July 1, 2026

Vendor Webinar

10 CPE Credits

LEARNING PATH: Financial Strategy and Analysis

July 1, 2026
Vendor Webinar
10 CPE Credits

LEARNING PATH: Financial Strategy and Analysis

  • Instructor

    Various
    Instructors

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.

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

Major Topics

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.

CPE Credits Available

10 CPE Credits
2
Accounting
6
Finance
2
Specialized Knowledge

Things to Know About This Course

Course Level

  • Overview

Professional Area of Focus

  • Finance

Intended Audience

Controllers, Finance managers, FP&A professionals

Provider

CPA Crossings

Register For This Event

  • MSCPA Member

    $ 259 259
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  • MSCPA Non-Member

    $ 299 299
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