CPE Self-Study
Human Intelligence - Series 2
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Personal Development
Online: 3.0
Develop three critical skills that position you to take advantage of the new opportunities that await.

CPE On-Demand
AICPA’s online CPE courses will operate in a variety of configurations, but only the configuration described below is supported by our technicians.

A stable and continuous internet connection is required
In order to record your completion of the online learning courses, please ensure you are connected to the internet at all times while taking the course. It is your responsibility to validate that CPE certificate(s) are available within your My Account after successfully completing the course and/or exam. Please contact us at 1.888.777 or use chat to connect with a live agent (Mon-Fri 9am-8pm ET) with any questions or concerns related to your CPE certificate(s).

Supported Operating Systems:

  • Macintosh OS X 10.10 to present
  • Windows 7 to present

Supported Browsers:

  • Apple Safari
  • Google Chrome
  • Microsoft Internet Explorer
  • Mozilla Firefox

Required Browser Plug-ins:

Note: Your course will be accessible immediately after completing your purchase. Access instructions will be shown on the Order Confirmation Screen and included in your Order Confirmation Email, or click My Account at the top of the page, select My Purchases and then My Online Learning tab.

Technical Support: Please contact us at 888-777-7077 or use chat to connect with a live agent (Mon-Fri 9am-8pm ET).

Accessibility: The Association of International Certified Professional Accountants (Association) is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association’s website, educational materials, products, and services.  The Association is committed to making professional learning accessible to all.  This commitment is maintained in accordance with applicable law.  For additional information, please refer to the Association’s Website Accessibility Policy.

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Product details

Who Will Benefit?

  • Owners
  • Service line managers
  • Others with responsibility for quality and efficiency

Learning Objectives

  • Improve the profitability of the PCR service line by recognizing the common pitfalls and know how to resolve them.
  • Properly plan for the prep, comp and review work and consider processes and systems that can assist as you define the work with staff and clients.
  • Evaluate the available technology to improve efficiency and practitioner effectiveness

Develop your human skills.

Develop three critical skills that position you to take advantage of the new opportunities that await.

Included in this three-part series:

  • Critical Thinking Skills: Enhance your critical thinking skills, so you can diagnose problems, make better decisions, and identify effective solutions.
  • Managing change: Gain practical tools and techniques to successfully lead individuals through organizational changes, mitigate resistance, and achieve sustainable results.
  • Time management tips for time crunched professionals: Master practical time management tools and tips, so you can reclaim your schedule, meet your objectives, feel more in control, and reduce stress.

Ratings and reviews

Gillian Lees

Head of Research & Development
Chartered Institute of Management Accountants

Gillian is the Head of Research & Development at the Chartered Institute of Management Accountants (CIMA), responsible for developing CIMA’s thought leadership and policy responses on governance and risk across all its key global markets.

Gillian has written and presented widely on the subject, particularly in respect of how boards can oversee strategy and risk effectively by understanding their business model within the context of a changing external environment. She is also CIMA’s Technical Lead on a wide range of CGMA projects and authored the flagship report for the 2014 World Congress of Accountants, New Ways of Working – managing the open workforce.

Jeremy Lurey

Dr. Jeremy Lurey is a talented organizational consultant and leadership coach who partners with his clients to improve performance and produce better business results. With more than 20 years of progressive experience as a management consultant, he is a trusted adviser for and has supported clients ranging from small family businesses to Fortune 500 corporations, including numerous not-for-profit and government agencies. Previously honored as a Top "40 Under 40" executive of the year by The M&A Advisor, Dr. Lurey has particular expertise in change management, talent management, process improvement, leadership development, strategic planning, succession planning, and executive coaching. Dr. Lurey holds MS and PhD degrees in Organizational Psychology as well as a BS degree in Communication Studies. In addition to his role as a consultant, he frequently presents at professional conferences and seminars, serving as an adjunct faculty member for various organizations. Over the years, he has also authored several publications on organization development, change management, succession planning, leadership excellence, and family business.

Regan Walsh

Regan Walsh is an NYU-certified executive and life coach who focuses on helping people who are overprogrammed and underwhelmed to reclaim their lives, both personally and professionally. She contributes to Harvard Business Review and Forbes, and has been featured in Fast Company, Today.com, NBC.com, and Smart Business. She has coached thousands of people through her one-on-one and group coaching programs, and she is regularly asked to give keynotes, facilitate workshops, and speak on panels for Fortune 500 companies, industry associations, and foundations. She has done so for clients like Nike, QuickBooks, and JPMorgan. Regan is located in Columbus, Ohio, and coaches people from all over the world.


American Institute of CPAs

The American Institute of CPAs (AICPA) is the world’s largest member association representing the CPA profession, with more than 418,000 members in 143 countries, and a history of serving the public interest since 1887. AICPA members represent many areas of practice, including business and industry, public practice, government, education and consulting.

The AICPA sets ethical standards for the profession and U.S. auditing standards for private companies, nonprofit organizations, federal, state and local governments. It develops and grades the Uniform CPA Examination, and offers specialized credentials for qualified professionals who concentrate on personal financial planning; forensic accounting; business valuation; and information management and technology assurance. With The Chartered Institute of Management Accountants (CIMA), it offers the Chartered Global Management Accountant (CGMA) designation, which sets the global benchmark for quality and recognition in management accounting.

The AICPA and CIMA also make up the Association of International Certified Professional Accountants (the Association), which represents public and management accounting globally, advocating on behalf the public interest and advancing the quality, competency and employability of CPAs, CGMAs and other accounting and finance professionals worldwide.

The AICPA maintains offices in New York, Washington, DC, Durham, NC, and Ewing, NJ.

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CPE credits
: 3.0
NASBA Field of Study
Personal Development
Delivery Method
QAS Self-Study
Course acronym
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