CLARKE and the Push to Recognize On-the-Job Learning
Download MP3What 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
https://earmarkcpe.com
https://earmark.app/
Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
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
https://earmarkcpe.com
https://earmark.app/
Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
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/
