LEARNING PATH: Financial Strategy and Analysis

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 (6 CPE) Accounting (2 CPE) Specialized Knowledge (2 CPE)

Instructor

Instructor:

Various – see description

Additional Details

Who should attend:

Controllers, Finance managers, FP&A professionals

Program Level:

Overview

Program Content:

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.

Learning Objectives:

The courses offered as part of this Learning Path are:

Behavioral Finance Biases

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

CPE: 1

Field of Study: Finance

Corporate Storytelling in Financial Reporting

Instructor: Eric Knight, CPA, DBA

CPE: 1

Field of Study: Finance

From Numbers to Narratives: Mastering Data Analysis for CPAs

Instructor: Bryan L. Smith, CPA.CITP, CISA

CPE: 2

Field of Study: Specialized Knowledge

Analyzing Financial Statements

Instructor: Keely Gohl, CPA, CGMA

CPE: 2

Field of Study: Accounting

Build Better Budgets: Fundamental Techniques

Instructor: Dr. Christopher J. Harper, CPA, MBA

CPE: 2

Field of Study: Finance

Unlocking Deep Secrets: Case Studies in Financial Analysis

Instructor: Eric Knight, CPA, DBA

CPE: 2

Field of Study: Finance

Prerequisites:

None

Advanced Preparation:

None

Developed By:

CPA Crossings, LLC

Format:

Group-Internet-Based

Course Code:

SUFINA10

Registration:

$259.00

Attendee Information

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

Find Another Date

Our Partners

NASBA Sponsor

LEARNING PATH: Financial Strategy and Analysis

Course Code:

SUFINA10

Program Level:

Overview

Description:

Program Content:

Learning Objectives:

The courses offered as part of this Learning Path are:

Behavioral Finance Biases

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

CPE: 1

Field of Study: Finance

Corporate Storytelling in Financial Reporting

Instructor: Eric Knight, CPA, DBA

CPE: 1

Field of Study: Finance

From Numbers to Narratives: Mastering Data Analysis for CPAs

Instructor: Bryan L. Smith, CPA.CITP, CISA

CPE: 2

Field of Study: Specialized Knowledge

Analyzing Financial Statements

Instructor: Keely Gohl, CPA, CGMA

CPE: 2

Field of Study: Accounting

Build Better Budgets: Fundamental Techniques

Instructor: Dr. Christopher J. Harper, CPA, MBA

CPE: 2

Field of Study: Finance

Unlocking Deep Secrets: Case Studies in Financial Analysis

Instructor: Eric Knight, CPA, DBA

CPE: 2

Field of Study: Finance

Who should attend:

Controllers, Finance managers, FP&A professionals

Developed By:

CPA Crossings, LLC

Instructor:

Various – see description

CPE Credit:

Field of Study:

Finance (6 CPE) Accounting (2 CPE) Specialized Knowledge (2 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