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4 Credits


1 Credit


2 Credits

Surgent’s Controllership Skills Update: Risk Management (SSAA170/25)

The most recent recession and its fallout, weather (look at 2017), process and product failures, and unethical behavior have again highlighted failures by numerous organizations in identifying and managing risk. The size and reputation of organizatio...

Non-Member Fee: $95


2 Credits


1 Credit


8 Credits


1 Credit

Surgent’s Max the Tax: Equity Compensation (SSTX186/25)

Liam, a public relations executive, needs expert advice regarding equity compensation options he has received. Liam researched key topics but needs the participant's help to validate his findings. Then, participants will review various equity compens...

Non-Member Fee: $55


4 Credits


4 Credits


10 Credits

Surgent’s How to Settle a Client’s Estate (SSTX215/25)

Federal estate and gift taxes currently affect few clients, but there are many other issues involved in settling an estate or administering a trust. Clients who are beneficiaries of a trust or estate often turn to their financial advisors to understa...

Non-Member Fee: $450


1 Credit


1 Credit


8 Credits


1 Credit


2 Credits


4 Credits

Surgent’s Coaching Skills for Managers and Supervisors (SSOT102/25)

This one-day course will teach effective skills for coaching and training employees. You'll learn how to identify the characteristics of effective coaches and develop coaching strategies to support and assist your team, with the goal of helping them ...

Non-Member Fee: $180


1 Credit

Surgent’s Surging Auditors: Revenue Rush (SSAA276/25)

Stepping into the shoes of an outside technical consultant, each participant must perform an ASC 606 assessment for Quality Tiles, Inc. (QTI), a company recently acquired by Home D‚cor and More, Inc. (HDM). HDM management needs to ensure the compan...

Non-Member Fee: $55


1 Credit


4 Credits

Surgent’s Mastering Accounting for Income Taxes (SSAA147/25)

Since its inception nearly 30 years ago, many have continued to struggle with applying the current model for accounting for income taxes, ASC 740. But this does not have to be you. This course will provide you with the basic knowledge necessary to un...

Non-Member Fee: $180


4 Credits

Surgent’s Management Fundamentals (SSOT101/25)

As you advance in your public accounting careers, your responsibilities significantly increase. The skills required for continued success go beyond your technical skills but also include others that you may not have had a chance to develop earlier in...

Non-Member Fee: $180


4 Credits


8 Credits


4 Credits


1 Credit


1 Credit

Surgent’s Recruiting and Retaining Next Gen Talent (SSOT129/25)

When it comes to attracting the best talent, it is imperative to know your audience. It is critical for employers and managers to understand Next Gen employees (those born in 1980 or later), as this group is expected to comprise 62% of the workforce...

Non-Member Fee: $55