Recertification is Very Easy—Fourth Quarter 2025

Recertification is Very Easy

Parnell Black, MBA, CPA, CVA

I confess, the recertification rules for members who have been around for some years have been a moving target. For me, it has been a reoccurring nightmare. All our efforts over the years have come about with good intentions, those being to make it easier for members to understand and comply. I think we have changed NACVA’s recertification policy maybe eight times in the last 25 years. Well, I have good news, it has been changed once again, and I promise you it will not change again anytime soon. Finally, it has been made very easy to understand and to comply. I can describe our new policy in one sentence:

All a designee needs to do is attest (form linked here) to having completed 60-hours of applicable CPE in their three-year recertification cycle.

In fact, we no longer need you to report CPE courses and hours, nor will we accept it. There is a tri-annual fee for recertification which can be waived in whole or in part if you have attended one or more of NACVA’s Recommended Courses for recertification (see full policy here).

Roughly one-third of NACVA’s members have recertification coming due on December 31, 2025. If you are due this year, and have taken 60-hours CPE, please, please submit your attestation now; do not wait. Historically, like so many other things in life, most members wait until the last day or even later to get this submitted to us. It is overwhelming and takes us two+ months to process. To know if you are due this year, in case you do not know, your recertification due date is three years from the date listed in the "Date Earned" column next to your credential, login to “My Account” here and select “My Credentials and CPE Certificates” in the left-hand navigation to find your earned date. If you do not meet the December 31st deadline, you risk being put on Inactive Status. And I am certain no one wants that.

Here is the New Policy
Reporting CPE Requirement, newly instituted for 2025 and beyond, NACVA credential holders only need to attest to having completed 60 hours of Applicable CPE credits to comply with tri-annual recertification and pay a recertification fee. Reporting courses taken and CPE hours earned is no longer required. NACVA recommends designees track this information in their personal records. Completion and submission of the Recertification Attestation Form serve as confirmation to CPE earned. A certain number of members/credentialed designees will be subject to a random audit annually where they will be required to substantiate with documents/records their compliance with recertification. Records must be retained for three years following the reporting cycle (thus, given a three-year reporting cycle, records must be retained for up to a total of six years until the following reporting cycle due date).

Getting Your 60-Hours CPE
I think this is straight forward and encourage our members who are due to take action now. For those of you who have not fulfilled your 60-hour CPE requirement, NACVA offers many ways to obtain CPE including our year-end virtual summit titled The Analyst’s Edge Virtual Summit: Future Proofing Business Valuation and Financial Litigation Services being held December 4–5, 2025, plus numerous weekly webinar offerings, and a very robust CPE On-Demand library with nearly 850 pre-recorded webinars. (Also note: any type of training a CPA takes to comply with their State Licensing Board’s CPE requirements qualifies as “applicable” CPE. Thus, most CPAs have likely met their NACVA CPE requirement for recertification.) All NACVA’s training is excellent, the best our industry has to offer, so, let’s make this happen.

Thank you,

Parnell Black, MBA, CPA, CVA
Chief Executive Officer, NACVA