Group Rate Application — Succession Planning That Can't Wait | CPA Trendlines Academy
CPA Trendlines Academy

Group Rate Application

Succession Planning That Can't Wait

Bring your firm's leadership team to this practical framework for leadership transitions with Erin Daiber, CPA, PCC (Well Balanced Accountants) — Tuesday, September 29, 2026.

$75 / attendee
for 2 or more attendees from the same firm
Individual rate: $99 $75 with the group rate (about 25% off)

How the group rate works

  1. Submit this application with your firm's name and the attendees you want to register — a minimum of two.
  2. We review it and email each attendee their own unique discount code for the session.
  3. Each attendee registers individually using their code. Individual registration is what lets us award CPE credit to each person separately — it isn't optional, even within a group rate.
Every attendee needs their own registration and their own code — group rates can't be applied through a single shared sign-up. This is standard across CPE providers, since NASBA credit is tracked per individual, not per firm.
Firm information
Attendees

2 attendees minimum for the group rate.

Notes (optional)
Field of Study: Personnel/Human Resources  |  Delivery: Group Internet Based  |  CPE: 2 credits NASBA, intermediate level  |  Advanced Preparation: None
Questions about the group rate? Email admin@cpatrendlines-academy.com.
The CPA Trendlines Academy (d/b/a Thomas Advisors LLC)
217 Whitehill Rd., Leland, NC 28451

The CPA Trendlines Academy (Thomas Advisors LLC d/b/a), NASBA Sponsor #170718, 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.