Blog | LCvista

From Cross-Selling to Cross-Serving: How CAS Teams Can Drive Firm-Wide Growth

Anna Howard — Thu, 30 Apr 2026 02:39:20 GMT

Accounting has a weird translation problem: leadership says “business development,” but staff hears “sales,” and suddenly everyone turns into a housecat being offered a bath.

Why Traditional Talent Development in Accounting Firms Is Failing. And What to Build Instead.

Danielle McCormick — Mon, 20 Apr 2026 18:37:21 GMT

Last month I had the opportunity to present at our LCvista Community Summit, leading a session titled "What Do We Train Them to Do Now? Navigating Talent Development in a Global + AI-Enabled Firm."

LCvista and Spiirall: A New Chapter in Accounting Learning & Development

Mark Rothert — Fri, 03 Apr 2026 04:01:51 GMT

Today, I’m excited to announce that LCvista has acquired Spiirall, the leading provider of learning, development and talent advisory services to the accounting profession.

Why AI Feels Stuck in Pilot Mode in Accounting Firms (And How to Move to Practice)

Danielle McCormick — Mon, 30 Mar 2026 19:00:02 GMT

Everywhere you turn right now, the message is the same: “You need to be using AI.” Clients are asking about it. Conference agendas are full of it. Vendors are promising it. And yet, in quiet conversations with leaders, I keep hearing something very different:

When Learning Meets Regulation: Effective Professional Education in Accounting

Admin — Thu, 13 Mar 2025 19:42:26 GMT

Professional education in accounting requires precision and purpose. That comes as no surprise considering the discipline we’re talking about.

Currently, 672,587 CPAs maintain active licenses in the United States. Almost all of these professionals must complete 40 hours of annual continuing professional education (CPE) each year.
This adds up to a staggering 27 million hours of required learning annually—without counting new licensees coming in.

This brings us to the central question:

How can firms ensure this mandatory education creates measurable professional growth?

In this post, we’ll share some insights from our Compliance team about why it’s so important to have the right resources for learning and development that rely on best practices that mitigate potential risk.

Quantifying the financial impact

Non-compliance, as you know, is a non-starter considering the costs.

Beyond potential financial penalties, non-compliance damages a firm’s reputation and client trust. Ineffective learning also diminishes professional capabilities of the firm and everyone in it.

Cindy Hessling, Compliance Success Manager here at LCvista, spent 12 years managing compliance at a top 10 accounting firm.

Thinking back on her experience, she identified one challenge in particular:

“When accountants are just working to get their credits instead of getting the learning out of it, which is really the intent,” she says, “it’s far from the most effective for learning and knowledge gain.”

Understanding professional education requirements

CPE compliance is a balancing act of multiple regulatory frameworks.

In some cases, a single CPA may be beholden to multiple states’ requirements, both for maintaining their license as well as practicing under that state’s specific laws.

Firms managing these requirements across jurisdictions could be investing $1,000 to $3,000 annually per professional in education.

As firms scale, it’s that much more important to make sure this investment is made soundly.

Danielle Turner, Principal Compliance Expert at LCvista, further described the ongoing nature of requirement tracking:

“When states have rules that are going to be changing, we thoroughly research the rules and code them in our system,” she noted. “”It would be an enormous struggle for firms to try to stay on top of these rules on their own! We’re proud of our relationships with our clients and state boards. I love saying ‘we’d love to be your first line of defense. When you have a question, please come to us.’”

Firms, meanwhile, have to include this sort of cross-jurisdictional understanding in addition to understanding different learning styles, professional specializations, and deadlines.

All told, managing professional education requires precise coordination and systematic approaches.

This makes it all the more important for firms to adopt learning techniques.

Effective learning methods

The science of learning has advanced significantly in recent decades.

Research in cognitive psychology and neuroscience reveals distinct patterns in how professionals absorb and retain information.

What works for one person might create barriers for another. For instance, some learn best through visual demonstrations, others through hands-on practice, and still others through traditional reading and discussion.

Learning in the Flow of Work (LIFOW) is also rising in popularity. LIFOW incorporates approaches like social and collaborative learning and integrates learning opportunities seamlessly into employees’ daily tasks. This approach has been shown to increase engagement and the amount of practical application of these new skills.

