Description

REGISTRATION INSTRUCTIONS:

This is a Learning Path which contains several courses for a total of 10 CPE.

Once registered, detailed instructions will be emailed to sign up for each individual course.

You must attend each course by April 30, 2027.

Instructor: Various - see description

Target Audience

Managers, Senior accountants, Future partners, Advisory-focused CPAs

Course Objectives

The courses offered as part of this Learning Path are:Executive Presence, Personal Brand: Structure Your NarrativeInstructor: Virgie Castro-Conde, MBA, SHRM-SCPCPE: 1Field of Study: Personal Development Disrupt to Dominate: Mastering Change LeadershipInstructor: Tammy DaughertyCPE: 4Field of Study: Business Management & Organization Mining Your Firm Client Database for RevenueInstructor: Gaynor Hardy (Meilke), MS, CBCCPE: 1Field of Study: Business Management & Organization Overcoming Tech Adoption Challenges in CPA FirmsInstructor: Leeland Rogers, PhDCPE: 1Field of Study: Accounting Risk Wrangling: Surviving the Modern Business EnvironmentInstructor: Dr. Christopher J. Harper, CPA, MBACPE: 2Field of Study: Accounting Workforce Transformation and Talent ManagementInstructor: Leeland Rogers, PhDCPE: 1Field of Study: Business Management & Organization

Subjects

Technical skills aren't enough for advancement-this path builds the leadership and business development capabilities that help CPAs grow into advisory and partner-track roles. You'll cover change leadership, executive presence/personal brand, talent management, client database monetization, and navigating modern business risk and tech adoption challenges. CPAs should take this path to strengthen influence, drive initiatives, and contribute to firm growth-especially if they're moving into management or client-facing leadership.