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Expert Insights CPE Package

Compelling Conversations With Leading National Experts


Surgent’s new Expert Insights series provides a unique chance to earn CPE while hearing from leading national experts across a range of timely issues of concern to CPAs either working in business and industry or advising business clients.


Each Expert Insights broadcast is structured as an informal question and answer session. Attendees receive access to the on-demand broadcast, a complete downloadable written transcript, and learning questions with feedback. An hour of self-study CPE credit will be available after viewing the broadcast and completing a five-question exam.


As the series continues, Expert Insights broadcasts will cover a broad spectrum of topics of concern to CFOs, controllers and other financial professionals, including tax, A&A, operational, strategic, and career-focused sessions. No two broadcasts will be alike, but each will deliver engaging and practical information, fresh perspective, and an hour of CPE credit.


Each Expert Insights webcast may be purchased individually or—for the best value—as a 5-episode package. Package purchasers will receive access to all broadcasts that have been recorded at time of purchase, as well as automatic access as soon as additional episodes are released. Access will be available for 12 months from the date of purchase.


Our Expert Insights Series currently includes the following recorded sessions:

  • Tony Nitti on U.S. Taxation After the 2016 Election (EITN)

  • Barbara Weltman on ACA Compliance in 2017 (EIBW)

  • Charles Lundelius on the Madoff and Peregrine Financial Frauds and the Take-Aways for Small Business (EICL)

  • Plus two more coming soon…


What episodes are coming up next?  We don’t want to spoil the surprise too much but look for tips on designing the perfect KPI and a glimpse at the typical day of a CPA with a really cool job.  2017 broadcasts will bring you conversations with futurists, regulators, innovators, and more.

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Expert Insights Package (EXIN)



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Expert Insights Package (EXIN)




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Have a suggestion for a topic or speaker in our Expert Insights series? We’d love to hear about it. Send us an email.

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