LEARNING PATH: CPA to CFO Leadership

CPE Credit:

Overview

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.

Field of Study:

Finance (9 CPE) Accounting (1 CPE)

Instructor

Instructor:

Various – see description

Additional Details

Who should attend:

Controllers, Finance directors, Aspiring CFOs, Advisory CPAs

Program Level:

Overview

Program Content:

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.

Learning Objectives:

The courses offered as part of this Learning Path are:

A Culture of Regulatory Ethics: A Competitive Advantage

Instructor: David Peters, CPA, CGMA, CPCU, ChFC, CLU, CFP

CPE: 4

Field of Study: Finance

Becoming a Fractional CFO: What to Do and How?

Instructor: Don Minges, MBA

CPE: 2

Field of Study: Finance

Behavioral Finance Biases

Instructor: David Peters, CPA, CGMA, CPCU, ChFC, CLU, CFP

CPE: 1

Field of Study: Finance

Beyond the Basics: Financial Ratios You Might Be Overlooking

Instructor: Eric Knight, CPA, DBA

CPE: 1

Field of Study: Finance

Business Partnerships: Managing Supplier Relationships

Instructor: David Peters, CPA, CGMA, CPCU, ChFC, CLU, CFP

CPE: 1

Field of Study: Finance

CPA to CFO: Essential Competencies for Finance Leaders

Instructor: Leeland Rogers, PhD

CPE: 1

Field of Study: Accounting

Prerequisites:

None

Advanced Preparation:

None

Developed By:

CPA Crossings, LLC

Format:

Group-Internet-Based

Course Code:

SUCFOL10

Registration:

$259.00

Attendee Information

Please select one of the following options to register for this webinar:

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LEARNING PATH: CPA to CFO Leadership

Course Code:

SUCFOL10

Program Level:

Overview

Description:

Program Content:

Learning Objectives:

The courses offered as part of this Learning Path are:

A Culture of Regulatory Ethics: A Competitive Advantage

Instructor: David Peters, CPA, CGMA, CPCU, ChFC, CLU, CFP

CPE: 4

Field of Study: Finance

Becoming a Fractional CFO: What to Do and How?

Instructor: Don Minges, MBA

CPE: 2

Field of Study: Finance

Behavioral Finance Biases

Instructor: David Peters, CPA, CGMA, CPCU, ChFC, CLU, CFP

CPE: 1

Field of Study: Finance

Beyond the Basics: Financial Ratios You Might Be Overlooking

Instructor: Eric Knight, CPA, DBA

CPE: 1

Field of Study: Finance

Business Partnerships: Managing Supplier Relationships

Instructor: David Peters, CPA, CGMA, CPCU, ChFC, CLU, CFP

CPE: 1

Field of Study: Finance

CPA to CFO: Essential Competencies for Finance Leaders

Instructor: Leeland Rogers, PhD

CPE: 1

Field of Study: Accounting

Who should attend:

Controllers, Finance directors, Aspiring CFOs, Advisory CPAs

Developed By:

CPA Crossings, LLC

Instructor:

Various – see description

CPE Credit:

Field of Study:

Finance (9 CPE) Accounting (1 CPE)

Prerequisites:

None

Advanced Preparation:

None

Format:

Group-Internet-Based

Registration:

$259.00

Attendee Information

Please select one of the following options to register for this webinar:

Price

Single Registration
$259.00

Upcoming Dates

5/1/2026 @ 3:00 AM
6/1/2026 @ 3:00 AM
7/1/2026 @ 3:00 AM
8/3/2026 @ 3:00 AM
9/1/2026 @ 3:00 AM
10/1/2026 @ 3:00 AM
11/2/2026 @ 3:00 AM
12/1/2026 @ 3:00 AM
1/4/2027 @ 3:00 AM
2/1/2027 @ 3:00 AM
3/1/2027 @ 3:00 AM

All times are Eastern Time Zone