National Registry of CPE Sponsors

National Registry of CPE Sponsors


2017 National Registry Summit - Agenda

Monday, September 25, 2017

3:00 pm - 6:00 pm


No planned evening activity.  Opportunity to meet up with your network of colleagues and enjoy the restaurants in the Nashville area.

Tuesday, September 26, 2017

7:30 am - 8:30 am

Registration and Breakfast

8:30 am - 8:40 am

Welcome Message
Ken L. Bishop, President and CEO, NASBA

A welcome message from NASBA's CEO will inform participants of current focus projects of NASBA.

8:40 am - 10:40 am

Brain Science: Achieve the Optimal Learning Experience with Burst and Boosts

Art Kohn, Professor, Portland State University School of Business

American corporations spend about $60 billion a year training their employees but research shows that today’s employees only retain a small fraction of training content- and an even smaller fraction ultimately gets transferred back to their workplaces.

Professor, writer and consultant Art Kohn, will challenge that what we do after training can be more important than what we do during training. Master core principles for developing engaging training programs and learn techniques that help people retrieve key points in the hours and days after training.

10:40 am - 11:00 am



11:00 am - 12:15 pm

Nano Learning Examples
Ed Kelly, Blue Ocean Brain

Tie Miller,  AICPA

Lisa Anderson,  PwC

Moderated by Jessica Luttrull,  Associate Director, National Registry

The National Registry of CPE Sponsors team is often asked if there are examples of nano learning programs to review. In this session you will hear from a moderated panel of three sponsors, who have been approved for the nano learning delivery method on the National Registry, as each presents their approved nano learning program and shares experiences regarding development, business case and strategy for use.

12:15 pm - 1:30 PM

Lunch with Table Topics

1:30 pm - 2:00 pm

Tips on Applying for Nano and Blended Learning

Miki Klein - Instructional Design Administrator, National Registry

Johnny Owsley -Instructional Design Administrator, National Registry

Are you a sponsor considering applying for the nano and blended learning delivery methods? Our instructional design administrators will walk you through each step of the preliminary application review process, including what information is reviewed and considered and how to avoid common pitfalls.

2:00 pm - 2:45 pm

Implementing the CPE Standards - Avoid Compliance Pitfalls!
Jeanetta Cothron - Compliance Auditor, National Registry

Jeff Price - Administrator, National Registry

Take preventative action by understanding how to implement CPE Standards and becoming aware of possible obstacles to compliance with the National Registry and CPE Standards. This session will focus on the requirement for elements of engagement in group live programs, the requirement of a CPE Program sponsor to monitor attendance, provide best practices in these areas, and more.

2:45 pm - 3:00 pm


3:00 pm - 4:15 pm

Reaching Your Entire Audience: Failsafe Approaches for Engaging Introverts

Jennifer Kahnweiler, Global Speaker

How many times have you asked a question in a training session and received no response? Or have you sat in a class where the pace is so fast and furious that quieter participants are never heard?

Drawing from her groundbreaking research on introverts, Jennifer Kahnwieler, Ph.D., CSP will teach you how your training design and delivery can reach the entire audience, not just those who are more vocal. By learning ways of balancing introvert and extrovert energy and incorporating creative facilitative techniques, your content will have a lasting impact on learners. Discover how to leverage technology to engage introverts in highly meaningful ways and how you can flex your approach to reach everyone.

4:15 pm - 4:30 pm

Day 1 Closing Remarks

5:00 pm - 7:00 pm

Connections and Cocktails

Wednesday, September 27, 2017

7:30 am - 8:30 am


8:30 am - 8:40 am


Alfonzo Alexander, President, Center for Public Trust

8:40 am - 9:00 am

Reinforcement Kickoff with Art Kohn

Art Kohn will demonstrate a technique to “boost” learning after a training event.

9:00 am - 9:30 am

Compliance Matters
Jessica Luttrull, Associate Director, National Registry

Feedback from previous National Registry Summits indicated an interest in information not only about the CPE Standards but also other matters that affect a CPA’s compliance with rules and regulations. This session will provide updates and information focusing on compliance matters including the Exposure Draft of the CPE Model Rule; acceptance of Nano and Blended Learning and technical review CPE credit with the U.S. jurisdictions; and the revised fields of study.


9:30 am - 9:45 am


9:45 am - 11:45 am

Tools and Resources Showcase
John Pytel - Conferences i/o

Jonathan Kraftchick, Cherry Bekaert - SmartSheet

Sergey Snegirev - Branch Track

This session will highlight three different resources that can assist you in implementing the CPE Standards (e.g. elements of engagement and attendance monitoring). Learn how these tools and resources can benefit and boost your training experiences.

11:45 am - 12:00 pm

Ask NASBA! and Summit Closing Remarks

Jessica Luttrull and Alfonzo Alexander