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

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/