The Knowledge Institute, Llc
The Knowledge Institute, LLC is a Charlotte, NC-based professional education firm that delivers CPE seminars, webinars, and keynotes on corporate finance, ethics, and related topics to CFOs, CPAs, controllers, and board members via a roster of senior finance executive speakers.
- Company typePrivate
- Founded-
- HeadquartersCharlotte, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What The Knowledge Institute, Llc does
The Knowledge Institute, LLC (TKI) is a Charlotte, NC-based professional education provider that delivers Continuing Professional Education (CPE) seminars, webinars, and keynote speaking engagements to corporate financial managers, CFOs, CPAs, controllers, and board members. The company is structured as a private LLC with a small core team (11-50 employees) and a roster of 14+ subject-matter-expert speakers, most of whom are practicing or retired senior finance executives; founder Don Minges is a fractional CFO with an MBA from Duke. The underlying product is human-delivered content rather than a proprietary technology platform, and the company does not build, license, or operate a software product for its customers.
TKI's offering centers on a content library of approximately 100 webinar titles and a flagship annual "CFO Series" that is refreshed each year with about 25% new material, alongside a trademarked branded program called "The Ethics Hour™." Curriculum spans ethics, ERP/SOX/cybersecurity, HR, strategy, and emerging topics such as "AI in the Digital World." The business model is per-session and subscription-style licensing of education content: revenue is generated through direct sales, state society partnerships for CPE-eligible delivery, an ACPEN distribution partnership for The Ethics Hour™, and four webinar platform partners that carry the on-demand library. Pricing is per attendee/per session, with corporate and society-level licensing for packaged programming.
The firm holds the registered trademark "The Ethics Hour™," maintains US multi-region delivery, and claims international reach. There is no record of outside funding, M&A, acquisitions, or pivots; the company appears to be a cash-generative, owner-operated education business with a content-and-speaker-driven moat.
The Knowledge Institute, Llc firmographics
Firmographics- Name
- The Knowledge Institute, Llc
- Legal name
- The Knowledge Institute, LLC
- Website
- https://theknowledgeinstitute.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- The Knowledge Institute, LLC is a Charlotte, NC-based professional education firm that delivers CPE seminars, webinars, and keynotes on corporate finance, ethics, and related topics to CFOs, CPAs, controllers, and board members via a roster of senior finance executive speakers.
- Ownership category
- akta.pro rank
The Knowledge Institute, Llc industry classification
Industry- Product category
- Professional Continuing Education
- NAICS
- Professional and Management Development Training (611430), Business Schools and Computer and Management Training (6114)
- SIC
- Services-Educational Services (8200)
- akta.pro primary industry
- Financial Services & Insurance (FINRA, CFP, IAR, Insurance CE) (EDAAALAJ)
- akta.pro secondary industry
- Accounting, Audit & Tax (CPA/CA/ACCA CPE) (EDAAALAA)
Keywords
Where The Knowledge Institute, Llc is headquartered
LocationHeadquarters
- HQ city
- Charlotte
- HQ country
- United States
- HQ region
- North America
Offices6 records
Markets served
The Knowledge Institute, Llc business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Others
Revenue model
- Live Seminars and CPE Training: In-person and live-stream CPE seminars delivered to corporate financial managers and CFOs. Pricing appears to be per-event or per-day basis with fixed rates. Events offered through state societies and direct corporate bookings.
- Webinar and Webcast Content: Pre-recorded webinar and webcast sessions distributed through four partner platforms. Nearly 100 titles available in mp4 format. Sessions can be white-labeled for partner websites.
- Conference Keynote Sessions: Keynote addresses and conference breakout sessions delivered at corporate events and conferences. Catalog available for download with session offerings.
- The Ethics Hour™ Partnership with ACPEN: Weekly one-CPE hour ethics presentations in live format through ACPEN platform, featuring different topics and speakers over 5 consecutive weeks in June and December.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | CFO Series per day - fixed rate per day for 8 CPE credits |
| Other | Pay-as-you-go | Webinar sessions - available through partner platforms |
Go-to-market motion3 records
Distribution channels4 records
Marketing channels7 records
The Knowledge Institute, Llc product offering
Product offeringCore offering
The Knowledge Institute delivers interactive, case-based continuing professional education (CPE) seminars, webinars, and keynote presentations to corporate financial managers, CFOs, controllers, CPAs, and board members. Its flagship offering is the multi-day CFO Series (40 CPE credits annually), complemented by The Ethics Hour™ weekly ethics program distributed through ACPEN, a library of nearly 100 pre-recorded webinars distributed through partner platforms, and topical seminars spanning accounting, auditing, finance, ethics, and leadership. All sessions are led by former C-suite executives with advanced credentials using a discussion-based case method rather than lecture format.
