The American Institute of CPAs has launched a new personal financial planning curriculum and what it calls a new pathway to the Personal Financial Specialist credential. The new program has five certificate covering different areas of personal financial planning

Wolters Kluwer has introduced the Engagement Organizer, an automated client request list within CCH ProSystem fx Engagement. The organized provides a portal connection to enable auditors and clients to connection to review and complete templates and document.

Krista Endsley, who headed Sage’s former nonprofit software business and later Abila, has become president of Cantata Health. Based in Hauppauge, N.Y. Cantata  also hired Jonathan Isaacs as CEO at the same time Endsley joined.