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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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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.
The courses offered as part of this Learning Path are:
Executive Presence, Personal Brand: Structure Your Narrative | Instructor: Virgie Castro-Conde, MBA, SHRM-SCP
Field of Study: Personal Development | CPE: 1
Disrupt to Dominate: Mastering Change Leadership | Instructor: Tammy Daugherty
Field of Study: Business Management & Organization | CPE: 4
Mining Your Firm Client Database for Revenue | Instructor: Gaynor Hardy (Meilke), MS, CBC
Field of Study: Business Management & Organization | CPE: 1
Overcoming Tech Adoption Challenges in CPA Firms | Instructor: Leeland Rogers, PhD
Field of Study: Accounting | CPE: 1
Risk Wrangling: Surviving the Modern Business Environment | Instructor: Dr. Christopher J. Harper, CPA, MBA
Field of Study: Accounting | CPE: 2
Workforce Transformation and Talent Management | Instructor: Leeland Rogers, PhD
Field of Study: Business Management & Organization | CPE: 1
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Managers, Senior accountants, Future partners, Advisory-focused CPAs