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CPE - Monthly Webinar  Template (1)

Thursday, September 14, 2023 I 1:00 - 2:00 PM EDT


We welcome you to Summit's first ever book club! Join us in discussing Amy Vetter‘s new book that launched April 25th. Amy will explore the research-based tools found in her book to help you break the cycle of negative generational patterns that may be creating unwanted outcomes in your life. By disconnecting from daily pressure, you can gain perspective on patterns that hold you back at work or in your personal life.


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2-Sep-20-2023-10-58-55-0275-AMThursday, October 5, 2023 I 1:00 - 2:00 PM EDT

1 Hour Credit

Recent studies have found the top priorities for CFOs currently are: managing cash flow, cost analysis & reduction, and adopting technologies for company growth. This is no surprise considering a 2023 Vantage Research study found 64% of CFOs recognize the need to use finance automation to prepare for economic downturn. Finance leaders using tech & finance automation have more confidence in their company’s growth outlook in coming years.


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We offer on-demand CPE courses and accreditation through our partners at Encoursa. CPE credits will be accessible through your dashboard immediately after passing the qualified assessment.


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"I'm a 48-year experienced CPA and I have never done any consulting of this nature. Very impressed by the presentation and presenters and how you have developed a "structured approach" to this service which tailor fits the new virtual, no/little travel service model for this emerging niche industry."
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