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

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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
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Creators and Guests

Allen Lloyd
Guest
Allen Lloyd
Executive Director at the Montana Society of CPAs
Boyd Search
Guest
Boyd Search
President and CEO, The Georgia Society of CPAs
Chris Jenkins
Guest
Chris Jenkins
CEO, South Carolina Association of CPAs; Co-Founder, Five Storm Systems
Shelly Weir
Guest
Shelly Weir
President & CEO, Florida Institute of Certificed Public Accountants
CLARKE and the Push to Recognize On-the-Job Learning
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