Courses

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• Seminars
• Webinars
• Self-Study

• Surgent's Tax Reporting for Executive Compensation

  Taxes Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

  Member Price $99.00 | Non-Member Price $129.00 | Taxes: 2.00

  Mar 9, 2026
  1:00pm–3:00pm Webinar

• Surgent's The Risks and Benefits of ChatGPT and Artificial Intelligence

  Technology Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

  Member Price $99.00 | Non-Member Price $129.00 | Computer Science: 2.00

  Mar 9, 2026
  1:00pm–3:00pm Webinar

• Surgent's 2025 Tax Update for Client Advisory Services

  Taxes Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

  Member Price $159.00 | Non-Member Price $219.00 | Taxes: 4.00

  Mar 10, 2026
  1:00pm–4:30pm Webinar

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

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

  Member Price $159.00 | Non-Member Price $219.00 | Business Management & Organization: 2.00, Finance: 2.00

  Mar 10, 2026
  1:30pm–5:00pm Webinar

• Surgent's Lessons Learned from Successful Companies

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

  Member Price $99.00 | Non-Member Price $129.00 | Business Management & Organization: 2.00

  Mar 10, 2026
  12:00pm–2:00pm Webinar

• Surgent's Performing an Effective Audit Risk Assessment

  Auditing Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

  Member Price $159.00 | Non-Member Price $219.00 | Auditing: 4.00

  Mar 10, 2026
  9:00am–12:30pm Webinar

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

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

  Member Price $119.00 | Non-Member Price $149.00 | Personnel/HR: 2.00

  Mar 10, 2026
  2:00pm–4:00pm Webinar

• Surgent's Engagement and Client Retention Best Practices

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

  Member Price $119.00 | Non-Member Price $149.00 | Business Management & Organization: 1.00, Communications: 1.00

  Mar 11, 2026
  1:00pm–3:00pm Webinar

• Surgent's Hiring New Workers and Payroll Taxes

  Taxes Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

  Member Price $99.00 | Non-Member Price $129.00 | Taxes: 2.00

  Mar 11, 2026
  10:00am–12:00pm Webinar

• Surgent's Predicting Future Financial Issues Facing the Financial Executive

  Accounting, Business Management & Organization Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

  Member Price $279.00 | Non-Member Price $399.00 | Accounting: 4.00, Business Management & Organization: 4.00

  Mar 11, 2026
  9:00am–5:00pm Webinar

• Surgent's Representing a Client in an IRS Audit

  Taxes Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

  Member Price $149.00 | Non-Member Price $194.00 | Taxes: 3.00

  Mar 11, 2026
  11:00am–2:00pm Webinar

• Surgent's Successful Communication

  Communications Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

  Member Price $159.00 | Non-Member Price $219.00 | Communications: 4.00

  Mar 11, 2026
  9:00am–12:30pm Webinar

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

  Finance Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

  Member Price $159.00 | Non-Member Price $219.00 | Finance: 4.00

  Mar 12, 2026
  9:00am–12:30pm Webinar

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

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

  Member Price $99.00 | Non-Member Price $129.00 | Specialized Knowledge: 1.00, Taxes: 1.00

  Mar 12, 2026
  1:00pm–3:00pm Webinar

• Surgent's Excel: Mastering PivotTables

  Computer Science Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

  Member Price $99.00 | Non-Member Price $129.00 | Computer Science: 2.00

  Mar 12, 2026
  1:00pm–3:00pm Webinar

• Surgent's Going Out on Your Own: Entity Types and Accounting Methods

  Taxes Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

  Member Price $99.00 | Non-Member Price $129.00 | Taxes: 2.00

  Mar 12, 2026
  10:00am–12:00pm Webinar

• Surgent's Lessons Learned From Recent Accounting Malpractice Actions

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

  Member Price $99.00 | Non-Member Price $129.00 | Business Law: 1.00, Regulatory Ethics: 1.00

  Mar 12, 2026
  10:00am–12:00pm Webinar

• Surgent's Use the Data Model to Build More Powerful PivotTables

  Computer Science Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

  Member Price $99.00 | Non-Member Price $129.00 | Computer Science: 2.00

  Mar 12, 2026
  10:00am–12:00pm Webinar

• Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments

  Auditing Developed by SURGENT MCCOY SELF-STUDY CPE, LLC

  Member Price $299.00 | Non-Member Price $419.00 | Auditing: 8.00

  Mar 13, 2026
  9:00am–5:00pm Webinar

• Surgent's Progressive Discipline and Termination

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

  Member Price $99.00 | Non-Member Price $129.00 | Personnel/HR: 2.00

  Mar 13, 2026
  1:00pm–3:00pm Webinar