Knowledge Summit 2024: The Future is Bright

Future-Proof Your Career with Premium CPE Courses in Accounting, Auditing and Tax

Get ready for two days of transformative learning at the Surgent CPE Knowledge Summit. This virtual event brings together industry-leading experts who will cover critical industry updates in accounting, auditing and tax. Gain practical insights, earn valuable CPE credits and discover strategies you can immediately apply to enhance your career.

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Surgent CPE Knowledge Summit 2024: The Future is Bright

Learn. Connect. Engage.

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Register for the Knowledge Summit in two ways: secure an all-access pass or opt for individual sessions. By purchasing an Unlimited PLUS subscription, you'll gain complimentary access to all sessions, along with a full year's worth of the entire Surgent CPE course catalog, including exciting new premium content being released as new legislation unfolds with the incoming president and congressional sessions in 2025.

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12 months unlimited access, including premium 2025 legislation courses.
$674.25 $899
Access Length
12 months
Available Credits
10,000+
Live Webinars
8,500+ credits from 2,300+ live events
On-Demand Webcasts
1,300+ credits (Exclusive access)
Self-Study Downloads
1,000+ credits
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Gamified Courses
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Downloadable Course Content
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All Sessions
Purchase all Knowledge Summit sessions collectively.
$852
Access Duration
Knowledge Summit sessions only
Available Credits
15
Live Webinars
8 sessions
Downloadable Course Content
Included
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Individual
Sessions
Purchase sessions individually, paying for each session separately.
$79-$179 each
Access Duration
Single session access
Available Credits
From 1-4 credits per session
Live Webinars
Up to 8 sessions
Downloadable Course Content
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Access Duration
12 months
Knowledge Summit sessions only
Single session access
Available Credits
10,000+
15
1-4 per session
Premium Courses

Knowledge Summit sessions only
Single session access
Live Webinars
8,500+ credits from 2,300+ live events
15 credits from 8 live events
1-4 credits per session
Self-Study Downloads
1,000+ credits
On-Demand Webcasts
1,300+ credits
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Explore the Knowledge Summit Courses

Discover cutting-edge topics and gain the insights you need to stay future-ready with Surgent CPE’s expertly crafted courses.

Nov. 13: A&A Courses

9 a.m. | What A&A Pros Need to Know About Blockchain, Bitcoin, and Digital Assets (BBD2)

Time: 9-11 a.m. ET | Credits: 2
Field of Study: Accounting (1), Auditing (1) | Format: Live Webinar
Instructor(s): Jack Castonguay
Price: $109 or included with Unlimited PLUS
In this contemporary continuing education course, CPAs will embark on a journey into the world of blockchain, Bitcoin, and other digital assets. As the financial landscape is revolutionized by these emerging technologies and asset classes, it is imperative for accounting professionals to stay abreast of the latest developments. Participants will gain a foundational understanding of the operation of blockchain technology, the mechanics behind Bitcoin transactions and its value creation, and the broader universe of digital assets. More crucially, the course will explore the current guidelines, challenges, and best practices associated with the accounting and reporting of these assets, ensuring that CPAs are equipped to navigate the complexities of digital asset management in line with prevailing standards and regulations. Embrace the future of finance by mastering the accounting intricacies of this digital frontier.

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11 a.m. | Innovating Accounting: The Impact of AI, Automation and Blockchain on Financial Reporting and Auditing (AAB1)

Time: 11 a.m. - Noon ET | Credits: 1
Field of Study: Accounting | Format: Live Webinar
Instructor(s): Eric Cohen
Price: $79 or included with Unlimited PLUS
This session, led by Eric Cohen, Owner of Cohen Computer Consulting and co-founder of XBRL, will explore the transformative impact of emerging technologies on accounting practices and auditing processes. The focus will be on how AI, automation, and blockchain technologies are reshaping financial reporting and audit workflows. Participants will gain insights into practical applications, challenges, and regulatory implications of these innovations, helping them stay ahead in a rapidly evolving profession. The session will also provide real-world examples of how these technologies are being integrated into accounting firms and departments to improve efficiency, accuracy, and compliance.

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1 p.m. | CFOs as Leaders of Organizational Change (CFO1)

Time: 1-2 p.m. ET | Credits: 1
Field of Study: Management Services | Format: Live Webinar
Instructor(s): Cory Ng, Avia Yudalevich, Landon Cortenbach
Price: $79 or included with Unlimited PLUS
This engaging panel discussion will explore the evolving role of CFOs as strategic leaders of organizational change. As companies face unprecedented challenges — economic shifts, technological advancements, and the increasing need for innovation — CFOs are stepping beyond traditional financial stewardship to become catalysts for transformation. The panel will be facilitated by Surgent’s Accounting and Auditing Content Developer, Cory Ng and will feature Avia Yudalevich and Landon Cortenbach, two leading CFOs from diverse industries. They will share their insights and experiences in driving innovation, enhancing operational efficiencies, managing financial risks, and navigating economic uncertainties. This session will provide insights into the strategic decision-making processes CFOs employ to steer companies through challenges, while also seizing opportunities for growth.

