How do you guys track your CPE once you leave your respective firm? Do you just keep the reports handy or do you drop it into an excel and lay things out on a your basis

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I saved all the certs in a folder before I email them to the firm admin, so they were already split up by years into folders. I also include number of credits in the name so I can just easily eye ball it basically. So for example, last cpe title was 2025.01.16 Becker (2.0) - this was I don’t need to keep an extra excel and can kind of eyeball where I’m at any point of the year.

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I do it that way too. No way to getting into another excel sheet 🤣

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In my head

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Just use becker CPE and it tracks it for you

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I add the CPE to my state CPA account as soon as I have the cert. No other tracking needed.

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My state implemented a required tracking system for CPE, so that solved that problem for me going forward!

I also made sure to meet all my CPE requirements before I left so I didn’t have to worry about it until next renewal cycle (other then downloading certificates and the CPE report before I left.)

Otherwise yes, excel with hours / category / title / date taken with the pdf certs as support.

I report the CPEs to CPA Board and to Isaca and can just look there when needed

MICPA does a good job of tracking

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