Calendar of Events

Event Type:


July 2026
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Events available for Registration...

Surgent's Unlimited Plus Package
1/1/2024 - 12/31/2025
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Surgent's Unlimited Self-Study Package
1/1/2024 - 12/31/2025
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Surgent's Unlimited Webinar Package
1/1/2024 - 12/31/2025
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Live Webinar K2?s Artificial Intelligence For Accounting And Financial Professionals
12/30/2024
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Live Webinar K2?s Case Studies In Fraud And Technology Controls
12/30/2024
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Live Webinar K2?s Accountants Guide to QuickBooks Online
12/31/2024
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Level I: Basic Staff Training
1/6/2025 - 1/9/2025
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Level V: Advanced Management and Leadership Essentials
1/7/2025
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AICPA New Quality Management Standards: Resources ? Expectations for Firms and Engagement Partners
1/9/2025
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MNCPA Federal Tax Update: Individual and Business Current Developments
1/13/2025
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Professional Ethics: The AICPA's Comprehensive Course
1/15/2025
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AICPA New Quality Management Standards: A Practical Approach to Risk Assessment and Response
1/16/2025
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MNCPA AI Unboxed: Financial Statement Analysis with AI
1/17/2025
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AICPA New Quality Management Standards: What?s New for Firms? Monitoring and Remediation Processes
1/23/2025
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AICPA New Quality Management Standards: Bringing It All Together ? Exploring All Components of a Quality Management System
1/30/2025
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AICPA New Quality Management Standards: A Practical Approach to Risk Assessment and Response
2/4/2025
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AICPA New Quality Management Standards: Resources ? Expectations for Firms and Engagement Partners
2/6/2025
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Business & Industry Miniseries Spring
2/11/2025
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AICPA New Quality Management Standards: What?s New for Firms? Monitoring and Remediation Processes
2/12/2025
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AICPA New Quality Management Standards: Bringing It All Together ? Exploring All Components of a Quality Management System
2/18/2025
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AICPA New Quality Management Standards: A Practical Approach to Risk Assessment and Response
4/3/2025
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AICPA New Quality Management Standards: Resources ? Expectations for Firms and Engagement Partners
4/10/2025
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AICPA New Quality Management Standards: What?s New for Firms? Monitoring and Remediation Processes
4/17/2025
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AICPA New Quality Management Standards: Bringing It All Together ? Exploring All Components of a Quality Management System
4/24/2025
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AICPA New Quality Management Standards: A Practical Approach to Risk Assessment and Response
7/1/2025
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AICPA New Quality Management Standards: Resources ? Expectations for Firms and Engagement Partners
7/8/2025
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AICPA New Quality Management Standards: What?s New for Firms? Monitoring and Remediation Processes
7/15/2025
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AICPA New Quality Management Standards: Bringing It All Together ? Exploring All Components of a Quality Management System
7/22/2025
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Professional Ethics: The AICPA's Comprehensive Course
1/15/2026
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Events in the month of July 2026
7/7/2026

Transform your data presentation skills with our comprehensive course on creating impactful dashboards and reports using Excel. This workshop is tailored for professionals who:

  • Regularly produce or update dashboards and reports
  • Struggle with confusing or overly complex reporting tools
  • Seek to streamline varied reporting styles across their organization
  • Aim to establish a consistent, replicable "house style" for reporting
  • Want to impress stakeholders with clear, user-friendly data presentations

Through a combination of theory and hands-on practice, you'll learn the fundamental principles that make reports and dashboards easy to understand. We'll distill these concepts into a set of practical rules and guide you through their application in Excel.


Speakers:
Bernie Smith
7/7/2026

Targets can be a powerful catalyst for remarkable achievements - from landing humans on the moon to eradicating smallpox and repairing the ozone layer. However, poorly designed targets can have severe consequences, potentially leading to executive imprisonment, corporate collapse, or even loss of life.

This course uses real-world examples and case studies to guide you through a practical, step-by-step process for crafting robust, effective, and credible targets for your organization. You'll learn how to harness the positive potential of targets whilst avoiding the pitfalls that can derail even the most well-intentioned performance initiatives.


Speakers:
Bernie Smith
7/7/2026

Running or advising a small business? The KPI Bootcamp can help you rapidly identify and implement the right KPIs to achieve your or your client's goals. Delivered by Bernie Smith, KPI specialist and seasoned entrepreneur, this course will guide you through selecting a powerful set of measures tailored to your business. The structured approach helps you refine your objectives and choose KPIs that drive growth and profitability.
The program includes access to over 400 pre-defined KPIs, each with a clear, jargon-free definition, business benefits, real-world examples, and practical implementation tips.


