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Finance CPE Courses

Finance CPE courses from Surgent can help you become adept in financial planning. Our financial CPE courses will build your knowledge base on key investment tools like IRAs, 401(k)s, and life insurance. No matter what area of financial planning you’d like to add to your skillset, our finance CPE courses and CPE webinars will give you the knowledge you need to succeed.


Surgent CPE courses cover the very latest information, regulatory changes, and practical issues related to tax, accounting, audit, ethics, government, non-profit, and technology — topics that affect practicing CPAs, including those serving in public accounting, as well as accountants working in corporate roles such as CFOs, Controllers, and Comptrollers. Our course materials take you beyond your CPE needs by serving as a constant source of reference in your professional career.


Our curriculum is designed to meet the full-range of professional education needs for CPAs in public accounting, as well as for financial professionals serving in corporate roles.


Finance CPE topics covered include:

Course TitleDate & TimeInstructorsCreditsPricePurchase

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

April 26, 2017 01:00 PM - 04:30 PM (Eastern)

Jay Giannantonio, MBA, MS, CPA/CGMA, CIA

4

$139.00

Buy Now

Lease Accounting: The Impact of Changing Standards on Both Lessors and Lessees (AAAL)
Field of Study: Accounting (2)

April 28, 2017 01:00 PM - 03:00 PM (Eastern)

Jen Louis, CPA

2

$89.00

Buy Now

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

May 02, 2017 09:00 AM - 12:30 PM (Eastern)

Jay Giannantonio, MBA, MS, CPA/CGMA, CIA

4

$139.00

Buy Now

Lease Accounting: The Impact of Changing Standards on Both Lessors and Lessees (AALL)
Field of Study: Accounting (2)

May 03, 2017 01:00 PM - 03:00 PM (Eastern)

Richard Daisley, CPA

2

$89.00

Buy Now

Lease Accounting: The Impact of Changing Standards on Both Lessors and Lessees (AALL)
Field of Study: Accounting (2)

May 12, 2017 01:00 PM - 03:00 PM (Eastern)

Richard Daisley, CPA

2

$89.00

Buy Now

Key Current Financial and Economic Issues Facing the Financial Executive (KFFE)
Field of Study: Business Mgmt & Org (8)

May 16, 2017 11:30 AM - 07:30 PM (Eastern)

Frank Ryan, CPA

8

$219.00

Buy Now

Lease Accounting: The Impact of Changing Standards on Both Lessors and Lessees (AALL)
Field of Study: Accounting (2)

May 18, 2017 08:00 PM - 10:00 PM (Eastern)

Richard Daisley, CPA

2

$89.00

Buy Now

Controllership Skills Update: Budgeting, Forecasting, and Big Data (CON3)
Field of Study: Accounting (1), Business Mgmt & Org (1)

June 06, 2017 01:00 PM - 03:00 PM (Eastern)

Tony La Russo, BA, MBA, CMA

2

$89.00

Buy Now

Lease Accounting: The Impact of Changing Standards on Both Lessors and Lessees (AALL)
Field of Study: Accounting (2)

June 09, 2017 01:00 PM - 03:00 PM (Eastern)

Richard Daisley, CPA

2

$89.00

Buy Now

CFO/Controller’s Roadmap to Organization Success With Integrated Planning, Forecasting, and Budgeting (PLF4)
Field of Study: Finance (4)

June 16, 2017 09:00 AM - 12:30 PM (Eastern)

Jay Giannantonio, MBA, MS, CPA/CGMA, CIA

4

$139.00

Buy Now

Lease Accounting: The Impact of Changing Standards on Both Lessors and Lessees (AALL)
Field of Study: Accounting (2)

June 21, 2017 01:00 PM - 03:00 PM (Eastern)

Richard Daisley, CPA

2

$89.00

Buy Now

Key Current Financial and Economic Issues Facing the Financial Executive (KFFE)
Field of Study: Business Mgmt & Org (8)

June 23, 2017 09:00 AM - 05:00 PM (Eastern)

