The Smarter Accountant CPE

Where smart accountants go to become smarter


Course: The 7 Habits of Highly Effective Accountants

Date: Friday, September 12th at 12 pm EST

Cost: $39

(Note: Check your email after registration for the Zoom link)

Most CPE is passive — listen, check a box, move on.

But at The Smarter Accountant, we do things differently.

Each CPE class includes 50 minutes of practical, focused teaching plus a workbook to help you immediately apply what you’ve learned — because Smarter Accountants don’t just learn, they grow.

About this month’s CPE course:


Being effective as an accountant isn’t just about working harder — it’s about learning to focus on the right things, manage your energy, and make intentional decisions every day. In this practical and insightful course, you’ll learn seven proven habits that can help you become more confident, productive, and in control of your career.

Led by Dawn Goldberg, CPA, professional certified coach, and author of The Smarter Accountant, this session introduces the 7 Habits of Highly Effective Accountants — a framework designed specifically for accountants who want to reduce stress, improve focus, and create more balance in their work and life. You’ll discover how to build the mindset, habits, and boundaries that make the biggest difference in your effectiveness.

This course is especially valuable for accountants who feel stretched too thin, distracted, or stuck in constant reactivity. You’ll walk away with practical strategies you can use right away to take back control of your time, your workload, and your results.

Participants will:

  1. Learn how to master proactive problem-solving to stay ahead of challenges instead of reacting to them
  2. Discover how to strengthen mental focus and protect deep work time
  3. Build resilience and adaptability when priorities shift
  4. Improve your persuasive communication skills to move projects forward faster
  5. Set clear boundaries with confidence to protect your time and energy
  6. Develop a CEO mindset to manage your career, not just your workload

In order to be awarded the full credits, you must respond to three polling questions asked during the program.

Participants will earn 1.0 CPE credit

Field of Study: Personal Development

Additional Information

Prerequisites: None

Who Should Attend: Any accountant interested in brain science, stress reduction, and improving performance

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

For more information regarding refunds, concerns, and/or program cancellation policies, please contact our office at (516) 429-9039 or email us at dawn@thesmarteraccountant.com

The Smarter Accountant 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: www.nasbaregistry.org