NASBA-Compliant Continuing Education
Bitcoin CPE for Accounting & Finance Professionals
A five-module series built specifically for CPAs and finance professionals navigating Bitcoin in tax, reporting, treasury, and audit — taught by a licensed CPA with 26+ years of experience.
Module 1: Foundations • 1.5 CPE Credits • Specialized Knowledge • Basic Level • No Prerequisites
Register for Module 1 →Why This Matters Now
Bitcoin Literacy Is Now a Professional Requirement
The standards bodies that govern your profession have already acted. Bitcoin is in your clients’ financials, on your tax forms, and in your audit files — whether you’re ready or not.
FASB ASU 2023-08
Effective January 1, 2025 for calendar-year entities. Bitcoin must now be measured at fair value with unrealized gains and losses flowing through net income — directly affecting EPS, covenants, and disclosures.
IRS Compliance
Digital asset disclosures on Form 1040 since 2019. The 2021 Infrastructure Investment and Jobs Act expanded broker reporting. Clients holding Bitcoin create tax exposure you need to be equipped to address.
SEC & Investment
Spot Bitcoin ETFs approved January 2024. Bitcoin now appears in publicly traded company filings, retirement plan options, and client portfolios. You will encounter it in reporting and advisory work.
Audit & Internal Controls
Bitcoin is appearing in treasury balances, investment accounts, and payment records. Custody, valuation, key management, and exchange counterparty risk are active audit considerations requiring practitioner fluency.
Five-Module Series
Built for Practitioners. Structured for Practice.
Each module earns 1.5 CPE credits (7.5 total) and builds directly on the one before it. Start with the foundations — then go deep on the work.
Module 1 — Available Now
Foundations
Why Bitcoin matters to accountants, how it works, and why professional literacy is no longer optional.
1.5 CPE CreditsRegister Now →
Live Session — Module 1
Monday, May 4 • 12:00 PM ET
Time subject to change — register to receive updates
Module 2 — Coming Soon
Accounting Treatment
FASB ASU 2023-08 in depth: fair value measurement, journal entries, disclosure requirements, and reporting mechanics.
1.5 CPE CreditsModule 3 — Coming Soon
Tax
IRS framework, gain/loss tracking, mining income, cost basis methods, year-end planning, and client advisory frameworks.
1.5 CPE CreditsModule 4 — Coming Soon
Treasury Strategy
Custody models, policy frameworks, risk management, and Bitcoin integration with treasury operations.
1.5 CPE CreditsModule 5 — Coming Soon
Audit & Internal Controls
Key management, existence verification, counterparty risk, and the evolving audit toolkit for digital assets.
1.5 CPE CreditsModule 1: Foundations
What You’ll Learn
75 minutes. 1.5 CPE credits in Specialized Knowledge. No prerequisites. Five engagement checkpoints for NASBA compliance. Certificate delivered within 24–48 hours.
Why Accountants Should Care
Inflation, treasury friction, and the compliance landscape already shaping your work.
Bitcoin vs. Crypto: The Critical Distinction
Why governance, incentives, and risk structure matter for your professional assessment.
Origins & Design Motivations
The 2008 financial crisis, the architecture of trust, and why Bitcoin was built the way it was.
Scarcity & Monetary Policy
The 21 million cap, the halving mechanism, and the issuance schedule as professional context.
How Bitcoin Works
Miners, nodes, blocks, and transactions explained at the level an accounting professional needs.
Key Terms, Who Uses It & Why It Matters
Professional analogies, the user landscape, and direct implications for your practice.
1.5
CPE Credits
75
Minutes
5
Engagement Checkpoints
NASBA
Compliant
None
Prerequisites
Your Instructor
Taught by a CPA. Built for CPAs.
Michael Leonardi, CPA
Head of Client Advisory Services • Satoshi Pacioli Accounting • CPA, Colorado Lic. #CPA.0021294
Michael is a licensed CPA and CFO advisor with over 26 years of experience, beginning his career as a financial statement auditor at PricewaterhouseCoopers (PwC). He discovered Bitcoin in 2017 and has spent the years since applying a rigorous CPA perspective to it — advising businesses on treasury strategy, accounting treatment, internal controls, and operational integration.
He built this program because the profession needs it: accounting and finance practitioners increasingly encounter Bitcoin in client financials, tax filings, treasury decisions, and audit work — and deserve training that meets them where they are professionally.
Register Today
Earn Your Credits. Build Your Competency.
Module 1: Foundations is available now. 1.5 CPE credits, NASBA-compliant, taught by a licensed CPA with Big Four roots and deep Bitcoin expertise. Modules 2–5 are in development — register now to be notified when they launch.
Live Session — Module 1
Monday, May 4 • 12:00 PM ET
Time subject to change — register to receive updates
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