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Business Management CPE Courses

Business management CPE courses from Surgent help you run a successful practice by imparting a set of skills that go beyond technical expertise. Surgent’s business management CPE webinars help you build and strengthen your core skills in key areas. Taught by financial and business management experts, our business management CPE courses will show you how to effectively market and manage your firm and how to safeguard it against the unexpected.


Surgent is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of CPE on the National Registry of CPE Sponsors and as a QAS Self-Study provider. Each of our courses is accepted for CPE credit in all 50 states and in Washington, D.C. Surgent is also an IRS-approved and CFP Board-approved provider of continuing education courses.


Surgent provides the highest-quality, most complete, and most convenient professional education programs in the industry — in a range of delivery formats that include live seminars, webinars, on-demand webcasts, and downloadable self-study courses.


Course TitleDate & TimeInstructorsCreditsPricePurchase

Employer's Handbook: Health Care, Retirement, and Fringe Benefit Tax Issues (HCR4)
Field of Study: Business Law (2), Taxes (2)

October 21, 2026 01:00 PM - 04:30 PM (Eastern)

Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA

4

$159.00

Buy Now

The Americans with Disabilities Act and the Family and Medical Leave Act (ADAF)
Field of Study: Personnel / Human Resources (2)

October 22, 2026 01:00 PM - 03:00 PM (Eastern)

Amy McAndrew, Esquire

2

$99.00

Buy Now

Business Writing: Professional & Effective Emails (BWPE)
Field of Study: Personal Development (2)

October 22, 2026 10:00 AM - 12:00 PM (Eastern)

Sarah Acuna

2

$99.00

Buy Now

Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs To Know (SSB2)
Field of Study: Business Management and Organization (2)

October 26, 2026 02:00 PM - 04:00 PM (Eastern)

Jason Cornell, Esq.

2

$99.00

Buy Now

Mastering Client Management for Accounting and Finance Professionals (CLM2)
Field of Study: Business Management and Organization (2)

October 27, 2026 10:00 AM - 12:00 PM (Eastern)

Jason Cornell, Esq.

2

$99.00

Buy Now

The Accounting Leaders’ Survival Guide - Strategies for Managing Organizational Change (MOST)
Field of Study: Business Management and Organization (1), Personal Development (1)

October 28, 2026 01:00 PM - 03:00 PM (Eastern)

Tina DePrisco

2

$99.00

Buy Now

Industry Accountant Key Performance Metrics (IATK)
Field of Study: Management Services (8)

October 29, 2026 09:00 AM - 05:00 PM (Eastern)

Frank Ryan, CPA

8

$279.00

Buy Now

Controller/CFO Update: Hot Topics Facing Today's Financial Professional (TCF4)
Field of Study: Finance (4)

October 29, 2026 01:00 PM - 04:30 PM (Eastern)

Art Pulis, MBA

4

$159.00

Buy Now

Workplace Harassment: How to Prevent Harassment and Reduce Liability Risks in Today’s Changing Environment (WHLR)
Field of Study: Personnel/Human Resources (2)

October 30, 2026 02:00 PM - 04:00 PM (Eastern)

Amy McAndrew, Esquire

2

$99.00

Buy Now

Mastering Client Management for Accounting and Finance Professionals (CLM2)
Field of Study: Business Management and Organization (2)

November 03, 2026 02:00 PM - 04:00 PM (Eastern)

Jason Cornell, Esq.

2

$99.00

Buy Now

Employer's Handbook: Health Care, Retirement, and Fringe Benefit Tax Issues (HCR4)
Field of Study: Business Law (2), Taxes (2)

November 03, 2026 09:00 AM - 12:30 PM (Eastern)

Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA

4

$159.00

Buy Now

More Money at the End of the Month: Strategic Ways to Improve Cash Flow (WIC2)
Field of Study: Management Services (2)

November 05, 2026 02:00 PM - 04:00 PM (Eastern)

Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA

2

$99.00

Buy Now

Engagement and Client Retention Best Practices (ECR2)
Field of Study: Business Management and Organization (1), Communications and Marketing (1)

November 06, 2026 02:00 PM - 04:00 PM (Eastern)

Jason Cornell, Esq.

