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Surgent's Unlimited Plus Package
1/1/2025 - 12/31/2025
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Surgent's Unlimited Self-Study Package
1/1/2025 - 12/31/2025
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Surgent's Unlimited Webinar Package
1/1/2025 - 12/31/2025
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2025 Member Webinars Sponsorship
4/7/2025 - 2/28/2026
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Special Events: Pipeline Initiatives Sponsorship
4/7/2025 - 2/28/2026
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Special Events: Young Professionals Sponsorship
4/7/2025 - 2/28/2026
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Live Webinar K2?s Accountant's Guide to QuickBooks Online
9/18/2025
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Understanding the Form 990 and its Preparation Prerequisites (Webinar)
9/18/2025
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Live Webinar K2?s Technology for CPAs - Don't Get Left Behind
9/19/2025
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2025 Annual Convention Exhibitor and Sponsorship
9/21/2025 - 9/23/2025
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2025 Annual CPA Convention (In person)
9/21/2025 - 9/23/2025
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2025 Annual CPA Convention (Virtual)
9/21/2025 - 9/23/2025
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Live Webinar K2?s Next Generation Excel Reporting
9/23/2025
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Live Webinar K2?s Implementing Internal Controls In QuickBooks Environments
9/24/2025
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Live Webinar K2?s Mastering Advanced Excel Functions
9/24/2025
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Understanding the "Most Common" Form 990 Schedules: A, B & O (Webinar)
9/24/2025
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Live Webinar K2?s Improving Productivity With Microsoft 365/Office 365 Cloud Applications
9/25/2025
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Live Webinar K2?s Working Remotely ? The New Normal
9/25/2025
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Live Webinar K2's Ethics And Technology
10/28/2025
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Live Webinar K2?s Top PDF Features You Should Know
10/28/2025
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Live Webinar K2's Better Productivity Through Artificial Intelligence & Automation Tools
10/29/2025
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Live Webinar K2?s Technology Update
10/29/2025
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Live Webinar K2?s Microsoft Teams
10/30/2025
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Live Webinar K2?s Securing Your Data: Practical Tools For Protecting Information
10/30/2025
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2025 Business & Industry Miniseries Fall Sponsorship
11/13/2025 - 11/13/2025
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Live Webinar K2's Excel Best Practices
11/18/2025
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Live Webinar K2?s Excel Tips, Tricks, and Techniques for Accountants
11/19/2025
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Live Webinar K2?s Advanced Excel
11/20/2025
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Live Webinar K2?s Excel Essentials for Staff Accountants
12/9/2025
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2025 K2's Technology Conference
12/10/2025 - 12/11/2025
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2025 Technology Conference Sponsorship
12/10/2025 - 12/11/2025
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Live Webinar K2?s Technology for CPAs - Don't Get Left Behind
12/10/2025
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Live Webinar K2?s Microsoft 365/Office 365 - All the things You Need to Know
12/16/2025
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Live Webinar K2?s Next Generation Excel Reporting
12/17/2025
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Live Webinar K2?s Accountant's Guide to QuickBooks Online
12/18/2025
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Live Webinar K2's Excel PivotTables for Accountants
12/29/2025
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Live Webinar K2's Ethics And Technology
12/30/2025
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Live Webinar K2?s Artificial Intelligence For Accounting And Financial Professionals
12/30/2025
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Professional Ethics: The AICPA's Comprehensive Course
1/15/2026
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2026 Business & Industry Miniseries Spring Sponsorship
2/12/2026 - 2/12/2026
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To make more money in less time, all accountants need to learn to market themselves effectively to their clients or their firm. For better or worse, promotions and more money go to those who are the best marketers, rather than the most competent accountants. In this fascinating and fun workshop, participants will learn seven key ways to get more clients and/or promotions through the art of marketing.
