Earmark (@EarmarkCPE) | teapawt

Earmark@EarmarkCPEOct 15

📝 Rolling out AI in your firm doesn't have to start big. Record a team call, turn the transcript into an SOP, and automate just one task. Here's the order that works: document first, then automate, then apply AI. earmarkcpe.com/how-accountan…

How Accountants Can Separate Real AI Gains From Financial Hype - Earmark CPE

A French property company added €20 million of expected AI savings to earnings before those savings happened. Meanwhile, a new audit firm uses technology to test client data throughout the year. Both...

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Earmark@EarmarkCPEOct 14

FP&A leaders: ready to go from zero to trusted partner? “Would You Rather Be Lucky or Good?” Build FP&A from scratch, compare bottom-up vs top-down, and present data that clicks with operators. With Katelyn Stienen. Enroll now: earmark.app/c/3719 #FPnA

Would You Rather Be Lucky or Good? Building FP&A From Absolute Zero, with Katelyn Stienen

Learn how to build a financial planning and analysis function from scratch in a complex, highly regulated environment. Drawing on a practitioner's firsthand account, this course shows how to establ...

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Earmark@EarmarkCPEOct 14

Decode AI, offshore, nearshore, onshore in one CPE. Learn costs, pros/cons, timelines, when FTE beats outsourcing, and IRC 7216 for offshore tax work. Enroll now: earmark.app/c/3675 #CPE 📈

Choosing the Right Staffing Model: AI, Offshore, Nearshore, or Onshore

Accounting firms today have four distinct options for completing their work, each with different cost structures and operational tradeoffs. This course breaks down the fully loaded cost of AI tools,...

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Earmark@EarmarkCPEOct 14

Auditors/CPAs: make AI audit-ready. AI With Guardrails shows validation gates, code-based pass/fail checks, and the first step to review AI output—so you stay in control. With Kyle Geers. Enroll now: earmark.app/c/3731 ✅ #CPE

AI With Guardrails: From 80% Right to Audit-Ready

This course shows accountants how to use AI to prepare financial statements and technical accounting memos without giving up control over the work. John and Kyle walk through two AI workflows we run...

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Earmark@EarmarkCPEOct 14

AI, offshore, nearshore, or onshore? “Choosing the Right Staffing Model” breaks down costs, timelines, and IRC §7216 so you match models to real-world work and know AI’s current limits. Enroll today 👉 earmark.app/c/3675 #CPE

Choosing the Right Staffing Model: AI, Offshore, Nearshore, or Onshore

Accounting firms today have four distinct options for completing their work, each with different cost structures and operational tradeoffs. This course breaks down the fully loaded cost of AI tools,...

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Earmark@EarmarkCPEOct 14

Finance leaders: Is your AI delivering real ROI? “Is Your AI Investment Paying Off?” shows KPIs to measure AI and how it’s reshaping accounting roles. Featuring Mike DePrisco and Blake Oliver. Enroll now: earmark.app/c/3728 #CPE 🤖

Is Your AI Investment Paying Off? What Finance Leaders Should Measure

This course examines how artificial intelligence is reshaping the management accounting profession, from measuring AI's return on investment to redefining the accountant's role as a strategic...

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Earmark@EarmarkCPEOct 14

TODAY: Benchmark Accounting Staff Compensation Across Eight Countries October 14, 2026 10:30 AM PT 📆 RSVP HERE: streamyard.com/watch/8WGtW3X…

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Earmark@EarmarkCPEOct 13

Accountants & finance pros: ready to lead with AI, not fear it? “Why Sage CTO Aaron Harris Isn't Worried About AI Killing SaaS.” Learn to oversee AI agents and ask vendors the right privacy questions. Enroll now: earmark.app/c/3721 #CPE 📈

Why Sage CTO Aaron Harris Isn't Worried About AI Killing SaaS.

In this course, Aaron Harris, CTO of Sage, talks with Matt, Emily, and Doug about how he uses AI agents day-to-day and how Sage builds AI for accounting work. He covers privacy when using AI tools,...

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Earmark@EarmarkCPEOct 13

Ready to escape the generalist trap? Fix Messy Books and Grow Advisory Engagements w/ Nancy Benet shows how to hire/delegate and move from compliance to advisory/CFO. Enroll now 👉 earmark.app/c/3717 #CPE

Fix Messy Books and Grow Advisory Engagements w/ Nancy Benet

In this course, host Roger Knecht sits down with Nancy Benet, CPA, and Founder of Fix-it Accounting. Nancy breaks down the exact blueprint for escaping the

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Earmark@EarmarkCPEOct 13

Nonprofit leaders & finance pros: turn transparency into donor trust. Take “Beyond the Rating: Building Trust & Transparency with Charity Navigator.” Learn the 49-metric Encompass system and Beacon categories. With Michael Thatcher. Enroll: earmark.app/c/3716 #Nonprofit

Beyond the Rating: Building Trust & Transparency with Charity Navigator

This course explores how nonprofit financial management underpins Charity Navigator's rating system and the broader push for donor transparency. Nonprofit leaders and nonprofit professionals will...