Thankfully, technology now allows education providers to accommodate these different learning styles efficiently and even adapt to them.

Adaptive learning technologies increase student engagement by 30%, while microlearning improves information retention by 20%.

Cindy further elaborates on the practical application:

“It’s fantastic how these training sessions adapt based on how you answer,” she said. “If you’re not strong in an area, you’ll learn more about that. If you’re strong, they’ll move on to something else. So everybody gets a different personalized experience.”

Studies back the benefit of this approach, showing that structured learning improves long-term retention by 200% compared to concentrated study sessions. This data suggests that learning structure significantly affects outcomes.

Implementation strategies

Professional education works best when it meets learners where they are. Having access to diverse content through LCvista’s Content Marketplace makes it even easier to meet varied learning preferences.

The other important aspect is having a well-defined learning plan. Structured programs consistently demonstrate better results, with data showing 20% higher return on investment compared to ad-hoc approaches. This improvement comes from creating regular touchpoints for learning throughout the year rather than rushing to meet deadlines.

We’ve seen this happen first hand. Customers using the Learning Plan feature in LCvista avoid waiting that last minute rush and all the stress that comes along with it. Plus, they report their staff are actually learning the skills rather than just checking a box under a deadline.

Our team takes this proactive stance so that firms can stay ahead of requirements while maintaining educational quality.

Continuing developments in professional education

Educational technology continues to reshape how professionals learn and maintain their credentials. The sector’s growth reflects this change, with market projections reaching $404 billion by 2025 .

Organizations using adaptive learning methods report 20% improvements in performance metrics across the board. Those implementing structured approaches see 10% better employee retention. Perhaps most significantly, personalized learning environments boost engagement from 30% to 75%.

This balance between innovation and compliance defines modern professional education in accounting.

Success comes from systematic planning, consistent execution, and careful measurement of outcomes.

Firms that get this right see improvements not just in compliance metrics but in professional capabilities across their organization.

However, trying to handle this manually ends up being an uphill battle for firms.

Creating Effective Learning Systems

Successful professional education requires systematic planning.

Firms need year-round programs that use appropriate technology while meeting regulatory standards.

They must prioritize learning the way their staff wants to that also satisfies compliance requirements. The focus remains on creating measurable learning outcomes that benefit both regulatory compliance and professional development.

Professional education in accounting succeeds when firms combine precise compliance management with effective learning methods. Organizations that implement these practices create measurable improvements in both compliance and professional capabilities.

Cindy noted that the productive relationship between different aspects of professional education:

“The learning side, those people are really creative people. And the CPE compliance people were the rule followers and the rule checkers. So there’s always kind of like this little—it’s a good natural tension.”

Meet the Team that Makes Complex CPE Compliance Easy for Your Firm

Admin — Thu, 13 Mar 2025 15:32:54 GMT

When was the last time you had to interpret regulations from several different jurisdictions, each with their own unique requirements and timelines?

For teams within accounting firms managing CPE compliance, it’s never-ending (and a constant headache).

After all, complexity multiplies when many CPAs within the firm hold multiple state licenses and specialized certifications.

For our internal compliance team?

It’s a day that ends in ‘y’—and it’s also their favorite day.

LCvista has a specialized team focused on turning these regulatory mazes into clear pathways for our clients.

Let’s meet Danielle and Cindy, two of the experts who make that happen.

Deep industry knowledge meets client advocacy

With years of combined, hands-on experience with CPE compliance in the accounting industry, our compliance team brings their practical understanding to every challenge.

Cindy Hessling, Compliance Success Manager at LCvista observed,

“[With state accounting boards] delivery methods they accept, there’s time limits—it all gets very complicated, very quickly, it’s not like the whole country updates their rules at the same time. They update them at different times, in different ways, and on their schedule.”

Cindy Hessling

Compliance Success Manager

The numbers tell a compelling story.

In 2024 alone, our team created 115 custom jurisdictions and 225 certifications. But quantity tells only part of the story.

Each jurisdiction requires a deep understanding of local requirements and nuances.

