World-class Curriculum

Each piece of the TPI curriculum has been designed and developed around the adult learner, and further enhanced to be relevant to today‚Äôs public accountant. Candidly, this is where TPI stands apart from other offerings. Professionally developed curriculum is more than just a pretty PowerPoint deck and photocopied materials. View Course Descriptions »

Year One
Session #1 Session #2 Session #3
Field of StudyPersonal Development Field of StudyManagement Advisory Services, Communications Field of StudyMarketing; Business Management & Organization
TimeframeJanuary TimeframeJune TimeframeOctober
LocationOrlando, FL LocationSan Diego, CA LocationBoston, MA
Length/CPE2.5 Days / 20 CPE Hours Length/CPE2.5 Days / 20 CPE Hours Length/CPE2.5 Days / 24 CPE Hours
Content
The 7 Habits of Highly Effective People Content
Project Management Essentials; Present Like a Pro! Content
Disciplined Marketing in a CPA Firm; The 4 Essential Roles of Leadership
Webinar 1Time Management for Microsoft® Outlook®: Powered by The 5 Choices to Extraordinary Productivity
(2 CPE Hours)
Webinar 2Firm Benchmarking
(2 CPE Hours)
Webinar 3Business Writing Skills
(2 CPE Hours)
Year Two
Session #4 Session #5
Field of StudyMarketing; Personnel/HR; Personal Development Field of StudyMarketing; Personnel/HR; Personal Development
TimeframeMay TimeframeNovember
LocationKansas City, MO LocationLas Vegas, NV
Length/CPE2.5 Days / 20 CPE Hours Length/CPE2.5 Days / 20 CPE Hours
Content
(full day)
Success Lab + Moving from Compliance to Advisory; Coaching & Mentoring; Best Practices Forum #1 Content
(full day)
Success Lab + Networking Skills; Understanding Teams & the 5 Dysfunctions; Talent Management; Best Practices Forum #2
Webinar 4Mastering the PIF Process
(2 CPE Hours)
Webinar 5Leading Generations
(2 CPE Hours)
Year Three
Session #6 Session #7
Field of StudyMarketing; Personal Development Field of StudyBehavioral Ethics; Business Management & Organization
TimeframeMay TimeframeOctober
LocationSt. Louis, MO LocationAnaheim, CA
Length/CPE2.5 Days / 20 CPE Hours Length/CPE2.5 Days / 20 CPE Hours
Content
(full day)
Success Lab + Advanced Salesmanship; Change Management; Improv Skills Workshop; Best Practices Forum #3 Content
(full day)
Firm of the Future; Next Steps After The Partner Institute; What the Managing Partner Wants You to Know; Disney Institute; Final Success Lab; Graduation
Webinar 6Intro to Advanced Pricing Methods & Why New Revenue Models Matter
(2 CPE Hours)

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