National Registry of CPE Sponsors

National Registry of CPE Sponsors


2018 National Registry Summit - Agenda

September 24, 2018

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 Denver area.

September 25, 2018

7:30 am - 8:30 am

Registration and Breakfast

8:30 am - 9:00 am

Welcome Message
Alfonzo Alexander, Chief Ethics & Diversity Officer, NASBA

9:00 am - 9:45 am

Convergence of Emerging Technologies

Amanda Wilkie, Boomer Consulting

The accounting profession is heading into the greatest period of change and disruption it has ever seen. This session will provide an overview of the effects of the convergence of emerging technologies such as blockchain, big data, data analytics and artificial intelligence on the profession and what continuing education providers should know about these technologies to prepare CPAs for the accounting world of the future.

9:45 am - 10:45 am

Positioning the Profession to Respond to Data Analytics and Artificial Intelligence

Roger O'Donnell, Audit Partner, KPMG

How do you position audit and tax professionals to be successful in incorporating emerging and advanced technologies?

In 2016, KPMG collaborated with Ohio State University and Villanova University and launched its Masters of Accounting with Data Analytics program to provide students with hands-on experience with data analytics and the opportunity to build technical proficiency, critical-thinking and problem-solving skills.

This session will share insights to position the profession and prepare future-ready professionals with the latest skills in technology.

10:45 am - 11:05 am


11:05 am - 11:50 am

Current State of the CPA Profession

Max Fitch, Senior Manager - Engagement and Learning Innovation, AICPA

We are familiar with the phrase from the ancient Greek philosopher, Heraclitus, the only thing that is constant is change. In nearly every article we read, conference we attend, or conversation we participate in the word change pops up.

This session will provide insights on the changes facing the accounting profession - changes in leadership, talent, growth, and technology. As providers of continuing education for the profession, understanding these changes can assist in the focus and direction of curriculum needed for your target audience.

11:50 am - 12:15 pm

Update on Proposed Revisions to the CPE Standards

Jessica Luttrull, Associate Director-National Registry, NASBA

The CPE Standards have been reviewed and evaluated for revisions. This session will provide an update on the status of the proposed revisions to the CPE Standards and highlight the more significant changes proposed.

12:15 pm - 1:30 PM

Lunch with Table Topics

1:30 pm - 3:00 pm

The Neuroscience of Change Agility and Designing Effective Training in the midst of Change and Uncertainty

Dr. Jay Van Bavel, NeuroLeadership Institute

Scientists have spent over forty years studying motivation and performance and identifying which strategies are most effective when it comes to thriving in the face of change and uncertainty. Increased organizational changes are increasing pressure on learning. As well as having more to learn than ever, there is less time to learn it in. Then, there is the challenge of the nature of work itself, where distractions and multi-tasking inhibit the ability to focus sufficiently to learn something new.

In this session, Dr. Jay Van Bavel will provide an overview of change agility with a growth mindset to prepare professionals for the changes they face in their field and provide science-based tolls to help design more effective learning experiences.

3:00 pm - 3:20 pm


3:20 pm - 4:05 pm

Understanding Cryptoassets

Amanda Wilkie, Boomer Consulting

Not only is it important to understand the emerging technologies converging for the profession, but also the ideas and concepts around digitizing and decentralizing monetary transactions. Cryptocurrency. Bitcoin. Mining. Smart Contracts. Our vocabulary has increased within a short span of time. Ever since the introduction of bitcoin, a new era of cryptoassets has started. But what exactly is a cryptoasset? What is its impact? And what do accounting professionals need to know?

This session will provide insights on what continuing education providers should know about cryptoassets to prepare CPAs for this new asset class.

4:05 pm - 4:35 pm

Implementing the CPE Standards - Avoid Compliance Pitfalls!
Jeff Price - Instructional Design Administrator, National Registry

Mark Tornow - 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 most commonly noted areas of non-compliance with the CPE Standards, provide best practices in these areas, and more.

4:35 pm - 4:45 pm

Day 1 Closing Remarks

5:00 pm - 7:00 pm

Connections and Cocktails

September 26, 2018

7:30 am - 8:30 am


8:30 am - 8:40 am


Alfonzo Alexander, Chief Ethics & Diversity Officer, NASBA

8:40 am - 9:30 am

Analyzing and Maximizing Results from Program Evaluations

A.D. Detrick, MetriVerse Learning Solutions

The CPE Standards require continuing education providers to solicit feedback from program participants and provide the minimum topics to be include in the evaluation form. Did you know that you can design your evaluation forms to help you analyze and measure the effectiveness of your programs? In this session, you will receive guidance and tools on taking your program evaluation forms to the next level!

9:30 am - 9:50 am

Features of Conferences i/o to Implement the CPE Standards

John Pytel, Conferences i/o

The Summit is once again being supported by Conferences i/o. Conferences i/o is a web-based technology designed to promote participation, engagement and evaluation at conferences, meetings and training. Learn about the features of Conferences i/o and what's new with the tool!

9:50 am - 10:10 am


10:10 am - 11:55 am

Tools and Resources Showcase
Carol Distel, GoScavengerHunt

Richard Roach, Mindmarker

Nick Liebman, Powtoon

This session will highlight three different resources that can assist you in implementing the CPE Standards. Learn how these tools and resources can benefit and boost your training experiences.

11:55 am - 12:30 pm

Ask NASBA! and Summit Closing Remarks

NASBA Staff and Alfonzo Alexander