CPE Catalog & Events
Surgent’s Weekly Expert Hour: Special 2-Hour Edition – House Version of Tax Reform
Available Until Apr. 30, 2027
Online
2.00 Credits
Member Price: $89
The House of Representatives passed a version of President Trump's "One Big Beautiful Bill" on May 22, 2025. It contains significant tax law changes and a permanent enactment of the Tax Cuts and Jobs Act (TCJA). These changes must still go through the Senate, and eventually both bodies have to agree on identical versions of the same tax reform provisions. Our program will examine the new changes enacted by the House, and our panel will discuss the TCJA provisions that may become law. These topics have not yet been enacted into law, but we believe many of them will be once they have gone through the Senate. Practitioners who attend this program will learn about all of these new proposed changes, most of which we believe will be enacted shortly. Many of them will be effective in 2025. Delivery Method: On-Demand WebcastCPE Credit: Taxes (2)Program Level: UpdateThis course is being offered by a learning partner. You may access the Surgent platform through the My CPE page on vscpa.com after purchase.
Surgent's What Tax Practitioners Need to Know About Medicare
Available Until Apr. 30, 2027
Online
2.00 Credits
Member Price: $89
Tax advisors often receive questions concerning all facets of Medicare. How does Medicare work? How do I apply? How much does it cost? Is Medicare optional or required? This program provides a basic introduction to the Medicare program and covers many of the areas of the Medicare program that clients are most interested in. If you, or some of your clients, have questions relating to Medicare, this program is a must for you.Delivery Method: On-Demand WebcastCPE Credit: Taxes (2)Program Level: BasicThis course is being offered by a learning partner. You may access the Surgent platform through the My CPE page on vscpa.com after purchase.
Surgent's Winning the Fraud Battle in the Digital Age: Prevention and Detection
Available Until Apr. 30, 2027
Online
8.00 Credits
Member Price: $159
The focus of this course is reducing the overall risk of fraud. To that end, instruction will cover the factors that play a role in turning honest employees into fraudsters. Discussion will touch on integrity and ethics, as well as how the reactions of people in certain situations may impact the prevalence of fraud.Delivery Method: DownloadCPE Credit: Auditing (8)Program Level: BasicThis course is being offered by a learning partner. You may access the Surgent platform through the My CPE page on vscpa.com after purchase.
Surgent's Winning the Fraud Battle in the Digital Age: Prevention and Detection
Available Until Apr. 30, 2027
Online
8.00 Credits
Member Price: $199
The focus of this course is reducing the overall risk of fraud. To that end, instruction will cover the factors that play a role in turning honest employees into fraudsters. Discussion will touch on integrity and ethics, as well as how the reactions of people in certain situations may impact the prevalence of fraud.Delivery Method: On-Demand WebcastCPE Credit: Auditing (8)Program Level: BasicThis course is being offered by a learning partner. You may access the Surgent platform through the My CPE page on vscpa.com after purchase.
Surgent's Workplace Etiquette for Young Professionals
Available Until Apr. 30, 2027
Online
1.00 Credits
Member Price: $49
Understanding the nuances of workplace protocol facilitates effective interactions within the office as well as at external business functions. In this class you will learn how to cultivate your executive presence as well as how to conduct yourself in a variety of business settings. The work environment extends beyond the walls of the office into client sites, business events, and conferences. You will be provided with the tools to navigate every situation with confidence and grace. Although the workplace is an evolving structure, the general rules of etiquette such as kindness, respect, cooperation, and effective communication have not shifted.Delivery Method: On-Demand WebcastCPE Credit: Communications and Marketing (1)Program Level: BasicThis course is being offered by a learning partner. You may access the Surgent platform through the My CPE page on vscpa.com after purchase.