“That sort of [understanding] is very unique to LCvista, we’re entrenched in their rules so that we can apply each one with precision, no matter how nuanced. We leverage our familiarity with firm operations combined with detailed rules research to offer the most practical and accurate product possible.”

Danielle Turner

Principal Compliance Expert

From interpretation to implementation

What does this expertise look like in action?

Consider a conversation Danielle relayed about talking with members of one state’s Board of Accountancy. They spoke at length about the tension between processing license renewals versus incoming new licenses.

State boards are managing thousands of professionals while juggling multiple internal responsibilities. Sometimes they’re even issuing licenses to multiple different types of professionals (eg. cosmetology and architecture and accounting).

“Boards are doing so many things,” Danielle said, “even if you have a board that’s focused on accountancy they still have so much that they need to tackle within just accountancy.”

The case of new licensee pro-ration perfectly illustrates this challenge:

How many credits should someone who received their license in February need to complete before a June renewal deadline in a particular state?

The answer should be straightforward but in practice, different interpretations can lead to different answers.

“We love being the first line of defense [in situations like this]. When firms have a question about [any given state], that’s what our team is here for! We want to help clarify things and be that source of truth,” Danielle shares.

The impact extends beyond just one state or another.

“We always tell clients ‘we track these requirements for hundreds of people across every state. If you have questions, we can likely answer most of them’ and that’s before they even need to turn to the board,” Danielle explains.

Innovation meets practicality

Even with a clear understanding of requirements, compliance should never be about just checking boxes.

Our team prioritizes understanding emerging technologies and methodologies for learning while at the same time ensuring that everything aligns with regulatory requirements.

“One of the biggest changes I’ve seen recently is the incorporation of brain science in learning delivery,” Cindy points out

“No more just watching a video, falling asleep, and clicking the box. It requires being engaged and involved, and in the end we just learn better that way.”

This includes adapting to new learning formats like adaptive learning and AI-powered solutions.

“With AI, everybody gets a different customized experience,” Cindy notes. “But the outcome at the end is that everybody is getting the learning that they need, which also requires people to be more involved.”

The challenge of change

Managing compliance means our compliance team is always trying to stay ahead of regulatory shifts while still helping firms maintain current requirements.

“When states have rules that are going to be changing,” Danielle explains, “that’s where I step in, research the rules, and then code them in our system.”

This proactive approach helps firms navigate complex transitions.

From feature development to support processes, this client-first mindset shapes everything our compliance teams work on.

“We really look at this from the customer’s perspective,” Cindy emphasized.

“That’s what’s most important to us. We [the compliance team] represent our clients to LCvista in decisions around compliance, sometimes even as they’re being made.”

With a robust library of pre-vetted courses in our Content Marketplace, there’s no lack of material to ensure CPE and non-CPE requirements are met.

“For pretty much all requests that come in we’ve been able to find at least one, if not two courses that might satisfy what the firm is looking for,” shared Danielle.

Looking forward

The regulatory landscape continues to evolve, with new technologies entering the picture and changes always affecting industry oversight.

“The future requirements for this industry will be influenced by political decisions made at the state and national government level,” Cindy observed.

LCvista’s compliance team stays ahead of these changes, preparing clients for what’s next while maintaining rock-solid compliance today.

As Danielle puts it, “We view LCvista as a genuine partner to firms, and we believe the time and investment we dedicate are truly worthwhile. Our aim is to always make decisions that benefit our clients.”

Solving the Compliance Dilemma

Danielle Turner — Thu, 13 Mar 2025 15:17:53 GMT

“One of our CPAs got a letter saying they’re short of credits needed for renewal but it doesn’t quite make sense to us. Can you help?”

Unfortunately, these emails are an increasingly common symptom of a deeper challenge that affects the entire professional licensing ecosystem in the accounting industry.

The many parties dealing with compliance, such as state boards, firms, content providers, and individual licensees, face similar challenges in trying to interpret established requirements.

This isn’t due to negligence or oversight. It’s simply a reality when dealing with such a layered regulatory environment like accounting.

