For anyone who left a public accounting firm that tracked your CPE for you, what did you do after moving to industry? Have to track that manually on your own??

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I just submit each one as I go, that way the board tracks it for me.

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Yeah you have to track on your own. It’s not as daunting as it seems though. Just understand your state and AICPA requirements and you’re good.

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Yep. I have an Excel workbook with a tab for each calendar year with the course name, date, and hours. I also have folders for each calendar year where CPE certificates get filed. All in one CPE file on my desktop. When I change jobs, it all goes on a USB stick.

The hardest part was getting time/money to go get CPE in industry. Tracking it was the easy part.

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