2

$119.00

Buy Now

Integrated Planning, Forecasting, and Budgeting for Organizational Success (PLF4)
Field of Study: Management Services (4)

November 09, 2026 09:00 AM - 12:30 PM (Eastern)

Art Pulis, MBA

4

$159.00

Buy Now

The CFO Blueprint: Strategy, Readiness, and Executive Impact (BLP2)
Field of Study: Business Management and Organization (2)

November 10, 2026 01:00 PM - 03:00 PM (Eastern)

Cory Ng

2

$119.00

Buy Now

Business Writing: Professional & Effective Emails (BWPE)
Field of Study: Personal Development (2)

November 12, 2026 10:00 AM - 12:00 PM (Eastern)

Sarah Acuna

2

$99.00

Buy Now

Key Current Financial and Economic Issues Facing the Financial Executive (KFFE)
Field of Study: Business Management and Organization (8)

November 12, 2026 10:00 AM - 06:00 PM (Eastern)

Frank Ryan, CPA

8

$279.00

Buy Now

Risk, Compliance, and Regulation for CFOs (RCR2)
Field of Study: Management Services (2)

November 12, 2026 02:00 PM - 04:00 PM (Eastern)

Cory Ng

2

$119.00

Buy Now

Make Resilience Work for You – An Accounting Leader’s Guide to a Holistic Approach for Managing Teams (RULS)
Field of Study: Business Management and Organization (1), Personal Development (1)

November 13, 2026 01:00 PM - 03:00 PM (Eastern)

Susan Ward

2

$99.00

Buy Now

Achieving High Levels of Compliance and Customer Service in Your Organization (CCS4)
Field of Study: Management Services (4)

November 16, 2026 09:00 AM - 12:30 PM (Eastern)

Art Pulis, MBA

4

$159.00

Buy Now

Employer's Handbook: Legal, Tax, and Health Care Issues (HTOF)
Field of Study: Business Law (5), Taxes (3)

November 16, 2026 09:00 AM - 05:00 PM (Eastern)

Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA

8

$279.00

Buy Now

Engaging and Managing Young Professionals (MMLS)
Field of Study: Business Management and Organization (2)

November 17, 2026 01:00 PM - 03:00 PM (Eastern)

Jason Cornell, Esq.

2

$99.00

Buy Now

The Americans with Disabilities Act and the Family and Medical Leave Act (ADAF)
Field of Study: Personnel / Human Resources (2)

November 18, 2026 03:00 PM - 05:00 PM (Eastern)

Amy McAndrew, Esquire

2

$99.00

Buy Now

Data Analytics for Accountants and Financial Managers (AFAM)
Field of Study: Accounting (1), Management Services (1)

November 19, 2026 10:00 AM - 12:00 PM (Eastern)

Tony La Russo, BA, MBA, CMA

2

$99.00

Buy Now

Progressive Discipline and Termination (PDAT)
Field of Study: Personnel/Human Resources (2)

November 19, 2026 10:00 AM - 12:00 PM (Eastern)

Amy McAndrew, Esquire

2

$99.00

Buy Now

Business Writing: Professional & Effective Emails (BWPE)
Field of Study: Personal Development (2)

November 20, 2026 10:00 AM - 12:00 PM (Eastern)

Sarah Acuna

2

$99.00

Buy Now

Lessons Learned From Successful Companies (LLSC)
Field of Study: Business Management & Organization (2)

November 20, 2026 01:00 PM - 03:00 PM (Eastern)

Jason Cornell, Esq.

2

$99.00

Buy Now

Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs To Know (SSB2)
Field of Study: Business Management and Organization (2)

November 20, 2026 10:00 AM - 12:00 PM (Eastern)

Jason Cornell, Esq.

2

$99.00

Buy Now

Financial Strategy and Leadership for CFOs (FSL2)
Field of Study: Finance (2)

November 24, 2026 10:00 AM - 12:00 PM (Eastern)

Cory Ng

2

$119.00

Buy Now

Controller/CFO Update: Hot Topics Facing Today's Financial Professional (TCF4)
Field of Study: Finance (4)

November 30, 2026 09:00 AM - 12:30 PM (Eastern)

Art Pulis, MBA

4

$159.00

Buy Now

Employer's Handbook: Legal, Tax, and Health Care Issues (HTOF)
Field of Study: Business Law (5), Taxes (3)

December 01, 2026 09:00 AM - 05:00 PM (Eastern)

Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA

8

$279.00

Buy Now

Industry Accountant Key Performance Metrics (IATK)
Field of Study: Management Services (8)

December 01, 2026 09:00 AM - 05:00 PM (Eastern)