Frank Ryan, CPA

8

$219.00

Buy Now

Key Current Financial and Economic Issues Facing the Financial Executive (KFFE)
Field of Study: Business Mgmt & Org (8)

July 05, 2017 09:00 AM - 05:00 PM (Eastern)

Frank Ryan, CPA

8

$219.00

Buy Now

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

July 12, 2017 09:00 AM - 12:30 PM (Eastern)

Jay Giannantonio, MBA, MS, CPA/CGMA, CIA

4

$139.00

Buy Now

Controllership Skills Update: Budgeting, Forecasting, and Big Data (CON3)
Field of Study: Accounting (1), Business Mgmt & Org (1)

August 03, 2017 01:00 PM - 03:00 PM (Eastern)

Tony La Russo, BA, MBA, CMA

2

$89.00

Buy Now

Lease Accounting: The Impact of Changing Standards on Both Lessors and Lessees (AALL)
Field of Study: Accounting (2)

August 04, 2017 01:00 PM - 03:00 PM (Eastern)

Richard Daisley, CPA

2

$89.00

Buy Now

The Keys to the Success of an Organization: Increasing Efficiency in the Organization (INEO)
Field of Study: Business Mgmt & Org (2)

August 08, 2017 01:00 PM - 03:00 PM (Eastern)

Art Pulis, MBA

2

$89.00

Buy Now

CFO/Controller’s Roadmap to Organization Success With Integrated Planning, Forecasting, and Budgeting (PLF4)
Field of Study: Finance (4)

August 10, 2017 09:00 AM - 12:30 PM (Eastern)

Jay Giannantonio, MBA, MS, CPA/CGMA, CIA

4

$139.00

Buy Now

The Keys to the Success of an Organization: Negotiation Skills (NESK)
Field of Study: Business Mgmt & Org (2)

August 22, 2017 02:30 PM - 04:30 PM (Eastern)

Art Pulis, MBA

2

$89.00

Buy Now

Key Current Financial and Economic Issues Facing the Financial Executive (KFFE)
Field of Study: Business Mgmt & Org (8)

August 24, 2017 09:00 AM - 05:00 PM (Eastern)

Frank Ryan, CPA

8

$219.00

Buy Now

Lease Accounting: The Impact of Changing Standards on Both Lessors and Lessees (AALL)
Field of Study: Accounting (2)

September 07, 2017 01:00 PM - 03:00 PM (Eastern)

Richard Daisley, CPA

2

$89.00

Buy Now

Lease Accounting: The Impact of Changing Standards on Both Lessors and Lessees (AALL)
Field of Study: Accounting (2)

September 13, 2017 01:00 PM - 03:00 PM (Eastern)

Richard Daisley, CPA

2

$89.00

Buy Now

Key Current Financial and Economic Issues Facing the Financial Executive (KFFE)
Field of Study: Business Mgmt & Org (8)

September 21, 2017 09:00 AM - 05:00 PM (Eastern)

Frank Ryan, CPA

8

$219.00

Buy Now

Controllership Skills Update: Budgeting, Forecasting, and Big Data (CON3)
Field of Study: Accounting (1), Business Mgmt & Org (1)

September 22, 2017 01:00 PM - 03:00 PM (Eastern)

Tony La Russo, BA, MBA, CMA

2

$89.00

Buy Now

Controllership Skills Update: Budgeting, Forecasting, and Big Data (CON3)
Field of Study: Accounting (1), Business Mgmt & Org (1)

October 12, 2017 01:00 PM - 03:00 PM (Eastern)

Tony La Russo, BA, MBA, CMA

2

$89.00

Buy Now

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

October 12, 2017 09:00 AM - 12:30 PM (Eastern)

Jay Giannantonio, MBA, MS, CPA/CGMA, CIA

4

$139.00

Buy Now

Key Current Financial and Economic Issues Facing the Financial Executive (KFFE)
Field of Study: Business Mgmt & Org (8)

October 13, 2017 09:00 AM - 05:00 PM (Eastern)

