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Professional Development and Event Catalog

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Class Pass 2026-27

Available Until Wednesday, Mar. 31, 2027

Purchase your professional development program credits in advance and enjoy significant savings! This year’s pass applies to seminars, CTCPA developed conferences, webinars, and livestream programs now through March 31, 2027. Class Pass is also a great way to get your staff the training they need at a discounted price. Note: Class Pass is for individuals - credits are not transferable to other employees within a firm or company.  Class Pass Fee: $1,250

Firm/Company Coupon Book 2026-27

Available Until Wednesday, Mar. 31, 2027

Member Price: $2599

Purchase your firm/company professional development program credits in advance and $AVE!  Coupon Books can be purchased in 80-credit increments and be used for any staff members of your firm/company.  Coupon Book can be used in 2-credit increments for any seminars, conferences, and webinars, excluding other state CPA association conferences.  Once a Coupon Book is purchased by a member of your firm/company, an email with be sent with your coupon numbers.  These can then be applied at checkout for any programs with 2, 4, 6 or 8 CPE credits. Coupon Books expire one year from date of purchase.

LEARNING PATH: AI-Powered Accounting

Monday, Aug. 3   3:00am  -  Monday, Aug. 31   1:00pm

Online

10.00 Credits

Member Price: $259

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REGISTRATION INSTRUCTIONS: This is a Learning Path which contains several courses for a total of 10 CPE. Once registered, detailed instructions will be emailed to sign up for each individual course. You must attend each course by April 30, 2027.

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LEARNING PATH: Audit and Risk Fundamentals

Monday, Aug. 3   3:00am  -  Monday, Aug. 31   1:00pm

Online

10.00 Credits

Member Price: $259

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REGISTRATION INSTRUCTIONS: This is a Learning Path which contains several courses for a total of 10 CPE. Once registered, detailed instructions will be emailed to sign up for each individual course. You must attend each course by April 30, 2027.

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LEARNING PATH: Auditing Key Financial Statement Areas

Monday, Aug. 3   3:00am  -  Monday, Aug. 31   1:00pm

Online

10.00 Credits

Member Price: $259

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REGISTRATION INSTRUCTIONS: This is a Learning Path which contains several courses for a total of 10 CPE. Once registered, detailed instructions will be emailed to sign up for each individual course. You must attend each course by April 30, 2027.

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LEARNING PATH: Combatting Fraud

Monday, Aug. 3   3:00am  -  Monday, Aug. 31   1:00pm

Online

10.00 Credits

Member Price: $259

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REGISTRATION INSTRUCTIONS: This is a Learning Path which contains several courses for a total of 10 CPE. Once registered, detailed instructions will be emailed to sign up for each individual course. You must attend each course by April 30, 2027.

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LEARNING PATH: CPA to CFO Leadership

Monday, Aug. 3   3:00am  -  Monday, Aug. 31   1:00pm

Online

10.00 Credits

Member Price: $259

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REGISTRATION INSTRUCTIONS: This is a Learning Path which contains several courses for a total of 10 CPE. Once registered, detailed instructions will be emailed to sign up for each individual course. You must attend each course by April 30, 2027.

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LEARNING PATH: Ethics and Professional Responsibility

Monday, Aug. 3   3:00am  -  Monday, Aug. 31   1:00pm

Online

10.00 Credits

Member Price: $259

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REGISTRATION INSTRUCTIONS: This is a Learning Path which contains several courses for a total of 10 CPE. Once registered, detailed instructions will be emailed to sign up for each individual course. You must attend each course by April 30, 2027.

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LEARNING PATH: Financial Strategy and Analysis

Monday, Aug. 3   3:00am  -  Monday, Aug. 31   1:00pm

Online

10.00 Credits

Member Price: $259

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REGISTRATION INSTRUCTIONS: This is a Learning Path which contains several courses for a total of 10 CPE. Once registered, detailed instructions will be emailed to sign up for each individual course. You must attend each course by April 30, 2027.

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LEARNING PATH: Government and NFP Specialist

Monday, Aug. 3   3:00am  -  Monday, Aug. 31   1:00pm

Online

10.00 Credits

Member Price: $259

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REGISTRATION INSTRUCTIONS: This is a Learning Path which contains several courses for a total of 10 CPE. Once registered, detailed instructions will be emailed to sign up for each individual course. You must attend each course by April 30, 2027.

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LEARNING PATH: Staff Accountant Core Foundations

Monday, Aug. 3   3:00am  -  Monday, Aug. 31   1:00pm

Online

10.00 Credits

Member Price: $259

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REGISTRATION INSTRUCTIONS: This is a Learning Path which contains several courses for a total of 10 CPE. Once registered, detailed instructions will be emailed to sign up for each individual course. You must attend each course by April 30, 2027.

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LEARNING PATH: Strategic Growth and Personal Development

Monday, Aug. 3   3:00am  -  Monday, Aug. 31   1:00pm

Online

10.00 Credits

Member Price: $259

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REGISTRATION INSTRUCTIONS: This is a Learning Path which contains several courses for a total of 10 CPE. Once registered, detailed instructions will be emailed to sign up for each individual course. You must attend each course by April 30, 2027.

