Webinar

Learning Path Webinar Bundle: Financial Strategy and Analysis

If you have questions about this event, please call us at 952-831-2707.

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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.

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.

You must attend each course by April 30, 2027.

Major subjects

• Behavioral Finance Biases | Instructor: David Peters | CPE: 1 | Field of Study: Finance.
• Corporate Storytelling in Financial Reporting | Instructor: Eric Knight | CPE: 1 | Field of Study: Finance.
• From Numbers to Narratives: Mastering Data Analysis for CPAs | Instructor: Bryan L. Smith | CPE: 2 | Field of Study: Specialized Knowledge.
• Analyzing Financial Statements | Instructor: Keely Gohl | CPE: 2 | Field of Study: Accounting.
• Build Better Budgets: Fundamental Techniques | Instructor: Dr. Christopher J. Harper | CPE: 2 | Field of Study: Finance.
• Unlocking Deep Secrets: Case Studies in Financial Analysis | Instructor: Eric Knight | CPE: 2 | Field of Study: Finance

Learning objectives

• 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.

Who should take this program?

• Controllers, finance managers, FP&A professionals.

Pricing

Our records indicate you are a nonmember. If you register, you will be charged $259.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.