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The Exchange Series: Bundle

Multiple Events Between -

(Check-In 3:00pm EST)

Eligible for 6.00 Credits

Member Price $150.00

Overview

You could pay $0 for this course!
Looking to sharpen your communication, expand your network and elevate your professional presence? The Exchange is a brand-new professional development series designed to help you do exactly that.

Presented by MassCPAs, CFA Society Boston and the Boston Estate Planning Council (BEPC), The Exchange offers interactive learning and high-impact, cross-industry networking—right in the heart of downtown Boston.

Join us this fall for a three-part series focused on building essential skills for long-term success:

Earn 6 CPE credits while learning from expert speakers and connecting with professionals from finance, accounting, law and beyond. Whether you're looking to grow your leadership presence or strengthen your client communications, The Exchange is your opportunity to learn, connect and grow.

Register for individual sessions or the full series. Bringing multiple team members? Contact Julia Ekelund or Jill Foley for bulk discount options.

Firms/companies with fewer than 50 staff can be reimbursed up to 100% of the cost of training and firms/companies with 50-100 employees can be reimbursed up to 50% of the cost of training. You must register for the course and apply for reimbursement through the Workforce Training Express Fund website a minimum of three weeks prior to the start of the course to be eligible. The course code for this program is C-13853. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.

This bundle contains the following events:

The Exchange: Mastering Professional Networking: Strategies for Success

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Boston

2.00 Credits

Member Price: $50

You could pay $0 for this course!Ready to level up your networking game? Whether you're new to the field, looking to grow your professional circle or simply want to feel more confident in conversations, this event is for you. Join us for a dynamic panel discussion featuring professionals from across industries who will share real-world insights, personal stories and actionable strategies to help you build lasting and meaningful connections. With hands-on activities, we'll dive into how networking can open doors—both online and in person—and give you practical tools you can start using right away. What to Expect:• Tips for networking with confidence• Smart use of LinkedIn and live events• Building real relationships (not just collecting contacts)• How mentorship and collaboration can shape your path• Making meaningful connections in remote and hybrid settingsThis session is the first of a three-part series. Come ready to learn, engage and make connections that count—your next opportunity could start here.Firms/companies with fewer than 50 staff can be reimbursed up to 100% of the cost of training and firms/companies with 50-100 employees can be reimbursed up to 50% of the cost of training. You must register for the course and apply for reimbursement through the Workforce Training Express Fund website a minimum of three weeks prior to the start of the course to be eligible. The course code for this program is C-13848. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.  

The Exchange: Executive Presence and Presentation Skills

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Boston

2.00 Credits

Member Price: $50

You could pay $0 for this course!Whether you’re leading a meeting, presenting to a board or speaking one-on-one with a client, how you present yourself matters. This session will sharpen your executive presence and communication skills, helping you speak clearly, confidently and credibly with clients, peers and stakeholders at all levels through practical examples and guided discussions. Firms/companies with fewer than 50 staff can be reimbursed up to 100% of the cost of training and firms/companies with 50-100 employees can be reimbursed up to 50% of the cost of training. You must register for the course and apply for reimbursement through the Workforce Training Express Fund website a minimum of three weeks prior to the start of the course to be eligible. The course code for this program is C-13849. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.

The Exchange: Presenting Financial Information to Non-Financial Audience

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TBD

2.00 Credits

Member Price: $50

You could pay $0 for this course!Sharing financial information with those who don’t have a financial background takes more than knowing the numbers. Whether you’re presenting to clients, boards or internal teams, your success depends on making complex data clear, relatable and meaningful. In this session, you’ll explore strategies to turn financial reports into stories that stick—using plain language, storytelling and visuals to build understanding and engagement. You’ll walk away with practical tools to prepare and deliver presentations that meet your audience where they are, with clear takeaways and visuals that make the numbers easier to digest, whether you’re answering questions on the fly or presenting to key decision-makers.Firms/companies with fewer than 50 staff can be reimbursed up to 100% of the cost of training and firms/companies with 50-100 employees can be reimbursed up to 50% of the cost of training. You must register for the course and apply for reimbursement through the Workforce Training Express Fund website a minimum of three weeks prior to the start of the course to be eligible. The course code for this program is C-13850. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.

Member Price $150.00

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