Surgent's Yellow Book and Single Audits: How to Stay in Good Graces and Out of Bad Places with Your Peer Reviewer
Available Until Apr. 30, 2027
Online
4.00 Credits
Member Price: $129
If you perform Yellow Book audits and/or single audits, it is a given that a peer reviewer will be looking at your work on those engagements! Why fret and sweat about what peer reviewers are going to be looking for? In this course, we will explore the key audit requirements that peer reviewers focus on, how the auditor complies with those requirements, and common pitfalls seen in Yellow Book and single audits. This course will help you proceed and succeed in your Yellow Book and single audits!Delivery Method: On-Demand WebcastCPE Credit: Auditing (Governmental) (4)Program Level: IntermediateThis course is being offered by a learning partner. You may access the Surgent platform through the My CPE page on vscpa.com after purchase.
The Best Federal Tax Update Course by Surgent
Available Until Apr. 30, 2027
Online
16.00 Credits
Member Price: $279
In this continually revised course, tax advisors will be fully updated on the most recent enacted legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. This update course is designed for all practitioners, both those working in public accounting as well as those in private industry, who need the latest information on tax changes. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BITU.Delivery Method: DownloadCPE Credit: Taxes (16)Program Level: UpdateThis course is being offered by a learning partner. You may access the Surgent platform through the My CPE page on vscpa.com after purchase.
The Best Federal Tax Update Course by Surgent
Available Until Apr. 30, 2027
Online
8.00 Credits
Member Price: $199
In this continually revised course, tax advisors will be fully updated on the most recent enacted legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. This update course is designed for all practitioners, both those working in public accounting as well as those in private industry, who need the latest information on tax changes. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BITU.Delivery Method: On-Demand WebcastCPE Credit: Taxes (8)Program Level: UpdateThis course is being offered by a learning partner. You may access the Surgent platform through the My CPE page on vscpa.com after purchase.
The Best Individual Income Tax Update Course by Surgent
Available Until Apr. 30, 2027
Online
12.00 Credits
Member Price: $219
This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will come away from the course with the up-to-date knowledge to educate your individual tax clients and implement tax-saving ideas that will serve their ever-evolving needs. This course is continually updated to reflect enacted legislation. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BFTU.Delivery Method: DownloadCPE Credit: Taxes (12)Program Level: UpdateThis course is being offered by a learning partner. You may access the Surgent platform through the My CPE page on vscpa.com after purchase.
The Best Individual Income Tax Update Course by Surgent
Available Until Apr. 30, 2027
Online
8.00 Credits
Member Price: $199
This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will come away from the course with the up-to-date knowledge to educate your individual tax clients and implement tax-saving ideas that will serve their ever-evolving needs. This course is continually updated to reflect enacted legislation. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BFTU.Delivery Method: On-Demand WebcastCPE Credit: Taxes (8)Program Level: UpdateThis course is being offered by a learning partner. You may access the Surgent platform through the My CPE page on vscpa.com after purchase.
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent
Available Until Apr. 30, 2027
Online
12.00 Credits
Member Price: $219
This year practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers, and this enlightening course delivers that information. You will learn invaluable strategies, techniques, innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs. In addition, this course will discuss current trends and emerging issues, helping practitioners stay informed about relevant and significant topics that may impact their clients. Continually updated to reflect enacted legislation.Delivery Method: DownloadCPE Credit: Taxes (12)Program Level: UpdateThis course is being offered by a learning partner. You may access the Surgent platform through the My CPE page on vscpa.com after purchase.
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent
Available Until Apr. 30, 2027
Online
8.00 Credits
Member Price: $199
This year practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers, and this enlightening course delivers that information. You will learn invaluable strategies, techniques, innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs. In addition, this course will discuss current trends and emerging issues, helping practitioners stay informed about relevant and significant topics that may impact their clients. Continually updated to reflect enacted legislation.Delivery Method: On-Demand WebcastCPE Credit: Taxes (8)Program Level: UpdateThis course is being offered by a learning partner. You may access the Surgent platform through the My CPE page on vscpa.com after purchase.
