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CPE Credits Accepted
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To maintain the certification, finance officers are required to meet specified CPE credits of 24 hours each fiscal year. Because a finance officer may be employed at any time during the fiscal year, the following schedule of required CPE hours will be adhered to:

July through September - 24 hours

October through December - 16 hours

January through March - 12 hours

April through June - 8 hours


All NCASBO sponsored classes will automatically be processed to DPI for CPE credit. 

For all other eligible classes, you are required to submit a Continuing Education Attendance Report form, with documentation to support attendance. 

Please note that this form requires you to relate your class to one of the Standards listed in the Finance Officer Certification policy, and to list that Standard. 

These Standards are:

Standard One - Accounting Principles and Procedures

Standard Two - Financial Planning and Budgeting

Standard Three - Financial Reporting

Standard Four - Financial Management

Standard Five - Business and Personnel Management

Standard Six - Information Processing and Systems Management

Standard Seven - Law and Legal Responsibility


 The following are the classes typically submitted to meet CPE requirements, and the proposed number of credit hours earned for the class.  This list is not all inclusive and all classes will be reviewed on a case by case basis:

Revised July 1, 2013


Class Description


CPE Credits Earned




A 3-credit class at anAccreditedCollegeor University

The class must enhance the finance officer’s qualifications and position. No self-study classes are allowed.

10 CPE credit hours per hour of the course. ( 3 credit Class would equate to 30 CPE hours).




Staff Development classes which give CPE credits

Workshop type classes at Conferences. Topic must be business-related. Does not include mini-sessions during the conference.

Up to 8 CPE credits if full day. 4 CPE credits if ½ day.




Seminars which give CPA credits

Seminars typically sponsored by various business organizations. Topic must be school finance-related.

Up to 8 CPE credits if full day. 4 CPE credits if ½ day.




Finance Conferences


School business-related mini-sessions only.

Up to 8 CPE credits per fiscal year, based on submitted agenda.




Accounting Software Training Classes

Training from beginning to advanced subjects such as query mgmt. and report writing. It should be specific to the LEA’s financial or student information software.


Up to 8 CPE credits per day, 4 CPE credits if ½ day.




DPI Software and System Training

Advanced training in the BUD system modules for Budgeting and Adjustments. Classes on utilizing our GL and Salary systems more effectively. Provided by DPI.

Up to 8 CPE credits per day, 4 CPE credits if ½ day.




PC Based Software Training Classes

Software applications ranging from intermediate to advanced. (Microsoft, other technology topics).

Up to 8CPEcredits per day, 4CPEcredits if ½ day.




Instructor/Presenter for Professional Development Classes

Finance Officers requested to plan and present approvedCPEclasses for other Finance Personnel.

The sameCPEcredits per class topic awarded to class participants.




Conference Coordinator for Annual NCASBO Conference

Finance Officer serving as conference planner and coordinator for annual NCASBO Conference whose responsibilities at the conference may keep them from attending CPE classes offered at the Conference.

Up to 12 CPE credits (or total amount of CPE offered at the conference) whether attending class or not.




Administrative Seminars approved for Finance Officer CPE Credits

Administrative Seminars to enhance leadership qualities. Requires agenda and seminar objectives/pre-requisites.

Up to 8 CPE credits if full day. 4 CPE credits if ½ day.

On-line Instruction

On-line seminars to enhance the finance officer's knowledge. Requires approved documentation/evidence of participation during the instruction.

Up to 8 CPE credits if full day


Courses and classes.





Superintendent and Principals Meeting



The form and documentation are to be sent to the Pam Satterfield, NCASBO Executive Director, 164 Beane Run, Rockingham NC 28379 or emailed to

© North Carolina Association of School Business Officials

164 Beane Run,
Rockingham, NC 28379

Tel: 910.331.0841