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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:

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Course TitleDate & TimeInstructorsCreditsPricePurchase

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

October 04, 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)

October 14, 2016 11:30 AM - 07:30 PM (Eastern)

Frank Ryan, CPA

8

$219.00

Buy Now

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

October 20, 2016 01:00 PM - 03:00 PM (Eastern)

Tony La Russo, BA, MBA, CMA

2

$89.00

Buy Now

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

October 26, 2016 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)

November 04, 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)

November 07, 2016 09:00 AM - 05:00 PM (Eastern)

Dennis Benvie, MS, CPA

8

$219.00

Buy Now

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

November 08, 2016 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)

November 14, 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)

November 15, 2016 08:00 PM - 10:00 PM (Eastern)

Jen Louis, CPA

2

$89.00

Buy Now

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

November 22, 2016 10:00 AM - 06:00 PM (Eastern)

Frank Ryan, CPA

8

$219.00

Buy Now
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