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"FSP webinars have tremendous value for financial professionals. There is a wide array of interesting topics to choose from, and the ability to assemble a group of individuals lets you extend and amplify the value of the program. When supporting material is provided, such as articles, web sites, etc., attendees can continue the dialogue when the program ends."

Laurene B. Prevette, RHU, LUTCF
FSP Board of Directors, 2011-2012

Sponsored Education Online: New Online Tools to Find, Buy, Track, and Report CPE

CPE CE Credit Approvals

The recommended number of CPE credit hours is: 1

The Society of Financial Service Professionals is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

The Society offers programs at intermediate to advanced levels of continuing professional education. Although no pre-requisite course or advanced preparation is needed to participate in any program, knowledge of, or experience in, the program topic is required.

The Society's Refund Policy states that a refund may be given in most circumstances, less a $50 service fee. For more information regarding administrative policies on complaints and refunds, please contact our office at (800) 392-6900.

The following State Boards of Accountancy will accept CPE credit from National Registry Sponsors:

District of Columbia
North Carolina
North Dakota
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Puerto Rico
Rhode Island
South Carolina
South Dakota
West Virginia

There are no formal registration requirements for course providers in the balance of the states.

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Original Air Date Video Archive Level CE Credits*
Thursday, 06/13/13
12:00 noon – 1:00 p.m. ET
Basic N/A

Sponsored by

Program Overview

Trying to find CPE courses that meet your exact requirements of delivery method, location, date, subject area, and more is often quite frustrating.  Have you ever wondered why someone hasn't created a service that does for CPE courses what Travelocity® does for airline flights: Provide you with selections from a variety of top-notch providers?  Well, FSP wants to be the first to tell you that someone has now done this for you, and we are happy to be working with them on your behalf. This webinar describes the CE Convergence service, which has been added as a member benefit. FSP is making this webinar and service available to nonmembers as a professional courtesy.

CE Convergence is a completely free cloud-based service with an excellent search engine that finds courses that meet your criteria.  It also includes powerful CPE tracking, management, and reporting software that applies CPE credits according to the rules for CPA licensing in all 50 states.This is especially useful for those licensed in more than one state and for firms with CPAs who are licensed in several states.

Attendees will learn how to:

  • Track CPE in all 50 states
  • Receive course suggestions to meet requirements
  • Receive alerts so you don't forget a thing
  • Review your status with at-a-glance dashboards
  • Store certificates of completion
  • Generate reports for license renewal, audits, and peer reviews

Featured Speaker:

Gene Cherner, CPA, the founder and CEO of CE Convergence LLC, comes from a background in accounting and finance. He was the Director of Mergers and Acquisitions at CBIZ, Inc., one of the nation's largest accounting and professional services companies. Mr. Cherner earned his MBA in 2004 from Carnegie Mellon University as well as his Bachelor's degree from DePaul University, with a major in accounting and a minor in finance.

Throughout his career, Gene realized that a product needed to be created to help licensed professionals such as accountants, lawyers, and doctors, among many others, to understand licensure requirements, find continuing education courses, and maintain records of credits completed. And thus CE Convergence was born.

CE Convergence automates and ensures CPE compliance, tracks CPE based on requirements in each state, alerts professionals of upcoming deadlines, and connects CPAs with the best CPE providers. CE Convergence will soon expand its service to include other credentials and licensed professionals such as CFP, CVA, and CFE.

How Audio/Web Conferences Work

All you need to participate in an audio/web conference is a computer with internet access to view the live presentation. For the audio portion, you have the option of listening to the program through your computer's speakers (VOIP) or through the telephone. If you prefer not to view the web presentation, you have the option to listen only over the phone.

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