Professional Development and Event Catalog
Surgent's Lessons Learned from Successful Companies
1:00pm - 3:00pm
Online
2.00 Credits
Member Price: $99


Why do some companies fail while others grow and succeed for generations? Common perceptions often attribute organizational success to great leadership, timing, or unique ideas. Although these traits certainly play a role in helping companies grow, research shows that corporate success often hinges on whether a company is value driven. Such companies have core ideologies that drive almost every major decision. In this course, we look at empirical data on why some companies succeed while others fail. By looking at companies that were created prior to 1950 (e.g., Disney, Marriott, or 3M), we can understand why certain organizations have been able to grow and achieve exceptional success through many different eras in the American economy. The lessons learned from these visionary companies can be broadly applied to organizations of all sizes, including accounting and financial service firms.
TechConneCT Roundtable: The Good, the Bad, and the Ugly of Tax Season and IT
9:00am - 10:30am
Online
0.00 Credits
Time to talk post tax season. We'll have Tax Talk: Reflecting on the Good, Bad, & Ugly of this tax season. Let’s discuss what worked, what didn’t, and future improvements. This is an annual favorite! Keep in mind, this is an open forum - we never limit discussion to just one topic so if you have other technology questions bring them to the table. Please note, pre-registration is required. To access the meeting, use your online account, go to MY CTCPA, My Professional Development, My Upcoming Courses. Bring your coffee, your ideas to share, and join us for what is always a lively discussion! We've got experts on board who can help you with cybersecurity, client portals, accounting software, and more. TechConneCT attendance is free and open only to CTCPA members in good standing. No CPE will be given but you get free answers and valuable guidance. Hosted by the CTCPA Technology Group.
Test Event
8:45am - 4:30pm
TBD
0.00 Credits
Member Price: $200
Professional Ethics: The AICPA's Comprehensive Course - Online (For Licensure)
Online
9.00 Credits
Member Price: $220
The Connecticut State Board of Accountancy requires the completion and passage (90% or better) of "Professional Ethics: The AICPA's Comprehensive Course" for certification. $ave more than 10% off the AICPA's retail price when you purchase through CTCPA! Ethical principles and independence requirements to uphold honesty, objectivity, and professional conduct are examined for account and finance professionals earning or maintaining their CPA license. Ethical Accounting is a MUSTUnderstanding and applying ethical principles and independence requirements is every accounting and finance professional’s responsibility. You'll learn the fundamentals of ethical accounting to help you adhere to professional ethics standards. Essential ethics topics include: Viewing and analyzing ethical matters Adhering to the AICPA Code of Professional Conduct Applying the code’s conceptual framework Evaluating conflicts of interest and maintaining confidentiality Maintaining Your IndependenceIndependence rules play a key role in professional ethics as well. Vital topics you'll explore are: The AICPA independence rules Independence rules regarding personal financial interests, loans, employment, and business relationships that relate to you and your immediate family Independence rules from regulators, including the SEC and PCAOB Other Ethics ConsiderationsMore topics in professional ethics you'll cover include: Rules that apply to government auditors and audits of employee benefit plans, federally funded charitable organizations, financial institutions, and insurance Rule interpretations related to gifts and entertainment Ethics rules related to professional tax services Real-World ScenariosCase studies and realistic examples will enhance your comprehension and enable you to practice what you've learned. Please note: This product is frequently updated and therefore expires one year from date of purchase.
Surgent's Unlimited Plus Package 2025-26
Online
0.00 Credits
Member Price: $625
Get the best value CPE package on the market. For one low price, enjoy 12 months of access to every Surgent CPE course in every online format - plus unlimited CPE credits! This is the only package that includes premium courses, such as our late-breaking tax updates and specialized courses. Order now and you'll receive access instructions via email, so you'll be able to start using your package today. Package includes 12 months of access to: More than 10,000 credits to choose from 8,500+ live webinars 1,000+ self-study PDF courses 1,3000+ on-demand webcasts Surgent's exclusive premium courses Pricing: As a member, you pay just $625 - almost 30% off Surgent's retail price! Why Choose the Unlimited Plus Package? Get the best value CPE package on the market. For one low price, enjoy 12 months of access to every Surgent CPE course in every online foramat - plus unlimited CPE credits! This is the only package that includes premium courses, such as our late-breaking updates, specialized courses, and our Weekly Expert Hour. Order now and you'll receive access instructions via email from info@surgent.com. You'll be able to start registering for live webinars and accessing self-study courses right away. Earn as much CPE and explore as many topics as you'd like for one full year from the date of purchase. What is included in the package? Show all - All CPE coursesWebinars - All webinars Self-Study – All self-study
Surgent's Unlimited Self-Study Package 2025-26
Online
0.00 Credits
Member Price: $380
Surgent's Unlimited Self-Study Package includes every PDF download course in Surgent’s catalog – more than 250 courses, each from 2-16 credits. As a member, you pay just $380 – 29% off Surgent’s retail price! Get 12 months of access to the most practical guidance and analysis in the industry in the form of downloadable PDFs. With more than 250 courses, including ethics, accompanied by reference materials, you can learn anytime, anywhere at a pace that works for you. And when you're ready, take the test with instant results and immediate certificate delivery. Order today and immediately start downloading the course materials you need for the next 12 months. Package includes annual access to: 1,000+ credits 250+ PDF courses Downloadable course materials and suplements CPE certificate delivery within 24 hours What’s included? Click here to view the current course list: Surgent's Unlimited Self-Study Package
Surgent's Unlimited Webinar Package 2025-26
Online
0.00 Credits
Member Price: $520
Surgent's 2025 Unlimited Webinar Package gets you unlimited access to our webinar catalog . With 40+ webinars offered every week, including weekends, airing at a variety of convenient times throughout the day and evening, you’ll never have to worry about our webinars fitting into your schedule. And with the most modern webinar platform in the industry and interactive courses with renowned expert discussion leaders, you’ll get the guidance and analysis you need with an unmatched customer experience. As a member, you pay just $520 – 30% off Surgent’s retail price!Why Choose the Unlimited Webinar Package? Includes 12 months of access to: 8,000+ CPE credits 2,100+ live webinars Interactive Q&A with renowned subject matter experts Downloadable course material and supplements Certificate delivery within 24 hours Get unlimited access. Enjoy 12 month of access, available one year from the date of purchase. Includes 1-, 2-, 3-, 4-, and 8-hour options in all the topics CPAs need. Choose from daily options at many convenient times, including evenings, lunch hours, and Saturdays. You'll earn live CPE credit without exams (certificates delivered within 24 hours). All Surgent webinars feature high-quality audio and video, plus an easy-to-use attendance verification system (you'll just need to click the screen when prompted to verify that you're watching.) Technical support and interactive Q&A are available throughout all webinars. Order a package now and you'll receive instructions via email from info@surgent.com. You'll be able to start registering for live webinars right away. What’s included? Click here to view the current course list: https://www.surgentcpe.com/cpe-courses/webinars#/?Readyforsale=Yes&Includedinunlm=True&sref= Note: This package does not include premium webinars.