Frank Ryan, CPA

8

$279.00

Buy Now

CFO Leadership: Ethics, People, and Governance in a Changing Financial Landscape (EPG2)
Field of Study: Behavioral Ethics (1), Business Management and Organization (1)

December 03, 2026 01:00 PM - 03:00 PM (Eastern)

Cory Ng

2

$119.00

Buy Now

Handling Difficult People (HDPW)
Field of Study: Personnel/Human Resources (2)

December 04, 2026 01:00 PM - 03:00 PM (Eastern)

Sarah Acuna

2

$99.00

Buy Now

Ensure Your Accounting Team Is Operating at Peak Performance Through Engagement and Motivation (PCOC)
Field of Study: Business Management and Organization (1), Personal Development (1)

December 07, 2026 01:00 PM - 03:00 PM (Eastern)

Deb Brown

2

$99.00

Buy Now

More Money at the End of the Month: Strategic Ways to Improve Cash Flow (WIC2)
Field of Study: Management Services (2)

December 09, 2026 10:00 AM - 12:00 PM (Eastern)

Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA

2

$99.00

Buy Now

Client Advisory Services (CAS): A Guide to the Variety of Offerings Professionals Can Provide (CAS2)
Field of Study: Business Management and Organization (2)

December 10, 2026 03:00 PM - 05:00 PM (Eastern)

Christina Hilton, CPA

2

$99.00

Buy Now

Engagement and Client Retention Best Practices (ECR2)
Field of Study: Business Management and Organization (1), Communications and Marketing (1)

December 10, 2026 01:00 PM - 03:00 PM (Eastern)

Jason Cornell, Esq.

2

$119.00

Buy Now

The CMA’s Guide to Project Management (GTPM)
Field of Study: Accounting (1), Business Management and Organization (1)

December 10, 2026 10:00 AM - 12:00 PM (Eastern)

Tony La Russo, BA, MBA, CMA

2

$99.00

Buy Now

Employer's Handbook: Health Care, Retirement, and Fringe Benefit Tax Issues (HCR4)
Field of Study: Business Law (2), Taxes (2)

December 10, 2026 09:00 AM - 12:30 PM (Eastern)

Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA

4

$159.00

Buy Now

Key Current Financial and Economic Issues Facing the Financial Executive (KFFE)
Field of Study: Business Management and Organization (8)

December 10, 2026 11:00 AM - 07:00 PM (Eastern)

Frank Ryan, CPA

8

$279.00

Buy Now

Data Analytics Toolkit – Tools and Applications (DATA)
Field of Study: Accounting (1), Management Services (1)

December 14, 2026 01:00 PM - 03:00 PM (Eastern)

Tony La Russo, BA, MBA, CMA

2

$99.00

Buy Now

Workplace Harassment: How to Prevent Harassment and Reduce Liability Risks in Today’s Changing Environment (WHLR)
Field of Study: Personnel/Human Resources (2)

December 14, 2026 10:00 AM - 12:00 PM (Eastern)

Amy McAndrew, Esquire

2

$99.00

Buy Now

The CFO Blueprint: Strategy, Readiness, and Executive Impact (BLP2)
Field of Study: Business Management and Organization (2)

December 15, 2026 11:00 AM - 01:00 PM (Eastern)

Cory Ng

2

$119.00

Buy Now

Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers (GCA4)
Field of Study: Business Management and Organization (2), Finance (2)

December 15, 2026 01:00 PM - 04:30 PM (Eastern)

Art Pulis, MBA

4

$159.00

Buy Now

Engaging and Managing Young Professionals (MMLS)
Field of Study: Business Management and Organization (2)

December 16, 2026 10:00 AM - 12:00 PM (Eastern)

Jason Cornell, Esq.

2

$99.00

Buy Now

Implementing Subscription Pricing to Your Practice (SPP2)
Field of Study: Business Management and Organization (2)

December 17, 2026 10:00 AM - 12:00 PM (Eastern)

Christina Hilton, CPA

2

$99.00

Buy Now

Achieving High Levels of Compliance and Customer Service in Your Organization (CCS4)
Field of Study: Management Services (4)

December 18, 2026 01:30 PM - 05:00 PM (Eastern)

Art Pulis, MBA

4

$159.00

Buy Now

Mastering Client Management for Accounting and Finance Professionals (CLM2)
Field of Study: Business Management and Organization (2)

December 21, 2026 10:00 AM - 12:00 PM (Eastern)

Jason Cornell, Esq.

