Ethics & Professional Conduct

Professional standards, conflict of interest, and CUBA certification obligations.

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Found an underbilling — what's your disclosure practice? by Cindy O. — 4 months ago

3 months ago
by Earl S.

Prior auditor left — can I use their findings? by Melanie Stewart New Member — 4 months ago

3 months ago
by Don R.

🔒 Client wants me to "creatively interpret" a tariff clause by Laura Brown New Member — 4 months ago

4 months ago
by Ray T.

Record retention and documentation requirements by Lloyd S. — 2 years ago

8 months ago
by Kenneth R.

CUBA continuing education - online vs in-person ethics training? by Faye H. — 1 year ago

1 year ago
by Randy Dawson

Insurance and liability for professional auditing work by Glenda G. — 1 year ago

1 year ago
by Randy Dawson

Anyone else getting pushback on contingency fee arrangements? by Rick H. — 1 year ago

1 year ago
by Mike D.

Professional liability insurance for utility auditors - what coverage do you carry? by Vince S. — 2 years ago

2 years ago
by Noel R.

New CUBA ethics guidelines - thoughts on the conflict of interest changes? by Derek O. top — 2 years ago

2 years ago
by Grace K.

Utility employee offered me insider information - how to handle? by Estelle M. — 2 years ago

2 years ago
by Randy Dawson

Conflict of interest question - utility consulting work by Carol T. — 2 years ago

2 years ago
by Randy Dawson

Client wants copy of another client's successful tariff challenge by John P. — 2 years ago

2 years ago
by John P.

Revenue hit $7,200 this year — growth tips? by Warren T. — 2 years ago

2 years ago
by Randy Dawson

Client confidentiality when utilities ask about other customers by Zach H. — 3 years ago

3 years ago
by Randy Dawson

Handling confidential client data - best practices by Kevin O. — 3 years ago

3 years ago
by Gail T.

Conflict of interest question - utility employee spouse by Tom B. — 3 years ago

3 years ago
by Randy Dawson

Subcontracting overflow work — experiences? by Bobby T. — 3 years ago

3 years ago
by Randy Dawson

Client pressuring me to expedite audit before rate change by Marilyn D. — 3 years ago

3 years ago
by Elisa F.

Revenue hit $1,600/month this year — growth tips? by Steven F. — 3 years ago

3 years ago
by Randy Dawson

Competitor spreading rumors about my work - how to handle professionally? by Jerome P. — 4 years ago

3 years ago
by Randy Dawson

Professional liability insurance - what coverage do you carry? by Linda P. — 4 years ago

4 years ago
by Randy Dawson

Conflict of interest question - auditing for both utility and customer? by Noel R. — 4 years ago

4 years ago
by Randy Dawson

Working for utility as consultant vs private clients by Bob O. — 6 years ago

5 years ago
by Derek O.

Continuing education and professional development by Renee H. — 6 years ago

5 years ago
by Patty L.

How many clients can one auditor handle? by Walt P. — 6 years ago

6 years ago
by Steve B.

Duke Energy tried to get me to sign non-compete - is this normal? by Sam L. — 6 years ago

6 years ago
by Randy Dawson

E&O insurance — who are you using? by Victor T. — 7 years ago

7 years ago
by Jim W.

CUBA recertification - anyone else struggling with new ethics requirements? by Jerome P. — 7 years ago

7 years ago
by Renee H.

Discovered billing fraud by client's employee - what's my obligation? by Fred B. — 7 years ago

7 years ago
by Randy Dawson

Discovered major billing error favoring client - ethical dilemma by Reggie H. — 7 years ago

7 years ago
by Randy Dawson

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