The North Carolina Association of Certified Public Accountants (“NCACPA,” “us,” “we” or “our”) respects the personal information of members and others who visit NCACPA’s websites. This privacy policy is intended to disclose the privacy practices of NCACPA with respect to personal information collected through its primary website, (the “Site”); and other domains utilized by the association.

NCACPA is registered in the state of North Carolina with headquarters at 3100 Gateway Centre Boulevard, Morrisville, NC 27560.

NCACPA may collect personally identifiable information about individuals from forms filled out on its sites. That information may be used for marketing and educational purposes, as well as provide relevant content to the user. Information is also collected in aggregate and used for internal reviews of which parts of the site users access or visit. This information is used to improve our website and to monitor overall traffic patterns.

Please be aware that websites with links on our site may collect personally identifiable information. The information practices of those links are not covered by this privacy policy. Users should also be aware that when they voluntarily disclose personal information (such as user name or email address), that information can be collected and used by others and may result in unsolicited messages from other parties. In addition, cookies may be placed in the browser files of a user’s computer. These cookies are optional and may be refused any time using your web browser software; however, doing so will make some parts of the site inaccessible. Please feel free to email or call NCACPA Member Service Center at 800-469-1352if you have questions about this policy.

Customer Data

To process certain requests from members, non-members, and other visitors (e.g., registration for CPE programs and special events, renewal of membership, updates to personally identifiable information, and other services), NCACPA collects only the information necessary to process the request. At no point does NCACPA collect customer data without a legitimate business purpose and disclosure to the customer.

NCACPA may access and use customer data as reasonably necessary and in accordance with customer’s instructions to (a) provide, maintain, and improve the services; (b) to prevent or address service, security, technical issues, or at a customer’s request in connection with customer support matters; (c) as required by law, and (d) as set forth in our agreement with the customer or as expressly permitted in writing by the customer.

We use customer data in providing a multitude of services to NCACPA members.

  • To understand and improve our services:
    • We carry out research and analyze trends to better understand how users are using the services and improve them.
    • We can organize events that you have purchased and registered for, and provide you with information and other materials relating to the content of the event, the speakers, sponsors, and other attendees.
    • We provide newsletters and other publications that you have consented to receive.
    • We provide you with customized information about other events, products, and services we offer that are similar to those you have already purchased.
    • We ensure content from our site is presented most effectively for you.
  • To communicate with you about:
    • Your requests. If you contact NCACPA with a problem or question, we will use your information to respond.
    • Member service and administrative items. We may send you member service and administrative messages. We may also contact you to inform you about changes in our membership services and offerings, and important related notices, such as security and fraud notices. These messages are considered part of your membership and you may not opt-out of them. In addition, we sometimes send emails about new programs and products or other news about NCACPA. You can opt out of these at any time.
    • Billing and account management. We use account data to administer accounts and keep track of billing and payments. We often need to contact you for invoicing, account management, and other related accounting purposes.
    • Marketing. We may also use your contact information for our own marketing or advertising purposes. You can opt out of these at any time.
  • Investigating and preventing security breaches. We work hard to keep our sites secure and to prevent abuse and fraud.

URL and IP Address Data

While you are not required to provide personal information in order to browse our web properties, NCACPA may collect information about users’ IP addresses, including users’ utilization of our various sites, to help us design better customer experiences. We use information about your IP address to help diagnose problems with our server, administer our many sites, analyze trends, track visitor movements, and gather information that assists us in identifying visitor preferences. We also may use your IP address to enhance our security and investigate an actual or potential security incident. Any use of your information is necessary for our legitimate interests in understanding how sites are being used by you, to improve your customer experience, and to ensure network and information security.

Aggregated Data

NCACPA compiles, anonymizes, and/or aggregates personal data and other information about online visitors to our sites, as described in this privacy policy, and uses such anonymized and/or aggregated data for our own legitimate business purposes, including research, advertising, marketing, and promotional purposes. This aggregate information does not identify you, and this policy is not intended to place any limits on what we do with data that is aggregated and/or de-identified so it is no longer associated with an identifiable member or customer of any NCACPA services.