Frank Ryan, CPA

8

$219.00

Buy Now

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

November 03, 2017 01:00 PM - 04:30 PM (Eastern)

Jay Giannantonio, MBA, MS, CPA/CGMA, CIA

4

$139.00

Buy Now

Lease Accounting: The Impact of Changing Standards on Both Lessors and Lessees (AALL)
Field of Study: Accounting (2)

November 08, 2017 01:00 PM - 03:00 PM (Eastern)

Richard Daisley, CPA

2

$89.00

Buy Now

Lease Accounting: The Impact of Changing Standards on Both Lessors and Lessees (AALL)
Field of Study: Accounting (2)

November 14, 2017 08:00 PM - 10:00 PM (Eastern)

Richard Daisley, CPA

2

$89.00

Buy Now

CFO/Controller’s Roadmap to Organization Success With Integrated Planning, Forecasting, and Budgeting (PLF4)
Field of Study: Finance (4)

November 14, 2017 09:00 AM - 12:30 PM (Eastern)

Jay Giannantonio, MBA, MS, CPA/CGMA, CIA

4

$139.00

Buy Now

The Keys to the Success of an Organization: Increasing Efficiency in the Organization (INEO)
Field of Study: Business Mgmt & Org (2)

November 21, 2017 01:00 PM - 03:00 PM (Eastern)

Art Pulis, MBA

2

$89.00

Buy Now

Key Current Financial and Economic Issues Facing the Financial Executive (KFFE)
Field of Study: Business Mgmt & Org (8)

November 22, 2017 10:00 AM - 06:00 PM (Eastern)

Frank Ryan, CPA

8

$219.00

Buy Now

Lease Accounting: The Impact of Changing Standards on Both Lessors and Lessees (AALL)
Field of Study: Accounting (2)

November 30, 2017 01:00 PM - 03:00 PM (Eastern)

Richard Daisley, CPA

2

$89.00

Buy Now

The Keys to the Success of an Organization: Negotiation Skills (NESK)
Field of Study: Business Mgmt & Org (2)

December 05, 2017 02:30 PM - 04:30 PM (Eastern)

Art Pulis, MBA

2

$89.00

Buy Now

Controllership Skills Update: Budgeting, Forecasting, and Big Data (CON3)
Field of Study: Accounting (1), Business Mgmt & Org (1)

December 07, 2017 01:00 PM - 03:00 PM (Eastern)

Tony La Russo, BA, MBA, CMA

2

$89.00

Buy Now

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

December 07, 2017 09:00 AM - 12:30 PM (Eastern)

Jay Giannantonio, MBA, MS, CPA/CGMA, CIA

4

$139.00

Buy Now

Lease Accounting: The Impact of Changing Standards on Both Lessors and Lessees (AALL)
Field of Study: Accounting (2)

December 08, 2017 01:00 PM - 03:00 PM (Eastern)

Richard Daisley, CPA

2

$89.00

Buy Now

Lease Accounting: The Impact of Changing Standards on Both Lessors and Lessees (AALL)
Field of Study: Accounting (2)

December 15, 2017 01:00 PM - 03:00 PM (Eastern)

Richard Daisley, CPA

2

$89.00

Buy Now

Key Current Financial and Economic Issues Facing the Financial Executive (KFFE)
Field of Study: Business Mgmt & Org (8)

December 19, 2017 11:30 AM - 07:30 PM (Eastern)

Frank Ryan, CPA

8

$219.00

Buy Now

CFO/Controller’s Roadmap to Organization Success With Integrated Planning, Forecasting, and Budgeting (PLF4)
Field of Study: Finance (4)

December 22, 2017 01:00 PM - 04:30 PM (Eastern)

Jay Giannantonio, MBA, MS, CPA/CGMA, CIA

4

$139.00

Buy Now

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

March 01, 2018 09:00 AM - 12:30 PM (Eastern)

