How do I receive CPE credits for this event?

CPE credits will be awarded to attendees who answer each of the 3 polls launched during the live broadcasts at random intervals. The polls will include the question “Would you like to receive CPE credit for this session?” You must answer “yes” to this question each of the 3 times to prove that you were present and attentive during each session. 

Please note: There is one session that is pre-recorded: Customer Voices: Tackling Industry Challenges with Innovation and Axiom For this session, 3 code words will be shown throughout the course of the session and you MUST record those words and answer the CPE Evaluation Survey, filling out the form that asks you to provide the 3 code words. That survey will be shown on this page, directly after the event concludes.

The number of CPE credits available is included in the description for each session. For sessions that offer CPE credit, each 50-minute session is worth 1 CPE credit and will have three separate polls that you must answer throughout the session, and each ½ hour session is worth ½ CPE credit and will have two separate polls that you must answer. NOTE: You must qualify for at least one complete credit to receive CPE credits.

CPE credit is only granted for the live viewing of sessions. The polling will not be shown in the on-demand sessions. In addition to answering all polls in each session, those seeking credit must complete and return an evaluation form for each CPE certified presentation attended. The form links will be displayed on this website page at the conclusion of each day of the Summit and will remain up until Sept. 4, 2025, 2 full weeks post-event.

Session registration information is available in the FAQs section of this website.

Viewing the summit from a computer is recommended as some phones and tablets block sections of the screen that contain the polls.

You will receive your CPE credits via email on or before Nov. 25, 2025.

General Information regarding LIFT25: The Strata Users Virtual Summit CPE Credits:

The delivery method for all sessions is Group Internet based and there is no advance preparation required. The CPE sessions will be presented at the Intermediate program level. A basic understanding of finance for financial institutions is a prerequisite for attendance. The field of study for all sessions is Specialized Knowledge. Questions regarding the presentations' content may be directed to the subject matter expert facilitating the session using the ‘Q&A’ panel on the right-side of your screen during the live sessions.

Strata Decision Technology is authorized to issue CPE credits for this conference. In accordance with the standards of the National Registry of the CPE Sponsors, CPE credits will be awarded based on a 50-minute hour. The maximum number of credits available is 6 credits.

Strata Decision Technology is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, website: www.nasba.org.

Due to this program being offered free of charge, there will be no refunds issued.

Questions and concerns regarding CPE credits may be directed to Andie Lawniczak.

CPE Credit Evaluation Surveys

Day 1 – Tuesday, August 19

10:20am CDT | Guiding the Journey: How Strata Partners for Customer Success https://www.surveymonkey.com/r/QQP8H5T

11:00am CDT | Next-Level Reporting in Axiom: Dashboards, Visuals, & Real-World Use Cases https://www.surveymonkey.com/r/QQ569W5

12:00pm CDT | Lunch & Learn: Demonstration of ICM — Pay Smarter, Grow Stronger: Incentive Plans That Actually Work  https://www.surveymonkey.com/r/QWYTPQH

1:45pm CDT | Unlocking the Future: Axiom Financial Institutions Suite and Innovation Strategy  https://www.surveymonkey.com/r/QWW5Z99

2:20pm CDT | Debunking Migration Myths: What You Really Need to Know About Moving to NextGen  https://www.surveymonkey.com/r/QWM9JG8

3:00pm CDT | Creative Data in Action: Driving Better Forecasts and Profitability with Axiom  https://www.surveymonkey.com/r/QWFJH26

Day 2 – Wednesday, August 20

11:10am CDT | The Big Picture: Platform Vision, Axiom Innovation, & the Role of AI  https://www.surveymonkey.com/r/QSKBFBL

11:50am CDT | Maximizing Your Strata Journey: Understanding the Resources Available for Financial Institutions Customers  https://www.surveymonkey.com/r/QSLLSXD

12:30pm CDT | Lunch & Learn: Demonstration of RPPS - Profitability Unlocked: Managing the Full Value of Customer Relationships  https://www.surveymonkey.com/r/QS7K7CZ

[REQUIRED] 1:10pm CDT | Customer Voices: Tackling Industry Challenges with Innovation and Axiom https://www.surveymonkey.com/r/SWCQKLC

2:10pm CDT | Profitability Tips & Tricks: From Basics to Forward Thinking  https://www.surveymonkey.com/r/QSWXNF7