What’s becoming increasingly clear through our team’s conversations and experiences working with almost 300 accounting firms and regulatory bodies is that everyone in the learning and compliance ecosystem benefits from having a bridge between them.

That’s exactly what we’ve built at LCvista, which offers CPE compliance tracking for all CPA state licenses, in addition to hundreds of other licenses and certifications related to the accounting industry.

The multi-state compliance challenge

For firms managing dozens or even hundreds of CPAs across multiple jurisdictions, inconsistencies create significant risk.

There’s a seemingly endless and continually-changing number of precise rules about what continuing education needs to be completed and when, and a miscalculation in credit requirements or a misinterpreted deadline leads to various consequences, possibly even impacting a professional’s or even firm’s ability to practice.

When firms and licensed professionals are on their own to navigate requirements, it’s only natural for discrepancies to emerge as a result.

Interpreting these requirements can be time-consuming and runs the risk of distracting licensees from their core work: focusing on their clients.

Unfortunately, these rules and regulation updates don’t happen all at once.

As Cindy Hessling, Compliance Success Manager at LCvista put it,

“State boards update their rules based on their legislative schedules. It’s not like the entire country updates their rules at the same time.”

Some states cap certain types of training. Others mandate specific ethics requirements. All have their own timelines, and that’s before we include federal regulatory requirements in the mix.

Pressures on the boards

State boards are under their own pressures.

They are managing thousands of professionals while juggling multiple responsibilities and sometimes issuing licenses to multiple different types of professionals (e.g. cosmetology and architecture and accounting).

“Boards are doing so many things,” Danielle Turner, Principal Compliance Expert at LCvista said. “Even if you have a board that’s focused on accountancy they still have so much that they need to tackle within just accountancy.”

During peak renewal seasons, boards are inundated with questions from licensees and firm administrators. Add to this their broad responsibilities, and the result can be overwhelming.

Creating a sustainable solution

LCvista strives to serve as an ecosystem where technology strengthens boards, professionals, and firms as well as the relationship between them.

To be clear: this isn’t advocating for replacing board authority or automating away human judgment. Instead, we envision an ecosystem where technology serves as a bridge between boards, firm professionals, and other regulatory bodies, ensuring consistent interpretation and application of requirements across the profession.

“What I like to say when talking with state accountancy board members about LCvista,” Danielle said, “is that ‘we are very entrenched in your rules, we understand them on a very deep level, we are already responsible for tracking for so many of your licensees in the state. We’re already helping firms and their professionals, and we believe that we can help you, too!’”

When technology partners enter the equation, it’s possible to make the process easier for every member of the compliance and L&D ecosystem.

Boards get help managing their workload and ensuring consistent rule application. Firms and professionals get clarity and confidence in their data.

For compliance professionals, the implications are especially significant.

Instead of maintaining separate tracking systems and relationships with each state board, firm professionals can work through a centralized platform that:

Maintains up-to-date requirements for all state CPA licenses and related regulatory jurisdictions
Allows CPAs and other professionals to track their certifications
Provides consistent application of rules
Automates credit tracking and requirement calculations
Serves as an intermediary with state boards of accountancy
Advocate with Boards for best practices to effectively support licensees and firm administration

As one board executive noted during a recent meeting, “We’re all working toward the same goal. We just need better tools to help us get there together.” The result of this collaboration is a more efficient, accurate, and sustainable approach to compliance management.

When boards, firms, professionals, and technology partners work together, they create something more valuable than just accurate record-keeping.

Boards can focus on their core regulatory responsibilities, firms can manage professional risks with confidence, and professionals can maintain their licenses without getting lost in administrative complexity when they leverage LCvista, an ecosystem that powers professional development for the accounting industry.

Leadership updates from our CEO

Admin — Mon, 17 Feb 2025 14:51:02 GMT

I’m thrilled to announce two exciting leadership changes at LCvista that will help us realize our vision and deliver on our commitment to our clients.

Evan Hiner

General Manager for Content Marketplace

First, Evan Hiner is our new General Manager for Content Marketplace. Evan most recently served as our Chief Product Officer and before that founded and built Prolaera from the ground up. Content Marketplace, which is designed to simplify and enhance learning for accounting professionals, is a critical strategic initiative for LCvista. I believe it will transform — for the better — the content experience for our clients. I further believe that Evan, with his creativity, expertise, and experience building Prolaera, is the perfect person to lead this important effort.

