National Registry of CPE Sponsors

National Registry of CPE Sponsors


2022 National Registry Summit - Agenda

Monday, 19 September 2022

3:00 pm - 6:00 pm


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

Tuesday, 20 September 2022

8:00 am - 9:00 am

Registration and Breakfast with NASBA

9:00 am - 9:15 am

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

9:15 am - 10:45 am

Stop Acting Your Age!

Matt Havens, Generational Expert, Keynote Speaker

If you’ve listened to any other discussion about generational issues at work, then you’ve undoubtedly been told there are four distinct generations operating side-by-side in today’s working world. If you’ve ever been frustrated by how impossible it seems to employ four different strategies to manage four distinct generations, then this session is exactly what you need. Because it turns out that there really aren’t four generations. In this keynote, you’ll learn a simpler way of looking at your own generational picture; understand the key cultural, technological, and social changes that have conspired to create a disconnect between team members; and walk away with several immediately application strategies to address and eliminate problems caused by the disconnect.

10:45 am - 11:00 am


11:00 am - 11:45 am

Sponsor in the Spotlight: LumiQ

Michael Kravshik, Co-Founder and CEO, LumiQ

This session brings back our “Sponsor in the Spotlight” feature. This year, we are excited to showcase LumiQ. LumiQ is a podcast app where engaging conversations with business leaders count as verifiable CPE for CPAs. Founder and CEO, Michael Kravshik will share with you the story of LumiQ, their process for complying with the CPE Standards and how the learning is being received in the marketplace.

11:45 am - 12:15 pm

Update on the CPA Evolution Initiative

Dan Dustin, Vice President State Board Relations, NASBA

Have you heard of the CPA Evolution initiative? Are you aware that the Uniform CPA Exam is changing significantly in January 2024? The CPA Evolution initiative is transforming the CPA licensure model to recognize the rapidly changing skills and competencies the practice of accountancy requires today and will require in the future. This session will update you on the status of CPA Evolution initiative so that CPE sponsors can be prepared for a new generation of CPAs and help current CPAs bridge any skills gap.

12:15 pm - 1:30 pm

Lunch with NASBA

1:30 pm - 2:00 PM

Engaging with NASBA

2:00 pm - 2:45 pm

Conferences i/o – Automate CPE Attendance Tracking & Keep Learners Engaged in the Post Pandemic Era

John Pytel, Co-Founder and CEO, 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. Conferences i/o has continued to innovate to support virtual learning events through integration with virtual learning platforms. Learn about the features of Conferences i/o and what is new with the tool!

2:45 pm - 3:10 pm


3:10 pm - 3:55 pm

Regulatory Changes in CPE and Compliance Considerations

Elizabeth Wolfe, Senior Counsel of Regulatory Affairs, NASBA

In this session, NASBA Legal Counsel will provide a discussion on recent trends in state legislation and regulatory rulemaking concerning CPE for CPAs.

3:55 pm - 4:20 pm

Update on Revisions to CPE Standards

Jessica Luttrull, Associate Director - National Registry, NASBA

The CPE Standards are being reviewed and evaluated for potential 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.

4:20 pm - 4:30 pm

Closing Remarks

Alfonzo Alexander, Chief Ethics & Diversity Officer, NASBA

5:00 pm - 7:00 pm

Connections and Cocktails

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

Wednesday, 21 September 2022

8:00 am - 9:00 am

Breakfast with NASBA

9:00 am - 9:30 am

Day Two Welcome

Alfonzo Alexander, Chief Ethics & Diversity Officer, NASBA

9:30 am - 11:00 am

Trends in Training: Creating Successful Hybrid Learning Events

Cindy Huggett, Digital Learning Expert, Keynote Speaker

In this interactive session, you will learn trends and best practices for simultaneous in-person and virtual learning environments. You’ll discover what it takes to hold an effective simultaneous delivery method learning event, and discover lessons learned from organizations who have been doing it. You’ll also hear answers to common questions such as “should we use webcams?” and “how to equalize the learning experience for all attendees?” You’ll walk away from this session with ideas on how to engage both in-person and virtual audiences at the same time.

11:00 am - 11:15 am


11:15 am - 11:45 am

Implementing the CPE Standards – Avoid Compliance Pitfalls!

Jessica Luttrull, Associate Director - National Registry, NASBA

Karen Mourcy, National Registry Account Manager, NASBA

National Registry staff will share with you the areas in which we most frequently observe non-compliance with the CPE Standards when reviewing applications and desk audits and our recommendations and best practices to address those areas.

11:45 am - 12:00 pm



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

12:00 pm - 12:15 pm

Closing Remarks

Alfonzo Alexander, Chief Ethics & Diversity Officer, NASBA

More information about the 2022 Summit: