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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)

December 07, 2016 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 (AAAL)
Field of Study: Accounting (2)

December 09, 2016 01:00 PM - 03:00 PM (Eastern)

Jen Louis, CPA

2

$89.00

Buy Now

What Cyber Security Really Means for Accounting Firms: Confidentiality & Privacy (CYBS)
Field of Study: Spec. Knowledge (1)

December 12, 2016 01:00 PM - 02:00 PM (Eastern)

Donny Shimamoto, CPA, CITP, CGMA

1

$49.00

Buy Now

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

December 15, 2016 01:00 PM - 03:00 PM (Eastern)

Jen Louis, CPA

2

$89.00

Buy Now

Advanced Technical Tax Forms Training – LLCs, S Corporations, and Partnerships (ATFB)
Field of Study: Taxes (8)

December 19, 2016 09:00 AM - 05:00 PM (Eastern)

Dennis Benvie, MS, CPA

8

$219.00

Buy Now

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

December 19, 2016 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, 2016 01:00 PM - 04:30 PM (Eastern)

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

4

$139.00

Buy Now

Advanced Technical Tax Forms Training – LLCs, S Corporations, and Partnerships (ATFB)
Field of Study: Taxes (8)

January 12, 2017 09:00 AM - 05:00 PM (Eastern)

Dennis Benvie, MS, CPA

8

$219.00

Buy Now

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

March 01, 2017 09:00 AM - 12:30 PM (Eastern)

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

4

$139.00

Buy Now

The Key to the Success of an Organization: Increasing Efficiency in the Organization (INEO)
Field of Study: Spec. Knowledge (2)

March 02, 2017 01:00 PM - 03:00 PM (Eastern)

Art Pulis, MBA

2

$89.00

Buy Now

The Key to the Success of an Organization: Negotiation Skills (NESK)
Field of Study: Spec. Knowledge (2)

March 07, 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)

March 09, 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 13, 2017 01:00 PM - 04:30 PM (Eastern)

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

4

$139.00

Buy Now

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

March 23, 2017 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, 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 31, 2017 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, 2017 01:00 PM - 04:30 PM (Eastern)

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

4

$139.00

Buy Now

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

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

Frank Ryan, CPA

8

$219.00

Buy Now

The Key to the Success of an Organization: Negotiation Skills (NESK)
Field of Study: Spec. Knowledge (2)

April 05, 2017 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 (AAAL)
Field of Study: Accounting (2)

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

Jen Louis, 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 14, 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)

April 19, 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)

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

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