Jay Giannantonio, MBA, MS, CPA/CGMA, CIA

4

$139.00

Buy Now

The Keys to the Success of an Organization: Increasing Efficiency in the Organization (INEO)
Field of Study: Business Mgmt & Org (2)

March 02, 2018 01:00 PM - 03:00 PM (Eastern)

Art Pulis, MBA

2

$89.00

Buy Now

The Keys to the Success of an Organization: Negotiation Skills (NESK)
Field of Study: Business Mgmt & Org (2)

March 07, 2018 01:00 PM - 03:00 PM (Eastern)

Art Pulis, MBA

2

$89.00

Buy Now

CFO/Controller’s Roadmap to Organization Success With Integrated Planning, Forecasting, and Budgeting (PLF4)
Field of Study: Finance (4)

March 09, 2018 01:00 PM - 04:30 PM (Eastern)

Jay Giannantonio, MBA, MS, CPA/CGMA, CIA

4

$139.00

Buy Now

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

March 13, 2018 01:00 PM - 04:30 PM (Eastern)

Jay Giannantonio, MBA, MS, CPA/CGMA, CIA

4

$139.00

Buy Now

Controllership Skills Update: Budgeting, Forecasting, and Big Data (CON3)
Field of Study: Accounting (1), Business Mgmt & Org (1)

March 21, 2018 01:00 PM - 03:00 PM (Eastern)

Tony La Russo, BA, MBA, CMA

2

$89.00

Buy Now

CFO/Controller’s Roadmap to Organization Success With Integrated Planning, Forecasting, and Budgeting (PLF4)
Field of Study: Finance (4)

March 27, 2018 01:00 PM - 04:30 PM (Eastern)

Jay Giannantonio, MBA, MS, CPA/CGMA, CIA

4

$139.00

Buy Now

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

March 30, 2018 09:00 AM - 12:30 PM (Eastern)

Jay Giannantonio, MBA, MS, CPA/CGMA, CIA

4

$139.00

Buy Now

CFO/Controller’s Roadmap to Organization Success With Integrated Planning, Forecasting, and Budgeting (PLF4)
Field of Study: Finance (4)

April 03, 2018 01:00 PM - 04:30 PM (Eastern)

Jay Giannantonio, MBA, MS, CPA/CGMA, CIA

4

$139.00

Buy Now

Key Current Financial and Economic Issues Facing the Financial Executive (KFFE)
Field of Study: Business Mgmt & Org (8)

April 05, 2018 09:00 AM - 05:00 PM (Eastern)

Frank Ryan, CPA

8

$219.00

Buy Now

The Keys to the Success of an Organization: Negotiation Skills (NESK)
Field of Study: Business Mgmt & Org (2)

April 05, 2018 01:00 PM - 03:00 PM (Eastern)

Art Pulis, MBA

2

$89.00

Buy Now

Lease Accounting: The Impact of Changing Standards on Both Lessors and Lessees (AALL)
Field of Study: Accounting (2)

April 06, 2018 01:00 PM - 03:00 PM (Eastern)

Richard Daisley, CPA

2

$89.00

Buy Now

CFO/Controller’s Roadmap to Organization Success With Integrated Planning, Forecasting, and Budgeting (PLF4)
Field of Study: Finance (4)

April 12, 2018 01:00 PM - 04:30 PM (Eastern)

Jay Giannantonio, MBA, MS, CPA/CGMA, CIA

4

$139.00

Buy Now

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

April 19, 2018 01:00 PM - 04:30 PM (Eastern)

Jay Giannantonio, MBA, MS, CPA/CGMA, CIA

4

$139.00

Buy Now

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

April 26, 2018 01:00 PM - 04:30 PM (Eastern)

Jay Giannantonio, MBA, MS, CPA/CGMA, CIA

4

$139.00

Buy Now

Lease Accounting: The Impact of Changing Standards on Both Lessors and Lessees (AALL)
Field of Study: Accounting (2)

April 27, 2018 01:00 PM - 03:00 PM (Eastern)

Richard Daisley, CPA

2

$89.00

Buy Now
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