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In-Person Training/Classes


I want to set up some trainings for the accounting department I work in. The CFO and myself are the only two CPA's, so we want to put on basic accounting classes for the group. We are not looking to distribute any CPE's, but rather take a simple topic (such as new ASU's, examples of good controls, debits and credits - accounting 101) and train our group on it.

When I looked around it seems that a lot of the places have crazy prices. For example, "Surgent CPE" offers training's to groups but it is $1,400 a day for an instructor (plus travel expenses). If we taught it ourselves it would be about $335 a day and we would get powerpoint materials plus a learner book.

Does anyone else have any ideas of a cost effective way that we can put on simple classes to our accounting staff? Once again it should be 101 level and would be beneficial to our group.



Jon Placa
Title: Director of Finance and Operations
Company: NarrativeDx
LinkedIn Profile
(Director of Finance and Operations, NarrativeDx) |

I would suggest taking a look at the Coursera Courses offered by Wharton (, I personally took this course and it was excellent.

I would suggest that you use Wharton's material as a guide and work through the lesson as a group

(Internal Audit Manager) |

Thinking about it more, I wish there was a platform that I can purchase Webcasts/Webinars by professionals to show to some of my staff. All the platforms I look at require me to purchase a pass per person. So if it’s me and 4 staff accountants, it requires me to purchase 5 sessions. This can be quite costly and given the knowledge base of the staff accountants I don't think it’s worth it. Does anyone know if there is a platform where I can (a) buy a Webinar pass, (b) get credit for the Webinars via CPE and then (c) if I want to have others look on with me just so they grow their knowledge base?

Len Green
Title: Performance Improvement Consultant and E..
Company: Haygarth Consulting LLC
LinkedIn Profile
(Performance Improvement Consultant and ERP Strategist, Haygarth Consulting LLC) |

Try Illumeo.
I'm puzzled though. Didn't these folk do this stuff at college before joining you?

(Internal Audit Manager) |

Thanks, Len - they probably did but my objective is to to ensure good entity level controls by providing ongoing training of up-to-date topics in the accounting world.

(Internal Audit Manager) |

Len - I called Illumeo and it seems that my question has been answered. Thank you so much!

Topic Expert
Wayne Spivak
Title: President & CFO
LinkedIn Profile
(President & CFO, |

Check out They have precisely this, a raft of intro accounting (and intro finance, internal controls and much more) courses that are available on-demand and are very inexpensive to buy singly, or to buy via subscription where you can access more than 1,000 on-demand courses that can take your folks from beginner to any level you’d like. I’ve used it and it’s great


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