Intentional Learning: Accounting CPE Podcast

Earn 1 free CPE credit for this episode here: SuiteAccountants Fall Leadership Kick-Off for Firms   Check out upcoming SuiteConversations featuring the Learning Partner Council here.   Episode Description What does effective firm leadership look like right now, and where should firm leaders focus next? In this episode of the Encoursa CPE Podcast, Jamar Cobb-Dennard, Jon Lokhorst, Shana Cooper, and Stephanie Bowie come together for the first SuiteAccountants Learning Partner Council roundtable. Drawing on their diverse experience across accounting, leadership, consulting, and business development, they explore the opportunities and challenges shaping firms today, and share practical perspectives on leadership, goal setting, culture, talent development, business development, and sustainable firm growth.

Earn CPE for this Episode here: Technology Skills for Today’s CPA with Derek Henry Inaugural Episode (1 Free CPE): Revisiting Enron Checkout Excelevate: https://excelevate.co/wp/   Episode Description In this episode of the Encoursa CPE Podcast, Derek Henry will discuss how accounting and finance professionals can modernize financial operations by embracing automation, stronger technology skills, and continuous process improvement. The discussion will highlight practical ways to identify inefficient manual processes, demonstrate the value of small technology wins, and use tools such as ERP systems, AI, and workflow automation more effectively.  Participants will also learn how accountants can shift from transaction processing to strategic business partnership by freeing up time for analysis, insight generation, and cross-functional collaboration. The session emphasizes the importance of lifelong learning, thoughtful adoption of emerging technology, and building finance teams that are empowered to work efficiently and provide greater value to the business.

Earn CPE for this Episode here: Construction Accounting and Beyond: Building a Niche with Nicole Landau Inaugural Episode (1 Free CPE): Revisiting Enron   Episode Description In this episode of the Encoursa CPE Podcast, Nicole Landau discusses how accounting professionals can build deep expertise by focusing on a specific industry niche. Using construction accounting as a case study, Landau explains how specialization enhances client value, strengthens professional positioning, and creates new advisory opportunities. Participants will explore how niche expertise develops over time, why industry-specific knowledge matters, and how accountants can differentiate themselves in competitive markets. The session also highlights practical considerations for working within specialized industries and delivering more meaningful client insights.

Earn CPE for this Episode here: Leading with Integrity with Stephanie Bowie Inaugural Episode (1 Free CPE): Revisiting Enron   Episode Description In this episode of the Encoursa CPE Podcast, leadership expert and CPA Stephanie Bowie discusses how accounting professionals can strengthen their leadership impact through ethical decision-making, communication awareness, and professional development. Drawing on her experience in leadership training and organizational development, Stephanie explains how personal leadership style and ethical awareness influence workplace culture and professional effectiveness.

Earn CPE for this Episode here: From Accountant to CFO Advisor with Adam Lean Inaugural Episode (1 Free CPE): Revisiting Enron   Episode Description In this episode of the Encoursa CPE Podcast, Adam Lean—CEO and co-founder of The CFO Project—shares his journey from traditional accounting roles to entrepreneurship and advisory leadership. Through real-world examples, Adam explains why many accountants feel limited in transactional roles and how shifting to a CFO mindset allows professionals to drive meaningful business outcomes. Participants will explore how business drivers, cash flow, and operational metrics enables accountants to move beyond historical reporting and into forward-looking advisory services. This session also highlights how systematized CFO services can create scalable value for both accountants and the clients they serve.

Earn CPE for this Episode here: Transforming the Audit Experience with Dave Mundy Inaugural Episode (1 Free CPE): Revisiting Enron   Episode Description In this episode of the Encoursa CPE Podcast, AuditDashboard founder and CEO Dave Mundy shares insights from his career as an auditor, audit client, controller, and technology entrepreneur. Dave explores the challenges inherent in audit workflows, the evolution of client expectations, and the shift from reactive customer service to proactive client experience design. Participants will learn why firms struggle with outdated processes, how remote work has reshaped audit delivery, and what leading firms are doing to improve collaboration, efficiency, and client satisfaction.

Earn CPE for this Episode here: Leadership, Ethics, and the Future of the Accounting Profession Inaugural Episode (1 Free CPE): Revisiting Enron Episode Description In this episode of the Encoursa CPE Podcast, attorney and educator Herb shares powerful lessons on leadership, ethics, and the evolving responsibilities of accounting professionals. Drawing from his diverse career across law, technology, and public service, Herb discusses how confidence, continuous learning, and ethical vigilance shape success. Through stories and practical insights, participants will explore how to integrate innovation and integrity into their professional journey. 

Earn CPE for this Episode here: The Power of Career Pivots Inaugural Episode (1 Free CPE): Revisiting Enron Link to Shana's On-Demand Course Building Confidence in Your Balance Sheet Episode Description In this episode of the Encoursa CPE Podcast, Liz sits down with CPA and business leader Shana Cooper to reflect on the power of intentional learning and career pivots. Shana shares highlights from her 30-year career journey, spanning roles in tax, audit, industry, technology, and founding a consulting business, The AccountAbility Team LLC, to help every accountant achieve success through personal excellence. She opens up about defining non-negotiables, balancing family and career, and embracing both the challenges and opportunities that come with change. Listeners will be inspired by Shanna’s wisdom on patience, perseverance, and aligning professional choices with personal values.

Earn CPE for this Episode here: Core Leadership Skills Inaugural Episode (1 Free CPE): Revisiting Enron Links to On-Demand Core Leadership Series Delegation Feedback Accountability Coupon Code for on-demand series 20% discount: YourBestLeadership Episode Description In this episode, corporate trainer and leadership coach Jon Lokhorst breaks down three essential leadership skills that drive team performance and organizational success: delegation, feedback, and accountability. Listeners will discover how to delegate effectively to free up time for strategic thinking, deliver feedback that fuels growth, and foster accountability that empowers rather than penalizes. Packed with practical tools and actionable frameworks, this conversation equips leaders at all levels to inspire ownership, build trust, and shape a culture of high performance.

Earn CPE for this Episode here: Post-Tax Season Reflection: How to Attract the Right Clients and Build a Firm You Love Inaugural Episode (1 Free CPE): Revisiting Enron Episode Description Christian Jones, CEO of TaxProMarketer, joins Liz Briggson for a post-tax season conversation that shifts the focus from burnout recovery to business renewal. Together, they explore how accounting and tax professionals can use reflection to clarify who their ideal clients are, design marketing strategies that speak directly to them, and optimize digital tools to build a firm they’re proud of. From client avatar development to website strategy and follow-up communication, this episode provides actionable insight for firms that want to attract high-value clients, improve marketing outcomes, and grow with intention.