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Interview with

Posted by William Kline, Ph.D., CFA on 3/7/2017 to News

Interview with CMA CPE Course Provider, McDevitt & Kline

Stephanie: Hi Bill, thanks for your time. There are hundreds of CPE courses out there. Could you tell us what’s special about McDevitt & Kline?

Bill: Most providers focus on one type of course offering.  However, we offer live seminars, live webinars, and on-demand self-study programs, which provides a lot of flexibility for busy professionals. 

Stephanie: That’s good to know, thanks. Price is a big consideration for many of my readers. Would you say your pricing is competitive or provides good value for money?

Bill: Yes, absolutely.  We’ve done extensive analysis on the pricing of our competitors.  According to our analysis, which was based on a sample of 308 CPE courses, the average CPE price per credit for a live seminar was a whopping $66 (with a median of $43), while the average CPE price per credit for a live webcast was $52 (with a median of $37).  Given that our live seminars are priced at $22 per credit and our live webcasts are priced at $18 per credit, we are confident that we have competitive prices.  As a result, we have instituted a price match guarantee and will match any competitors’ prices.  Details about our price-match program can be found here.

In addition, we offer a host of package deals, which incorporate significant discounts for price-sensitive customers.

Stephanie: The price match guarantee does sound attractive! Now, on the course content, your classes are “very interesting”, “fun and entertaining” from the testimonials on your website. My own experience with CPE courses is far from that (boring is an understatement). How can you engage the students and make it enjoyable?

Bill: In the live seminar and webinar formats we draw on my experiences as a professor and integrate the latest technology.  For example, we utilize electronic drawing boards, interactive polls, and virtual financial calculators to illustrate key concepts through real-world examples.  In addition, we’re very selective with our presenters, all of which have experience lecturing at local universities or industry conferences.

Stephanie: I see, thanks! Another question on your customer base… Your customers are mostly CPAs and lawyers. How do I know if your courses are counted towards my CMA CPE requirements?

Bill: According to CMA CPE requirements and rules (organizations that are registered with NASBA ( are approved providers for CMA CPE.  We are a NASBA-approved provider for live seminars and live webinars (NASBA #109390) and we are working on approval for all of our self-study offerings.

However, based on our conversations with the IMA, since we develop courses per NASBA standards, CMAs can receive credit for our self-study courses if they email a course description to the IMA for review.

Stephanie: That’s great. Since most of my readers live outside of Pennsylvania, they will likely be more interested in the webinars. Could you tell us when the next webinar is available and is there anything special about this course?

Bill: Sure, our next webinar is on April 28th , 2017 and it covers a host of issues that business owners encounter when developing a succession plan. New courses are posted frequently since we like to offer courses that integrate current events.  For example, in the next few weeks we will be posting a “Financial Markets Update” course, which will discuss the state of the U.S. stock market and whether or not is overvalued or undervalued given current key economic indicators.