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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.

 

1040 Individual Tax Tune-Up (ITTU)

Field of Study: Taxes (Technical) (8)

DateStateLocation

10/31/2018

OH

Cincinnati, OH

11/1/2018

OH

Cincinnati, OH

11/12/2018

OH

Columbus - Ohio Society Office

11/12/2018

TN

Brentwood

11/13/2018

OH

Columbus - Ohio Society Office

11/13/2018

TN

Brentwood

11/14/2018

OH

Cleveland

11/15/2018

OH

Cleveland

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

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

DateStateLocation

6/13/2018

OR

Salem

6/14/2018

OR

Portland OR

6/15/2018

OR

La Grande

8/14/2018

TX

Dallas

8/23/2018

GA

Columbus GA

8/24/2018

TX

Houston

9/27/2018

MN

Bloomington - Minnesota Society of CPAs

10/1/2018

TN

Brentwood

10/18/2018

WA

Bellevue

11/5/2018

GA

Newnan GA

11/7/2018

NJ

Voorhees - The Mansion on Main Street

11/15/2018

IN

Indianapolis - INCPAS Prof. Dev. & Conf. Ctr

11/28/2018

AZ

Phoenix - Society Office

12/3/2018

PA

Philadelphia

12/4/2018

VA

Fairfax - Waterford at Fair Oaks

12/10/2018

PA

Pittsburgh

12/21/2018

GA

Atlanta

5/20/2019

TX

Houston

5/23/2019

TX

Dallas

A+ College Savings Planning: Maximizing Resources and Tax Benefits (CSP4)

Field of Study: Taxes (Technical) (4)

DateStateLocation

6/12/2018

OR

Portland OR

9/27/2018

PA

Philadelphia

11/1/2018

KY

Louisville, KY

11/19/2018

PA

Pittsburgh

12/13/2018

IN

Evansville - Holiday Inn Airport

Accounting and Auditing Workshop (AAAW)

Field of Study: Accounting (Technical) (4), Auditing (Technical) (4)

DateStateLocation

9/25/2018

NV

Las Vegas

9/26/2018

NV

Las Vegas

9/27/2018

NV

Reno

9/28/2018

NV

Reno

Accounting and Reporting Update for Tax Practitioners (AAUP)

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

DateStateLocation

6/20/2018

MI

Grand Rapids - Grand Valley State Univ. Eberhard Ctr

6/22/2018

OR

Corvallis

9/26/2018

IN

Indianapolis - INCPAS Prof. Dev. & Conf. Ctr

10/22/2018

PA

Pittsburgh

10/23/2018

LA

Shreveport

11/9/2018

NC

Morrisville- NCACPA Education Center

11/28/2018

OH

Columbus - Ohio Society Office

12/17/2018

PA

Philadelphia

Accounting for Financial Instruments: Making Sense of the FASB’S New Guidance on Impairment, Hedging, and Financial Assets and Liabilities (AFI4)

Field of Study: Accounting (Technical) (4)

DateStateLocation

7/24/2018

GA

Jekyll Island

9/21/2018

GA

Macon

11/13/2018

GA

Dalton

11/15/2018

IN

Fort Wayne - Grand Wayne Center

11/15/2018

PA

Philadelphia

12/13/2018

TN

Nashville- School of Law

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

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

DateStateLocation

5/25/2018

CT

Rocky Hill - CT Society Office

6/1/2018

NY

New York - FAE WALL St & Learning Ctr.

6/11/2018

MI

Detroit (Troy) MSU Management Education Center

6/12/2018

NE

Ashland - Mahoney State Park (Kiewit Lodge)

8/20/2018

PA

Hershey

9/21/2018

NJ

Iselin - APA Hotel Woodbridge

10/16/2018

MN

Bloomington - Minnesota Society of CPAs

10/22/2018

MO

Kansas City MO

11/5/2018

PA

Philadelphia

11/6/2018

GA

Atlanta

11/8/2018

VA

Reston - Betchel Conference Center

11/29/2018

LA

Kenner

12/11/2018

MO

St. Louis MO

12/18/2018

TN

Memphis

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

5/8/2018

LA

Baton Rouge - Marriott

6/1/2018

GA

Atlanta

6/8/2018

OR

Portland OR

6/11/2018

MN

Bloomington - Minnesota Society of CPAs

6/13/2018

MI

Detroit (Troy) MSU Management Education Center

6/18/2018

NY

New York - FAE WALL St & Learning Ctr.

6/25/2018

NJ

Roseland - Society Office

6/27/2018

DE

Wilmington (New Castle) - Sheraton S.

8/13/2018

TX

Dallas

8/21/2018

AL

Birmingham - Pelham Civic Complex

8/23/2018

TX

Houston

8/27/2018

AR

Little Rock - ASCPA Conference Center

9/18/2018

IN

Indianapolis - INCPAS Prof. Dev. & Conf. Ctr

9/27/2018

PA

Pittsburgh

11/5/2018

WA

Bellevue

11/16/2018

PA

Philadelphia

12/3/2018

VA

Fairfax - Waterford at Fair Oaks

2/21/2019

AZ

Phoenix - Society Office

5/21/2019

TX

Houston

5/22/2019

NY

New York - FAE WALL St & Learning Ctr.

5/24/2019

TX

Dallas

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

Field of Study: Auditing (Technical) (8)

DateStateLocation

5/31/2018

CT

Shelton -Courtyard by Marriott

6/6/2018

OR

Eugene

6/7/2018

OR

Portland OR

6/19/2018

NY

New York - FAE WALL St & Learning Ctr.

6/21/2018

OR

Salem

8/10/2018

GA

Gainesville GA

8/28/2018

AR

Little Rock - ASCPA Conference Center

9/20/2018

PA

Pittsburgh

10/18/2018

ID

Boise - ISCPA Training Facility

10/19/2018

IN

Indianapolis - INCPAS Prof. Dev. & Conf. Ctr

11/2/2018

MS

Hattiesburg - Lake Terrace Convention Center

11/7/2018

VA

Reston - Betchel Conference Center

11/12/2018

MT

Fairmont - Fairmont Hot Springs Resort

12/7/2018

PA

Philadelphia

12/18/2018

TN

Brentwood

12/21/2018

NJ

Iselin - APA Hotel Woodbridge

2/22/2019

AZ

Phoenix - Society Office

5/23/2019

NY

New York - FAE WALL St & Learning Ctr.

Advanced Technical Tax Forms Training – Form 1040 Issues (ATFI)

Field of Study: Taxes (Technical) (8)

DateStateLocation

11/7/2018

LA

Kenner

11/9/2018

NC

Raleigh - Hilton Garden Inn

11/12/2018

MI

Livonia

11/13/2018

MT

Fairmont - Fairmont Hot Springs Resort

11/13/2018

OK

Tulsa, OK

11/19/2018

WY

Casper

11/27/2018

IL

Chicago - Society Office

12/11/2018

MN

Bloomington - Minnesota Society of CPAs

12/17/2018

VA

Fairfax - Waterford at Fair Oaks

1/15/2019

NJ

Iselin

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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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