Tracking CPE Made Easier for Firm Administrators

If you are a firm administrator responsible for tracking CPE for your staff, you’ll be happy to hear that CPE Link has released a couple of new features on its Compliance Manager dashboard that will make your job easier!

Here is a quick summary of what’s new:

  • Posting Credit for Multiple Staff – Firm administrators can now post CPE credit for multiple staff who attended a course from another CPE provider in one simple entry.
  • Multiple Firm Admins – Firms now have the ability to assign as many administrators to their Firm CPE account as desired. All administrators have full rights to manage staff CPE information.

Not using Compliance Manager yet?  Have questions? Interested in scheduling a demo? Please contact Janaye Fletcher at or (800) 616-3822 ext 220.




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Firm CPE Center Launches!

CPE Link’s live webcasts serve a national audience. We see all types of attendees—from sole practitioners to firms with groups of 3 to 10 participating in our programs. In serving these larger groups we have discovered that firms have special needs when it comes to CPE. We have taken their suggestions and requests for functionalities on our website and built a special place just for firms. It’s called the Firm CPE Center.

Using the Firm CPE Center, you can manage online CPE for your professional staff. Your administrator can register individuals or groups to live webcasts or self study courses or allow everyone to register themselves. The Firm CPE Center offers a dashboard for CPE activity tracking, e-mailed confirmations and reminders plus online evaluations and certificates of completion.

You can also control your CPE budget with bulk purchases of CPE with our new Firm Advantage Pass. Choose live webcast hours, self-study, or both. (100 hours minimum). Your Advantage Pass hours may be used by anyone in the firm. Staff can register at the last minute and cancel easily if needed. And your hours never expire!

I invite you to create your firm profile and check out the Firm CPE Center. Let us know what you think!

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