LEARNING PATH: Strategic Growth and Personal Development

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Overview

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.

This course is being offered by a learning partner and will not be accessible on your My CPE page. Access information will be emailed directly to you by CPA Crossings.

Highlights

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.

Prerequisites

None

Designed For

Managers, Senior accountants, Future partners, Advisory-focused CPAs

Objectives

The courses offered as part of this Learning Path are:

Executive Presence, Personal Brand: Structure Your Narrative

Instructor: Virgie Castro-Conde, MBA, SHRM-SCP

CPE: 1

Field of Study: Personal Development

Disrupt to Dominate: Mastering Change Leadership

Instructor: Tammy Daugherty

CPE: 4

Field of Study: Business Management & Organization

Mining Your Firm Client Database for Revenue

Instructor: Gaynor Hardy (Meilke), MS, CBC

CPE: 1

Field of Study: Business Management & Organization

Overcoming Tech Adoption Challenges in CPA Firms

Instructor: Leeland Rogers, PhD

CPE: 1

Field of Study: Accounting

Risk Wrangling: Surviving the Modern Business Environment

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

CPE: 2

Field of Study: Accounting

Workforce Transformation and Talent Management

Instructor: Leeland Rogers, PhD

CPE: 1

Field of Study: Business Management & Organization

Preparation

None