CPE Catalog & Events
Client Advisory Services: Level 3
Available Until Apr. 30, 2027
Online
8.00 Credits
Member Price: $160
Client Advisory Services (CAS) is broken out into three components: accounting, controllership and CFO-level services. In this Level 3 Learning Path, we take a deep dive into moving your practice from an outsourced accounting function into a true advisor to clients. In conversation with leaders in the CAS industry, we walk through client management best practices, growing your practice and enhanced reporting. Episodes in this learning path include: CAS Level 3: Episode #1 — Shifting the Practice from Compliance to Advisory CAS Level 3: Episode #2 — Client Management CAS Level 3: Episode #3 — Supporting Audit and Tax Engagements CAS Level 3: Episode #4 — Enhanced Reporting and KPIs CAS Level 3: Episode #5 — Budgeting After purchasing this product package, you will receive an email from LumiQ with instructions for accessing the learning path on your web, iOS or Android applications. Learn while you listen. This package includes a series of podcast episodes featuring expert insights, real-world examples and timely discussions on key topics affecting CPAs and business professionals. Listen anytime, anywhere, then complete a brief assessment to earn CPE credit.
C-Suite Lessons
Available Until Apr. 30, 2027
Online
10.50 Credits
Member Price: $250
Understand the mindset of the C-Suite and hear first hand stories from some of the world's largest companies in this learning path, covering topics such as leadership, strategy and guiding a business after an unexpected setback. Episodes in this learning path include: Sitting Courtside: Former CEO of Nike Talks Leadership Exploring Shopify's Biggest Strategic Decisions with their Former CFO Unpacking Airbnb's Ethical Dilemmas A Decade Leading Dunkin': Managing Financials, Franchises, Employees & Owners How Former Starbucks President Fosters Independent Thinking Equifax's Cybersecurity Comeback: Emerging as a Leader Post-Breach An Olympian's Lessons for Improving Teamwork After purchasing this product package, you will receive an email from LumiQ with instructions for accessing the learning path on your web, iOS or Android applications. Learn while you listen. This package includes a series of podcast episodes featuring expert insights, real-world examples and timely discussions on key topics affecting CPAs and business professionals. Listen anytime, anywhere, then complete a brief assessment to earn CPE credit.
M&A Essentials
Available Until Apr. 30, 2027
Online
6.00 Credits
Member Price: $120
Understand the process of buying and selling a business from preparation all the way to closing the deal. Episodes in this learning path include: Selling a Business Part 1: Preparing for the Sale Process Selling a Business Part 2: Managing Buyer Relationships Selling a Business Part 3: Closing the Deal Buying a Business Part 1: Preparation & Market Outreach Buying a Business Part 2: Closing the Deal After purchasing this product package, you will receive an email from LumiQ with instructions for accessing the learning path on your web, iOS or Android applications. Learn while you listen. This package includes a series of podcast episodes featuring expert insights, real-world examples and timely discussions on key topics affecting CPAs and business professionals. Listen anytime, anywhere, then complete a brief assessment to earn CPE credit.
Private Equity
Available Until Apr. 30, 2027
Online
9.50 Credits
Member Price: $190
Step inside the world of private equity and discover how firms turn capital into performance. From sourcing deals and structuring buyouts to optimizing operations and navigating exits, plus the accounting and tax rules that shape every decision. Episodes in this learning path include: Fund Structure, Economics & Lifecycle Deal Sourcing & Due Diligence Leveraged Buyouts Value Creation with Operational Levers Exit Strategies Tax Complexities of PE Structures Navigating ASC 946: Investment Companies After purchasing this product package, you will receive an email from LumiQ with instructions for accessing the learning path on your web, iOS or Android applications. Learn while you listen. This package includes a series of podcast episodes featuring expert insights, real-world examples and timely discussions on key topics affecting CPAs and business professionals. Listen anytime, anywhere, then complete a brief assessment to earn CPE credit.