A cookie is a small amount of data that is sent to your browser from a website’s computers and is automatically stored on your computer. You can configure your browser to accept all cookies, reject all cookies, or notify you when a cookie is set. (Each browser is different, so check the “Help” menu of your browser for cookie settings.) Note that setting your browser to reject all cookies will make some parts of the NCACPA site inaccessible.

How is NCACPA using cookies?

We collect non-identifying data through the use of cookies technology, including non-personal information such as, but not limited to, whether you are a new or returning user, browser information, computer type, operating system, Internet service providers, platform type, date/time stamp, etc.

Some cookies are associated with your account and personal information in order to remember that you are logged in and which sites you are logged into. Other cookies are not tied to your account but are unique and allow us to carry out analytics and customization, among other similar things.

Cookies can be used to recognize you when you visit an NCACPA website or use our services, remember your preferences, and give you a personalized experience that’s consistent with your settings. Cookies also make your interactions faster and more secure.

Categories of NCACPA cookies:

  • Authentication: If you’re signed in to our services, cookies help us show you the right information and personalize your experience.
  • Security. We use cookies to enable and support some of our security features, and to help us detect malicious activity.
  • Preferences, features and services: Cookies can help you fill out forms on our sites more easily. They also provide you with features, insights, and customized content.
  • Marketing: We may use cookies to help us deliver marketing campaigns and track their performance (e.g., a user visited our store and then made a purchase). Similarly, our partners may use cookies to provide us with information about your interactions with their services but use of those third-party cookies would be subject to the service provider’s policies.
  • Performance, Analytics and Research: Cookies help us learn how well our sites and services perform. We also use cookies to understand, improve, and research products, features, and services, including to create logs and record when you access our sites and services from different devices, such as your work computer or your mobile device.

How are cookies used for advertising purposes?

Cookies and other ad technology such as pixels and tags help us market more effectively to users that we and our partners believe may be interested in NCACPA. They also help provide us with aggregated auditing, research, and reporting, and know when content has been shown to you.

What can you do if you don’t want cookies to be set or want them to be removed, or if you want to opt out of interest-based targeting?

Some people may prefer to not allow cookies. Most browsers give you the ability to manage cookies to suit your own preferences, and, in some browsers, you can set up rules on a site-by-site basis, giving you more granular control over your own privacy. This means is that you can disallow cookies from all sites except those that you trust.

The links below are help pages relating to cookie management for the top browsers:

For other browsers, please consult the documentation that your browser manufacturer provides.

You may opt-out of third party cookies from Google Analytics on its website. If you limit the ability of websites and applications to set cookies, you may worsen your overall user experience and/or lose the ability to access the services, since it will no longer be personalized to you. It may also stop you from saving customized settings, like login information.

Information Security

We are committed to protect and secure the information of NCACPA and our members and we use a variety of security technologies and procedures to help protect against unauthorized access to or alteration, disclosure, or destruction of personal data. We encrypt many of our services using SSL and we review our information collection, storage and processing practices, including physical security measures, to guard against unauthorized access to our systems. We restrict access to personal information to NCACPA employees, contractors, and agents who need to know that information in order to process it for us, and who are subject to strict contractual confidentiality obligations and may be disciplined or terminated if they fail to meet these obligations.

Disclosures to Third Parties

On occasion, NCACPA may provide limited data to trusted businesses, affiliates or persons to process it for NCACPA, based on our instructions and in compliance with our Privacy Policy and any other appropriate confidentiality and security measures. Users may request NCACPA to refrain from disclosing the data it collects to third parties by going to the website or may contact NCACPA Member Services at or at 800-469-1352.

