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A legendary finance executive and Silicon Valley leader who steered Oracle’s $150B+ global finance function. An Operating Partner at Bessemer Venture Partners and Lecturer at Stanford, Jeff sits on the boards of Okta, Twilio, and Autodesk. He shares the ‘Goldilocks’ framework for budgeting—a masterclass in balancing risk and growth used by the world’s most successful technology giants.


As CFO of lululemon, Meghan Frank leads finance, strategy, and business transformation, driving multi-billion dollar growth at a global scale. Her expertise in enterprise agility and the intersection of FP&A and business scaling provides a masterclass for CPAs on how to transform the finance function into a strategic thought partner.

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A recognized industry expert leading one of the world's most influential consulting practices. Lance specializes in navigating global uncertainty. His deep knowledge of scenario planning, regulatory shifts, and emerging business risks provides the expert-level strategic insights necessary to stress-test corporate strategy in volatile markets across specialized practice areas.

Yes. LumiQ’s Management CPE courses are built for accounting and finance professionals who want practical, real-world continuing education. Courses are designed for on-demand self-study, and each course includes an assessment and certificate of completion for documentation.
Course topics in management include:
Managerial accounting fundamentals (budgeting, forecasting, variance analysis)
Cash flow and working capital management
Pricing and profitability analysis
KPI reporting and dashboards (often in Excel)
Depending on the course objectives, these topics may align with fields such as Finance, Management Services, Business Management and Organization, or related areas.
Often, yes. Management accounting education supports core Certified Management Accountant (CMA)-aligned competencies like planning, analysis, performance management, and decision support. If you report learning to a credentialing body such as the Institute of Management Accountants (IMA), confirm how self-study courses should be documented for your CMA certification or other professional development requirements.
Most courses are designed to be accessible without formal prerequisites. When a course assumes prior knowledge, for example, foundational terminology, financial reporting context, or a specific framework, it will be noted in the course description.
Podcasts can deliver superior learning outcomes compared to live webinars and recorded webcasts. Audio-only formats reduce cognitive overload and "Zoom fatigue," allowing your brain to retain information better. Additionally, unlike live or in-person options, you can pause and replay complex concepts as needed for comprehension.
Podcasts also fit your schedule and your life better. Unlike live webinars with fixed start times, podcasts let you earn CPE during your commute, between clients, or whenever works best.
In short, you get the same credit hours with better retention and zero scheduling conflicts.
CPE credits vary by course. Typically they range from 1 to 2 hours per podcast and 3 to 9 hours for our in-depth, multi-episode learning paths. Each course listing clearly displays the credits you'll earn upon completion. All credits are earned once you complete the podcast episode in full and pass the final assessment.
LumiQ is registered with the National Association of State Boards of Accountancy (NASBA) in the U.S. as a CPE sponsor (Sponsor ID: 146039). Courses completed through NASBA-registered sponsors are generally accepted by U.S. boards of accountancy, subject to each state board’s specific CPE requirements.
LumiQ’s QAS self-study AI courses are typically classified under NASBA’s Information Technology field of study and provide CPE credit hours upon completion. Your certificate of completion documents the course, field of study, and credit hours earned.
Because CPE requirements and acceptance ultimately vary by state and by licensee circumstances, CPAs are responsible for confirming that a specific course meets their state board’s renewal requirements.
LumiQ courses may also support continuing education requirements for other finance and accounting credentials, depending on the rules of the applicable organization.
Yes. With a LumiQ account you have access to the CPE Tracker. LumiQ Tracker automatically tracks the CPE you earn with LumiQ. Accounting professionals can download their certificates of completion at any time.
Yes, we’ve got an app for both Apple and Android devices. Click here to go to the Google Play Store and click here to go to the Apple App Store.
Yes! Sign up for a free trial today and get 3 NASBA-approved CPE credits, no credit card required. To purchase a full subscription, visit our pricing page. If you work for a company with a team of CPAs, or others who may be interested, contact us for team pricing options.