LEARNING PATH: Financial Strategy and Analysis

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.

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

Highlights
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.