2

$99.00

Buy Now

Reasonable Suspicion (REAS)
Field of Study: Personnel/Human Resources (1)

December 21, 2026 02:00 PM - 03:00 PM (Eastern)

Amy McAndrew, Esquire

1

$59.00

Buy Now

Financial Strategy and Leadership for CFOs (FSL2)
Field of Study: Finance (2)

December 22, 2026 01:00 PM - 03:00 PM (Eastern)

Cory Ng

2

$119.00

Buy Now

Risk, Compliance, and Regulation for CFOs (RCR2)
Field of Study: Management Services (2)

December 22, 2026 10:00 AM - 12:00 PM (Eastern)

Cory Ng

2

$119.00

Buy Now

Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs To Know (SSB2)
Field of Study: Business Management and Organization (2)

December 28, 2026 10:00 AM - 12:00 PM (Eastern)

Jason Cornell, Esq.

2

$99.00

Buy Now

CFO Leadership: Ethics, People, and Governance in a Changing Financial Landscape (EPG2)
Field of Study: Behavioral Ethics (1), Business Management and Organization (1)

December 29, 2026 02:00 PM - 04:00 PM (Eastern)

Cory Ng

2

$119.00

Buy Now

Mastering Client Management for Accounting and Finance Professionals (CLM2)
Field of Study: Business Management and Organization (2)

January 04, 2027 02:00 PM - 04:00 PM (Eastern)

Jason Cornell, Esq.

2

$99.00

Buy Now

Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers (GCA4)
Field of Study: Business Management and Organization (2), Finance (2)

January 05, 2027 09:00 AM - 12:30 PM (Eastern)

Art Pulis, MBA

4

$159.00

Buy Now

Employer's Handbook: Legal, Tax, and Health Care Issues (HTOF)
Field of Study: Business Law (5), Taxes (3)

January 05, 2027 09:00 AM - 05:00 PM (Eastern)

Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA

8

$279.00

Buy Now

Engagement and Client Retention Best Practices (ECR2)
Field of Study: Business Management and Organization (1), Communications and Marketing (1)

January 06, 2027 10:00 AM - 12:00 PM (Eastern)

Jason Cornell, Esq.

2

$119.00

Buy Now

Workplace Harassment: How to Prevent Harassment and Reduce Liability Risks in Today’s Changing Environment (WHLR)
Field of Study: Personnel/Human Resources (2)

January 06, 2027 03:00 PM - 05:00 PM (Eastern)

Amy McAndrew, Esquire

2

$99.00

Buy Now

Incredible Leadership Transformations in Accounting - Ways to Improve Leadership and Communication (STAL)
Field of Study: Business Management and Organization (1), Personal Development (1)

January 08, 2027 01:00 PM - 03:00 PM (Eastern)

Tina DePrisco

2

$99.00

Buy Now

More Money at the End of the Month: Strategic Ways to Improve Cash Flow (WIC2)
Field of Study: Management Services (2)

January 15, 2027 10:00 AM - 12:00 PM (Eastern)

Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA

2

$99.00

Buy Now

Achieving High Levels of Compliance and Customer Service in Your Organization (CCS4)
Field of Study: Management Services (4)

January 19, 2027 09:00 AM - 12:30 PM (Eastern)

Art Pulis, MBA

4

$159.00

Buy Now

Employer's Handbook: Health Care, Retirement, and Fringe Benefit Tax Issues (HCR4)
Field of Study: Business Law (2), Taxes (2)

January 21, 2027 01:00 PM - 04:30 PM (Eastern)

Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA

4

$159.00

Buy Now

The Accounting Leaders’ Survival Guide - Strategies for Managing Organizational Change (MOST)
Field of Study: Business Management and Organization (1), Personal Development (1)

January 22, 2027 01:00 PM - 03:00 PM (Eastern)

Tina DePrisco

2

$99.00

Buy Now

Progressive Discipline and Termination (PDAT)
Field of Study: Personnel/Human Resources (2)

January 26, 2027 02:00 PM - 04:00 PM (Eastern)

Amy McAndrew, Esquire

2

$99.00

Buy Now

The Americans with Disabilities Act and the Family and Medical Leave Act (ADAF)
Field of Study: Personnel / Human Resources (2)

January 27, 2027 02:00 PM - 04:00 PM (Eastern)

Amy McAndrew, Esquire

2

$99.00

Buy Now

The CMA’s Guide to Project Management (GTPM)
Field of Study: Accounting (1), Business Management and Organization (1)

January 27, 2027 03:00 PM - 05:00 PM (Eastern)

Tony La Russo, BA, MBA, CMA

2

$99.00

Buy Now

Lessons Learned From Successful Companies (LLSC)
Field of Study: Business Management & Organization (2)

January 28, 2027 10:00 AM - 12:00 PM (Eastern)

Jason Cornell, Esq.