Speakers:
Jonathan Robinson, MA, MFT
You only have one chance to make a good first impression. In the fast paced world we live in, being able to create immediate rapport and a sense of trust with people is more important than ever. Fortunately, this is an easily learnable skill that can serve you in both business and in life. People who can master the one minute relationship end up making more money, being better liked, and enjoying their clients more.
Speakers:
Jonathan Robinson, MA, MFT
In this course, you'll learn why being able to do public speaking well is a major advantage in becoming successful in your career. You'll learn how to write a good talk, how to present it well, and how to use your new found ability to get more clients and/or a promotion. In addition, you'll learn how to overcome your nervousness, and how to overcome stress in less than a minute.
Speakers:
Jonathan Robinson, MA, MFT
The new field of Positive Psychology offers many methods and ideas for helping people be happier, healthier, and better at what they do. Nowadays, the ability to be at your best and get clients to enjoy working with you is critical to growing your business or getting ahead. Studies show that happy people make $750,000 more over the course of their life than unhappy people, have half the number of sick days, and live 9 years longer. In this fun and fascinating seminar, you’ll learn how to not only be happier, but help your clients be happier in working with you.
Speakers:
Jonathan Robinson, MA, MFT
We all want to be successful and deeply fulfilled, but most of us have not learned what really leads to a life of abundance, happiness, purpose, and great relationships. In this seminar, you will learn the most effective methods for creating the life you really want. In his interviews with such people as Oprah, the Dalai Lama, Deepak Chopra, Tony Robbins, Ted Turner, and dozens of others, Jonathan has learned what really works and what does not. In this seminar you’ll learn the best personal and professional growth techniques he’s acquired over his career. Once you know these great ideas and methods, you'll be able to take your life and career to a whole new level.
Speakers:
Jonathan Robinson, MA, MFT
There is always too much to do and too little time to do it all. Fortunately, if you know the right ways to manage people, projects and your time, you can get on top of everything by working smarter.
In this seminar you'll learn the best ways to get more done in less time, how to stay sane with all you have to do, and how to get other people to do some of "your" work by building great relationships.
Speakers:
Jonathan Robinson, MA, MFT
There is always too much to do and too little time to do it all. Fortunately, if you know the right ways to manage people, projects and your time, you can get on top of everything by working smarter.
In Part 2 of this seminar we will go into more depth about how to get more done in less time, as well as how to not burnout from all the work you do. We will discuss additional methods for working smarter through technology, communication, stress reduction, and creating smart and helpful goals.
Speakers:
Jonathan Robinson, MA, MFT
Subchapter S corporations continue to be popular because of employment tax advantages and accounting ease. But, taxpayers continue to make errors in making and maintaining their Subchapter S elections. Meanwhile, the cost of remedial rulings has been dramatically reduced for some while others can now face a $43,700 filing/user fee plus professional fees just to get relief. Practitioners need to be alert as to planning opportunities and pitfalls. This ACPEN course will include a panel of national tax practitioners and experts reviewing these complex rules as well as the latest judicial, legislative and regulatory developments.
*Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com
Speakers:
James A. Smith, CPA, CGMA
C. Clinton Davis, CPA, JD
The new field of Positive Psychology offers many methods and ideas for helping people be happier, healthier, and better at what they do. Nowadays, the ability to be at your best and get clients to enjoy working with you is critical to growing your business or getting ahead. Studies show that happy people make $750,000 more over the course of their life than unhappy people, have half the number of sick days, and live 9 years longer. In this fun and fascinating seminar, you’ll learn how to not only be happier, but help your clients be happier in working with you.
Speakers:
Jonathan Robinson, MA, MFT
In this course, you'll learn why being able to do public speaking well is a major advantage in becoming successful in your career. You'll learn how to write a good talk, how to present it well, and how to use your new found ability to get more clients and/or a promotion. In addition, you'll learn how to overcome your nervousness, and how to overcome stress in less than a minute.