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2 p.m. | The Threat and Opportunity to Accounting Posed by Generative AI and Other Emerging Technologies (GEN1)

Time: 2-3 p.m. ET | Credits: 1
Field of Study: Accounting | Format: Live Webinar
Instructor(s): Sean Stein Smith, Jack Castonguay, Nicole Wright
Price: $79 or included with Unlimited PLUS
Technological disruptions are no longer limited to Silicon Valley. This discussion, featuring Lehman College Associate Professor, Dr. Sean Stein Smith; Surgent’s VP of L&D, Jack Castonguay; and James Madison University Associate Professor, Dr. Nicole Wright, explores the evolving landscape of accounting following the advancement of generative AI (i.e., ChatGPT) and other emerging technologies. CPAs in audit and assurance will gain insights into both the potential risks and opportunities these technologies present. The session will cover the impact of AI on traditional audit functions, including automation of routine tasks, fraud detection, and data analysis, while also addressing concerns such as data security, accuracy, and ethical implications. Participants will engage in discussions about how AI can enhance efficiency and accuracy, but also the challenges of maintaining professional judgment and skepticism in an increasingly automated environment. The course will also touch on blockchain, robotics process automation (RPA), and other innovations that are reshaping the future of financial reporting and audit standards. Learners will leave with a clearer understanding of how to integrate these technologies while upholding the profession's core values. This is an essential course for CPAs looking to stay at the forefront of technological advancements in the field.

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3 p.m. | Quarterly Update: The FASB, AICPA, SEC, and PCAOB (QFA2)

Time: 3-5 p.m. ET | Credits: 2
Field of Study: Accounting | Auditing | Format: Live Webinar
Instructor(s): Jack Castonguay, Cory Ng
Price: $109 or included with Unlimited PLUS
The accounting and auditing space continues to evolve as regulations and standards improve to meet the times. The FASB has issued 11 new ASUs since the beginning of 2023. The AICPA is launching new audit standards updating the Quality Management Standards. All the while, the SEC has been enforcing the regulations for public companies, while the PCAOB has been modernizing many of their standards for the first time in decades. In this quarterly, two-hour update, we will explore key topics on the United States SEC, FASB, AICPA, and PCAOB agendas. We will discuss guidance on digital asset holdings, non-GAAP disclosures, common comment letter themes, SEC and PCAOB enforcement activities, implementation of new SEC rules and regulations, and other initiatives to both safeguard investors as well as increase access to markets. We will also discuss the PCAOB’s and FASB’s agendas and recent standard changes, inspection findings for PCAOB registered firms, and other news impacting the AICPA, SEC, and PCAOB and the companies and accounting firms they oversee.

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Nov. 14: Tax Courses

9 a.m. | 2024 Tax Changes and Year-end Planning Opportunities (YT24)

Time: 9 a.m. - 12:30 p.m. ET | Credits: 4
Field of Study: Taxes | Format: Live Webinar
Instructor(s): Mike Tucker, Shannon Smith and Lance Weiss
Price: $179 or included with Unlimited PLUS
This program covers tax developments in 2024 that are relevant to accounting and finance professionals and their clients. The program covers certain legislative changes taking effect in 2024 as well as pronouncements by the IRS impacting existing legislation. In light of the sunsetting of certain provisions of the Tax Cuts and Jobs Act in 2026, the program discusses planning opportunities that clients can use to their advantage in late 2024 and 2025. The program will discuss these topics with the backdrop of the results of the presidential and congressional elections.

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1 p.m. | How Our Economy and Markets Perform in Election Years (ELY2)

Time: 1-3 p.m. ET | Credits: 2
Field of Study: Economics | Format: Live Webinar
Instructor(s): Dave Peters
Price: $109 or included with Unlimited PLUS
Election years always make us look to the future. They fill us with hope and optimism about what the upcoming years may bring. However, are we justified in feeling optimistic? In this course, we will look at the economic cycle and the effect of election years. We will examine how certain key investments have performed and examine why this year is unique. In addition, we will look at how major tax policy changes affect our economy. While nothing is certain, we can see what history has taught us and just maybe get a glimpse at what is ahead.

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3 p.m. | Post-election Coverage of Potential Tax Changes and Planning Strategies (PEL2)

Time: 3-5 p.m. ET | Credits: 2
Field of Study: Taxes | Format: Live Webinar
IInstructor(s): Mike Tucker, Ken Kies, Lance Weiss and Ed Renn
Price: $109 or included with Unlimited PLUS
This program will cover what we anticipate will be new tax developments and planning strategies in light of the results of the 2024 presidential and congressional elections. Our panelists will analyze the tax changes proposed by the winning presidential candidate and discuss the prospects for enactment of such proposals, taking into consideration control of the Senate and the House of Representatives. We will also discuss the possibility of tax legislation being enacted between the election and the swearing in of the new president. In addition, we'll cover the possibility of re-enactment of provisions of the Tax Cuts and Jobs Act (TCJA), as well as expiring provisions not enacted as part of the TCJA.

