Courses

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• Seminars
• Webinars
• Self-Study

• Surgent's Making Sense of Essential OBBBA Provisions

  Taxes Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

  Member Price $149.00 | Non-Member Price $149.00 | Taxes: 2.00

  Mar 5, 2027
  10:00am–12:00pm Webinar

• Surgent's Introduction to Required Minimum Distributions

  Taxes Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

  Member Price $149.00 | Non-Member Price $149.00 | Taxes: 2.00

  Mar 8, 2027
  10:00am–12:00pm Webinar

• Surgent's Build an AI Agent With ChatGPT: A Hands-on Lab for Financial Professionals

  Technology Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

  Member Price $149.00 | Non-Member Price $149.00 | Computer Science: 2.00

  Mar 9, 2027
  9:00am–11:00am Webinar

• Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers

  Finance, Business Management Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

  Member Price $219.00 | Non-Member Price $219.00 | Business Management & Organization: 2.00, Finance: 2.00

  Mar 9, 2027
  1:30pm–5:00pm Webinar

• Surgent's Understanding and Managing Burnout Among Accounting and Finance Professionals

  Personnel/HR Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

  Member Price $129.00 | Non-Member Price $129.00 | Personnel/HR: 2.00

  Mar 9, 2027
  2:00pm–4:00pm Webinar

• Surgent's Engagement and Client Retention Best Practices

  Communications, Business Management Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

  Member Price $149.00 | Non-Member Price $149.00 | Business Management & Organization: 1.00, Communications: 1.00

  Mar 10, 2027
  1:00pm–3:00pm Webinar

• Surgent's Adapting to OBBBA Changes: A Strategic Review

  Taxes Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

  Member Price $149.00 | Non-Member Price $149.00 | Taxes: 2.00

  Mar 11, 2027
  1:00pm–3:00pm Webinar

• Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional

  Finance Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

  Member Price $219.00 | Non-Member Price $219.00 | Finance: 4.00

  Mar 11, 2027
  9:00am–12:30pm Webinar

• Surgent's Defending Firms: Email Fraud, Cloud Risks, Cyber Insurance, and Remote Work Security

  Technology Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

  Member Price $149.00 | Non-Member Price $149.00 | Computer Science: 2.00

  Mar 11, 2027
  10:00am–12:00pm Webinar

• Surgent's Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients

  Specialized Knowledge, Taxes Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

  Member Price $129.00 | Non-Member Price $129.00 | Specialized Knowledge: 1.00, Taxes: 1.00

  Mar 11, 2027
  1:00pm–3:00pm Webinar

• Surgent's Lessons Learned From Recent Accounting Malpractice Actions

  Business Law, Regulatory Ethics Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

  Member Price $149.00 | Non-Member Price $149.00 | Business Law: 1.00, Regulatory Ethics: 1.00

  Mar 11, 2027
  10:00am–12:00pm Webinar

• Surgent's Navigating AI Compliance: The EU AI Act for U.S. Finance and Accounting Leaders

  Specialized Knowledge Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

  Member Price $149.00 | Non-Member Price $149.00 | Specialized Knowledge: 2.00

  Mar 12, 2027
  10:00am–12:00pm Webinar

• Surgent's Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues

  Personnel/HR, Taxes Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

  Member Price $129.00 | Non-Member Price $129.00 | Personnel/HR: 1.00, Taxes: 1.00

  Mar 16, 2027
  3:00pm–5:00pm Webinar

• Surgent's Raising Financially Capable Children

  Specialized Knowledge Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

  Member Price $129.00 | Non-Member Price $129.00 | Specialized Knowledge: 2.00

  Mar 17, 2027
  2:00pm–4:00pm Webinar

• Surgent's Recent Changes in Workplace Regulations: Overtime, Non-compete Agreements, and Employee/Independent Contractor

  Business Law Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

  Member Price $129.00 | Non-Member Price $129.00 | Business Law: 2.00

  Mar 17, 2027
  11:00am–1:00pm Webinar

• Surgent's Tax Loss Limitations Imposed on Individuals and Pass-through Entities

  Taxes Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

  Member Price $214.00 | Non-Member Price $214.00 | Taxes: 3.00

  Mar 17, 2027
  2:00pm–5:00pm Webinar

• Surgent's Achieving High Levels of Compliance and Customer Service in Your Organization

  Management Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

  Member Price $219.00 | Non-Member Price $219.00 | Management Advisory Services: 4.00

  Mar 18, 2027
  9:00am–12:30pm Webinar

• Surgent's Trump Accounts Created by OBBBA: A Comprehensive Guide for Accounting and Finance Professionals

  Taxes Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

  Member Price $149.00 | Non-Member Price $149.00 | Taxes: 2.00

  Mar 18, 2027
  10:00am–12:00pm Webinar

• Surgent's Integrated Planning, Forecasting, and Budgeting for Organizational Success

  Management Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

  Member Price $219.00 | Non-Member Price $219.00 | Management Advisory Services: 4.00

  Mar 19, 2027
  1:00pm–4:30pm Webinar

• Surgent's Advising a Client Regarding the Tax Consequences Associated with Buying or Selling a Business

  Taxes Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

  Member Price $194.00 | Non-Member Price $194.00 | Taxes: 3.00

  Mar 22, 2027
  2:00pm–5:00pm Webinar