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Live Seminars

Surgent is one of the largest providers of live CPE seminars for CPAs and financial professionals in the U.S. Each year, we present almost 2000 live seminars, on over 100 different topics, in almost every state—all of which are approved by the National Association of State Boards of Accountancy (NASBA). Our expert discussion leaders are recognized as some of the most knowledgeable and most effective instructors in the country, consistently earning top ratings from seminar attendees. The live CPE seminars listed below are presented in conjunction with state societies of CPAs, who handle all registrations. To attend any of these upcoming events, please contact the local state society sponsor.

 

A Complete Tax Guide to Exit Planning (EXP2)

Field of Study: Taxes (2)

DateStateLocation

11/24/2025

IN

Remote Webcast

Accounting, Audit, and Attest Update for Practitioners with Small-Business Clients (SMBP)

Field of Study: Accounting (6), Auditing (2)

DateStateLocation

5/20/2025

MI

Detroit (Troy) MSU Management Education Center

8/19/2025

TN

Remote Webcast

9/24/2025

AR

Remote Webcast

Advanced Audits of 401(k) Plans: Best Practices and Current Developments (AAFP)

Field of Study: Auditing (8)

DateStateLocation

8/7/2025

LA

Metairie - LCPA Member Center

4/14/2026

WA

Remote Webcast

Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area (TRS4)

Field of Study: Taxes (Technical) (4)

DateStateLocation

5/7/2025

NY

Remote Webcast

6/24/2025

HI

Remote Webcast

8/21/2025

MT

Helena

12/5/2025

OR

Remote Webcast

AI-Driven Ethics and Data Analytics: A Roadmap for Accountants (AIE4)

Field of Study: Information Technology (2), Regulatory Ethics (2)

DateStateLocation

5/19/2025

MI

Detroit (Troy) MSU Management Education Center

6/25/2025

TX

Remote Webcast

8/27/2025

TX

San Antonio

9/18/2025

TX

Remote Webcast

12/1/2025

IN

Remote Webcast

Annual Accounting and Auditing Update (ACAU)

Field of Study: Accounting (4), Auditing (4)

DateStateLocation

5/22/2025

MA

Remote Webcast

5/29/2025

FL

Remote Webcast

6/5/2025

MI

Jackson - Holiday Inn Jackson NW - Airport Road

6/23/2025

VT

Burlington, VT

8/8/2025

LA

Metairie - LCPA Member Center

8/28/2025

AR

Remote Webcast

11/6/2025

TN

Remote Webcast

Annual FASB Update and Review (FUR4)

Field of Study: Accounting (4)

DateStateLocation

6/9/2025

MS

Remote Webcast

12/11/2025

TN

Remote Webcast

12/18/2025

IN

Remote Webcast

Annual Update for Defined Contribution Plans (UDCP)

Field of Study: Accounting (1), Auditing (1)

DateStateLocation

7/21/2025

HI

Remote Webcast

Applying the CECL Credit Loss Standard to Non-Banking Situations (CEC4)

Field of Study: Accounting (2), Auditing (2)

DateStateLocation

10/21/2025

IN

Remote Webcast

Applying the Yellow Book to a Financial Statement Audit (QUA4)

Field of Study: Auditing (Governmental) (4)

DateStateLocation

10/30/2025

IN

Remote Webcast

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IRS-approved courses are applicable for EAs and non-credentialed tax preparers, including the AFSP Record of Completion. Although these courses are also approved for CPE for CPAs, CPAs are not restricted to these courses.

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