Speakers:
Bernie Smith
7/8/2026

Over 80% of all employment-related lawsuits relate to termination. Every termination should be treated as a potential lawsuit. The facts supporting a leader's recommendation of discharge must be fully investigated. The discharge of an employee requires prior review and approval. Narrow self-interest, spite, or personal animosity must not play a part in making termination decisions. This course provides practical knowledge and scripts for handling discharges with good judgment such that personal and employer liability is avoided.


Speakers:
Mike Mirarchi
7/8/2026

Good judgment works well in handling most employee relations matters. However, there are special situations where legal requirements dictate specific handling to avoid significant personal and employer liability. This course provides practical knowledge and scripts for responding to requests for accommodation regarding religious practices or disabilities, confronting employees in substance-abuse situations, and handling disclosures of contagious infections so that individual is properly helped, and the health of your workforce is protected.


Speakers:
Mike Mirarchi
7/8/2026

The objective of corrective action is to change conduct through teaching. Corrective action may be sequential, out of order, repetitive, or not appropriate to take at all. The action selected should reflect the type, frequency, and severity of the misconduct. Changing conduct through teaching requires effective employee relations skills. This course provides practical knowledge and scripts for handling a wide array of sensitive misconduct situations with good judgment, such that personal and employer liability is avoided.


Speakers:
Mike Mirarchi
7/10/2026

This webinar aims to provide HR professionals with a comprehensive understanding of mental illness and depression under the Americans with Disabilities Act (ADA). It will cover key aspects of the law, provide practical advice, and address common challenges.


Speakers:
Amy Gomez, SPHR, SHRM-SCP
7/10/2026

As a small business owner or manager, navigating the complexities of HR can be challenging, but it's crucial for your company's success. This comprehensive webinar will provide you with practical, informative, and encouraging tips to help you build a strong HR foundation for your small business.

From recruitment strategies to employee retention, legal compliance to company culture, we'll cover all the essential aspects of HR that will contribute to your business's growth. Let's create a thriving workplace where both your business and your employees can flourish.


Speakers:
Amy Gomez, SPHR, SHRM-SCP
7/10/2026

This webinar will explore embracing and supporting neurodiversity in the workplace, promoting inclusivity, and creating a more diverse and dynamic environment.


Speakers:
Amy Gomez, SPHR, SHRM-SCP
7/15/2026

Leaders have the right to exercise customary management functions. Employees have the right to be kept free from discrimination. Neither employer rights nor employee rights are absolute. The courts are equally protective of the rights of employees and employers. A courtroom is the wrong place for anyone to find this out. This course provides practical knowledge on how to effectively balancing these two sets of rights, such that employees and leaders stay out of court. Employers avoid lawsuits, rather than win lawsuits.


Speakers:
Mike Mirarchi
7/15/2026

A harmonious working environment is one in which people feel safe, seen, heard, and respected. Critical to maintaining it are that employees have high self-esteem, are treated with respect, and work in a safe, non-violent setting. This course provides practical knowledge and scripts on how to take appropriate action and deal effectively with discriminatory comments, sexual harassment, and threats and acts of violence, such that personal and employer liability is avoided.


Speakers:
Mike Mirarchi
7/15/2026

The tools for managing performance and addressing misconduct are not identical. The failure to point this out to leaders has often resulted in the use of the wrong tool. Reinforcing good performance and securing improvements in performance requires skill in coaching employees, making effective requests, and providing effective feedback. This course provides practical knowledge and scripts for setting, communicating, and enforcing performance expectations, such that personal and employer liability is avoided.


Speakers:
Mike Mirarchi
7/21/2026

This webinar will explore embracing and supporting neurodiversity in the workplace, promoting inclusivity, and creating a more diverse and dynamic environment.


Speakers:
Amy Gomez, SPHR, SHRM-SCP
7/21/2026

This webinar aims to provide HR professionals with a comprehensive understanding of mental illness and depression under the Americans with Disabilities Act (ADA). It will cover key aspects of the law, provide practical advice, and address common challenges.


Speakers:
Amy Gomez, SPHR, SHRM-SCP
7/21/2026

As a small business owner or manager, navigating the complexities of HR can be challenging, but it's crucial for your company's success. This comprehensive webinar will provide you with practical, informative, and encouraging tips to help you build a strong HR foundation for your small business.