2

$99.00

Buy Now

Make Resilience Work for You – An Accounting Leader’s Guide to a Holistic Approach for Managing Teams (RULS)
Field of Study: Business Management and Organization (1), Personal Development (1)

February 03, 2027 01:00 PM - 03:00 PM (Eastern)

Susan Ward

2

$99.00

Buy Now

Engaging and Managing Young Professionals (MMLS)
Field of Study: Business Management and Organization (2)

February 04, 2027 01:00 PM - 03:00 PM (Eastern)

Jason Cornell, Esq.

2

$99.00

Buy Now

Achieving High Levels of Compliance and Customer Service in Your Organization (CCS4)
Field of Study: Management Services (4)

February 09, 2027 09:00 AM - 12:30 PM (Eastern)

Art Pulis, MBA

4

$159.00

Buy Now

Ensure Your Accounting Team Is Operating at Peak Performance Through Engagement and Motivation (PCOC)
Field of Study: Business Management and Organization (1), Personal Development (1)

February 10, 2027 01:00 PM - 03:00 PM (Eastern)

Deb Brown

2

$99.00

Buy Now

Client Advisory Services (CAS): A Guide to the Variety of Offerings Professionals Can Provide (CAS2)
Field of Study: Business Management and Organization (2)

February 11, 2027 09:00 AM - 11:00 AM (Eastern)

Christina Hilton, CPA

2

$99.00

Buy Now

Employer's Handbook: Legal, Tax, and Health Care Issues (HTOF)
Field of Study: Business Law (5), Taxes (3)

February 11, 2027 09:00 AM - 05:00 PM (Eastern)

Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA

8

$279.00

Buy Now

Implementing Subscription Pricing to Your Practice (SPP2)
Field of Study: Business Management and Organization (2)

February 11, 2027 10:00 AM - 12:00 PM (Eastern)

Christina Hilton, CPA

2

$99.00

Buy Now

Workplace Harassment: How to Prevent Harassment and Reduce Liability Risks in Today’s Changing Environment (WHLR)
Field of Study: Personnel/Human Resources (2)

February 12, 2027 10:00 AM - 12:00 PM (Eastern)

Amy McAndrew, Esquire

2

$99.00

Buy Now

Engagement and Client Retention Best Practices (ECR2)
Field of Study: Business Management and Organization (1), Communications and Marketing (1)

February 17, 2027 02:00 PM - 04:00 PM (Eastern)

Jason Cornell, Esq.

2

$119.00

Buy Now

Employer's Handbook: Health Care, Retirement, and Fringe Benefit Tax Issues (HCR4)
Field of Study: Business Law (2), Taxes (2)

February 17, 2027 09:00 AM - 12:30 PM (Eastern)

Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA

4

$159.00

Buy Now

Mastering Client Management for Accounting and Finance Professionals (CLM2)
Field of Study: Business Management and Organization (2)

February 18, 2027 10:00 AM - 12:00 PM (Eastern)

Jason Cornell, Esq.

2

$99.00

Buy Now

Handling Difficult People (HDPW)
Field of Study: Personnel/Human Resources (2)

February 22, 2027 10:00 AM - 12:00 PM (Eastern)

Sarah Acuna

2

$99.00

Buy Now

The Americans with Disabilities Act and the Family and Medical Leave Act (ADAF)
Field of Study: Personnel / Human Resources (2)

February 23, 2027 10:00 AM - 12:00 PM (Eastern)

Amy McAndrew, Esquire

2

$99.00

Buy Now

Reasonable Suspicion (REAS)
Field of Study: Personnel/Human Resources (1)

February 23, 2027 02:00 PM - 03:00 PM (Eastern)

Amy McAndrew, Esquire

1

$59.00

Buy Now

Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs To Know (SSB2)
Field of Study: Business Management and Organization (2)

February 24, 2027 02:00 PM - 04:00 PM (Eastern)

Jason Cornell, Esq.

