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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: Monthly Federal Tax Updates

Wednesday, Jul. 1   3:00am  -  Friday, Jul. 31   3:00am

Online

24.00 Credits

Member Price: $499

REGISTRATION INSTRUCTIONS: This is a Learning Path which contains monthly courses for a total of 24 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: AI-Powered Accounting

Wednesday, Jul. 1   3:00am  -  Friday, Jul. 31   1:00pm

Online

10.00 Credits

Member Price: $259

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LEARNING PATH: Audit and Risk Fundamentals

Wednesday, Jul. 1   3:00am  -  Friday, Jul. 31   1:00pm

Online

10.00 Credits

Member Price: $259

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LEARNING PATH: Auditing Key Financial Statement Areas

Wednesday, Jul. 1   3:00am  -  Friday, Jul. 31   1:00pm

Online

10.00 Credits

Member Price: $259

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LEARNING PATH: Combatting Fraud

Wednesday, Jul. 1   3:00am  -  Friday, Jul. 31   1:00pm

Online

10.00 Credits

Member Price: $259

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LEARNING PATH: CPA to CFO Leadership

Wednesday, Jul. 1   3:00am  -  Friday, Jul. 31   1:00pm

Online

10.00 Credits

Member Price: $259

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LEARNING PATH: Ethics and Professional Responsibility

Wednesday, Jul. 1   3:00am  -  Friday, Jul. 31   1:00pm

Online

10.00 Credits

Member Price: $259

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LEARNING PATH: Financial Strategy and Analysis

Wednesday, Jul. 1   3:00am  -  Friday, Jul. 31   1:00pm

Online

10.00 Credits

Member Price: $259

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LEARNING PATH: Government and NFP Specialist

Wednesday, Jul. 1   3:00am  -  Friday, Jul. 31   1:00pm

Online

10.00 Credits

Member Price: $259

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LEARNING PATH: Staff Accountant Core Foundations

Wednesday, Jul. 1   3:00am  -  Friday, Jul. 31   1:00pm

Online

10.00 Credits

Member Price: $259

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LEARNING PATH: Strategic Growth and Personal Development

Wednesday, Jul. 1   3:00am  -  Friday, Jul. 31   1:00pm

Online

10.00 Credits

Member Price: $259

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LEARNING PATH: Technology and Innovation

Wednesday, Jul. 1   3:00am  -  Friday, Jul. 31   1:00pm

Online

10.00 Credits

Member Price: $259

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LEARNING PATH: Compliance in a Box

Wednesday, Jul. 1   3:00am  -  Friday, Jul. 31   11:00pm

Online

20.00 Credits

Member Price: $449

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CPA Crossings Unlimited Webinars

Wednesday, Jul. 1   9:00am  -  Friday, Jul. 31   10:00am

Online

1.00 Credits

Member Price: $649

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AHI: Level I - Basic Staff Training

Monday, Jul. 13   10:00am  -  Thursday, Jul. 16   4:00pm

Online

24.00 Credits

Member Price: $835

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Part one of a five-course series, address common issues new staff members face. Focus on strategies to improve efficiency and quality control, build technical skills, and make valuable contributions to a company. Dive into the fundamentals: workpaper techniques, analytical procedures, compilation and review services, tax recognition and research techniques, understanding audit objectives, and auditing and reviewing selected accounts. Per NASBA's rules effective January 1, 2024, participants are required to be on camera and participate in the full and small group discussions to earn CPE credits for this Group Live - Virtual course. As such, please make sure you are set up properly with reliable internet (hard wired is best), a working camera, and a working microphone.

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Introduction to Yellow Book: 8-Credit Boot Camp

Thursday, Jul. 16   9:00am - 5:00pm

Online

8.00 Credits

Member Price: $239

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This course is designed for accountants in public practice and industry who focus on nonprofit and governmental entities. We will cover the basics needed to understand what makes nonprofit and governmental accounting & auditing unique. The course starts with the key financial reporting differences for governmental and nonprofit entities and then switches focus to review the fundamentals of Yellow Book and Uniform Guidance audits. This foundational course is perfect for those getting started in the nonprofit and governmental arena and those looking for a refresher. 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 Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms

Thursday, Jul. 16   9:00am - 5:00pm

Online

8.00 Credits

Member Price: $279

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This course is designed as a comprehensive guide to the core concepts of trust and estate income tax preparation. The course explains the common terminology and complicated income tax rules of estates and trusts, fiduciary accounting, and an introduction to or refresher on preparing Form 1041. This practical, over 300-page manual is an excellent reference source for your practice, which begins with quite simple cases. Building upon that base throughout the manual, the course ends with two complicated preparation cases, one trust and one estate, each with filled-in forms.

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Surgent's Predicting Future Financial Issues Facing the Financial Executive

Thursday, Jul. 16   9:00am - 5:00pm

Online

8.00 Credits

Member Price: $279

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Our financial and economic series is designed to take key topics for financial executives and explore them in detail such that the CFO/controller/financial executive can take away useful and practical recommendations dealing with the topic at hand. The program explores the current economic trends and analyze their impact on you as the financial executive in areas professional skepticism, medical care costs, social security viability, the dollar as a world currency, the national infrastructure and the "fate of the states" as well as the AICPA's top 10 trends and technologies. Specific recommendations and insights will be offered to you to deal with the challenges.

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