Insightful Accountant's Be Insightful Premium Content and Training program is off to a great start, thanks to our staff, the team of trainers who believe in what we are doing as well as those early adopters who have joined the program. If you have not joined the program yet, you can do so HERE
If you have joined Insightful Accountant's Be Insightful Premium Content, youare most likely aware that we have broken the Training sessions down into the Tracks below, but if you need a refresher, you will find details here along with details about the overall program offerings, which includes exclusive access to member only content throughout the year and a great T-Shirt!
The training schedule for 2025 is as follows. (Dates, topics, speakers are subject to change).
Click on the Hyperlinked Dates to register.
The training sessions and the Q&A sessions are set up as series, so when you register for one you register for each training session or Q&A in the series.
2026 Series
| Series | Trainer | Schedule | Registration Link
|
| Tech Stack | Shari Radler |
2:00 - 3:30 Eastern May 19, Aug 18, Nov 17 |
Register |
| Marketing | Janel Sykora |
2:00 Eastern Jan 27, Mar 24, May 26, July 28, ep 22, Nov 24 |
Register |
| Tax | Christine Gervais, CPA | 12:00 Eastern Jan 22, May 28, Sep 24, Nov 12 | Register |
| Business Growth Strategies | Debra Kilsheimer |
2:00 Eastern Jan 15, Feb 19, Mar 19, Apr 23, May 21, June 25, July 26, Aug 20, Sep 17, Oct 22, Nov 19, Dec 17 |
Register |
| Coach's Corner | Chris Panek, CPA |
2:00 Eastern March 25, June 24 |
Register |
| Ai Talks | Donna Reade |
3:30 Eastern Jan 15, Feb 19, Mar 19, April 16, May 21, June 25, July 16, Aug 20, Sep 17, Oct 15, Nov 19, Dec 20 |
Register |
| Chat GPT for Accountants | Jan Haugo |
2:00 Easter Jan 22, Feb 20 |
Register |
2025
| Series | Trainer | CPE Course Date | Follow Q&A | Status |
| Coach's Corner | Chris Panek | June 25 | June 26 | members only |
| Human Resources | Michelle LeBlanc | June 30 | July 1 | members only |
| Niche Marketing | Janel Sykora | July 22 | July 23 | members only |
| QBO Backup App Comparison | William "Murph" Murphy | August 12 | members only | |
| Human Resources | Michelle LeBlanc | August 18 | August 19 | members only |
| Niche Marketing | Janel Sykora | September 23 | September 24 | members only |
| Human Resources | Michelle LeBlanc | October 20 | October 21 | members only |
| Tax | Christine Gervais | Nov 13 | NA | Members Only |
| Tech Stack Assembly | Sheri Radler | Nov 18 | NA | Members Only |
| Growth Strategies | Debra Kilsheimer | Nov 20 | NA | Members Only |
| Niche Marketing | Janel Sykora | November 25 | November 26 | members only |
| Human Resources | Michelle LeBlanc | December 15 | December 16 | members only |
| Coach's Corner | Chris Panek |
Dec 16 - canceled
|
Members Only | |
| Growth Strategies | Debra Kilsheimer | Dec 18 | NA | Members Only |
Members receive a weekly update email with links to member only content, registration links, etc.
If this is the first time you are seeing our Premium Content offering, make sure you check out the "Explainer Video"
You can also check out this page on our site for more details.
Key information:
We target 3 CPE Training sessions per month. Those sessions plus our QB Talks and other CPE eligible sessions give you access to well over 40 CPE credits per year. The list above is what we have scheduled through the end of the year. Training slows a little during Tax Season in the US, but not much, so we're here for you year-round.
Each of our premium content training sessions includes a group follow up Q&A session with the speaker.
Sessions are recorded and placed in a Member Only Archive for future access.