2

$99.00

Buy Now

Controller/CFO Update: Hot Topics Facing Today's Financial Professional (TCF4)
Field of Study: Finance (4)

February 25, 2027 09:00 AM - 12:30 PM (Eastern)

Art Pulis, MBA

4

$159.00

Buy Now

The Accounting Leaders’ Survival Guide - Strategies for Managing Organizational Change (MOST)
Field of Study: Business Management and Organization (1), Personal Development (1)

March 03, 2027 09:00 AM - 11:00 AM (Eastern)

Tina DePrisco

2

$99.00

Buy Now

Incredible Leadership Transformations in Accounting - Ways to Improve Leadership and Communication (STAL)
Field of Study: Business Management and Organization (1), Personal Development (1)

March 03, 2027 01:00 PM - 03:00 PM (Eastern)

Tina DePrisco

2

$99.00

Buy Now

Engaging and Managing Young Professionals (MMLS)
Field of Study: Business Management and Organization (2)

March 05, 2027 10:00 AM - 12:00 PM (Eastern)

Jason Cornell, Esq.

2

$99.00

Buy Now

Integrated Planning, Forecasting, and Budgeting for Organizational Success (PLF4)
Field of Study: Management Services (4)

March 05, 2027 01:30 PM - 05:00 PM (Eastern)

Art Pulis, MBA

4

$159.00

Buy Now

Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs To Know (SSB2)
Field of Study: Business Management and Organization (2)

March 05, 2027 01:00 PM - 03:00 PM (Eastern)

Jason Cornell, Esq.

2

$99.00

Buy Now

More Money at the End of the Month: Strategic Ways to Improve Cash Flow (WIC2)
Field of Study: Management Services (2)

March 05, 2027 01:00 PM - 03:00 PM (Eastern)

Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA

2

$99.00

Buy Now

Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers (GCA4)
Field of Study: Business Management and Organization (2), Finance (2)

March 09, 2027 01:30 PM - 05:00 PM (Eastern)

Art Pulis, MBA

4

$159.00

Buy Now

Lessons Learned From Successful Companies (LLSC)
Field of Study: Business Management & Organization (2)

March 09, 2027 12:00 PM - 02:00 PM (Eastern)

Jason Cornell, Esq.

2

$99.00

Buy Now

Engagement and Client Retention Best Practices (ECR2)
Field of Study: Business Management and Organization (1), Communications and Marketing (1)

March 10, 2027 01:00 PM - 03:00 PM (Eastern)

Jason Cornell, Esq.

2

$119.00

Buy Now

Controller/CFO Update: Hot Topics Facing Today's Financial Professional (TCF4)
Field of Study: Finance (4)

March 11, 2027 09:00 AM - 12:30 PM (Eastern)

Art Pulis, MBA

4

$159.00

Buy Now

Progressive Discipline and Termination (PDAT)
Field of Study: Personnel/Human Resources (2)

March 12, 2027 01:00 PM - 03:00 PM (Eastern)

Amy McAndrew, Esquire

2

$99.00

Buy Now

The Accounting Leaders’ Survival Guide - Strategies for Managing Organizational Change (MOST)
Field of Study: Business Management and Organization (1), Personal Development (1)

March 16, 2027 01:00 PM - 03:00 PM (Eastern)

Tina DePrisco

2

$99.00

Buy Now

Employer's Handbook: Legal, Tax, and Health Care Issues (HTOF)
Field of Study: Business Law (5), Taxes (3)

March 17, 2027 09:00 AM - 05:00 PM (Eastern)

Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA

8

$279.00

Buy Now

Industry Accountant Key Performance Metrics (IATK)
Field of Study: Management Services (8)

March 17, 2027 09:00 AM - 05:00 PM (Eastern)

Frank Ryan, CPA

8

$279.00

Buy Now

Achieving High Levels of Compliance and Customer Service in Your Organization (CCS4)
Field of Study: Management Services (4)

March 18, 2027 09:00 AM - 12:30 PM (Eastern)

Art Pulis, MBA

4

$159.00

Buy Now

Controllership Skills Update: Mergers, Acquisitions, and Alliances (CON4)
Field of Study: Accounting (1), Management Services (1)

March 18, 2027 01:00 PM - 03:00 PM (Eastern)

Tony La Russo, BA, MBA, CMA

2

$99.00

Buy Now

Integrated Planning, Forecasting, and Budgeting for Organizational Success (PLF4)
Field of Study: Management Services (4)

March 19, 2027 01:00 PM - 04:30 PM (Eastern)

Art Pulis, MBA

4

$159.00

Buy Now

Mastering Client Management for Accounting and Finance Professionals (CLM2)
Field of Study: Business Management and Organization (2)

March 24, 2027 01:00 PM - 03:00 PM (Eastern)

Jason Cornell, Esq.