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LEARNING PATH: Technology and Innovation

Monday, Aug. 3   3:00am  -  Monday, Aug. 31   1:00pm

Online

10.00 Credits

Member Price: $259

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REGISTRATION INSTRUCTIONS: This is a Learning Path which contains several courses for a total of 10 CPE. Once registered, detailed instructions will be emailed to sign up for each individual course. You must attend each course by April 30, 2027.

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LEARNING PATH: Compliance in a Box

Monday, Aug. 3   3:00am  -  Monday, Aug. 31   11:00pm

Online

20.00 Credits

Member Price: $449

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REGISTRATION INSTRUCTIONS: This is a Learning Path which contains several courses for a total of 20 CPE. Once registered, detailed instructions will be emailed to sign up for each individual course. You must attend each course by April 30, 2027.

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CPA Crossings Unlimited Webinars

Monday, Aug. 3   9:00am  -  Monday, Aug. 31   10:00am

Online

1.00 Credits

Member Price: $649

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REGISTRATION INSTRUCTIONS: This is an UNLIMITED Learning Path, sign up and get unlimited CPE on our platform! Once registered, detailed instructions will be emailed to sign up for each individual course. You must attend each course by April 30, 2027.

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Federal Tax Updates for Individuals

Friday, Aug. 7   9:00am - 5:00pm

Online

8.00 Credits

Member Price: $239

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Tax developments have been in the forefront of the news, and tax practitioner can find it challenging to remain up-to-date with these changes. This 8 hour program will cover tax issues relating to individuals, including new court decisions, recent IRS publications, and the latest tax legislation. The remaining time will be spent on IRS procedure and other issues. This course will provide a concise look at the hottest topics affecting every tax practitioner. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

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Surgent's Individual and Financial-Planning Tax Camp

Friday, Aug. 7   9:00am - 5:00pm

Online

8.00 Credits

Member Price: $299

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Each year brings its own set of tax planning challenges, and this year is no exception. This course aims to arm tax planners with planning strategies and ideas that all clients, but in particular, wealthy clients, middle-income clients, and closely held business owners need to consider right now to take advantage of present opportunities and plan for future tax advantages. Learn strategies that can really have an impact on client lives, while also bringing value to you and your firm. Please Note: 2026 returns are not covered in this course. They will be covered after their issuance, as part of our spring 2027 course release.

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The Role of Internal Control in the Risk-Based Audit

Friday, Aug. 7   9:30am - 1:30pm

Online

4.00 Credits

Member Price: $149

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This program addresses the role of client internal controls for balancing efficiency and effectiveness in a risk-based audit. Practical insights regarding an auditor's assessment of the risk of material misstatement when auditing financial statements of non-issuers will be explored, with particular emphasis on internal controls of small-to-medium clients. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. This event may be a rebroadcast of a live event and the instructor will be available for your questions during the event.

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Independence for Auditors - AICPA, PCAOB, GAO and DOL

Friday, Aug. 7   10:00am - 2:00pm

Online

4.00 Credits

Member Price: $149

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Independence requirements are foundational to audit quality, yet they vary depending on the applicable regulatory and professional framework. This course provides a practical overview of auditor independence rules and highlights key similarities and differences across major standard setters and oversight bodies. Participants will review independence requirements issued by the AICPA, Government Accountability Office (GAO), Department of Labor (DOL), and the Public Company Accounting Oversight Board / SEC. The course emphasizes common areas of confusion, nuanced differences among the frameworks, and considerations auditors should keep in mind when performing attest services for different types of clients. This overview course is designed to help auditors recognize which independence rules apply in various engagement scenarios and better position themselves to meet applicable independence requirements. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

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Untying the Knot: Taxes and Divorce

Friday, Aug. 7   10:00am - 6:00pm

Online

8.00 Credits

Member Price: $239

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Description: Divorce brings emotional and financial challenges and navigating the tax implications can be one of the most complex aspects. This in-depth, 8-credit webinar, Untying the Knot: Taxes and Divorce, is designed to equip tax professionals with the knowledge and strategies needed to guide clients through the intricate tax issues that arise during and after divorce. What You'll Learn: This comprehensive session will cover critical topics, including: - Filing Status: Determining the correct filing status during and after divorce. - Qualified Domestic Relations Orders (QDROs): Tax implications of dividing retirement accounts. - Back Taxes: Strategies for addressing unpaid tax liabilities during and after divorce. - Offers-in-Compromise & Installment Agreements: Resolving tax debts with the IRS. - Currently-Not-Collectible Status: Understanding when and how to use this option. - Innocent Spouse & Injured Spouse Relief: Protecting clients from unfair tax liabilities. - Lien Discharges & Subordinations: Managing IRS liens on property during divorce. - Reasonable Compensation: Evaluating fair compensation in divorce-related business valuations. - Case Studies: Explore unusual and complex tax issues in divorce through real-world examples. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

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