Laura Silver

Chief Product Officer

Second, Laura Silver is taking the reins as our new Chief Product Officer. For the last 4 ½ years, Laura has served as LCvista’s VP of Product. In doing so, she has proven herself the consummate product leader — strategic, highly organized, a wizard at getting things done, adored by her team, esteemed by her peers, curious, humble, and always customer-focused. I have the utmost confidence in Laura’s ability to shepherd our products into the future as we continue to seek to delight and deliver value to our clients.

Please join me in congratulating Evan and Laura as they step into their new roles!

LCvista 2024 Year In Review

Admin — Tue, 07 Jan 2025 21:50:34 GMT

Last year was quite a ride!

We made significant investments in scaling our team and platform while enhancing our core product, completing an important acquisition, and launching a major new product (Content Marketplace).

As we reflect on 2024, we wanted to share our achievements and milestones with you, our valued customers.

Thank you for the trust and support that you have placed in us — we couldn’t have done it without you!

Here’s to 2025! 🥂

Acquired Conferences i/o

In February, LCvista acquired Conferences i/o, the leading audience engagement and attendance tracking provider for the accounting industry.

Conferences i/o (now LCvista Attendance Tracking) is an important step towards our goal of building a single solution for accounting firms to manage all their learning and compliance needs in one place.

Hosted our first-ever Client Summit

Team LCvista descended on Nashville in March to host our inaugural Client Summit. It was amazing to hear clients share best practices and compare notes on how they’re using LCV to drive better learning and compliance outcomes.

Honorable mention: our humble but irresistible chocolate pretzel potato chip popcorn was an unexpected hit 🍿.

Launched Content Marketplace!

Finding, purchasing, and delivering high-quality learning content for your entire organization can be a pain.

We knew there was a better way, and launched Content Marketplace to fill the gap.

Content Marketplace is a one-stop solution that’s tailor-made to simplify training administration across your business for admins, professionals, and firm leaders alike.

We’re proud to have partnered with over a dozen leading content providers and look forward to broadening and deepening our content offering in 2025.

Onboarded 58 new clients

We added 58 accounting firms to LCvista’s platform. We’re excited to welcome them to our 280-plus-firms client community whose active collaboration and knowledge-sharing is pivotal to our vision of creating the learning and compliance ecosystem for the accounting industry.

Transitioned 163 firms to LCvista

Our client operations team helped 163 firms transition from Prolaera to LCvista. With just a few firms remaining, we’re excited to be on the brink of realizing our vision of a single, unified platform for all our clients.

Offered LCvista 101 training

Our training team hosted live sessions and provided resources specifically tailored for new and novice LCvista admin users. The response was overwhelmingly positive, with one participant sharing:

“Thank you all so much! This was most helpful. Can we please do several more of these?”

11

Sessions Facilitated

419

Total Participants

Missed it or would like to revisit? We’ve got you covered!

Maintained our 98% customer satisfaction score 🎉

We’re thrilled to have maintained an outstanding 98% customer satisfaction score this year!

How do we do it? It’s our unwavering commitment to keeping you, our clients, at the heart of everything we do.

Whether it’s our quick response and resolution times to your support requests or providing timely updates on rule changes, we’re here to ensure your success.

Achieved these team milestones...

Got together as a company in person in Austin

In October, our entire team got together in person in the charming little town of Salado, 30 minutes north of Austin, TX.

We bonded over fun icebreakers, got competitive at cornhole, and enjoyed some authentic Texas barbecue.

Most importantly, though, we discussed how we could build the best solutions that make learning and compliance easier for you!

Hosted our first webinar with NASBA

We partnered with NASBA in summer to host a webinar on How to Avoid Failing a NASBA Audit.

Attended the NASBA Registry Summit

We were excited to be back at the CPE compliance event of the year in Music City in September.