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Meet the Experts Leading the Knowledge Summit

Our expert presenters are thought leaders in accounting, auditing and tax. With decades of experience, they will provide you with the knowledge and insights needed to stay competitive in 2025 and beyond.

Jack Castonguay, PhD, CPA

VP, Strategic Content Development
Surgent

Dr. John “Jack” Castonguay is the VP of Strategic Content Development at Surgent and teaches accounting at Hofstra University, focusing on corporate governance and emerging technologies.

Eric Cohen,
CPA

Owner
Cohen Computer Consulting

Eric Cohen specializes in emerging accounting technologies and prepares accountants for future innovations while running a consulting practice focused on tech implementation.

Landon
Cortenbach

Chief Financial Officer
MSH

Landon Cortenbach is a seasoned CFO with nearly two decades of experience in leading financial strategy and operations across startups and Fortune 50 companies, focusing on people-first culture and data-driven performance.

Kenneth J. Kies,
JD, LLM

Managing Director
Federal Policy Group

Ken Kies is Managing Director of the Federal Policy Group, LLC, specializing in tax policy strategy and advice, with a history of significant legislative achievements and previous roles as Chief of Staff for the Congressional Joint Committee on Taxation.

Cory Ng,
DBA, CPA

Manager, Accounting & Auditing Content
Surgent

Cory Ng is the Manager of Accounting & Auditing Content at Surgent and an Adjunct Professor at Temple University, with a background in public accounting and education, and is co-author of "Artificial Intelligence in Accounting: Practical Applications."

David Peters,
CPA, CFP

Owner
Peters Tax Preparation & Consulting

David Peters is the founder of Peters Tax Preparation & Consulting and a financial advisor with over 15 years of experience in financial services, including as CFO of Compare.com and a national CPE instructor for Surgent.

Edward Renn,
Esq.

Counsel
Withers Bergman

Edward Renn is of counsel at Withers Bergman, specializing in U.S. and international estate planning, income maximization, and wealth preservation, and he is a frequent speaker and co-author on estate planning topics.

Shannon Retzke Smith, J.D.

Partner
Withers Bergman

Shannon Retzke Smith is a partner at Withers Bergman, focusing on income tax issues, voluntary disclosure for non-filers, and resolving complex tax controversies; she is admitted to the U.S. Tax Court and is a member of several bar associations.

Sean Stein Smith, MS, MBA

Assoc. Professor
City University of New York

Sean Stein Smith is an Associate Professor at CUNY - Lehman College and chairs the Accounting Working Group for the Wall Street Blockchain Alliance; he is a Certified Cryptocurrency Auditor and expert in blockchain, cryptoassets, and AI.

Michael J. Tucker, CPA

VP, Tax & Advisory Content
Surgent

Michael Tucker is the VP of Advisory Content at Surgent, a veteran presenter, and the author of numerous professional articles.

Lance Weiss,
CPA, CVA

Member
SFW Partners

Lance Weiss is a member of SFW Partners, LLC, a St. Louis-based firm specializing in tax planning, and was named one of America’s Top 200 CPAs by Forbes.

Nicole Wright,
PhD

Assoc. Professor
James Madison University

Dr. Nicole Wright is an Associate Professor at James Madison University, specializing in data analytics, corporate fraud, and ESG reporting, with published research in leading journals and experience as an assurance manager at PricewaterhouseCoopers.

Avia
Yudalevich

CFO and Head of Supply Chain
Intrinsic

Avia Yudalevich is a finance and operations executive with 20 years of experience in global retail, currently serving as CFO and head of supply chain at Intrinsic Brand Inc., specializing in growing net profit for CPG brands.

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Earn One CPE Credit On Us

Free Premium CPE Webinar: Implications of the 2024 Election Results

Join us for a free one-hour webinar on Thursday, Nov. 7, 2024, where Washington insider Ken Kies will analyze the 2024 federal election results and discuss their potential impact on economic and tax policies. This premium CPE course is usually priced at $79, but for a limited time, it's being offered at no cost. Don’t miss this opportunity to hear from an industry expert and earn one continuing professional education (CPE) credit for free!

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Free Premium CPE Webinar: Implications of the 2024 Election Results

Frequently Asked Questions

What is included with an Unlimited PLUS subscription?: Unlimited PLUS includes access to all Summit courses and 12 months of access to Surgent's entire CPE catalog.
Can I purchase courses individually?: Yes, but purchasing the Unlimited PLUS subscription offers greater value and flexibility.
How many CPE credits can I earn during the Summit?: You can earn up to 15 CPE credits by attending all eight courses across two days.
Can I register for a session on the same day as the program?: Yes. Registration closes one hour before the start of the session.

Knowledge Summit 2024: The Future is Bright

Future-Proof Your Career with Premium CPE Courses in Accounting, Auditing and Tax

Learn. Connect. Engage.

All Access or Single Sessions

All Access with Unlimited PLUS

Total of
All Sessions

Individual
Sessions