Continuing Education Verification

Each year, approximately 20 percent of renewing Ohio permit holders are randomly selected to verify their continuing professional education (CPE). Those selected for CPE verification must provide documentation of completion of 120 credits earned during the prior three-year reporting period. Those who are in their initial licensing period need only verify 40 CPE credits for the two-year reporting period.

Selected for CPE verification? You need to submit a Continuing Professional Education Report form along with completion certificates/proof of completion documentation.

A complete CPE verification submission includes:

A completed Continuing Professional Education Report form AND 

  • Certificates of completion/attendance with your name, date of course completion, number of CPE awarded, sponsor name, exact title of course and program classification (AA,TX, PSR, etc.). Certificates of completion do not need to be submitted if included on an official transcript. Sign-in sheets may be accepted if they provide the information above.
  • An official transcript of completed courses provided by OSCPA (Society-sponsored courses only), AICPA, public accounting firm, college/university, CPE sponsor, private company, and/or government agency.
  • A letter from the program sponsor indicating your name, date of completion, and number of CPE credits awarded.

~  OR  ~

A completed Continuing Professional Education Report form AND 

  • Documentation of a minimum of 120 CPE credits, uploaded to CPE Tracking (please notify board staff upon submission of your CPE Report form).

What is NOT acceptable documentation of CPE completion? (This list is not all-inclusive)

  • Unofficial transcripts or spreadsheets/self-reporting
  • Brochures, pamphlets, or other promotional material
  • Program registration and/or payment confirmation
  • Information regarding travel/hotel accommodations
  • Course outlines, agendas, notes, or handouts/slides
  • Name tags, table tents
  • Sign-in sheets without appropriate verification information as noted above

NOTE: Persons selected for CPE verification who cannot verify 120 credits are required to complete additional verified credits, and pay the late filing fee specified in ORC 4701.10(D), calculated as of the date the 120th credit was earned. Those who cannot verify 120 credits, who are materially deficient, or who fail to pay associated late fees face a disciplinary hearing before the Board.

DEFICIENT?

If you determine you do not meet the 120 CPE credit requirement, IMMEDIATELY contact the Board Investigator named in your CPE verification selection letter. Addressing the problem right away may prevent increasing late fees and avoid a disciplinary hearing before the Board.

In March 2019, NASBA began transitioning all CPA user accounts, including course and attendance records, from the CPEtracking tool to the new platform, CPE Audit Service.

During the continued transition, users do not have access to CPEtracking as their historical data is migrated to the CPE Audit ServiceAll currently uploaded CPE will transition over to the new system, so there is no need to start from scratch when the new system is up and running.

CPA users will receive an email at the current email address on file with their State Board of Accountancy that will contain the information needed to register their new account in the CPE Audit Service platform.  All pertinent access information will be included in the registration communication.  Once launched, the new CPE Audit Service platform will also include video tutorials that focus on the new features and most commonly used components.

If you have any questions, please contact our office at (614)728-6764 or via email at faith.harvell@acc.state.oh.us

 

  John E. Patterson, Executive Director

Accountancy Board of Ohio

77 South High Street, Suite 1820

Columbus, Ohio  43215-6128

 

Accountancy Board of Ohio Contact List

Main Line:  614.466.4135

Fax Line:  614.466.2628