CPE Catalog & Events
AI Foundations
Available Until Apr. 30, 2027
Online
10.00 Credits
Member Price: $200
Artificial intelligence is changing how we work, but professionals need to understand the fundamentals before they can harness its potential. This series introduces key concepts like NLP and machine learning, explains the use of tools like Copilot, and tackles the ethical and risk considerations every accountant and finance leader should know. Episodes in this learning path include: How AI Actually Works: A Primer on Machine Learning and GenAI OpenAI's Former Head of Go To Market on the Optimistic Future of AI Copilot Prompting Natural Language Processing: How Machines Learn to Understand Us From Science Fiction to Your Living Room: The Invention of Amazon Alexa Asking the Tough Questions: Ethics and Biases in AI 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.
AI in Strategic Finance
Available Until Apr. 30, 2027
Online
7.50 Credits
Member Price: $150
Artificial intelligence is helping finance teams move beyond automation to deliver faster analysis, stronger insights and greater strategic impact. These episodes explore how AI can be applied across financial planning, risk analysis, treasury, financial modeling and M&A to improve decision-making and business performance. Episodes in this learning path include: The Finance Leader's Guide to AI-Driven Impact An AI Playbook for Modern Risk Analysis AI's Strategic Role in Treasury An AI Success Case in Financial Impact Modeling How Generative AI is Transforming M&A 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.
Audit Nightmares
Available Until Apr. 30, 2027
Online
9.00 Credits
Member Price: $180
Join LumiQ's resident auditors as they investigate real world case studies of audits gone wrong. Whether it's negligence or fraud committed with the intention to mislead, these episodes break down the key assertions that were at risk and what auditors need to know so that they don't repeat these mistakes. Episodes in this learning path include: Audit Nightmares: Expenses Audit Nightmares: Revenue Recognition Audit Nightmares: Bank Confirmations Audit Nightmares: Inventory Counts Audit Nightmares: Related Party Transactions 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.
Business Transformation in Practice
Available Until Apr. 30, 2027
Online
9.50 Credits
Member Price: $190
Through real-world business case studies, this learning path illustrates how organizations navigate disruption, changing markets and strategic inflection points. You'll uncover the decisions, challenges and leadership lessons that determine whether a company successfully reinvents itself or falls behind. Episodes in this learning path include: Rebuilding LEGO: The Innovation Comeback What Really Killed Kodak? Disney's Acquisition of Pixar Driving Success: Liberty Media's Acquisition of Formula 1 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.
Client Advisory Services: Level 2
Available Until Apr. 30, 2027
Online
6.50 Credits
Member Price: $130
Client Advisory Services (CAS) is broken out into three components: accounting, controllership and CFO-level services. In this Level 2 Learning Path, we take a deep dive into accounting-level services through transaction accrual accounting. In conversation with leaders in the CAS industry, we walk through select financial statement accounts that have specific nuances and complexities when booking their related accruals and share best practices for CAS teams. Episodes in this learning path include: Episode #1 — Working Capital Accruals Episode #2 — Fixed Asset Accounting Episode #3 — Payroll Process Episode #4 — Debt Accounting Episode #5 — Inventory Accounting 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.
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.