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"Steven was knowledgeable and thorough…”

Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!

Crystal lovejoy

"Great Customer Service”

Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.

Lori corry

"It is what it advertised to be”

It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.

Brian Carey

"Great customer service”

Great customer service. Classes are pertinent. Great value

Steve

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Phil Valvardi

4.8 / 5

Phil Valvardi has spent most of his career leading innovative businesses within the highly regulated financial services industry and more recently in the highly regulated cannabis industry. Most recently, Phil was the CEO of Highroad Consulting Group, a leading cannabis consulting firm. Prior to that, Phil served as CFO at GlobeOne, a financial technology company developing a mobile financial platform. Phil also served as CEO of Maverick Network Solutions and presided over its acquisition by Fiserv. Phil was also President of the MAC Network, one of the largest debit networks in the U.S., which was sold to Concord EFS/First Data for approximately $900 million. Early in his career he held executive positions in the payments and financial divisions of CoreStates Financial Corp., now part of Wells Fargo Bank.

Phil sits on the board of Haub School of Business at Saint Joseph’s University. Phil earned his BA at Saint Joseph’s University, and his MBA at Drexel University.