National Association of Enrolled Agents (NAEA): A Path LMS Success Story

"Path LMS is very user-friendly, and new features are added all the time. Our members have a great learning experience, and we can better keep track of our members’ CE requirements. Path LMS is easy for staff to navigate and create the products, and it’s easy for users to find their learning content."
Erin Mosher
Director of Education & Events
Products
Key Features

Live webinar hosting

On-demand courses

Credits and certificates

Path LMS design services

400%

NAEA saw a 400% increase in revenue from their eLearning content since 2019

300+

The organization now has over 300 products available on Path LMS

1,000

1,000 learners attended NAEA’s virtual certificate programs in 2022

The National Association of Enrolled Agents (NAEA) is the nation’s leading community for tax practitioners of all levels. They provide extensive education offerings designed to help Enrolled Agents complete their continuing education requirements.

Enrolled Agents are federally-authorized tax advisors empowered by the U.S. Department of Treasury and represent taxpayers before the Internal Revenue Service for tax issues that include audits, collections, and appeals.

Becoming an Enrolled Agent entails more than just passing the initial three-part examination—it requires a significant amount of continuing education (CE). Enrolled Agents must complete a minimum of 16 CE credits and two ethics credits every year and complete 72 hours within three years to obtain license renewal.

As the leading education provider for Enrolled Agents, NAEA is a vital resource for these tax practitioners seeking to further their careers.

Challenge & Solution

Without an easy-to-use, accessible cloud-based platform, NAEA could only offer a small selection of CE content in addition to in-person events and occasional webinars. Additionally, not utilizing a learning management system meant that NAEA wasn’t generating significant non-dues revenue from that CE content. 

NAEA chose Path LMS™ as the catalyst to help them expand their library of learning content and the reach of their certificate programs. Now, NAEA offers over 300 different products to its members and guests on Path LMS. 

Since its launch, NAEA has utilized Path LMS for in-person and virtual events, as well as live and on-demand webinars. They are hosting around ten webinars every month on Path LMS, including a free monthly webinar series that their members love. They’ve even created a popular “boot camp-style” certificate program where members can complete 12 hours of continuing education in one week.

“We launched the certificate programs last year, doing five virtually. We’re planning on doing six in 2023. Over 1,000 people took our certificate programs in 2022, and expect that number to grow in 2023,” said Erin Mosher, Director of Education & Events.

Our team also helped NAEA refresh the look and feel of its Path LMS site. “The site looks so sleek now,” mentioned Erin. “It’s much more user-friendly with explicit instructions for signing up and accessing content.”

Most importantly, Path LMS has made it much easier for NAEA members to report their continuing education credits. Members appreciate the convenience of receiving an automatically generated certificate after completing a live assessment in Path LMS.

“It’s just so easy for them to make sure everything’s right…in turn, it’s made our lives a lot easier. I honestly don’t know how we could do it without an LMS,” said Erin.

Results

The organization now has over 300 products available on Path LMS. That increased breadth of available content for purchase meant revenue increased 400% since 2019! 

 “We launched the certificate programs last year, doing five virtually. We’re planning on doing six in 2023. Over 1,000 people took our certificate programs in 2022, and expect that number to grow in 2023,” said Erin Mosher, Director of Education & Events.

Our team also helped NAEA refresh the look and feel of its Path LMS site. “The site looks so sleek now,” mentioned Erin. “It’s much more user-friendly with explicit instructions for signing up and accessing content.”

Most importantly, Path LMS has made it much easier for NAEA members to report their continuing education credits. Members appreciate the convenience of receiving an automatically generated certificate after completing a live assessment in Path LMS.

“It’s just so easy for them to make sure everything’s right…in turn, it’s made our lives a lot easier. I honestly don’t know how we could do it without an LMS,” said Erin.

About the organization

National Association of Enrolled Agents (NAEA)

The National Association of Enrolled Agents (NAEA) is the nation’s leading community for tax practitioners, serving upwards of 8,000 members at various stages in their careers—from aspiring enrolled agents to experts with decades of experience. They provide a critical service to their members through their extensive education offerings designed to help Enrolled Agents complete their continuing education requirements.

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Solutions
Key Features

Live webinar hosting

On-demand courses

Credits and certificates

Path LMS design services

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