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CPE Course Catalog

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Credits
4.00
Difficulty: Basic

Monday, March 15 2027 9:00AM - 12:30PM

Surgent's Introduction to Forensic Accounting

Type
Scheduled
Member
$159.00
Non-Member
$175.00
Credits
2.00
Difficulty: Intermediate

Monday, March 15 2027 2:00PM - 4:00PM

Surgent's Guide to the AICPA Quality Management Standards

Type
Scheduled
Member
$99.00
Non-Member
$109.00
Credits
2.00
Difficulty: Overview

Monday, March 15 2027 10:00AM - 12:00PM

Surgent's Elder Fraud

Type
Scheduled
Member
$119.00
Non-Member
$131.00
Credits
2.00
Difficulty: Basic

Monday, March 15 2027 1:00PM - 3:00PM

Surgent's Understanding Non-Compete Agreements

Type
Scheduled
Member
$99.00
Non-Member
$109.00
Credits
2.00
Difficulty: Basic

Monday, March 15 2027 12:00PM - 2:00PM

Surgent's Tax and Advisory with Agentic AI

Type
Scheduled
Member
$119.00
Non-Member
$131.00
Credits
2.00
Difficulty: Basic

Tuesday, March 16 2027 1:00PM - 3:00PM

Surgent's The Accounting Leaders’ Survival Guide - Strategies for Managing Organizational Change
Type
Scheduled
Member
$99.00
Non-Member
$109.00
Credits
4.00
Difficulty: Basic

Tuesday, March 16 2027 1:00PM - 4:30PM

Surgent's Ethics for the Industry Accountant

Type
Scheduled
Member
$159.00
Non-Member
$175.00
Credits
4.00
Difficulty: Basic

Tuesday, March 16 2027 1:30PM - 5:00PM

Surgent's Emotional Intelligence

Type
Scheduled
Member
$159.00
Non-Member
$175.00
Credits
3.00
Difficulty: Basic

Tuesday, March 16 2027 11:00AM - 2:00PM

Surgent's What Practitioners Need to Know About Estate Planning and Administering a Client’s Estate
Type
Scheduled
Member
$149.00
Non-Member
$164.00
Credits
2.00
Difficulty: Basic

Tuesday, March 16 2027 3:00PM - 5:00PM

Surgent's Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues
Type
Scheduled
Member
$99.00
Non-Member
$109.00
Credits
2.00
Difficulty: Intermediate

Tuesday, March 16 2027 1:00PM - 3:00PM

Surgent's Tax Research

Type
Scheduled
Member
$99.00
Non-Member
$109.00
Credits
2.00
Difficulty: Basic

Wednesday, March 17 2027 11:00AM - 1:00PM

Surgent's Recent Changes in Workplace Regulations: Overtime, Non-compete Agreements, and Employee/Independent Contractor
Type
Scheduled
Member
$99.00
Non-Member
$109.00
Credits
8.00
Difficulty: Intermediate

Wednesday, March 17 2027 9:00AM - 5:00PM

Surgent's Industry Accountant Key Performance Metrics

Type
Scheduled
Member
$279.00
Non-Member
$307.00
Credits
8.00
Difficulty: Basic

Wednesday, March 17 2027 9:00AM - 5:00PM

Surgent's Employer's Handbook: Legal, Tax, and Health Care Issues

Type
Scheduled
Member
$279.00
Non-Member
$307.00
Credits
2.00
Difficulty: Basic

Wednesday, March 17 2027 10:00AM - 12:00PM

Surgent's Engagement Letters: Scope and Risk Management

Type
Scheduled
Member
$99.00
Non-Member
$109.00
Credits
2.00
Difficulty: Basic

Wednesday, March 17 2027 2:00PM - 4:00PM

Surgent's Key Roth IRA and Roth 401(k) Rules for Funding and Tax-free Distributions
Type
Scheduled
Member
$99.00
Non-Member
$109.00
Credits
4.00
Difficulty: Advanced

Wednesday, March 17 2027 9:00AM - 12:30PM

Surgent's Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area
Type
Scheduled
Member
$159.00
Non-Member
$175.00
Credits
3.00
Difficulty: Basic

Wednesday, March 17 2027 2:00PM - 5:00PM

Surgent's Tax Loss Limitations Imposed on Individuals and Pass-through Entities
Type
Scheduled
Member
$169.00
Non-Member
$186.00
Credits
2.00
Difficulty: Basic

Wednesday, March 17 2027 2:00PM - 4:00PM

Surgent's Raising Financially Capable Children

Type
Scheduled
Member
$99.00
Non-Member
$109.00
Credits
4.00
Difficulty: Intermediate

Thursday, March 18 2027 1:30PM - 5:00PM

Surgent's Fraud In Single Audits

Type
Scheduled
Member
$159.00
Non-Member
$175.00
Credits
2.00
Difficulty: Basic

Thursday, March 18 2027 2:00PM - 4:00PM

Surgent's Privacy and Security Training: Obligations of Confidentiality and Safekeeping
Type
Scheduled
Member
$99.00
Non-Member
$109.00
Credits
4.00
Difficulty: Basic

Thursday, March 18 2027 9:00AM - 12:30PM

Surgent's You’ve Got This: An Introduction to Yellow Book and Single Audits
Type
Scheduled
Member
$159.00
Non-Member
$175.00
Credits
2.00
Difficulty: Basic

Thursday, March 18 2027 10:00AM - 12:00PM

Surgent's Virtual Currency: Keeping Up with the Tax Code

Type
Scheduled
Member
$119.00
Non-Member
$131.00
Credits
2.00
Difficulty: Basic

Thursday, March 18 2027 3:00PM - 5:00PM

Surgent's Top 10 Celebrity Estate Mistakes and How to Avoid Them

Type
Scheduled
Member
$99.00
Non-Member
$109.00
Credits
8.00
Difficulty: Update

Thursday, March 18 2027 9:00AM - 5:00PM

Surgent's Compilations, Reviews, and Preparations: Engagement Performance and Annual Update
Type
Scheduled
Member
$299.00
Non-Member
$329.00
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RI Society of CPAs
RI Society of CPAs
2155 Diamond Hill Rd.
Cumberland, RI 02864
p. (401) 331-5720
e. info@riscpa.org

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