Training Modules

The PROC video training series has been developed to provide guidance and uniformity to Boards of Accountancy and their Peer Review Oversight Committees. The two-part training series is intended to be used as a resource for Boards in the early stages of developing and establishing a PROC, as well as for Boards that have experience in operating a PROC. Both parts of the series are broken into modules to strategically deliver the content and information in bite-sized chunks.

Below you will find the two-part series: NASBA Guide to Developing a PROC (two modules) and the NASBA Guide to Operating a PROC (two modules). Click on and review these training modules for steps and guidance in setting up a PROC, as well as recommendations, tips and tools for operating and managing the process.

NASBA Guide to Developing a PROC

Module 1: First Steps

Related Links:

1. Contact List
2. Peer Review Process Video
3. Sample Operating Agreement
4. Sample PROC Rules – OK
5. UAA Seventh Editions – includes 2-12 CPE Standards – Revised

Module 2: PROC Organization

Related Links:

1. Contact List
2. Oversight Handbook 11th Edition Chapter 3
3. PROC Roles and Responsibilities Considerations
4. Sample PROC Rules

NASBA Guide to Operating a PROC

Module 1: Managing the Process

Module 2: Documentation & Reporting