Corporate & firm training
Hands-On Training for Modern Finance and Accounting Teams
AI, FP&A, financial modeling, communication, and more — training for your whole team, taught by experienced practitioners, live or self-paced, and tailored to your team's priorities. NASBA-approved CPE available.
From AI to FP&A: Training That Matches Your Finance Agenda
AI for Finance
GenAI, ChatGPT, Copilot, Power Query, AI implementation frameworks, and ethical AI governance.
FP&A & Forecasting
Rolling forecasts, cost–volume–profit, probabilistic modeling, variance analysis.
Financial Modeling
3‑statement modeling, modeling standards and best practices, decision support models.
Finance Communication
Financial storytelling, business partnering, executive presentations
Leadership & Board-Level
Financial intelligence for non‑finance leaders, nonprofit board service for finance leaders.
Professional Ethics
Ethical AI governance in finance, responsibility, and professional judgment in an AI‑enabled environment.
Two ways to run it. Tailored to your organization.
Self-Paced Team Access
Give your team on-demand access to the CPE Flow course catalog, on their own schedule.
→ Individual or bulk licenses for the courses you choose
→ Guidance on matching courses to roles and priorities
→ Progress reporting and CPE certificates upon course completion handled for you
Best when: you want flexible, self-paced learning, CPE available, zero added admin for your people.
→ Individual or bulk licenses for the courses you choose
→ Guidance on matching courses to roles and priorities
→ Progress reporting and CPE certificates upon course completion handled for you
Best when: you want flexible, self-paced learning, CPE available, zero added admin for your people.
Live Team Training
Bring your people together for focused, interactive learning taught live by practitioners virtual or onsite.
→ Live virtual workshops via Zoom or Teams
→ Onsite sessions at your office for deeper immersion
→ Examples and exercises grounded in real finance work: the close, the forecast, the board deck, etc
Best when: you want behavior change, a shared language, and aligned ways of working, not just completed modules.
→ Live virtual workshops via Zoom or Teams
→ Onsite sessions at your office for deeper immersion
→ Examples and exercises grounded in real finance work: the close, the forecast, the board deck, etc
Best when: you want behavior change, a shared language, and aligned ways of working, not just completed modules.
SIMPLE PROCESS, FULLY MANAGED
Three steps.
We carry the admin.
Clarify Goals & Design Program
Deliver & Certify
Reinforce
Frequently asked questions
Do participants earn CPE credit?
NASBA‑approved CPE is available for eligible participants. Tell us CPE matters when we scope your program, and we’ll set it up so the hours count — with tracking and certificates handled for you.
What group sizes do you support?
Live workshops are designed for small leadership cohorts and larger team sessions, depending on your goals. Self‑paced corporate/team access works at any size, from a handful of licenses to the whole department.
How does pricing work?
Programs are scoped individually based on format, group size, and customization. After a 20-minute consult, we'll send a proposal with a specific plan and quote for your team.
Who teaches the live workshops?
All programs are taught by practitioners, people who have closed the books, built the models, and presented to boards, led by CPE Flow founder Nathan Liao, CMA, founder of CMA Exam Academy, who has taught thousands of accounting and finance professionals across 120+ countries over the last 12 years.
Our team mixes CPAs, CMAs, and analysts without licenses. Does that matter?
No. The training stands on its own, and CPE is a bonus for those who need it. NASBA‑approved credit is available for eligible participants; team members who don’t track CPE take the same training without the paperwork.
Do you work with remote or global teams?
Yes. Live virtual workshops run on Zoom or Teams and schedule around your team’s time zones, and self‑paced access works anywhere. Onsite sessions are available at your offices.
Tell Us What Your Team Needs
Every accounting and finance team is unique. Tell us your priorities: AI, FP&A, modeling, communication, ethics, etc, and we'll design a training plan and quote specific to your team, with NASBA-approved CPE available.