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

Controllers, Finance managers, FP&A professionals

Course Objectives

The courses offered as part of this Learning Path are:Behavioral Finance BiasesInstructor: David Peters, CPA, CGMA, CPCU, ChFC, CLU, CFPCPE: 1Field of Study: Finance Corporate Storytelling in Financial ReportingInstructor: Eric Knight, CPA, DBACPE: 1Field of Study: Finance From Numbers to Narratives: Mastering Data Analysis for CPAsInstructor: Bryan L. Smith, CPA.CITP, CISACPE: 2Field of Study: Specialized Knowledge Analyzing Financial StatementsInstructor: Keely Gohl, CPA, CGMACPE: 2Field of Study: Accounting Build Better Budgets: Fundamental TechniquesInstructor: Dr. Christopher J. Harper, CPA, MBACPE: 2Field of Study: Finance Unlocking Deep Secrets: Case Studies in Financial AnalysisInstructor: Eric Knight, CPA, DBACPE: 2Field of Study: Finance

Subjects

This learning path is for CPAs who want to translate financial data into insight-sharpening analysis, budgeting, and performance interpretation. You'll build skill in statement analysis and forecasting fundamentals, then level up with case studies and "numbers-to-narratives" communication (including storytelling in financial reporting). CPAs should take this path to become more valuable to leadership by turning reports into decisions-and decisions into clear explanations stakeholders can act on.