2

$99.00

Buy Now

Controller/CFO Update: Hot Topics Facing Today's Financial Professional (TCF4)
Field of Study: Finance (4)

March 24, 2027 09:00 AM - 12:30 PM (Eastern)

Art Pulis, MBA

4

$159.00

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Business Writing: Professional & Effective Emails (BWPE)
Field of Study: Personal Development (2)

March 25, 2027 10:00 AM - 12:00 PM (Eastern)

Sarah Acuna

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Enterprise Risk Management Concepts and Strategy for Small and Medium-Sized Companies (ERM4)
Field of Study: Management Services (4)

March 25, 2027 01:30 PM - 05:00 PM (Eastern)

Art Pulis, MBA

4

$159.00

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Employer's Handbook: Health Care, Retirement, and Fringe Benefit Tax Issues (HCR4)
Field of Study: Business Law (2), Taxes (2)

March 25, 2027 01:00 PM - 04:30 PM (Eastern)

Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA

4

$159.00

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Client Advisory Services (CAS): A Guide to the Variety of Offerings Professionals Can Provide (CAS2)
Field of Study: Business Management and Organization (2)

March 26, 2027 01:00 PM - 03:00 PM (Eastern)

Christina Hilton, CPA

2

$99.00

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Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers (GCA4)
Field of Study: Business Management and Organization (2), Finance (2)

March 29, 2027 01:30 PM - 05:00 PM (Eastern)

Art Pulis, MBA

4

$159.00

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Managing Up the Ladder (MUTL)
Field of Study: Personnel/Human Resources (2)

March 29, 2027 01:00 PM - 03:00 PM (Eastern)

Susan Ward

2

$99.00

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Key Current Financial and Economic Issues Facing the Financial Executive (KFFE)
Field of Study: Business Management and Organization (8)

March 30, 2027 09:00 AM - 05:00 PM (Eastern)

Frank Ryan, CPA

8

$279.00

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Engaging and Managing Young Professionals (MMLS)
Field of Study: Business Management and Organization (2)

March 31, 2027 01:00 PM - 03:00 PM (Eastern)

Jason Cornell, Esq.

2

$99.00

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Project Management: Tips, Tricks, and Traps (PMT4)
Field of Study: Management Services (4)

April 05, 2027 01:30 PM - 05:00 PM (Eastern)

Art Pulis, MBA

4

$159.00

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The Americans with Disabilities Act and the Family and Medical Leave Act (ADAF)
Field of Study: Personnel / Human Resources (2)

April 06, 2027 01:00 PM - 03:00 PM (Eastern)

Amy McAndrew, Esquire

2

$99.00

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Lessons Learned From Successful Companies (LLSC)
Field of Study: Business Management & Organization (2)

April 06, 2027 12:00 PM - 02:00 PM (Eastern)

Jason Cornell, Esq.

2

$99.00

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Make Resilience Work for You – An Accounting Leader’s Guide to a Holistic Approach for Managing Teams (RULS)
Field of Study: Business Management and Organization (1), Personal Development (1)

April 06, 2027 01:00 PM - 03:00 PM (Eastern)

Susan Ward

2

$99.00

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Progressive Discipline and Termination (PDAT)
Field of Study: Personnel/Human Resources (2)

April 07, 2027 01:00 PM - 03:00 PM (Eastern)

Amy McAndrew, Esquire

2

$99.00

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Integrated Planning, Forecasting, and Budgeting for Organizational Success (PLF4)
Field of Study: Management Services (4)

April 07, 2027 01:30 PM - 05:00 PM (Eastern)

Art Pulis, MBA

4

$159.00

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Mastering Client Management for Accounting and Finance Professionals (CLM2)
Field of Study: Business Management and Organization (2)

April 08, 2027 01:00 PM - 03:00 PM (Eastern)

Jason Cornell, Esq.