AI Foundations
Available Until Apr. 30, 2027
Online
10.00 Credits
Member Price: $200
Artificial intelligence is changing how we work, but professionals need to understand the fundamentals before they can harness its potential. This series introduces key concepts like NLP and machine learning, explains the use of tools like Copilot, and tackles the ethical and risk considerations every accountant and finance leader should know. Episodes in this learning path include: How AI Actually Works: A Primer on Machine Learning and GenAI OpenAI's Former Head of Go To Market on the Optimistic Future of AI Copilot Prompting Natural Language Processing: How Machines Learn to Understand Us From Science Fiction to Your Living Room: The Invention of Amazon Alexa Asking the Tough Questions: Ethics and Biases in AI After purchasing this product package, you will receive an email from LumiQ with instructions for accessing the learning path on your web, iOS or Android applications. Learn while you listen. This package includes a series of podcast episodes featuring expert insights, real-world examples and timely discussions on key topics affecting CPAs and business professionals. Listen anytime, anywhere, then complete a brief assessment to earn CPE credit.
AI in Strategic Finance
Available Until Apr. 30, 2027
Online
7.50 Credits
Member Price: $150
Artificial intelligence is helping finance teams move beyond automation to deliver faster analysis, stronger insights and greater strategic impact. These episodes explore how AI can be applied across financial planning, risk analysis, treasury, financial modeling and M&A to improve decision-making and business performance. Episodes in this learning path include: The Finance Leader's Guide to AI-Driven Impact An AI Playbook for Modern Risk Analysis AI's Strategic Role in Treasury An AI Success Case in Financial Impact Modeling How Generative AI is Transforming M&A After purchasing this product package, you will receive an email from LumiQ with instructions for accessing the learning path on your web, iOS or Android applications. Learn while you listen. This package includes a series of podcast episodes featuring expert insights, real-world examples and timely discussions on key topics affecting CPAs and business professionals. Listen anytime, anywhere, then complete a brief assessment to earn CPE credit.
Audit Nightmares
Available Until Apr. 30, 2027
Online
9.00 Credits
Member Price: $180
Join LumiQ's resident auditors as they investigate real world case studies of audits gone wrong. Whether it's negligence or fraud committed with the intention to mislead, these episodes break down the key assertions that were at risk and what auditors need to know so that they don't repeat these mistakes. Episodes in this learning path include: Audit Nightmares: Expenses Audit Nightmares: Revenue Recognition Audit Nightmares: Bank Confirmations Audit Nightmares: Inventory Counts Audit Nightmares: Related Party Transactions After purchasing this product package, you will receive an email from LumiQ with instructions for accessing the learning path on your web, iOS or Android applications. Learn while you listen. This package includes a series of podcast episodes featuring expert insights, real-world examples and timely discussions on key topics affecting CPAs and business professionals. Listen anytime, anywhere, then complete a brief assessment to earn CPE credit.
Business Transformation in Practice
Available Until Apr. 30, 2027
Online
9.50 Credits
Member Price: $190
Through real-world business case studies, this learning path illustrates how organizations navigate disruption, changing markets and strategic inflection points. You'll uncover the decisions, challenges and leadership lessons that determine whether a company successfully reinvents itself or falls behind. Episodes in this learning path include: Rebuilding LEGO: The Innovation Comeback What Really Killed Kodak? Disney's Acquisition of Pixar Driving Success: Liberty Media's Acquisition of Formula 1 After purchasing this product package, you will receive an email from LumiQ with instructions for accessing the learning path on your web, iOS or Android applications. Learn while you listen. This package includes a series of podcast episodes featuring expert insights, real-world examples and timely discussions on key topics affecting CPAs and business professionals. Listen anytime, anywhere, then complete a brief assessment to earn CPE credit.