“My favorite part of the Summit is always the session covering regulatory changes… each year I feel genuinely thankful and proud to confirm how many rule updates we are already ahead of at LCvista! I also really enjoy connecting with our amazing clients on a professional and personal level.”

Danielle, Senior Compliance Specialist

“It’s such a great opportunity to spend time with and get feedback from our clients!”

Mark, CEO

“There’s no better time than being with clients. It’s a time for us to all learn and grow together. Plus a little fun is always had!”

Kate, Account Manager

Piloted the online LCvista Community

We have been working behind the scenes on establishing an online community of LCvista administrators to network, ask questions, and share learning and compliance knowledge.

In the fall, we piloted it with a small group of clients and will be rolling it out to all LCvista administrators soon. Stay tuned!

Platform in numbers

Product highlights

Improving administration efficiency

Design, deliver, and track evaluations more effectively with a new evaluation framework

Manage outdated training by archiving programs

Simplify assignments with relative due dates

Configure more sessions to automatically mark a user complete upon launch

Easily reset a professional’s status in a SCORM-based course

As a multisite publisher, manage all attendees from a single location

Add and modify sessions in bulk with integrated provider data and launch URLs

Enhancing user experience and engagement

Utilize a professional’s preferred name throughout the platform

Provide clear insight into assigned activities on the dashboard

Deliver notifications upon the completion of a learning plan

Generate a pre-filled NASBA Audit Service form for relevant jurisdictions

Focusing on Compliance

Specify target audience and elements of engagement for sessions

Issue technical review credit for relevant jurisdictions

Track technical reviewers and dates for programs

Manage the full program review workflow (in limited release)

Issue extensions on new licensee periods

Five LCvista reports you might not be using (but should)

Admin — Fri, 22 Nov 2024 01:00:05 GMT

If you’re involved in learning and development in any capacity, you already know it’s a constant and continuous process. There are always regulations to consider, courses to align to learning objectives, and professionals to process credit for.

But if you’re not taking the time to analyze that process, you’re missing out on a big opportunity for learning and development within your department. Reports allow you to take a step back and evaluate your learning frameworks—what’s working? What isn’t? Which learning plans are professionals struggling to complete? And are your professionals happy with their instructors?

In short, reports provide invaluable information about the quality of learning at your firm. And without that knowledge, you can’t make improvements. In this article, we’ve compiled five LCvista reports that can give you the insight you need to level up learning and development at your firm.

1. Activity Info

This report gives an overview of all information that can be incorporated into an activity (such as the name of the activity, revision date, expiration date, catalogs it’s been added to, or custom tags that have been assigned to it).

There are a few scenarios in which this report is particularly helpful. For example, if you’d like to identify which activities use a quiz-completion type versus a self-attestation of completion from the professional, or if you’d like to see which review or quiz questions are being asked for a particular activity.

How to run this report

Access the Reports hub and select the Activity Info report
Choose the columns you wish to view on your exported report (such as the name of the activity, the review questions, the completion type, the quiz questions, etc.)
Apply any relevant filters (for example, maybe you only want to see the review questions included for activities with a self-attest completion type)

2. Session Records

This report highlights relevant information for a specific session. It shows you information about the users who attended events, as well as information about the sessions themselves while allowing you to filter for your desired segment. For any given session, this report can show you:

When a user enrolled
When they completed
Where a session took place
How many credits were available

This report helps you better understand a user’s record within a session. It can show you, for example, which events took place in September for your Seattle office, or all of the in-person events that took place at your New York venue in October. This style of report is also accessible for Activities.

How to run this report

Access the Reports menu from the left navigation bar
Select Session Records, and choose the columns you wish to expose on this report (such as name, email address, or any custom field information such as role or office location)
Select the information you would like to see about the session, such as the delivery method, the event type, or the start/end date time

3. Assigned Programs

This report highlights information about a professional’s assignment within a program. For example, if you wanted to dive into assigned programs for all managers in your Seattle office, you could run this report to see:

When each user was assigned to a specific program
Which program each manager is assigned to
Each manager’s assignment due date for their assigned programs
Whether each manager has taken any action within their assigned programs

Essentially, this report gives you a bird’s-eye view snapshot of any assigned program. You can easily see all professionals assigned to a specific program, what their status is, what they have completed, and when. This style of report is also available for Activities.