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Earmark@EarmarkCPEOct 13

Attention auditors: UPDATE—PCAOB QC 1000. Learn who’s in scope, flexibility in QC roles, and when to evaluate similar deficiencies to prep for 12/15/26. Enroll now: earmark.app/c/3727 #CPE

UPDATE: PCAOB QC 1000: Amendments to A Firm's System of Quality Control

This course covers the September 9, 2026, amendments to PCAOB QC 1000, the standard on a firm's system of quality control. It explains what changed in scope, roles, deficiency evaluation, retention,...

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Earmark@EarmarkCPEOct 13

Accounting firm leaders: ready to future-proof your firm? LIVE Q&A on growth strategy, operating models, and succession. Learn to diagnose slow growth and spot when billable-hour pricing limits scale. With Rob Brown. Enroll now: earmark.app/c/3708 #CPE

LIVE Q&A

This course examines how accounting firm leaders can navigate growth strategy, operating models, and succession planning in today's shifting profession. Professionals will learn to diagnose organic...

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Earmark@EarmarkCPEOct 13

💸 One unpaid invoice topped $30,000, and it came straight out of a single mom's pay and savings. A founder shares the practical safeguards every service business should put in place before starting a project: earmarkcpe.com/is-your-gener…

Is your generosity being treated as an entitlement? - Earmark CPE

Madeline Reeves spent more than four hours building a custom proposal. Her company, Fearless Foundry, had already completed the client’s branding, website, and marketing launch. Now the client wanted...

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Earmark@EarmarkCPEOct 13

are you ready for the new pipeline? “Navigating the New CPA Pipeline: Licensure, Mobility, STEM, and AI” covers mobility, substantial equivalency, and AI’s talent impact. With Don Meyer & Susan Dyer. Enroll now: earmark.app/c/3689 #CPA

Navigating the New CPA Pipeline: Licensure, Mobility, STEM, and AI

CPA licensure is evolving quickly, and firms that don't keep up risk losing talent. This course examines emerging alternative pathways to licensure, their impact on interstate mobility and practice...

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Earmark@EarmarkCPEOct 13

Audit leaders: are you ready for QC 1000? Inside the PCAOB's Modernization Push shares how to boost audit quality and the timeline to remediate Part II findings. With Chris Vanover, CPA and Brendan Whalen. Enroll now: earmark.app/c/3725 #CPE

Inside the PCAOB's Modernization Push

What does it take to build an audit firm that can keep improving as expectations change? In this course, Drew Carrick and Chris Vanover are joined by Brendan Whalen, an audit partner at S.R. Snodgr...

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Earmark@EarmarkCPEOct 13

Stop using outdated evidence hierarchies. Audit Evidence covers AU-C 500 reliability, why recalculation’s scope is narrow, and warning signs to watch. Learn to document defensible conclusions. Enroll today: earmark.app/c/3710 #CPE 📚

Audit Evidence

Audit evidence is the backbone of every defensible opinion, yet many auditors still rely on outdated reliability hierarchies that Auditing Standards-Clarified (AU-C) no longer supports. This course...

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Earmark@EarmarkCPEOct 13

CPAs and auditors: Ready to make AI your audit advantage? “Tips to Roll Out AI In Your Firm, AI Squeezing Audit Fees” covers Oath Verified vs traditional audits and key safeguards. With David Leary. Enroll now: earmark.app/c/3724 #CPE

Tips to Roll Out AI In Your Firm, AI Squeezing Audit Fees

In this episode, Blake and David examine how AI is reshaping audit practice, from Oath Verified's continuous, 100%-data-tested audits to the resulting slowdown in audit fee inflation. They explore...

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Earmark@EarmarkCPEOct 13

New Expo: Earmark Expo - Savant OCT 21, 2026 at 12:00 pm PT 📆 RSVP HERE: streamyard.com/watch/8qms6bs…

Earmark Expo - Savant

Join David Leary and Blake Oliver, CPA, of The Accounting Podcast, for an interactive Savant app demo designed for accounting professionals. Savant presents the app's key features and functionality...

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Earmark@EarmarkCPEOct 13

AI is speeding up the work—are you increasing the value? Take “When AI Does the Analysis, What Makes an FP&A Professional Valuable” to learn what can’t be outsourced to AI and what leaders want beyond data. Enroll now: earmark.app/c/3713 #FPandA

When AI Does the Analysis, What Makes an FP&A Professional Valuable with Valerie Martin

In this course, Paul Barnhurst and Glenn Snyder sit down with Valerie Martin to discuss how AI is changing FP&A, leadership, and business partnering. They explore why greater efficiency does not...

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Earmark@EarmarkCPEOct 13

FP&A leaders: ready to move from reporting to real influence? Take “The Three Foundations of Strategic FP&A” to build a reliable data foundation and adopt AI wisely. With Chithra Rajagopalan. Enroll now: earmark.app/c/3706 #FPandA #CPE

The Three Foundations of Strategic FP&A with Chithra Rajagopalan

This course explores Chithra Rajagopalan's three foundations of strategic FP&A: building a reliable data foundation, developing cross-functional business partnerships, and mastering prioritization...

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