NCACPA does not sell, rent, trade or otherwise share any personally identifiable information with any third party, with the following exceptions:

Membership Directory

In an effort to facilitate networking amongst the membership, NCACPA makes contact information available to members only via the Membership Directory accessible through Connect. Members have the ability to change the information contained in the directory, or completely opt out of the listing. To opt out, members must log into their NCACPA account, navigate to Connect, and click on their profile. From there, in the “My Account” drop-down, click on “Privacy Settings.” The extraction of large amounts of information from the Membership Directory, often referred to as “data mining,” is expressly prohibited and violates the Code of Conduct found on Connect.


As part of NCACPA’s standard processes relating to hosting events, a roster of registrant contact information is shared amongst fellow registrants prior to the event date.

Additionally, for select event sponsorship packages only, NCACPA provides its membership mailing list in the form of an Excel file to third parties for a one-time use per rental. Members have the ability to be excluded from third-party mailings by contacting NCACPA via email, postal mail, or phone, at the contact information included below. NCACPA does not rent its member list outside of sponsorship agreements.

Credit Card Information

NCACPA does not disclose credit card account information provided by its members and customers. When members and customers choose to pay using their credit cards, NCACPA submits the information needed to obtain payment to the appropriate clearinghouse. The NCACPA Web site is authentic and all transactions are secured by industry-leading SSL encryption.

Legal Purposes

We will share personal information with companies, organizations or individuals outside of NCACPA if we have a good-faith belief that access, use, preservation or disclosure of the information is reasonably necessary to: meet any applicable law, regulation, legal process or enforceable governmental request; enforce applicable Terms of Service, including investigation of potential violations; detect, prevent, or otherwise address fraud, security or technical issues; protect against harm to the rights, property or safety of NCACPA, our users or the public as required or permitted by law.

Use of Personal Information

For the purposes of compliance with existing laws and regulations, NCACPA or its agents must store, host, and otherwise process the information (including personal data) supplied by the User when using NCACPA’s websites.

Commitment to Data Privacy Compliance

NCACPA is committed to our members, customers, and partners to comply with and inform them regarding data privacy regulations both in the United States and abroad, including the General Data Protection Regulation (GDPR), the comprehensive EU data privacy law, effective May 25, 2018.
NCACPA is working diligently to update all our products and services and contractual commitments, so as to be in compliance with any current regulations.

Measures to achieve this include:

  • Continuing to invest in our security infrastructure
  • Making sure we have the appropriate contractual terms in place
  • Privacy tools that include new settings and functionality for data portability and data management

NCACPA will continue to monitor the guidance around GDPR compliance from privacy-related regulatory bodies and will adjust our plans accordingly to follow any changes or interpretations to this regulation, and any new and upcoming regulations regarding data privacy.


Our privacy policy applies to all the services offered by NCACPA but excludes services that have separate privacy policies that do not incorporate this privacy policy.

Our privacy policy does not apply to services offered by other companies or individuals, including products or sites that may be displayed to you in search results. Our privacy policy does not cover the information practices of other companies and organizations who advertise through our services, and who may use cookies, pixel tags, and other technologies to serve and offer relevant ads.


We regularly review our compliance with our privacy policy. When we receive formal written complaints, we will contact the person who made the complaint to follow up. We work with the appropriate regulatory authorities, including local data protection authorities, to resolve any complaints regarding the transfer of personal data that we cannot resolve with our users directly.


Our privacy policy may change from time to time. If we make any material changes to this notice or the way we use, share or collect personal data, we will notify you by revising the “Effective Date” of this policy, prominently posting an announcement of the changes on our site, or sending an email to the email address you most recently provided us (unless we do not have such an email address) prior to the new policy taking effect.

Questions about this Privacy Policy

If you have any questions or comments regarding this privacy policy, please contact us at:

North Carolina Association of Certified Public Accountants
3100 Gateway Centre Boulevard
Morrisville, NC 27560

Phone: 800-722-2836
Fax: 919-378-2000

Last Updated: February 6, 2019