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Home News

TAPA Institute Announces CPA + CIA Mastery Summit

Joanna Allen<span class="bp-verified-badge"></span> by Joanna Allen
June 11, 2025
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TAPA Institute (Transformative Audit Practitioner Apprenticeship) Institute announces the upcoming CPA + CIA Mastery Summit on June 18 and June 19 from 6:30 p.m. to 9 p.m. EST.  The two-night virtual training experience designed to accelerate the CPA and CIA exam success for today’s emerging leaders in accounting, internal audit, and risk management.

“We’re here to help you crush the CPA and CIA exams—faster, smarter, and with serious confidence,” Dr. Sabine Charles,  founder, TAPA Institute, a division of Charles Financial Strategies. 

Two Nights. Two Credentials. One Career-Changing Experience.

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This dynamic summit delivers more than study tips. Participants will learn how to create strategic study plans, manage test-day anxiety, and implement techniques such as active recall and spaced repetition to enhance retention and performance. Live Q&A and downloadable toolkits ensure that attendees leave with not just inspiration, but a clear 30-60-90 day action plan.

CPA Success Path: June 18, 2025 | 6:30 – 9:00 PM EST

Participants will learn a variety of skills that will drastically increase their odds of passing the CPA exam, including how to: 

  • Navigate the New CPA Exam: Understand the Core + Discipline model and how to choose your best-fit path (FAR, REG, AUD, BAR, TCP, ISC)

  • Master Smarter Study Techniques: Use Active Recall, Spaced Repetition, and simulation prep to retain more in less time

  • Build Your Success Plan: Gain test-day confidence, time management skills, and a personalized 30-60-90 day roadmap to start strong

Ultimately Gaining:

  • Exam insight: A deep understanding of the CPA exam’s structure

  • Strategic guidance: A personalized action plan and CPA mentor, with live access to Q&A support

  • Proven techniques: Unmatched test prep methods with a track record of success

CIA Certification Strategy: June 19, 2025 | 6:30 – 9:00 PM EST

Track 2 of the summit will ensure CIA mastery, teaching participants how to: 

  • Understand the CIA Advantage: Learn how the CIA credential strengthens your CPA and positions you for roles in audit, risk, and compliance

  • Break Down the Exam: Get a clear overview of the 3-part CIA exam and a realistic, efficient timeline to prepare for each section

  • Study Smarter, Stay Consistent: Master MCQs, avoid common pitfalls, and build a balanced study routine that fits your work and life

Which will:

  • Unlock Career Growth: Discover how the CIA credential elevates opportunities in internal audit, compliance, and risk management

  • Plan with Purpose: Leave with a practical, personalized study strategy you can start using immediately

  • Maximize Your Edge: Learn how dual CPA + CIA certification sets you apart—and how to stay focused without burning out

Both tracks are 100 percent virtual, allowing attendees to join from anywhere and gain actionable strategies to master their certification journey.

Who Should Attend:

  • CPA or CIA candidates preparing for their exams

  • Professionals balancing full-time jobs and certification prep

  • Those seeking dual-certification and career advancement in audit, finance, or risk

The TAPA Institute has an impressive 85 percent pass rate in helping CPA candidates pass their certification exams.  The organization’s success is attributed to a personalized study plan – skills assessment, stress management, subconscious learning techniques – to  giving them the tools to pass smarter—not harder.

Dr. Charles is also the author of Cracking the Code: Techniques for Certification Exam Success and the comic book CPA Doctor and The Certification Superpowers, which creatively breaks down complex concepts into easy-to-digest narratives.

All Summit Attendees Will Receive The Following Items:

  • CPA & CIA Strategy PDF Toolkits

  • Study Planning Templates & Slides

  • Execution Checklists

  • Access to a Private Post-Summit Study Group

Please visit the TAPA Institute to register for the CPA + CIA mastery summit.  Replays will be available to all who register in advance. 

# # # 

About TAPA Institute 

TAPA (Transformative Audit Practitioner Apprenticeship) Institute offers hybrid courses, boot camps, one on one sessions and corporate retreats providing the flexibility for students to study at their own pace. Individuals harness core concepts, achieve a relaxed mindset, and reinvent study techniques to conquer any certification exam.  

TAPA Institute is a division of Charles Financial Strategies LLC, a firm specializing in internal audit, risk assessment and corporate training.  Dr. Sabine Charles is a visionary founder spearheading the TAPA Institute and she is deeply committed to professional excellence, leadership development, and innovative practices. 

Dr. Charles is also a best selling author, renowned public speaker, and professional certification exam tutor. She is dedicated to philanthropy and she supports two charities – JASA and ImpactAbility. 

The Future of Work is changing, and so are Career Expectations!(Opens in a new browser tab)

Her company is certified as a minority – owned and women-owned business.

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