Self-Study Video

Redefining Work-Life Balance (Self-Study Video)

1 Credits: Personal Development


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Redefining Work-Life Balance (Self-Study Video)

Self-Study Video
Course Level
CPE Credits

1 Credits: Personal Development

Course Description

This course was recorded live at the 2023 New Money Summit.

Join our dynamic and inspiring panel of working moms as they share their stories, insights, and strategies for balancing career and motherhood. Gain valuable advice, practical tips, and a supportive community in this empowering course designed to help you thrive both personally and professionally.

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Learning Objectives

Upon successful completion of this course, participants will be able to:

  • Identify how perceptions of work/life balance impact behavior; and
  • Define your support (or lack of) system; and
  • Demonstrate how – both personally and professionally – not to apologize for  your choices; and
  • Understand the importance of time management and setting boundaries at work and at home.
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Course Specifics

Course ID
Revision Date
February 21, 2024


Advanced Preparation


Compliance Information

NASBA Provider Number: 103220

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

Meet The Experts

Sabrina P. Cook, CPA, is a tax practitioner, speaker, mom, and accounting personality. Based in North Carolina, Sabrina works directly with other tax professionals all over the country who have clients with income tax nexus in multiple states. In addition to running her firm, Sabrina is passionate about the accounting pipeline, particularly helping women stay in public accounting and thrive in their careers. She is the co-chair of the NCACPA Women’s Initiative and has been featured in Bloomberg Tax and podcasts such as Accounting High and Entrepreneur Exchange.

Nicole Davis, CPA, MBA, is the founder and CEO of Butler-Davis Tax & Accounting, BD Payroll, and Groundworx Contractors, managing a total of 26 team members. She brings more than two decades of experience in accounting, tax, financial management, and advisory services to clients of all sizes in various industries. Nicole specializes in tax strategy, small business accounting with specialties in construction, independent pharmacies, and service-based businesses. Before founding Butler-Davis, Nicole Davis spent most of her career in corporate accounting with Fortune 500 companies. She began her career with ConocoPhillips, an oil and gas company in Bartlesville, Oklahoma. Nicole Davis …

Kelly Phillips Erb, J.D., LL.M, is Tax Counsel for White & Williams, LLP where her primary practice area is tax law including trusts and estates; domestic and international tax planning; and tax controversy matters including delinquencies. She likes to say that she helps taxpayers get and stay out of trouble. She earned her J.D. and LL.M. in Taxation from Temple University School of Law in Philadelphia, PA. While at law school, Kelly interned in the federal estate and gift tax attorney division of the IRS, where she participated in the review and audit of federal estate tax returns. This year, Kelly …