National Registry of CPE Sponsors

National Registry of CPE Sponsors


2019 National Registry Summit - Agenda

23 September 2019

3:00 pm - 6:00 pm


No planned evening activity.  Opportunity to meet up with your network of colleagues and enjoy the downtown Indianapolis area.

24 September 2019

7:30 am - 8:30 am

Registration and Breakfast

8:30 am - 8:45 am

Welcome Message and Summit Kick-off
Alfonzo Alexander, Chief Ethics & Diversity Officer, NASBA

8:45 am - 10:15 am

What You Should Know About How the Brain Works

Kenneth Wesson, Educational Consultant,

We have 100 billion neurons (the "gray matter" consisting of neural cell bodies). Their primary purpose is to connect brain cells together into the circuits that represent who we are, what we know, and what we are capable of doing. Inside the brain, there are over 1,000,000 miles of nerve fibers (the “white matter” connections), with over one quadrillion connections that link neurons with one another. Through this process, we develop remarkable abilities for making sense of an ever-changing world.

It has been said that by the year 2020 the sum total of humankind’s knowledge will double every 73 days. The principles of human learning in the cognitive neurosciences will survive this information explosion, only if we re-focus our attention on making connections across subjects, skills, concepts and academic disciplines. This presentation will highlight the brain-considerate principles and strategies for bridging cross-content understanding.

10:15 am - 10:45 am

Update on the Exposure Draft of the Revisions to CPE Standards

Jessica Luttrull, Associate Director - National Registry, NASBA

In May 2019, NASBA and the AICPA issued the Exposure Draft of the revisions to CPE Standards with a public commentary period through August 31, 2019. This session will provide an update on the status of the Exposure Draft, highlight the more significant changes proposed and share the next steps in the process for final approval.

10:45 am - 11:05 am


11:05 am - 11:50 am

Sponsor in the Spotlight - The Business Learning Institute

Bill Sheridan, Chief Communications Officer, Business Learning Institute

Greg Rittler, Chief Executive Officer, Blue Ocean Ideas

This session is our inaugural presentation of “Sponsor in the Spotlight.” This year, we are excited to feature the Business Learning Institute. The Business Learning Institute (BLI) was founded in 1999 by the Maryland Association of CPAs. BLI is the strategic learning partner and talent management consultancy for organizations worldwide and is a center facilitating the development and sharing of competencies and strategic knowledge required for leadership in today’s rapidly-changing business environment. They will share with you best practices and innovations that they use creating and providing learning.

11:50 am - 12:15 pm

Blended Learning Design and Compliance

John Owsley, Instructional Design Administrator, NASBA

The Blended Learning instructional delivery method was introduced with the last revisions to the CPE Standards in 2016.  Since that time the National Registry has approved 11 blended learning providers and is receiving applications for blended learning weekly. This presentation will provide practical tips about the application process and share best practices observed in designing compliant, high-quality blended learning programs.

12:15 pm - 1:30 PM

Lunch with NASBA

1:30 pm - 2:30 pm

The Benefits of Adaptive Learning

Dan Mackey, Head of Customer Success and Products, McGraw-Hill

Chris Werling, Director, PricewaterhouseCoopers

Science and research show the endless benefits of adaptive learning. Adaptive learning changes the landscape of learning from a one-size-fits-all atmosphere to a personalized approach, which orchestrates interaction with the learner to deliver a customized approach. One of the most significant changes proposed in the revisions to the CPE Standards is allowing for adaptive learning self study programs within the self study standards. 

PwC has been using adaptive learning for internal training for some time on a platform provided by  McGraw-Hill.  During this session, Chris Werling of PwC and Daniel Mackey of McGraw Hill will share some of the successes they have had in creating adaptive learning courses and how learners react and perform in this format of learning.

2:30 pm - 3:15 pm

Regulatory Considerations for CPE

Elizabeth Wolfe, Counsel of Regulatory Affairs, NASBA

Maria Caldwell, Chief Legal Officer and Director of Compliance Services, NASBA

This session will provide information on recent trends in state legislation and regulatory rulemaking concerning CPE to include a variety of CPE ‘hot topics’ such as the trends in nano-learning, ethics, outlier legislation and the potential impact the Americans with Disabilities Act may have on CPE providers. This session will also highlight the recently launched CPE Audit Service tool and the CPE Rules Engine and how these tools impact the effectiveness of state boards of accountancy.

3:15 pm - 3:35 pm


3:35 pm - 4:35 pm

Virtual Reality Learning

Michael Grant, Director of Learning Design and Development, AICPA

The AICPA is a leader in the industry for creating CPE courses using augmented and virtual reality platforms to lead CPAs in new ways to learn. This type of learning engages the senses and aids in learning by allowing the learner to interact with the content by application and role play. You will even have an opportunity for a hands-on experience with virtual learning! 

4:35 pm - 4:45 pm

Day 1 Closing Remarks

5:00 pm - 7:00 pm

Connections and Cocktails

25 September 2019

7:30 am - 8:30 am


8:30 am - 8:45 am


Alfonzo Alexander, Chief Ethics & Diversity Officer, NASBA

8:45 am - 9:10 am

Ditch Your Sign-in Sheets! Automate CPE Attendance Tracking with Conferences i/o

John Pytel, Chief Executive Officer, 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 is new with the tool!

9:10 am - 9:40 am

EduCE ACC Tool

Kathleen Waid, EduCE Group

9:40 am - 10:20 am

Automate Everything

Eric Greenspan, 74 Systems

10:20 am - 10:40 am


10:40 am - 11:40 am

Using Emotional Intelligence to Increase Learner Engagement

Jen Shirkani, Speaker and Author

Ms. Shirkani is a nationally recognized expert on emotional intelligence and the author of award nominated “Ego vs EQ”, a leader’s guide to leveraging the power of emotional intelligence. Her presentation is sure to provide you with an understanding of emotional intelligence and how to engage and influence behavior change in learning, especially with online learners.

11:40 am - 12:25 pm

Compliance Talk

Jessica Luttrull, Associate Director - National Registry, NASBA

Ashlee Baker, Supervisor - National Registry, NASBA

Jeff Price, Instructional Design Administrator, NASBA

The National Registry staff will share with you the areas in which we most frequently observe non-compliance with the Standards when reviewing applications and desk audits and our recommendations and best practices to address those areas. Also, do you have a question that has not been addressed? This will be your time to ask NASBA!!

12:25 pm - 12:30 pm

Summit Closing Remarks

More information about the 2019 Summit: