National Registry of CPE Sponsors

National Registry of CPE Sponsors


2023 National Registry Summit - Agenda

Download a PDF version of the Agenda here.

18 September 2023

3:00 pm - 6:00 pm


No planned evening activity.  Opportunity to meet up with your network of colleagues and enjoy Clearwater Beach.

19 September 2023

8:00 am - 9:00 am

Registration and Breakfast

9:00 am - 9:15 am

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

9:15 am - 10:45 am

The Neuroscience of Learning

Heloisa Vila, Learning Effectiveness & Product Manager, Brain Aware Training, Keynote Speaker

Research on the neuroscience of learning continues to evolve, adding new understanding to how the brain learns, builds memories, processes failure, and shifts behavior. These findings are shaping how learning should be designed by educators and experienced by learners. At the same time, technology has completely transformed what is possible in learning making it not only faster, but also more realistic, effective, and affordable…if it’s used correctly. Heloisa Vila will share brain-based practices to develop learning events and how technology can support engaging learning that sticks.

10:45 am - 11:00 am


11:00 am - 12:00 pm

Sponsor in the Spotlight: Understanding Artificial Intelligence

Craig Gordon, Professor, Director of Course Development, Co-Founder of TD Publishing

This session brings back our “Sponsor in the Spotlight” feature. This year, we are excited to showcase TD Publishing. TD Publishing provides artificial intelligence educational programs. Their belief is that there is a need for fundamental understanding of artificial intelligence with all professionals in the future.  They have designed a course to introduce concepts of artificial intelligence to CPAs. Craig Gordon will lay the foundation about artificial intelligence, including:

  • What types of Al are in the range of attaining humanlike intelligence?
  • What is Al currently useful for?
  • What guardrails or ethical guidelines do we need?
  • Use of most current examples of Al's impact on the accounting profession/CPAs

12:00 pm - 1:00 pm


1:00 pm - 1:30 PM

Engaging with NASBA

1:30 pm - 2:15 pm

AI-mazing Adventures in Learning: Unlocking the Magic of Artificial Intelligence

Rita Sehgal, Learning and CPE Compliance Leader, Risk Management Americas, EY

Nick Jones, Venture Leader, EY Foundry at EY

The use of artificial intelligence (AI) is growing in the education and learning sectors. Join us as we explore how EY has developed  a patented AI-powered conversational skills simulation CPE worth course:  EY ConvoCoach™. In this session, the presenters will showcase this unique approach to learning that leverages generative AI technology with scalable verbal practice to drive skill growth in learners.

Attendees will not only discover a new approach to learning but also witness firsthand how AI can help deliver relevant, customizable, and personalized learning precisely when it is needed – and some of the considerations for deploying AI in this type of learning.

2:15 pm - 2:30 pm


2:30 pm - 3:15 pm

Update on 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 the timeline for final issuance.

3:15 pm - 3:30 pm

Closing Remarks for Day 1 and Instructions for Breakouts

Alfonzo Alexander, Chief Ethics & Diversity Officer, NASBA

3:45 pm - 5:00 pm

Breakout Sessions

Based on your feedback, we are providing breakout sessions to bring attendees together with similar questions, challenges, and interests. Each session will focus on a key topic area so you can choose which is most meaningful to your role as a CPE provider. We hope this opportunity will allow you to network, discuss, share feedback, and exchange perspectives. 

Breakout 1: Preparing for the QAS SS Application Process

            Erika Bialek, Director, Audit & Assurance,

            Eisner Advisory Group LLC

Breakout 2: Sharing Best Practices

             Beth Hopkins, Director, Ethics & Compliance, 

            PricewaterhouseCoopers LLP

Breakout 3: Preparing for the Registry Desk Audit

            Lindsay Lane, National Registry Compliance Auditor,


Virtual Breakout: Sharing of Best Practices

5:00 pm - 7:00 pm

Connections and Cocktails

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

20 September 2023

8:00 am - 9:00 am


9:00 am - 9:10 am

Day Two Welcome

Alfonzo Alexander, Chief Ethics & Diversity Officer, NASBA

9:10 am - 10:40 am

Elevate Engagement: Reinvent the Design of Virtual and Hybrid Meetings

Sherri Sutton, Chief Unlearning Officer, Positive Impact Force, Keynote Speaker

Are you ready to take your virtual and hybrid meetings to the next level? In this transformative session, we will dive into the world of reinventing your meeting content to captivate and inspire your audience. Discover practical strategies and proven techniques to transform your virtual and hybrid meetings into dynamic and interactive events that leave a lasting impact. From designing interactive activities to leveraging digital tools, we will explore how to create a learner-centric environment that fosters active participation and meaningful learning. Get ready to revolutionize your meetings and empower your participants to fully engage and excel in the virtual and hybrid space.

10:40 am - 11:00 am


11:00 am - 11:30 am

Using AI for Creation of Polling Questions

John Pytel, Co-Founder and 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. 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!

11:30 am - 12:15 pm

Debrief from Breakout Sessions and Ask NASBA

Jessica Luttrull, Associate Director - National Registry, NASBA

12:15 pm

Closing Remarks

Alfonzo Alexander, Chief Ethics & Diversity Officer, NASBA

More information about the 2023 Summit: