Ethics & Professional Conduct

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

Subscribe to post
Thread Replies Last Post
Record retention and documentation requirements by Lloyd S. — 2 years ago
5
3 months ago
by Kenneth R.
CUBA continuing education - online vs in-person ethics training? by Faye H. — 1 year ago
3
1 year ago
by Randy Dawson
Insurance and liability for professional auditing work by Glenda G. — 1 year ago
5
1 year ago
by Randy Dawson
Anyone else getting pushback on contingency fee arrangements? by Rick H. — 1 year ago
8
1 year ago
by Mike D.
Professional liability insurance for utility auditors - what coverage do you carry? by Vince S. — 1 year ago
8
1 year ago
by Noel R.
New CUBA ethics guidelines - thoughts on the conflict of interest changes? by Derek O. top — 1 year ago
13
1 year ago
by Grace K.
Utility employee offered me insider information - how to handle? by Estelle M. — 1 year ago
10
1 year ago
by Randy Dawson
Conflict of interest question - utility consulting work by Carol T. — 2 years ago
3
2 years ago
by Randy Dawson
Client wants copy of another client's successful tariff challenge by John P. — 2 years ago
1
2 years ago
by John P.
Revenue hit $7,200 this year — growth tips? by Warren T. — 2 years ago
3
2 years ago
by Randy Dawson
Client confidentiality when utilities ask about other customers by Zach H. — 2 years ago
8
2 years ago
by Randy Dawson
Handling confidential client data - best practices by Kevin O. — 3 years ago
4
2 years ago
by Gail T.
Conflict of interest question - utility employee spouse by Tom B. — 2 years ago
10
2 years ago
by Randy Dawson
Subcontracting overflow work — experiences? by Bobby T. — 2 years ago
3
2 years ago
by Randy Dawson
Client pressuring me to expedite audit before rate change by Marilyn D. — 3 years ago
3
3 years ago
by Elisa F.
Revenue hit $1,600/month this year — growth tips? by Steven F. — 3 years ago
2
3 years ago
by Randy Dawson
Competitor spreading rumors about my work - how to handle professionally? by Jerome P. — 3 years ago
10
3 years ago
by Randy Dawson
Professional liability insurance - what coverage do you carry? by Linda P. — 4 years ago
2
4 years ago
by Randy Dawson
Conflict of interest question - auditing for both utility and customer? by Noel R. — 4 years ago
10
4 years ago
by Randy Dawson
Working for utility as consultant vs private clients by Bob O. — 6 years ago
7
5 years ago
by Derek O.
Continuing education and professional development by Renee H. — 5 years ago
3
5 years ago
by Patty L.
How many clients can one auditor handle? by Walt P. — 5 years ago
3
5 years ago
by Steve B.
Duke Energy tried to get me to sign non-compete - is this normal? by Sam L. — 6 years ago
10
6 years ago
by Randy Dawson
E&O insurance — who are you using? by Victor T. — 6 years ago
4
6 years ago
by Harold N.
CUBA recertification - anyone else struggling with new ethics requirements? by Jerome P. — 7 years ago
5
6 years ago
by Renee H.
Discovered billing fraud by client's employee - what's my obligation? by Fred B. — 7 years ago
4
7 years ago
by Randy Dawson
Discovered major billing error favoring client - ethical dilemma by Reggie H. — 7 years ago
13
7 years ago
by Randy Dawson
Networking at AESP conference — worth it? by Earl S. — 7 years ago
3
7 years ago
by Tom G.
CUBA recertification requirements - worth the cost? by Scott H. — 7 years ago
5
7 years ago
by Clyde N.
Utility rep offered me Diamondbacks tickets - conflict? by Patricia W. — 7 years ago
11
7 years ago
by Randy Dawson