PROC approves minutes and 2025 annual report; delegates final edits to chair

At its Feb. 25 meeting, the Peer Review Oversight Committee moved and approved two procedural items: adoption of the Dec. 12, 2025 PROC minutes and approval of the draft 2025 PROC annual report.

Minutes: Member Jennifer Benjamin moved to adopt the Dec. 12, 2025 meeting minutes and Nick Peterson seconded. Roll-call voting recorded approvals from a majority of members with one abstention from Alan Giddleston; the chair declared the motion carried.

Annual report: Michelle Center (CBA staff) presented the draft 2025 PROC annual report and said staff had incorporated December feedback—editing for grammar and clarity and correcting data, time-period and report-title discrepancies. The draft also notes that firms with alternative practice structures may be reviewed by the NPRC and includes recommendations to monitor the California peer-review pipeline and track firms that resign from the program. Member Allen Gittleson moved to approve the draft and member Jennifer Benjamin seconded; a roll-call vote approved the motion and the committee delegated to Chair Fausto Hinojosa authority to make any necessary edits prior to presentation to the board.

Next steps: Staff will finalize the report text under the chair’s delegated authority and present the report to the full California Board of Accountancy at its March 2026 meeting.