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’s 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. 

Download the Curriculum Map here!
Year One
Session #1 Session #2 Session #3
Field of Study Personal Development Field of Study Management Services; Communications & Marketing Field of Study Business Management & Organization; Communications & Marketing
Timeframe June Timeframe October Timeframe May
Location Orlando, FL Location Boston, MA Location Kansas City, MO
Length/CPE 2.5 Days / Up to 20 CPE Hours Length/CPE 2.5 Days / Up to 20 CPE Hours Length/CPE 2.5 Days / Up to 20 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 1 Time Management for Microsoft® Outlook®: Powered by The 5 Choices to Extraordinary Productivity
(1-2 CPE Hours)
Webinar 2 Succession Planning
(1-2 CPE Hours)
Webinar 3 Business Writing Skills
(1-2 CPE Hours)
Year Two
Session #4 Session #5
Field of Study Communications & Marketing; Personnel/HR; Personal Development Field of Study Communications & Marketing; Personnel/HR; Personal Development
Timeframe November Timeframe May
Location San Diego, CA Location St. Louis, MO
Length/CPE 2.5 Days / Up to 20 CPE Hours Length/CPE 2.5 Days / Up to 20 CPE Hours
Content Success Lab + Moving from Compliance to Advisory; Coaching & Mentoring; Best Practices Forum #1 Content Success Lab + Networking Skills; Understanding Teams & the 5 Dysfunctions; Talent Management; Improv Skills Workshop; Best Practices Forum #2
Webinar 4 Mastering the PIF Process
(1-2 CPE Hours)
Webinar 5 Leading Generations
(1-2 CPE Hours)

Year Three
Session #6 Session #7
Field of Study Personal Development; Communications & Marketing; Business Management & Organization Field of Study Personal Development; Personnel/HR; Business Management & Organization
Timeframe November Timeframe April/May
Location Las Vegas, NV Location Anaheim, CA
Length/CPE 2.5 Days / Up to 20 CPE Hours Length/CPE 2.5 Days / Up to 20 CPE Hours
Content Success Lab + Advanced Salesmanship; Change Management; Best Practices Forum #3 Content 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 6 Intro to Advanced Pricing
Methods & Why New
Revenue Models Matter

(1-2 CPE Hours)