Client Advisory Services: Level 2
Available Until Apr. 30, 2027
Online
6.50 Credits
Member Price: $130
Client Advisory Services (CAS) is broken out into three components: accounting, controllership and CFO-level services. In this Level 2 Learning Path, we take a deep dive into accounting-level services through transaction accrual accounting. In conversation with leaders in the CAS industry, we walk through select financial statement accounts that have specific nuances and complexities when booking their related accruals and share best practices for CAS teams. Episodes in this learning path include: Episode #1 — Working Capital Accruals Episode #2 — Fixed Asset Accounting Episode #3 — Payroll Process Episode #4 — Debt Accounting Episode #5 — Inventory Accounting After purchasing this product package, you will receive an email from LumiQ with instructions for accessing the learning path on your web, iOS or Android applications. Learn while you listen. This package includes a series of podcast episodes featuring expert insights, real-world examples and timely discussions on key topics affecting CPAs and business professionals. Listen anytime, anywhere, then complete a brief assessment to earn CPE credit.
Client Advisory Services: Level 3
Available Until Apr. 30, 2027
Online
8.00 Credits
Member Price: $160
Client Advisory Services (CAS) is broken out into three components: accounting, controllership and CFO-level services. In this Level 3 Learning Path, we take a deep dive into moving your practice from an outsourced accounting function into a true advisor to clients. In conversation with leaders in the CAS industry, we walk through client management best practices, growing your practice and enhanced reporting. Episodes in this learning path include: CAS Level 3: Episode #1 — Shifting the Practice from Compliance to Advisory CAS Level 3: Episode #2 — Client Management CAS Level 3: Episode #3 — Supporting Audit and Tax Engagements CAS Level 3: Episode #4 — Enhanced Reporting and KPIs CAS Level 3: Episode #5 — Budgeting After purchasing this product package, you will receive an email from LumiQ with instructions for accessing the learning path on your web, iOS or Android applications. Learn while you listen. This package includes a series of podcast episodes featuring expert insights, real-world examples and timely discussions on key topics affecting CPAs and business professionals. Listen anytime, anywhere, then complete a brief assessment to earn CPE credit.
C-Suite Lessons
Available Until Apr. 30, 2027
Online
10.50 Credits
Member Price: $250
Understand the mindset of the C-Suite and hear first hand stories from some of the world's largest companies in this learning path, covering topics such as leadership, strategy and guiding a business after an unexpected setback. Episodes in this learning path include: Sitting Courtside: Former CEO of Nike Talks Leadership Exploring Shopify's Biggest Strategic Decisions with their Former CFO Unpacking Airbnb's Ethical Dilemmas A Decade Leading Dunkin': Managing Financials, Franchises, Employees & Owners How Former Starbucks President Fosters Independent Thinking Equifax's Cybersecurity Comeback: Emerging as a Leader Post-Breach An Olympian's Lessons for Improving Teamwork After purchasing this product package, you will receive an email from LumiQ with instructions for accessing the learning path on your web, iOS or Android applications. Learn while you listen. This package includes a series of podcast episodes featuring expert insights, real-world examples and timely discussions on key topics affecting CPAs and business professionals. Listen anytime, anywhere, then complete a brief assessment to earn CPE credit.
M&A Essentials
Available Until Apr. 30, 2027
Online
6.00 Credits
Member Price: $120
Understand the process of buying and selling a business from preparation all the way to closing the deal. Episodes in this learning path include: Selling a Business Part 1: Preparing for the Sale Process Selling a Business Part 2: Managing Buyer Relationships Selling a Business Part 3: Closing the Deal Buying a Business Part 1: Preparation & Market Outreach Buying a Business Part 2: Closing the Deal After purchasing this product package, you will receive an email from LumiQ with instructions for accessing the learning path on your web, iOS or Android applications. Learn while you listen. This package includes a series of podcast episodes featuring expert insights, real-world examples and timely discussions on key topics affecting CPAs and business professionals. Listen anytime, anywhere, then complete a brief assessment to earn CPE credit.