NASBA-Compliant Continuing Education
Personal Development CPE for Accounting & Finance Professionals
Two sessions built specifically for CPAs and finance professionals developing the leadership, communication, and culture-building skills that drive team performance and career impact.
Session 1: Connecting Numbers to Vision in an AI World • 1.0 CPE Credit • Personal Development • No Prerequisites
Session 2: Owning Culture Through Values • 1.0 CPE Credit • Personal Development • No Prerequisites
View Sessions →Why This Matters Now
Practical Leadership for Financial Professionals
You know cash flows, you’re an Excel champion, and nobody knows the numbers better. Now it’s time to build yourself as a financial leader — not just a financial professional.
Building Alignment
Finance leaders who can connect team activity to organizational vision create measurably higher engagement and performance. Building alignment is a management discipline with real operational impact.
Executive Communication
Numbers without narrative lose in the boardroom. Finance professionals who can frame data with context, consequence, and clear action drive better decisions and earn greater strategic influence.
Hiring Well
The cost of a wrong hire in a finance team is measurable in rework, morale, and client trust. Leaders who hire for values and virtues — not just credentials — build teams that perform and stay.
Reinforcing & Coaching Values
Culture is built and reinforced in every interaction, review, and coaching. Finance leaders who effectively coach to values create teams that can operate from a foundation of high integrity.
Two-Session Series
Built for Finance Leaders. Structured for Practice.
Each session earns 1.0 CPE credit (2.0 total) in Personal Development. Sessions are designed as a connected sequence — with a deliberate through-line from communicating vision to building the culture that sustains it.
Session 1 — Available Now
Connecting Numbers to Vision in an AI World
Finance professionals are being asked to lead, not just report. This session equips participants to connect financial data to organizational vision, communicate with executive clarity, and lead with purpose in an AI-influenced environment.
Live Session — Session 1
Monday, May 11 • 12:00 PM ET
Time subject to change — register to receive updates
Register Now →
Session 2 — Available Now
Owning Culture Through Values
Culture is not a byproduct of good intentions — it is built through deliberate leadership action. This session gives finance professionals practical tools for hiring to values, coaching observable behaviors, and reinforcing culture in everyday team interactions.
Live Session — Session 2
Wednesday, May 20 • 12:00 PM ET
Time subject to change — register to receive updates
Register Now →
Session 1: Connecting Numbers to Vision in an AI World
What You’ll Learn
The Finance Leader’s New Role
Why AI is shifting the finance function — and what that means for how leaders communicate, decide, and lead.
Connecting Numbers to Vision
Frameworks for linking financial data to organizational direction so your team understands not just what the numbers say, but why they matter.
The What / So What / Now What Framework
A structured communication model grounded in Terry Borton’s reflective learning model — applied to executive reporting and stakeholder communication.
Building Alignment Across the Organization
Practical tools for translating strategic vision into team-level understanding and shared direction.
Leading Through Uncertainty
How finance leaders maintain team confidence and directional clarity when the environment is ambiguous or rapidly changing.
Application & Reflection
Guided application of session frameworks to participants’ own teams, roles, and current challenges.
1.0
CPE Credits
60
Minutes
3
Participation Checkpoints
NASBA
Compliant
None
Prerequisites
Session 2: Owning Culture Through Values
What You’ll Learn
Culture Is a Leadership Responsibility
Why culture doesn’t manage itself — and how finance leaders shape team norms through daily decisions, not annual values statements.
The Virtue and Talents Framework
A structured model for identifying and developing the virtues and capabilities that drive high-performing, values-aligned finance teams.
Hiring to Values
Practical tools for evaluating candidates on observable behaviors and values fit — not just credentials — to build teams that perform and stay.
Observable Behaviors as a Coaching Tool
How to move from abstract values to specific, observable behaviors that can be coached, recognized, and reinforced in real team interactions.
Culture and Values Self-Assessment
A guided self-assessment helping participants evaluate their own leadership practices against a values-based culture framework — with scoring and a personal commitment prompt.
Application & Commitment
Participants leave with a concrete, personalized action plan for reinforcing culture and values within their own team or organization.
1.0
CPE Credits
60
Minutes
3
Participation Checkpoints
NASBA
Compliant
None
Prerequisites
Your Instructors
Taught by Practitioners. Built for Finance Professionals.
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 has led geographically dispersed finance teams, advised organizations through M&A and initial funding, and worked at the intersection of financial leadership and organizational strategy.
Michael also aims to grow and develop the profession’s capabilities in leadership, management, and culture. Moving beyond technical prowess into
Jason Hughey
Head of Business Strategy and Development • Satoshi Pacioli Accounting • Honey Badger CPAs PLLC
Jason is a client-focused leader focusing on integrating AI tools for productivity, management, and decision-making to increase business results.
His background spans seven years at Stand Together, Charles Koch’s nonprofit, where he taught Principle Based Management™, alongside deep experience in customer experience, client onboarding, personal fitness coaching, and team building. His approach to management and business growth is cross-disciplinary, drawing from business leaders, investors, economists, and military leadership.
Register Today
Earn Your Credits. Build Your Leadership.
Both sessions are available now. 1.0 CPE credit each in Personal Development, NASBA-compliant, and taught by experienced practitioners. Register for one or both.
Copyright © 2025 Satoshi Pacioli Bitcoin Accounting Services – All Rights Reserved – Privacy Policy – Sitemap