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4 Credits

Surgent’s SEC Form 8-K: When to File and What to Disclose (SSAA279/25)

This course provides an overview of the SEC Form 8-K. This is a broad form used to notify investors in U.S. publicly traded companies of certain events that may be important - generally within four business days of the respective triggering event. ...

Non-Member Fee: $180


1 Credit

Surgent’s Building Your Personal Brand (SSOT111/25)

A personal brand is your story. Having a well-defined personal brand can help you not only cultivate powerful connections but also set you apart. Explore the integral components to building a strong brand and gain strategies to help you create your own marketable personal brand.

Non-Member Fee: $75


1 Credit


1 Credit

Surgent’s Weekly Expert Hour (Original Air Date: 7/29/21) (SSTX266/25)

As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax and ...

Non-Member Fee: $55


1 Credit


4 Credits


12 Credits


1 Credit

Surgent’s Surging Auditors: Professional Skeptic (SSAA274/25)

Participants play the role of an auditor collecting information, making inquiries, and documenting findings around the audit of Home D‚cor and More. They develop professional skepticism skills as they analyze data obtained from an interview with Co...

Non-Member Fee: $55


1 Credit


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