From recruitment strategies to employee retention, legal compliance to company culture, we'll cover all the essential aspects of HR that will contribute to your business's growth. Let's create a thriving workplace where both your business and your employees can flourish.


Speakers:
Amy Gomez, SPHR, SHRM-SCP
7/25/2026

The tools for managing performance and addressing misconduct are not identical. The failure to point this out to leaders has often resulted in the use of the wrong tool. Reinforcing good performance and securing improvements in performance requires skill in coaching employees, making effective requests, and providing effective feedback. This course provides practical knowledge and scripts for setting, communicating, and enforcing performance expectations, such that personal and employer liability is avoided.


Speakers:
Mike Mirarchi
7/25/2026

Leaders have the right to exercise customary management functions. Employees have the right to be kept free from discrimination. Neither employer rights nor employee rights are absolute. The courts are equally protective of the rights of employees and employers. A courtroom is the wrong place for anyone to find this out. This course provides practical knowledge on how to effectively balancing these two sets of rights, such that employees and leaders stay out of court. Employers avoid lawsuits, rather than win lawsuits.


Speakers:
Mike Mirarchi
7/25/2026

A harmonious working environment is one in which people feel safe, seen, heard, and respected. Critical to maintaining it are that employees have high self-esteem, are treated with respect, and work in a safe, non-violent setting. This course provides practical knowledge and scripts on how to take appropriate action and deal effectively with discriminatory comments, sexual harassment, and threats and acts of violence, such that personal and employer liability is avoided.


Speakers:
Mike Mirarchi
7/30/2026

Targets can be a powerful catalyst for remarkable achievements - from landing humans on the moon to eradicating smallpox and repairing the ozone layer. However, poorly designed targets can have severe consequences, potentially leading to executive imprisonment, corporate collapse, or even loss of life.

This course uses real-world examples and case studies to guide you through a practical, step-by-step process for crafting robust, effective, and credible targets for your organization. You'll learn how to harness the positive potential of targets whilst avoiding the pitfalls that can derail even the most well-intentioned performance initiatives.


Speakers:
Bernie Smith
7/30/2026

Transform your data presentation skills with our comprehensive course on creating impactful dashboards and reports using Excel. This workshop is tailored for professionals who:

  • Regularly produce or update dashboards and reports
  • Struggle with confusing or overly complex reporting tools
  • Seek to streamline varied reporting styles across their organization
  • Aim to establish a consistent, replicable "house style" for reporting
  • Want to impress stakeholders with clear, user-friendly data presentations

Through a combination of theory and hands-on practice, you'll learn the fundamental principles that make reports and dashboards easy to understand. We'll distill these concepts into a set of practical rules and guide you through their application in Excel.


Speakers:
Bernie Smith
7/30/2026

Running or advising a small business? The KPI Bootcamp can help you rapidly identify and implement the right KPIs to achieve your or your client's goals. Delivered by Bernie Smith, KPI specialist and seasoned entrepreneur, this course will guide you through selecting a powerful set of measures tailored to your business. The structured approach helps you refine your objectives and choose KPIs that drive growth and profitability.
The program includes access to over 400 pre-defined KPIs, each with a clear, jargon-free definition, business benefits, real-world examples, and practical implementation tips.


Speakers:
Bernie Smith
7/31/2026

The objective of corrective action is to change conduct through teaching. Corrective action may be sequential, out of order, repetitive, or not appropriate to take at all. The action selected should reflect the type, frequency, and severity of the misconduct. Changing conduct through teaching requires effective employee relations skills. This course provides practical knowledge and scripts for handling a wide array of sensitive misconduct situations with good judgment, such that personal and employer liability is avoided.


Speakers:
Mike Mirarchi
7/31/2026

Over 80% of all employment-related lawsuits relate to termination. Every termination should be treated as a potential lawsuit. The facts supporting a leader's recommendation of discharge must be fully investigated. The discharge of an employee requires prior review and approval. Narrow self-interest, spite, or personal animosity must not play a part in making termination decisions. This course provides practical knowledge and scripts for handling discharges with good judgment such that personal and employer liability is avoided.


Speakers:
Mike Mirarchi
7/31/2026

Good judgment works well in handling most employee relations matters. However, there are special situations where legal requirements dictate specific handling to avoid significant personal and employer liability. This course provides practical knowledge and scripts for responding to requests for accommodation regarding religious practices or disabilities, confronting employees in substance-abuse situations, and handling disclosures of contagious infections so that individual is properly helped, and the health of your workforce is protected.


Speakers:
Mike Mirarchi