LEARNING PATH: CPA to CFO Leadership

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.

Highlights

This path helps CPAs expand from technical expertise to executive finance leadership-the mindset shift needed for controller, finance director, and CFO tracks. It blends strategic competencies (ratios, budgeting/forecasting thinking, behavioral finance) with real-world leadership topics like supplier relationships and what it takes to operate as a fractional CFO. CPAs should take this path to strengthen advisory value, communicate like a finance leader, and make more confident decisions that go beyond compliance.

Prerequisites

None

Designed For

Controllers, Finance directors, Aspiring CFOs, Advisory CPAs

Objectives

The courses offered as part of this Learning Path are:

A Culture of Regulatory Ethics: A Competitive Advantage

Instructor: David Peters, CPA, CGMA, CPCU, ChFC, CLU, CFP

CPE: 4

Field of Study: Finance

Preparation

None