Earmark CPE

Earn CPE Anytime, Anywhere

Featured Courses

Elevate Your Client Advisory Services with LiveFlow’s New Courses on Earmark

· ·

We’re pleased to welcome the “Empowering Client Accounting Services (CAS) with LiveFlow” channel to Earmark! Presented by LiveFlow, this channel focuses on taking CAS to the next level.

Read on for details about their first course and how to start earning free CPE credits.

Overview of the Channel

The “Empowering CAS with LiveFlow” channel features webinars and courses aimed at advancing accounting professionals’ client advisory skills.

Topics covered include:

  • Financial forecasting and projection strategies
  • Data-driven insights for strategy and growth
  • Technology to improve workflows and advisory
  • High-value services like budgeting and planning

With real-world expertise, this channel provides the knowledge to expand your CAS offerings.

First Course Details

The debut course dives into 13-week cash flow forecasting to elevate client financial planning.

Led by Amy Walker, CPA and Anita Koimur, participants will learn:

  • The role and value of 13-week forecasts
  • Steps for building accurate cash flow projections
  • Using forecasts to guide business strategies
  • Reporting methodologies and best practices

Listeners will gain skills to immediately improve their CAS capabilities.

Earn Free CPE with Earmark

Earmark makes it easy to earn CPE credits for listening to accounting podcasts and webinars. 

Get started with LiveFlow’s cash flow forecasting course here.

Earn Free CPE with Ramp’s New Course on Earmark

· ·

Ramp, a leading finance management platform, now has a channel on Earmark featuring specialized courses for accounting and finance professionals. Their first course covers how technology and AI can provide valuable insights for financial decision-making. And you can earn free CPE credits by listening!

How Tech and AI Can Help Drive Insights and Value for Your Clients

Ramp’s first course is “How Tech and AI Can Help Drive Insights and Value for Your Clients.”

The authors — Blake Rudolph, Audrey Carroll, and Zunie Nguyen — teach listeners practical examples of using AI, machine learning, and other emerging technologies to gain better visibility into finances.

You’ll come away with actionable strategies to leverage these tools for more informed, data-driven business decisions. This creates tangible value for both finance teams and the clients they serve.

While Ramp provides finance software, this course focuses on how technology can be applied for financial insights – whether or not Ramp’s platform is used.

Some key topics covered include:

  • Real-world case studies of AI improving forecasting and projections
  • Steps to build a “data-driven culture” within an organization
  • Tools to automatically surface insights from financial datasets
  • Ways to visualize KPIs and metrics for more straightforward reporting
  • Risks and limitations that come with relying on AI for finance
  • Planning for how roles may evolve as new technologies are implemented

Get free CPE today by listening to Ramp’s new course on Earmark and learn how AI can provide financial insights. Register for the course today.

Earn CPE for listening to the Young CPA Success Show

· ·

Calling all young accounting professionals — We’re thrilled to welcome the Young CPA Success Show to Earmark. Created specifically for early career accountants, this channel provides invaluable insights to help you excel. Read about the show and access their debut course for free CPE credits.

The Show

The Young CPA Success Show equips you with advice and strategies for navigating your accounting career from the start.

Hosted by Joey Kinney and Hannah Hood, topics covered include:

  • Expert career tips from industry leaders
  • Building your personal brand
  • Accounting technology must-haves
  • Soft skills for workplace success
  • Insights on progression and leadership

With fun, engaging discussion, the show provides young CPAs with a roadmap for long-term success.

The Course

The inaugural course features guest Robert Minkler, a leader in breaking barriers in the accounting industry. He shares insights on:

  • Building a firm focused on flexibility and innovation
  • Creating a workplace culture that empowers employees
  • Implementing technologies like AI and automation
  • What the future holds for young accountants

Listeners will come away inspired and equipped to drive change and excellence.

Earn CPE with Earmark

Earmark makes it easy to earn CPE credits with courses based on popular accounting podcasts – like the Young CPA Success Show.

Take the first course from Young CPA Success Show here.

Earn CPE with The Unofficial QuickBooks Accountants Podcast on Earmark

· ·

We’re excited to welcome The Unofficial QuickBooks Accountants Podcast to Earmark. Hosted by Hector Garcia, CPA, CITP, and Alicia Katz Pollock, MAT, this show provides need-to-know info and updates for QuickBooks users – all while helping you earn free CPE credits.

About The Show

The Unofficial QuickBooks Accountants Podcast breaks down the latest news and tips for getting the most out of QuickBooks.

Hector and Alicia dive into topics like:

  • New QuickBooks product features
  • Integration how-tos
  • Accounting technology trends
  • Best practices for QuickBooks

Fun and engaging discussions help listeners stay up-to-date on critical knowledge for QuickBooks ProAdvisors.

The First Episode

The debut episode from The Unofficial QuickBooks Accountants Podcast recaps new features and changes to QuickBooks Online and Desktop.

In the first episode, Alicia and Hector cover:

  • New capabilities coming to QuickBooks Online like Mailchimp, custom reporting, workflow automation, and more
  • Updates to pricing, access, and features for QuickBooks Desktop
  • The shifting landscape for Desktop and what the future looks like

Listeners will be up-to-speed on all the latest QuickBooks product updates and enhancements.

How To Earn CPE

Earmark makes it simple to earn CPE by listening to top accounting podcasts like The Unofficial QuickBooks Accountants Podcast. Register for the first course here to earn CPE today.

The Unofficial QuickBooks Accountants Podcast is independently operated and is not affiliated with or endorsed by Intuit Inc. or QuickBooks®. Any references to Intuit and QuickBooks products are made solely for the purpose of discussing the topics related to the company and its software.

Expensify Launches on Earmark for Free CPE

· ·

We’re excited to announce that ExpensiCon 3 sessions are now available on Earmark – the free mobile app that lets you earn CPE credits by listening to podcasts and watching videos.

Attendees of ExpensiCon 3 can now earn NASBA-approved CPE for the sessions they attended during the event through the Earmark app, available for iOS and Android devices. Simply find the Expensify channel and register for the session(s) you heard in person. Verify that you already watched the recording and complete the short quiz at the end to get your CPE credits.

Even if you didn’t attend ExpensiCon 3 in person, you can still earn CPE for free by watching the session recordings on YouTube. Just watch the video and complete the quiz to get your credits.

ExpensiCon sessions now available on Earmark include:

  • David Barrett Unravels the Past, Present, and Future
  • Work less to do more with the Expensify Card with Anu Muralidharan
  • Expensify Support Best Practices with Daniel Vidal and Milja Kljajic
  • Disconnect to Connect: Becoming a Connected Leader with Amy Vetter
  • How Artificial Intelligence Will Save Accounting with Blake Oliver
  • Accounting for the Infinite Game with Clayton Oates
  • CAS Transformation + Tech Partners – Smarter Together with Dixie McCurley & Nicole
  • Process Improvement Strategies to Increase Capacity & Profitability with Jim Boomer
  • How to Price, Position and Productize as Part of your VCFO Offering w/ Jody Grunden
  • Managing Remote Employees: Tips for Creating a Reliable Distributed Workforce
  • Building and Scaling Your Niche Accounting and Financial Services Practice

Earmark makes it easy and convenient to earn CPE credits on the go. You can listen and learn wherever you are – in the car, at the gym, walking your dog, or doing chores.

The Expensify channel on Earmark is the easiest way to maximize the educational value of ExpensiCon 3. Download the Earmark app and earn CPE credits today with sessions from ExpensiCon and other top accounting and tax podcasts. It’s the stress-free, productive way to complete your CPE requirement!

Get it on Google Play

Earmark CPE is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.