CPE Monitor Newsletters

In May 2018, the CPE Standards Working Group will begin the review and evaluation of the Statement on Standards for Continuing Professional Education (CPE) Programs (Standards). In addition to reviewing the Standards in their entirety, the Working Group will consider innovations, trends and techniques in CPE and adult learning as well as ideas and suggestions related to clarifications and modifications of the 2016 Standards.

One of the online resources highlighted at the 2017 National Registry Summit was BranchTrack, scenario-based e-learning that can assist sponsors in implementing the CPE Standards. According to BranchTrack, you can create digital simulations in a user-friendly browser-based editor. 

In 2014, NASBA’s CPE Committee (Committee) was charged to develop and promote uniformity in the rules and requirements for Continuing Professional Education (CPE). The Committee established a Model Rule Task Force, similar to the CPE Standards Working Group, comprised of stakeholders in CPE and CPE compliance.

Effective September 1, 2016, the Statement on Standards for Continuing Professional Education (CPE) Programs (Standards) permit the issuance of CPE credit for two new instructional delivery methods: nano and blended learning. The Standards also allow for a technical reviewer of a CPE program to earn CPE credit. 

In connection with the revision to the Statement on Standards for Continuing Professional Education (CPE) Programs (Standards), which became effective September 1, 2016, the Fields of Study document was also revised. All courses must reflect the revised fields of study by December 31, 2017.

Introverts have many strengths including focus, attention to detail, being energized by alone time and having a sense of calm. According to some research, 40 to 60 percent of CEOs are introverts. On the other hand, extroverts are energized by people, have a talk first/think later approach, are more transparent and are comfortable with sharing information. Today, most people are a little bit of both, so be sure to prepare for your audience ahead of time.

Dr. Art Kohn, Professor at Portland State University School of Business, opened the 2017 National Registry Summit with a challenge to improve training by understanding how the brain operates and retains information for future recall.

The 2017 National Registry Summit featured a Tools and Resources Showcase representing products and services available to assist sponsors in implementing the CPE Standards. The Showcase featured three panelists: John Pytel from Conferences i/o; Jonathan Kraftchick from Cherry Bekaert demonstrating key uses of Smartsheet; and Sergey Snegirev of Branch Track.

This year’s National Registry Summit, themed “Tempo of Change,” is being held in Nashville, TN. What does “Tempo of Change” mean exactly? Tempo is defined as the speed at which something moves or happens. The “tempo of change” for CPE is shaped by several factors.

The agenda for the 2017 National Registry Summit was designed to bolster the new concepts in the revised CPE Standards. In addition to a panel presentation on examples of compliant nano learning programs and a tools and resources showcase, our guest keynote speakers will offer practical advice that can be easily implemented in reinforcement learning as well as audience engagement in learning.

Neon lights, the smell of award-winning barbeque and nationally recognized music establishments…yes, downtown Nashville is one-of-a-kind. As Music City continues to develop and expand, there are more and more attractions and dining options to discover and love about this southern gem.

In March 2017, the National Registry of CPE Sponsors approved its first sponsor, AHI Associates, under the Blended Learning instructional delivery method. AHI Associates has been the industry leader in engaged, hands-on learning for over 30 years. With the addition of blended learning, AHI Associates is now able to provide a flexible option for its four staff training courses.

The planning for the 2017 National Registry Summit is underway! The purpose of the National Registry Summit is to provide a forum for our sponsors to share information on trends and technologies in learning, provide necessary information on implementation and compliance with the CPE Standards, and to network with colleagues. As we prepare to finalize the agenda for the 2017 Summit, we want to ensure that we are covering topics that are most valuable and meaningful to you.

In connection with the revision to the Statement on Standards for Continuing Professional Education (CPE) Programs (Standards), which became effective September 1, 2016, the Fields of Study document was also revised. The changes to the Fields of Study document focus on providing categories and descriptions that are more current and relevant than the previous version.

In December 2016, the National Registry of CPE Sponsors approved its first sponsor, Blue Ocean Brain, under the Nano Learning instructional delivery method. Blue Ocean Brain is a pioneer in the field of microlearning.

Effective September 1, 2016, the revisions to the Statement on Standards for Continuing Professional Education (CPE) Programs (Standards), made it possible for providers of CPE to apply for approval under a new instructional delivery method: Blended Learning. In order to address concerns regarding costs and time involved to develop and make Blended Learning programs available for consumption, NASBA has made adjustments to the application process to allow for approval of Blended Learning on the National Registry at the organization level.

The National Association of State Boards of Accountancy (NASBA) and the American Institute of CPAs (AICPA) approved the proposed revisions to the Statement on Standards for Continuing Professional Education (CPE) Programs (Standards) as well as the NASBA Fields of Study document, during their respective July and August 2016 Board of Directors meetings. Among the most significant changes to the Standards is the addition of a new instructional delivery method called: blended learning.

As a complement to the National Registry Summit’s sessions on micro-learning, effective delivery methods and video techniques, Summit attendees were treated to a unique and interactive session led by illusionist and New York Times (NYT) puzzle expert, David Kwong.

NASBA invites members of the learning provider community to explore its newest website, NASBAregistry.org. NASBAregistry.org (previously learningmarket.org), was designed to educate learning providers, Boards of Accountancy, CPAs and other licensed professions on the evolving trends in corporate learning and to better serve existing and prospective members of NASBA’s National Registry of CPE Sponsors (Registry).

The 2016 National Registry Summit’s opening keynote, Ed Muzio, President and CEO of Group Harmonics, discussed the importance of experiential learning design and demonstrated how to use mini-simulations to change corporate culture and/or behavior in his presentation, “MiniSims: All the Reality You Need, in as Little as 15 Minutes.”