Getting close to my CUBA renewal and trying to figure out what counts for continuing education credits. I attended the AAUBA conference in Dallas last year, plus did two webinars on rate analysis. Does anyone know if utility-specific training counts? FPL offered a tariff workshop but I'm not sure if that qualifies for CUBA credits.
CUBA continuing education requirements - what counts?
Manny, the AAUBA conference definitely counts - that's usually good for 12-15 credits depending on what sessions you attended. For utility-specific training, it has to be related to auditing principles or rate analysis to count. A general tariff overview probably wouldn't qualify, but if it covered billing error identification or cost allocation methods, it might.
I did Entergy's commercial rate workshop last year and it counted for 8 credits. The key is documenting how it relates to your audit practice. Keep all your certificates and write up a brief summary of how each training applies to CUBA standards. The certification board is pretty reasonable as long as you can show the connection.
Don't forget about self-study options. Reading industry publications, reviewing new tariffs, even participating in forums like this can count for credits. I usually claim 2-3 credits per quarter for keeping up with TVA rate changes and reading Utility Business Magazine. Document everything you do professionally.
Andre makes a good point about documentation. I keep a simple spreadsheet with dates, topics, hours, and how it relates to my audit work. When renewal time comes, it's all organized. The FPL workshop you mentioned would probably count if it covered billing procedures or rate schedules in detail.