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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.
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This path helps CPAs expand from technical expertise to executive finance leadership-the mindset shift needed for controller, finance director, and CFO tracks. It blends strategic competencies (ratios, budgeting/forecasting thinking, behavioral finance) with real-world leadership topics like supplier relationships and what it takes to operate as a fractional CFO. CPAs should take this path to strengthen advisory value, communicate like a finance leader, and make more confident decisions that go beyond compliance.
A Culture of Regulatory Ethics: A Competitive Advantage |Instructor: David Peters, CPA, CGMA, CPCU, ChFC, CLU, CFP
Field of Study: Finance | CPE: 4
Becoming a Fractional CFO: What to Do and How? | Instructor: Don Minges, MBA
Field of Study: Finance | CPE: 2
Behavioral Finance Biases | Instructor: David Peters, CPA, CGMA, CPCU, ChFC, CLU, CFP
Field of Study: Finance | CPE: 1
Beyond the Basics: Financial Ratios You Might Be Overlooking | Instructor: Eric Knight, CPA, DBA
Field of Study: Finance | CPE: 1
Business Partnerships: Managing Supplier Relationships | Instructor: David Peters, CPA, CGMA, CPCU, ChFC, CLU, CFP
Field of Study: Finance | CPE: 1
CPA to CFO: Essential Competencies for Finance Leaders | Instructor: Leeland Rogers, PhD
Field of Study: Accounting | CPE: 1
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Controllers, Finance directors, Aspiring CFOs, Advisory CPAs