CPE 6-pack plus 8-hours of ethics


6 webinars plus 8 hours of ethics. 20 total hours of CPE.


Course Description

Choose six of the two-hour webinars offered by Boz and a eight hour ethics session (a $675 value if purchased separately):

  1. Analyzing and Presenting Data – May 5th
  2. Financial Statement Analysis Using Ratios – May 12th
  3. Effective Business Writing for CPAs, Part 1 – May 17th
  4. MS Excel – Essential Tools and Techniques: Intermediate – May 19th
  5. Effective Business Writing for CPAs, Part 2 – May 24th
  6. MS Excel – Essential Tools and Techniques: Advanced – May 27th
  7. Financial Forecasting Using Excel – June 2nd
  8. Valuation Techniques – June 6th
  9. Understanding earnings releases – June 8th
  10. Delivering Effective Oral Presentations – June 16th
  11. Individual Taxation, A Refresher – June 20th
  12. Introduction to International Finance – June 23rd
  13. Lessons learned during times of change – June 29th

Ethics Sessions offered on May 18th and June 28th via Zoom. Ethics session offered June 7th in-person in Plymouth, MN. AM is Regulatory Ethics (Technical) and PM is Behavioral Ethics (Non-Technical).

First 9 webinars will repeat during the CPE Marathon on June 30th for those who miss earlier sessions.

Course Details

Instructor Boz, Mary
Number of CPE Hours 20
Location Zoom Meeting, except that June 7th ethics sessions are in Plymouth, MN (Crown Plaza Mpls West at 3131 Campus Drive) for those who choose that option
Field of Study Varies based on sessions selected
Level See Individual Sessions
Format Group Internet Based
Prerequisites See Individual Sessions
Policies A full refund is offered if registration is cancelled by a participant prior to the CPE session. Credit toward a future session offered for no-shows. Contact Boz (612-414-9629) to cancel or for more questions.
Other Notes None

State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.