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Live Seminars

Surgent is one of the largest providers of live CPE seminars for CPAs and financial professionals in the U.S. Each year, we present almost 2000 live seminars, on over 100 different topics, in almost every state—all of which are approved by the National Association of State Boards of Accountancy (NASBA). Our expert discussion leaders are recognized as some of the most knowledgeable and most effective instructors in the country, consistently earning top ratings from seminar attendees. The live CPE seminars listed below are presented in conjunction with state societies of CPAs, who handle all registrations. To attend any of these upcoming events, please contact the local state society sponsor.

 

A&A Hot Topics: Getting a Grasp on the Big Issues (AAYR)

Field of Study: Accounting (Technical) (6), Auditing (Technical) (2)

DateStateLocation

5/20/2019

TX

Houston - Houston Chapter Training Facility

5/23/2019

TX

Dallas - Dallas Chapter Training Facility

Accounting, Audit, and Attest Update for Practitioners with Small-Business Clients (SMBP)

Field of Study: Accounting (Technical) (5), Auditing (Technical) (3)

DateStateLocation

5/31/2019

NY

New York - FAE WALL St & Learning Ctr.

Advanced Audits of 401(k) Plans: Best Practices and Current Developments (AAFP)

Field of Study: Auditing (Technical) (8)

DateStateLocation

2/21/2019

AZ

Phoenix - Society Office

5/21/2019

TX

Houston - Houston Chapter Training Facility

5/22/2019

NY

New York - FAE WALL St & Learning Ctr.

5/24/2019

TX

Dallas - Dallas Chapter Training Facility

Advanced Concepts in SSARS 21 and Nonattest Services: Are You Certain You Are in Compliance? (SS21)

Field of Study: Auditing (Technical) (8)

DateStateLocation

2/22/2019

AZ

Phoenix - Society Office

5/23/2019

NY

New York - FAE WALL St & Learning Ctr.

CFO/Controller’s Roadmap to Organization Success With Integrated Planning, Forecasting, and Budgeting (PLFB)

Field of Study: Finance (Technical) (8)

DateStateLocation

3/19/2019

MI

Southfield

4/19/2019

DE

Wilmington (New Castle) - Sheraton S.

CFO/Controller’s Roadmap to Organization Success: Integrated Planning, Forecasting, and Budgeting (PLFB)

Field of Study: Management Services (Technical) (8)

DateStateLocation

4/18/2019

MN

Bloomington - Minnesota Society of CPAs

Controller/CFO Update: Hot Topics Facing Today's Financial Professional (TCF4)

Field of Study: Finance (Technical) (4)

DateStateLocation

2/20/2019

AZ

Phoenix - Society Office

Current Developments and Best Practices for Today's CFOs and Controllers (TCFO)

Field of Study: Finance (Technical) (8)

DateStateLocation

3/18/2019

PA

Cranberry Twp (Pittsb) - Regional Learning Alliance

3/20/2019

MI

Southfield

3/21/2019

PA

Philadelphia - Society Office

4/17/2019

MN

Bloomington - Minnesota Society of CPAs

Determining How Much Money You Need to Retire: Practical Planning Strategies (DRMM)

Field of Study: Spec. Knowledge (Technical) (4), Taxes (Technical) (4)

DateStateLocation

4/25/2019

AZ

Phoenix - Society Office

5/15/2019

TX

Houston - Houston Chapter Training Facility

5/16/2019

TX

Dallas - Dallas Chapter Training Facility

Efficient and Effective Form 1040 Review: The Next Step for Valuable Staff (ERTW)

Field of Study: Taxes (Technical) (8)

DateStateLocation

1/16/2019

AZ

Phoenix - Society Office

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IRS-approved courses are applicable for EAs and non-credentialed tax preparers, including the AFSP Record of Completion. Although these courses are also approved for CPE for CPAs, CPAs are not restricted to these courses.

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