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Surgent Futurecast Series of Premium Webinars

Surgent has partnered with an all-star group of national thought leaders to bring you a unique opportunity: direct access to the leading experts —and CPE—in a one-hour episode every month from June through December.

Each focused series will bring you practical and timely insights on the issues that matter most today in tax, accounting, auditing, and business management.

Topics that Matter Most, Presented by Leading National Experts

Practicing Smarter
Field of Study: Business Management and Organization

Joseph Tarasco
CEO and Senior Consultant, Accountants Advisory Group

Joseph Tarasco has spent years helping public accounting firms structure and manage their practices to increase profitability, maximize value, and achieve greater long-term success. In this stimulating and thought-provoking series, he will share new perspectives on issues, trends, and technologies that matter in practice today, such as:
  • How to make the most money ever in your practice this year
  • Partner compensation: what’s working and what isn’t?
  • Staffing strategies: temps, outsourcing, talent development
  • Curating the client list—who to woo, who to fire, how to decide
  • And many more
Buy This Series

Trending in Tax
Field of Study: Taxes

Joshua Jenson, CPA
Managing Partner, Jenson & Company, CPAs, P.C.

Joshua Jenson (a.k.a. “JJ the CPA”) is a practicing CPA, practicing insurance agent, frequent Discussion Leader, and regular TV and radio presenter on tax issues in his home state of Oklahoma. In this monthly series, he will cover recent tax changes on the horizon, and critical insights into the ways in which these trends impact tax practice, tax practitioners, and tax clients. Major topics will include:
  • Each month’s critical tax law changes and developments, including proposed and pending legislation and regulation, as well recent critical tax court decisions
  • Tax policy “buzz” from the Service, the White House, and the Hill
  • Planning considerations and opportunities, as well as key questions for clients
Buy This Series

A & A Today
with Rich Daisley
Field of Study: Accounting

Rich Daisley, CPA
Director, A & A Content, Surgent

Join B4 veteran and Surgent staff A&A expert Rich Daisley, CPA, for a thoughtful discussion of the Accounting and Auditing issues, trends, and technologies that matter in your practice today. This series will provide critical and timely information including:
  • Early warning on standards projects you’ll want to keep on your radar
  • A look at selected current economic, market, and technology trends with potential A&A implications
  • Interviews with guest experts on the issues that are shaping and changing the A&A environment
Buy This Series

Pricing and CPE

Any single series:


Any single episode:


Browse Single Episodes

   Or, get complete access to all three series with an Unlimited Plus Package

  Want to provide access for your staff? Ask us about flexible access for firms.

CPE: 1 Credit per Episode

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