Product overview
The Knowledge Institute, LLC is a continuing professional education (CPE) provider for corporate financial managers and executives. The company offers a multi-format portfolio consisting of the CFO Series (a five-day intensive training program with Series A featuring new content annually and Series B offering the previous year's material), standalone seminars, nearly 100 pre-recorded webinars, The Ethics Hour™ (a live ethics program presented with ACPEN), and keynote/conference breakout sessions. Topics span five primary areas: Accounting & Auditing, Finance, Ethics, Leadership & Business Management, and Software/Technology & Other. Programs are delivered in-person, live-streamed, or via on-demand webinars, targeting CFOs, controllers, corporate financial managers, and board members. The company features a roster of experienced speakers who are former C-suite executives with advanced credentials.
Differentiator
Problem solved
Functional benefit
Brands
- The Ethics Hour™: A trademarked weekly one-CPE hour ethics program presented in partnership with ACPEN, featuring live presentations every Thursday in June and December with executive-level colleague-to-colleague discussions on ethics topics.
- CFO Series
Products and services
- CFO Series A comprehensive five-day continuing professional education (CPE) program for CFOs and aspiring financial leaders, offering 20 two-hour topics across five days for 40 CPE credits annually. Series A delivers new material each year while Series B carries the prior year's content, with extensive case study analysis and group discussion led by former C-suite executives.
- The Ethics Hour™ A trademarked weekly one-CPE hour ethics program presented jointly with ACPEN, offering live sessions across five consecutive weeks in June and December with different ethics topics and speakers each week, plus on-demand replays.
- Webinars A library of nearly 100 pre-recorded webinar and webcast titles delivered in .mp4 format, distributed through four partner platforms and available for white-label hosting on partner websites.
- Keynote Addresses and Conference Breakout Sessions Conference-style keynote addresses and breakout sessions delivered by The Knowledge Institute's discussion leaders at corporate events and industry conferences, available through a downloadable catalog covering finance, accounting, ethics, and leadership topics.
- Seminars for Corporate Financial Managers In-person or live-streamed seminar offerings for corporate financial managers covering accounting, auditing, finance, ethics, and leadership topics, available through downloadable catalogs and bookable through direct corporate engagement.
Quantifiable outcome
- 40 CPE credits available per year through single CFO Series enrollment
- +1 more outcomes
Companies that use The Knowledge Institute, Llc
Customer profileNamed customers3 records
Segments4 records
Ideal customer profiles3 records
The Knowledge Institute, Llc technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
The Knowledge Institute, Llc partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- ACPEN (American CPE Network)coreACPEN partnership for The Ethics Hour weekly one-CPE hour ethics presentations. Five consecutive weeks of LIVE ethics sessions in June and December. Sessions available in live format and as replays. Features different topics and speakers each session.
Scale indicators4 records
Recent moves5 records
Expansion highlights5 records
The Knowledge Institute, Llc competitors and assessment
Company assessmentBroad incumbents
- Becker Professional Education:
- AICPA (American Institute of CPAs): Largest professional body serving CPAs and the dominant provider of CPE for accountants and financial professionals. Competes with TKI across the same CPA CPE buyer but as part of a much broader membership, certification, and publishing portfolio rather than a seminar-only niche.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks1 record
Key highlights7 records
Customer concentration
The Knowledge Institute, Llc social profiles
Digital presenceThe Knowledge Institute, Llc financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Knowledge Institute, Llc leadership team
Management profileNumber of profiles
Profiles4 records
The Knowledge Institute, Llc funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Knowledge Institute, Llc M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about The Knowledge Institute, Llc
What does The Knowledge Institute, Llc do?
The Knowledge Institute delivers interactive, case-based continuing professional education (CPE) seminars, webinars, and keynote presentations to corporate financial managers, CFOs, controllers, CPAs, and board members. Its flagship offering is the multi-day CFO Series (40 CPE credits annually), complemented by The Ethics Hour™ weekly ethics program distributed through ACPEN, a library of nearly 100 pre-recorded webinars distributed through partner platforms, and topical seminars spanning accounting, auditing, finance, ethics, and leadership. All sessions are led by former C-suite executives with advanced credentials using a discussion-based case method rather than lecture format.
Is The Knowledge Institute, Llc a public or private company?
The Knowledge Institute, Llc is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was The Knowledge Institute, Llc founded?
The Knowledge Institute, Llc was founded in -1. It employs 11 to 50 people.
Where is The Knowledge Institute, Llc based?
The Knowledge Institute, Llc is headquartered in Charlotte, United States, in the North America region.
How does The Knowledge Institute, Llc make money?
Four revenue lines are on record. Live Seminars and CPE Training is the primary driver. The others are webinar and Webcast Content, conference Keynote Sessions and the Ethics Hour™ Partnership with ACPEN.
Who are The Knowledge Institute, Llc's main competitors?
Broad incumbents on record are Becker Professional Education and AICPA (American Institute of CPAs).
Does The Knowledge Institute, Llc have an API?
No public API is recorded for The Knowledge Institute, Llc.
What industry is The Knowledge Institute, Llc in?
The Knowledge Institute, Llc's product category is Professional Continuing Education. Its primary akta.pro industry code is EDAAALAJ, Financial Services & Insurance (FINRA, CFP, IAR, Insurance CE), with a secondary code of EDAAALAA, Accounting, Audit & Tax (CPA/CA/ACCA CPE). Its NAICS code is 611430 and its SIC code is 8200.