How to run this report

Access the Reports menu from the left navigation bar
Select Assigned Programs
Specify the columns you wish to expose. For example, for professionals you might want to see first/last name, their role, or their office location
Select the program information you’d like to see (such as the program name or ID)
Select the information you want to expose on the assignment itself (such as its due date, whether any action has been taken)

4. Evaluation instructor feedback

This report highlights user responses to instructor evaluation questions, which helps you understand how professionals are responding to instructor-specific questions for a session. This report can tell you:

How participants feel about a specific instructor
Feedback from participants in a specific set of sessions that an instructor facilitated during a specific time frame

Ultimately, it allows you to see user and session data while allowing you to filter your report output for a specific segment of sessions, certain professionals, or a specific set of instructors.

How to run this report

Access the Reports menu from the left navigation bar
Select Evaluation Instructor Feedback.
Select the single evaluation form you’d like to report on (you’ll need to do this before choosing the data you wish to expose)
Select the information you’d like to see returned for your professionals (such as name, email, or custom fields like office location or role)
You can also choose to include every question exposed on the evaluation form, or isolate the questions that were asked specifically for each associated instructor

5. Learning plan status highlights

This report provides a summary of a user’s status within a learning plan. It also allows you to analyze multiple learning plans at once. It can show you:

How professionals in a certain office engaged with their available learning plans
Whether there are themes across requirements (milestones) that professionals are struggling to complete
Which learning plans a set of professionals are registered for
The status and progress of a certain group for a specific set of learning plans

Ultimately, this report allows you to see valuable information across multiple learning plans, all in one place.

How to run this report

Access the Reports menu from the left navigation bar
Select Learning Plan Status Highlights
Specify the data on your professionals you wish to see (i.e., first/last name, custom fields such as title, office, or department) alongside information on the learning plan and its requirements
Use the available filters to segment your output by user data (such as “all users in X office”) or by learning plan (you can filter by learning plan name, ID, or by completion status)

Analysis is a critical step in learning development

When you incorporate analysis into your learning and development cycle, you enable quality learning that truly develops your professionals’ skills. And with LCvista, it’s far from a tedious process—all the data you need is a click away.

Blog | LCvista

From Cross-Selling to Cross-Serving: How CAS Teams Can Drive Firm-Wide Growth

Why Traditional Talent Development in Accounting Firms Is Failing. And What to Build Instead.

LCvista and Spiirall: A New Chapter in Accounting Learning & Development

Why AI Feels Stuck in Pilot Mode in Accounting Firms (And How to Move to Practice)

When Learning Meets Regulation: Effective Professional Education in Accounting

Quantifying the financial impact

Understanding professional education requirements

Effective learning methods

Implementation strategies

Continuing developments in professional education

Creating Effective Learning Systems

Meet the Team that Makes Complex CPE Compliance Easy for Your Firm

Deep industry knowledge meets client advocacy

From interpretation to implementation

Innovation meets practicality

The challenge of change

Looking forward

Solving the Compliance Dilemma

The multi-state compliance challenge

Pressures on the boards

Creating a sustainable solution

Leadership updates from our CEO

LCvista 2024 Year In Review

Acquired Conferences i/o

Hosted our first-ever Client Summit

Launched Content Marketplace!

Onboarded 58 new clients

Transitioned 163 firms to LCvista

Offered LCvista 101 training

11

419

Maintained our 98% customer satisfaction score 🎉

Achieved these team milestones...

Got together as a company in person in Austin

Hosted our first webinar with NASBA​

Attended the NASBA Registry Summit

Piloted the online LCvista Community

Platform in numbers

Product highlights

Improving administration efficiency

Enhancing user experience and engagement

Focusing on Compliance

Five LCvista reports you might not be using (but should)

1. Activity Info

How to run this report

2. Session Records

How to run this report

3. Assigned Programs

How to run this report

4. Evaluation instructor feedback

How to run this report

5. Learning plan status highlights

How to run this report

Analysis is a critical step in learning development

Hosted our first webinar with NASBA