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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 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.
The courses offered as part of this Learning Path are:
Behavioral Finance Biases | Instructor: David Peters, CPA, CGMA, CPCU, ChFC, CLU, CFP
Field of Study: Finance | CPE: 1
Corporate Storytelling in Financial Reporting | Instructor: Eric Knight, CPA, DBA
Field of Study: Finance | CPE: 1
From Numbers to Narratives: Mastering Data Analysis for CPAs | Instructor: Bryan L. Smith, CPA.CITP, CISA
Field of Study: Specialized Knowledge | CPE: 2
Analyzing Financial Statements |Instructor: Keely Gohl, CPA, CGMA
Field of Study: Accounting | CPE: 2
Build Better Budgets: Fundamental Techniques | Instructor: Dr. Christopher J. Harper, CPA, MBA
Field of Study: Finance | CPE: 2
Unlocking Deep Secrets: Case Studies in Financial Analysis | Instructor: Eric Knight, CPA, DBA
Field of Study: Finance | CPE: 2
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Controllers, Finance managers, FP&A professionals