National Registry of CPE Sponsors

National Registry of CPE Sponsors


2024 National Registry Summit - Agenda

All times listed are Central Time.

Download a PDF version of the Agenda here.

Monday, September 16th

4:00 pm - 5:30 pm


Tuesday, September 17th

8:00 am - 9:00 am

Registration and Breakfast

9:00 am - 9:30 am

Kick-Off and Welcome
Alfonzo Alexander, Chief Ethics & Diversity Officer, NASBA

9:30 am - 11:00 am


Revisionary Thinking/ Adapting to Change

Courtney Clark

Can you reach your goals, even if things aren’t going the way you expect? Most people (and organizations) are good at setting goals and making plans, but not very good at revising those plans when things change. But that’s the real work of resilience.  Backed by Courtney’s data-driven research, ReVisionary Thinking offers concrete strategies for building “future readiness” and blazing a new path when the goalposts move on you.

After the session, participants will be able to…

  • Avoid the typical mistakes people make when confronted with change
  • Improve mental flexibility as individuals and teams
  • Understand why gut instinct fails you in unfamiliar situations—and how to counter it
  • Generate more (and more innovative!) ideas when solving problem

11:00 am - 11:20 am

Break and Exhibits

11:20 am - 12:00 pm

Authoring Accessibly

Erika Bialek, Director of Assurance Learning & Development, EisnerAmper

At the end of today’s session participants will be able to:

  • Recognize the importance of inclusive learning environments.
  • Identify and explain relevant U.S. laws concerning accessibility in education.
  • Apply practical strategies to design inclusive instructional materials. 
  • Utilize a checklist to ensure inclusivity throughout instructional design processes.

12:00 pm - 1:00 pm


1:00 pm - 2:15 pm

Digital Technology and Transfer – Moving Knowledge and Skills Between Contexts

Dr. Jared Cooney Horvath

Why are skills and knowledge so difficult to move between different contexts?  Why do new hires so frequently struggle to perform even basic tasks when engaged with a new industry or position?

During this session, we will start by diving into the issue of transfer, consider what is required for effective transfer to occur, and explore the only truly future-proof skill research has ever found: learning (a topic we will explore in more detail during the breakout session).

From there, we will consider the concept of emerging digital technologies.  How do these tools align with the transfer process and what is the single biggest impediment for these tools with regards to skill acquisition and transfer?

Specific Topics Explored:

  • What is transfer and why do all human beings struggle with it?
  • What are the three steps required for effective transfer?
  • What is the only future-proof 21st century skill (and can we teach it?)
  • Where along the transfer process do digital technologies fit?
  • What is the single biggest problem with digital technologies and learning?

2:15 pm - 3:00 PM

Does Good Learning Feel Good?

Ann Lerner, Managing Director, Accounting & Professional Services, Amplifire

Dr. Matthew Hays, Vice President, Research and Analytics, Amplifire

Imagine you ran a training program last year. Your learners didn’t hate it. Mostly it just felt like training usually feels. Now imagine you made some changes for this year...and learners prefer the new program! It got meaningfully higher survey scores, and word of mouth has it that people liked it better. But was it actually better? Some of the most powerful conditions of learning are unintuitive. As educators and as learners, we often gravitate toward what feels beneficial. In doing so, however, we often wind up sacrificing long-term learning for short-term gains. In this session, you’ll learn all about counterintuitive learning principles and how to apply them. You’ll also learn how to evaluate what your employees actually think (as opposed to filling out a post-test based on what you just told them in a presentation). And you’ll learn how to do all that while balancing survey scores against durable, transferable learning. Finally, you’ll see how analytics can help you improve your training content, calculate ROI, and even detect operational issues that training alone can’t possibly solve.

3:00 pm - 3:15 pm

Closing Remarks and Instructions for Breakouts

3:15 pm - 3:30 pm



Breakout 1

3:30 pm - 4:30 pm

AI and the Learning Trajectory: From Surface to Deep Learning

Dr. Jared Cooney Horvath

In this session, we will dive deeper into the human learning process.  Using Learning Objectives as a through line, we will consider what strategies are best suited to walk individuals from surface into deep learning and consider what differentiates learning at the Novice and Expert levels.

Using this as a framework, we will consider the issue of AI, explore when AI may prove detrimental to the learning process, and consider what’s required to make this tool meaningful along the learning trajectory.

Specific Topics Explored:

  • What specific teaching and learning strategies align with surface learning?
  • What are the three levels of deep learning?
  • What specific teaching and learning strategies align with each level of deep learning?
  • What are the three biggest problems with AI and learning?
  • What is the trade-off when using AI to offload pedagogy and task development?

Breakout 2

3:30 pm - 4:30 pm

Regulatory Changes in CPE & Compliance Considerations

Beth Hopkins, Director, Ethics & Compliance, PwC

Elizabeth Wolfe, Senior Regulatory Counsel, NASBA

Regulatory counsel provide a high-level summary of recent state board CPE rules and regulations changes. The remaining time would be spent on Q&A and best practices in the Compliance area.

Breakout 3

3:30 pm - 4:30 pm

Understanding the Registry Desk Audit Process and Common Audit Findings

Lindsay Lane, National Registry Compliance Auditor, NASBA

Virtual Breakout    

3:30 pm - 4:30 pm
Ask NASBA/ Sharing of Best Practice
4:30 pm - 5:00 pm
Exhibitor Time

5:00 pm - 7:00 pm

Connections and Cocktails

Join the NASBA and National Registry Staff and fellow Sponsors for a networking opportunity.

Wednesday, September 18th

8:00 am - 9:00 am


9:00 am - 9:15 am

Day Two Welcome

9:15 am - 10:45 am


The AI Frontier: From Uncertainty to Opportunity

Almira "Myra" Roldan

Perfect for business professionals, this session demystifies AI and reveals its immense potential to revolutionize business operations. Through dynamic polls, engaging peer discussions, and hands-on activities, you'll explore AI's capabilities, ethical considerations, and best practices for integration. Whether you fear AI's impact on your job or are eager to embrace its possibilities, this worknote will equip you with the knowledge and confidence to navigate the AI frontier and seize new opportunities.

1. Outcomes:

Participants will:

● gain a foundational understanding of generative AI, including its capabilities, limitations, and the differences between AI and generative AI.

● learn how to assess and select appropriate generative AI tools for their professional needs, considering both benefits and risks

● explore ethical considerations and best practices for integrating generative AI into their workflows, ensuring data protection and compliance

10:45 am - 11:05 am

Break and Exhibits

11:05 am - 11:30 am


Have a question that has not been addressed? This is your time to ask NASBA!

11:30 am - 12:00 pm

Update on the Delivery Method Project

Jessica Luttrull, Associate Director - National Registry, NASBA

Maria Caldwell, Chief Legal Officer and Director of Compliance Services

12:00 pm

Closing Remarks

More information about the 2024 Summit: