CLARKE and the Push to Recognize On-the-Job Learning

OCT 30, 202648 MIN

Description

What if researching a client’s tax question could count toward your CPE requirement? Blake Oliver joins state CPA society leaders Shelly Weir, Boyd Search, Allen Lloyd, and Chris Jenkins to explore CLARKE, a framework designed to document learning during everyday work with AI tools. Learn how it aims to capture evidence without storing full conversations, why CPE providers are challenging the seat-time model, and what regulatory hurdles remain before on-the-job learning could earn credit. Chapters (00:00) - CPE Misses Real Learning (01:09) - Meet the Builders (03:21) - How the Idea Started (06:48) - Why Seat Time Fails (09:38) - Lessons From Medicine (11:58) - What CLARKE Does (15:14) - Privacy and Learning Records (18:28) - Tool Agnostic Framework (24:50) - Why Societies Built It (28:03) - Regulators and Adoption Path (30:54) - Timeline and Pilots (33:12) - Rethinking the Purpose of CPE (39:48) - Fixing Reporting Friction (42:49) - CPE in 10 Years (47:48) - Where to Learn More (48:12) - Closing Thanks Sign up to get free CPE for listening to this podcast https://earmarkcpe.com https://earmark.app/Download the Earmark CPE App   Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Our Guests: Shelly Weir https://www.linkedin.com/in/shellysiceloff/ Boyd Search https://www.linkedin.com/in/boyd-search-2099356/ Allen Lloyd https://www.linkedin.com/in/mtcpaexecdir/ Chris Jenkins https://www.linkedin.com/in/cj52973 Learn more about Five Storm Systems and CLARKE: https://fivestormsystems.com/ Connect with Blake Oliver, CPA LinkedIn: https://www.linkedin.com/in/blaketoliver Twitter: https://twitter.com/blaketoliver/