Ethics & Professional Conduct

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

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CUBA recertification requirements - what counts as continuing education? by Ruben E. — 8 years ago

8 years ago
by Theresa K.

Client pressuring me to guarantee specific savings amount by Steve B. — 9 years ago

8 years ago
by Steve B.

CUBA certification renewal - ethics course requirements changed? by Susan W. — 9 years ago

9 years ago
by Pete T.

Client wants me to hide an undercharge — what do I do? by Rob T. — 12 years ago

9 years ago
by Ed T.

CUBA continuing education requirements - what counts? by Manny G. helper — 10 years ago

10 years ago
by Tamara E.

CUBA certification renewal - new ethics requirements? by Greg S. — 10 years ago

10 years ago
by Clyde N.

When clients lie about their usage patterns by Ed T. — 10 years ago

10 years ago
by Carl N.

Conflict of interest — auditing a friend's business by Elmer R. — 12 years ago

10 years ago
by Ed T.

Anyone else tired of clients asking us to 'adjust' findings? by Jennifer R. — 10 years ago

10 years ago
by Juan C.

Client asking me to backdate invoices for their tax purposes by Marcus T. veteran — 10 years ago

10 years ago
by Hank B.

Client retention strategies that work by David C. — 10 years ago

10 years ago
by Lee H.

Is it ethical to audit your own company's bills? by Jennifer R. — 10 years ago

10 years ago
by Derek H.

Former client now works for utility - awkward situation by Vince S. — 11 years ago

11 years ago
by Derek H.

Broker offering kickback for favorable reports by Darrell F. — 9 years ago

11 years ago
by Phil N.

Former client asking me to testify against current client by Meredith C. — 12 years ago

12 years ago
by Randy Dawson

When client asks you to 'massage' the numbers - what's your line? by Rachel K. — 12 years ago

12 years ago
by Jack P.

CUBA Code of Ethics - gray area on competitor info? by Greg L. — 12 years ago

12 years ago
by Hank B.

Client wants me to backdating findings - advice needed by Derek O. top — 12 years ago

12 years ago
by David C.

Revenue hit $147,000 this year — growth tips? by Kevin D. — 13 years ago

13 years ago
by Rick H.

Client wants me to hide $47K error in their favor - what would you do? by Frank E. — 13 years ago

13 years ago
by Frank E.

Client wants me to 'find more savings' - ethical boundaries? by Karen W. — 13 years ago

13 years ago
by Pam L.

Client wants me to ignore obvious meter tampering - ethical dilemma by Jim W. veteran — 13 years ago

13 years ago
by Linda F.

Confidentiality when working with competitors by Jim — 13 years ago

13 years ago
by Rodney J.

Client wants me to hide savings from spouse - ethical? by Reggie H. — 14 years ago

14 years ago
by Vince S.

Fee structures and ethical considerations by Steve N. — 14 years ago

14 years ago
by Randy Dawson

Documentation standards - what do you keep and for how long? by Vince S. — 14 years ago

14 years ago
by Phil N.

Referral fees from attorneys - allowed or not? by Ed T. — 15 years ago

15 years ago
by Ed T.

Client wants me to alter billing dispute letter - ethical question by Sarah M. top — 15 years ago

15 years ago
by Randy Dawson

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