2

$99.00

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Data Analytics Toolkit – Tools and Applications (DATA)
Field of Study: Accounting (1), Management Services (1)

April 08, 2027 12:00 PM - 02:00 PM (Eastern)

Tony La Russo, BA, MBA, CMA

2

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Ensure Your Accounting Team Is Operating at Peak Performance Through Engagement and Motivation (PCOC)
Field of Study: Business Management and Organization (1), Personal Development (1)

April 08, 2027 01:00 PM - 03:00 PM (Eastern)

Deb Brown

2

$99.00

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Industry Accountant Key Performance Metrics (IATK)
Field of Study: Management Services (8)

April 09, 2027 09:00 AM - 05:00 PM (Eastern)

Frank Ryan, CPA

8

$279.00

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The CMA’s Guide to Project Management (GTPM)
Field of Study: Accounting (1), Business Management and Organization (1)

April 12, 2027 10:00 AM - 12:00 PM (Eastern)

Tony La Russo, BA, MBA, CMA

2

$99.00

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Workplace Harassment: How to Prevent Harassment and Reduce Liability Risks in Today’s Changing Environment (WHLR)
Field of Study: Personnel/Human Resources (2)

April 13, 2027 01:00 PM - 03:00 PM (Eastern)

Amy McAndrew, Esquire

2

$99.00

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Controller/CFO Update: Hot Topics Facing Today's Financial Professional (TCF4)
Field of Study: Finance (4)

April 14, 2027 01:30 PM - 05:00 PM (Eastern)

Art Pulis, MBA

4

$159.00

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Employer's Handbook: Health Care, Retirement, and Fringe Benefit Tax Issues (HCR4)
Field of Study: Business Law (2), Taxes (2)

April 15, 2027 09:00 AM - 12:30 PM (Eastern)

Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA

4

$159.00

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Business Writing: Professional & Effective Emails (BWPE)
Field of Study: Personal Development (2)

April 20, 2027 01:00 PM - 03:00 PM (Eastern)

Sarah Acuna

2

$99.00

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Engagement and Client Retention Best Practices (ECR2)
Field of Study: Business Management and Organization (1), Communications and Marketing (1)

April 21, 2027 02:00 PM - 04:00 PM (Eastern)

Jason Cornell, Esq.

2

$119.00

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Controller/CFO Update: Hot Topics Facing Today's Financial Professional (TCF4)
Field of Study: Finance (4)

April 21, 2027 09:00 AM - 12:30 PM (Eastern)

Art Pulis, MBA

4

$159.00

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Workplace Harassment: How to Prevent Harassment and Reduce Liability Risks in Today’s Changing Environment (WHLR)
Field of Study: Personnel/Human Resources (2)

April 21, 2027 03:00 PM - 05:00 PM (Eastern)

Amy McAndrew, Esquire

2

$99.00

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Managing Up the Ladder (MUTL)
Field of Study: Personnel/Human Resources (2)

April 22, 2027 03:00 PM - 05:00 PM (Eastern)

Susan Ward

2

$99.00

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Reasonable Suspicion (REAS)
Field of Study: Personnel/Human Resources (1)

April 22, 2027 02:00 PM - 03:00 PM (Eastern)

Amy McAndrew, Esquire

1

$59.00

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More Money at the End of the Month: Strategic Ways to Improve Cash Flow (WIC2)
Field of Study: Management Services (2)

April 26, 2027 02:00 PM - 04:00 PM (Eastern)

Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA

2

$99.00

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The Americans with Disabilities Act and the Family and Medical Leave Act (ADAF)
Field of Study: Personnel / Human Resources (2)

April 27, 2027 02:00 PM - 04:00 PM (Eastern)

Amy McAndrew, Esquire

2

$99.00

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Handling Difficult People (HDPW)
Field of Study: Personnel/Human Resources (2)

April 27, 2027 10:00 AM - 12:00 PM (Eastern)

Sarah Acuna

2

$99.00

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Employer's Handbook: Legal, Tax, and Health Care Issues (HTOF)
Field of Study: Business Law (5), Taxes (3)

April 27, 2027 09:00 AM - 05:00 PM (Eastern)

Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA

8

$279.00

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Engagement and Client Retention Best Practices (ECR2)
Field of Study: Business Management and Organization (1), Communications and Marketing (1)

May 05, 2027 10:00 AM - 12:00 PM (Eastern)

Jason Cornell, Esq.

2

$99.00

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