.  We create content for that purpose to your specifications.

Regulatory Compliance

Courses address regulatory requirements that are relevant to your firm's practice, e.g., US Government / Yellow Book, Benefit plan / DOL, Banking or Insurance regulations (e.g. FDIC or NCUA).

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Let's talk about your educational and consultation needs. 

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