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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.

 

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

Field of Study: Management Services (8)

DateStateLocation

6/13/2024

NY

Remote Webcast

8/16/2024

NY

Remote Webcast

12/16/2024

NC

Remote Webcast

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

Field of Study: Finance (4)

DateStateLocation

5/14/2024

TN

Remote Webcast

7/22/2024

NY

Remote Webcast

8/8/2024

NC

Wrightsville Beach - Holiday Inn Resort

10/18/2024

NC

Remote Webcast

11/21/2024

MO

Remote Webcast

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

Field of Study: Finance (8)

DateStateLocation

5/15/2024

NY

Remote Webcast

10/21/2024

WA

Remote Webcast

11/12/2024

NC

Remote Webcast

2/20/2025

NJ

Remote Webcast

3/27/2025

SD

Remote Webcast

5/13/2025

NY

Remote Webcast

Employer's Handbook: Health Care, Retirement, and Fringe Benefit Tax Issues (HCR4)

Field of Study: Business Law (2), Taxes (2)

DateStateLocation

9/27/2024

WA

Remote Webcast

11/13/2024

NC

Remote Webcast

12/16/2024

AR

Remote Webcast

Employer's Handbook: Legal, Tax, and Health Care Issues (HTOF)

Field of Study: Business Law (5), Taxes (3)

DateStateLocation

7/10/2024

NY

Remote Webcast

12/11/2024

NJ

Remote Webcast

12/19/2024

NC

Remote Webcast

Engagement and Client Retention Best Practices (ECR2)

Field of Study: Business Management and Organization (1), Communications and Marketing (1)

DateStateLocation

7/18/2024

NY

Remote Webcast

Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers (GCA4)

Field of Study: Business Management and Organization (2), Finance (2)

DateStateLocation

10/22/2024

NC

Remote Webcast

11/11/2024

WA

Remote Webcast

12/13/2024

TN

Remote Webcast

Innovative Forecasting and Budgeting: Moving Beyond the Traditional Techniques (IFB4)

Field of Study: Management Services (4)

DateStateLocation

5/29/2024

WA

Remote Webcast

8/8/2024

NC

Wrightsville Beach - Holiday Inn Resort

10/25/2024

NC

Remote Webcast

12/13/2024

TN

Remote Webcast

3/28/2025

SD

Remote Webcast

5/13/2025

WA

Remote Webcast

Integrated Planning, Forecasting, and Budgeting for Organizational Success (PLF4)

Field of Study: Management Services (4)

DateStateLocation

5/13/2024

TN

Remote Webcast

6/27/2024

WA

Remote Webcast

10/22/2024

NJ

Remote Webcast

11/15/2024

NC

Remote Webcast

11/21/2024

MO

Remote Webcast

Project Management for Finance Professionals (PMFP)

Field of Study: Management Services (8)

DateStateLocation

5/16/2024

NY

Remote Webcast

8/15/2024

NY

Remote Webcast

3/20/2025

WA

Remote Webcast

5/14/2025

NY

Remote Webcast

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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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