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Marketing CPE Courses

Surgent’s marketing CPE courses teach CPAs and other financial professionals key marketing terms and tactics that can help them market their practices and consultancies. Our NASBA-approved marketing CPE webinars help you meet your state’s requirements and give you a wealth of ideas of how to both promote your practice to potential clients and to expand the services you offer to existing ones.


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

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

Successful Communication (SUCO)
Field of Study: Communications and Marketing (4)

October 27, 2026 01:00 PM - 04:30 PM (Eastern)

Sarah Acuna

4

$159.00

Buy Now

Skills to Enhance Personal and Professional Networks (NET2)
Field of Study: Communications and Marketing (2)

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

Jason Cornell, Esq.

2

$99.00

Buy Now

Going Out on Your Own: Entity Types and Accounting Methods (TAM2)
Field of Study: Taxes (2)

November 04, 2026 01:00 PM - 03:00 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

Getting Ahead: The Art of Marketing for CPAs (AMC2)
Field of Study: Communications and Marketing (2)

November 11, 2026 10:00 AM - 12:00 PM (Eastern)

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

2

$99.00

Buy Now

Public Speaking and Presentation Skills (PSP2)
Field of Study: Communications and Marketing (2)

November 11, 2026 02:00 PM - 04:00 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

Communicating Financial Results to Stakeholders: A Guide for Client Advisory Services (FRS2)
Field of Study: Communications and Marketing (2)

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

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

2

$99.00

Buy Now

Getting Ahead: The Art of Marketing for CPAs (AMC2)
Field of Study: Communications and Marketing (2)

December 03, 2026 09:00 AM - 11:00 AM (Eastern)

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

2

$99.00

Buy Now

Public Speaking and Presentation Skills (PSP2)
Field of Study: Communications and Marketing (2)

December 07, 2026 02:00 PM - 04:00 PM (Eastern)

Jason Cornell, Esq.

2

$99.00

Buy Now

Successful Communication (SUCO)
Field of Study: Communications and Marketing (4)

December 07, 2026 01:30 PM - 05:00 PM (Eastern)

Sarah Acuna

4

$159.00

Buy Now

Skills to Enhance Personal and Professional Networks (NET2)
Field of Study: Communications and Marketing (2)

December 09, 2026 10:00 AM - 12:00 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)

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

Jason Cornell, Esq.

2

$119.00

Buy Now

Communicating Financial Results to Stakeholders: A Guide for Client Advisory Services (FRS2)
Field of Study: Communications and Marketing (2)

December 16, 2026 01:00 PM - 03:00 PM (Eastern)

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

2

$99.00

Buy Now

Public Speaking and Presentation Skills (PSP2)
Field of Study: Communications and Marketing (2)

December 17, 2026 03:00 PM - 05:00 PM (Eastern)

Jason Cornell, Esq.

2

$99.00

Buy Now

Going Out on Your Own: Entity Types and Accounting Methods (TAM2)
Field of Study: Taxes (2)

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

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

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)

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

Jason Cornell, Esq.

2

$99.00

Buy Now

Going Out on Your Own: Entity Types and Accounting Methods (TAM2)
Field of Study: Taxes (2)

January 05, 2027 01:00 PM - 03:00 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)

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

Jason Cornell, Esq.

2

$119.00

Buy Now

Successful Communication (SUCO)
Field of Study: Communications and Marketing (4)

January 07, 2027 09:00 AM - 12:30 PM (Eastern)

Sarah Acuna

4

$159.00

Buy Now

Getting Ahead: The Art of Marketing for CPAs (AMC2)
Field of Study: Communications and Marketing (2)

January 14, 2027 02:00 PM - 04:00 PM (Eastern)

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

2

$99.00

Buy Now

Communicating Financial Results to Stakeholders: A Guide for Client Advisory Services (FRS2)
Field of Study: Communications and Marketing (2)

January 28, 2027 02:00 PM - 04:00 PM (Eastern)

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

2

$99.00

Buy Now

Getting Ahead: The Art of Marketing for CPAs (AMC2)
Field of Study: Communications and Marketing (2)

February 03, 2027 10:00 AM - 12:00 PM (Eastern)

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

2

$99.00

Buy Now

Skills to Enhance Personal and Professional Networks (NET2)
Field of Study: Communications and Marketing (2)

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

Jason Cornell, Esq.

2

$99.00

Buy Now

Successful Communication (SUCO)
Field of Study: Communications and Marketing (4)

February 08, 2027 09:00 AM - 12:30 PM (Eastern)

Sarah Acuna

4

$159.00

Buy Now

Going Out on Your Own: Entity Types and Accounting Methods (TAM2)
Field of Study: Taxes (2)

February 08, 2027 10:00 AM - 12:00 PM (Eastern)

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

2

$99.00

Buy Now

Communicating Financial Results to Stakeholders: A Guide for Client Advisory Services (FRS2)
Field of Study: Communications and Marketing (2)

February 16, 2027 10:00 AM - 12:00 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)

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

Jason Cornell, Esq.

2

$119.00

Buy Now

Public Speaking and Presentation Skills (PSP2)
Field of Study: Communications and Marketing (2)

February 18, 2027 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)

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

Jason Cornell, Esq.

2

$99.00

Buy Now

Getting Ahead: The Art of Marketing for CPAs (AMC2)
Field of Study: Communications and Marketing (2)

March 01, 2027 10:00 AM - 12:00 PM (Eastern)

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

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

Communicating Financial Results to Stakeholders: A Guide for Client Advisory Services (FRS2)
Field of Study: Communications and Marketing (2)

March 08, 2027 01:00 PM - 03:00 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)

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

Jason Cornell, Esq.

2

$119.00

Buy Now

Successful Communication (SUCO)
Field of Study: Communications and Marketing (4)

March 10, 2027 09:00 AM - 12:30 PM (Eastern)

Sarah Acuna

4

$159.00

Buy Now

Going Out on Your Own: Entity Types and Accounting Methods (TAM2)
Field of Study: Taxes (2)

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

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

2

$99.00

Buy Now

Skills to Enhance Personal and Professional Networks (NET2)
Field of Study: Communications and Marketing (2)

March 19, 2027 12:00 PM - 02:00 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 19, 2027 01:00 PM - 04:30 PM (Eastern)

Art Pulis, MBA

4

$159.00

Buy Now

Public Speaking and Presentation Skills (PSP2)
Field of Study: Communications and Marketing (2)

March 23, 2027 01:00 PM - 03:00 PM (Eastern)

Jason Cornell, Esq.

2

$99.00

Buy Now

Getting Ahead: The Art of Marketing for CPAs (AMC2)
Field of Study: Communications and Marketing (2)

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

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

2

$99.00

Buy Now

Going Out on Your Own: Entity Types and Accounting Methods (TAM2)
Field of Study: Taxes (2)

March 31, 2027 10:00 AM - 12:00 PM (Eastern)

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

2

$99.00

Buy Now

Communicating Financial Results to Stakeholders: A Guide for Client Advisory Services (FRS2)
Field of Study: Communications and Marketing (2)

April 07, 2027 02:00 PM - 04:00 PM (Eastern)

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

2

$99.00

Buy Now

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

Buy Now

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

Buy Now

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

Buy Now
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