Speakers:
Jonathan Robinson, MA, MFT
In a competitive economy, CPA's and their firms need a way to stand out. The best way to do this is to give outstanding service to your clients. In this experiential workshop, you’ll learn skills that lead to dramatic client satisfaction. In addition, you'll learn several specific ways to guarantee you'll get a lot of word of mouth referrals that will lead to a dramatic increase in your number of clients.
Speakers:
Jonathan Robinson, MA, MFT
There is always too much to do and too little time to do it all. Fortunately, if you know the right ways to manage people, projects and your time, you can get on top of everything by working smarter.
In this seminar you'll learn the best ways to get more done in less time, how to stay sane with all you have to do, and how to get other people to do some of "your" work by building great relationships.
Speakers:
Jonathan Robinson, MA, MFT
Getting rich requires many things. First, you need to know how to overcome previous limitations you may have had about making a lot of money. Second, you need to know and use the best financial strategies for becoming wealthy--including the latest investment and marketing strategies. And third, you need to be able to enjoy your lifestyle, and look at what obstacles get in the way of you being rich and fully contented. By exploring the latest methods for achieving financial and personal success, you'll be able to make a lot more money and have a great time doing it.
Speakers:
Jonathan Robinson, MA, MFT
There is always too much to do and too little time to do it all. Fortunately, if you know the right ways to manage people, projects and your time, you can get on top of everything by working smarter.
In Part 2 of this seminar we will go into more depth about how to get more done in less time, as well as how to not burnout from all the work you do. We will discuss additional methods for working smarter through technology, communication, stress reduction, and creating smart and helpful goals.
Speakers:
Jonathan Robinson, MA, MFT
Most professional accountants are at least somewhat familiar with the AICPA’s Code of Professional Conduct, available at the AICPA’s online ethics library. But the online ethics library also includes other information, such as non-authoritative case studies. This course provides an overview of – and commentary on – these instructive supplemental materials.
Speakers:
Albert D. Spalding Jr.
Getting rich requires many things. First, you need to know how to overcome previous limitations you may have had about making a lot of money. Second, you need to know and use the best financial strategies for becoming wealthy--including the latest investment and marketing strategies. And third, you need to be able to enjoy your lifestyle, and look at what obstacles get in the way of you being rich and fully contented. By exploring the latest methods for achieving financial and personal success, you'll be able to make a lot more money and have a great time doing it.
Speakers:
Jonathan Robinson, MA, MFT
In a competitive economy, CPA's and their firms need a way to stand out. The best way to do this is to give outstanding service to your clients. In this experiential workshop, you’ll learn skills that lead to dramatic client satisfaction. In addition, you'll learn several specific ways to guarantee you'll get a lot of word of mouth referrals that will lead to a dramatic increase in your number of clients.
Speakers:
Jonathan Robinson, MA, MFT
To make more money in less time, all accountants need to learn to market themselves effectively to their clients or their firm. For better or worse, promotions and more money go to those who are the best marketers, rather than the most competent accountants. In this fascinating and fun workshop, participants will learn seven key ways to get more clients and/or promotions through the art of marketing.
Speakers:
Jonathan Robinson, MA, MFT
We all want to be successful and deeply fulfilled, but most of us have not learned what really leads to a life of abundance, happiness, purpose, and great relationships. In this seminar, you will learn the most effective methods for creating the life you really want. In his interviews with such people as Oprah, the Dalai Lama, Deepak Chopra, Tony Robbins, Ted Turner, and dozens of others, Jonathan has learned what really works and what does not. In this seminar you’ll learn the best personal and professional growth techniques he’s acquired over his career. Once you know these great ideas and methods, you'll be able to take your life and career to a whole new level.
Speakers:
Jonathan Robinson, MA, MFT
You only have one chance to make a good first impression. In the fast paced world we live in, being able to create immediate rapport and a sense of trust with people is more important than ever. Fortunately, this is an easily learnable skill that can serve you in both business and in life. People who can master the one minute relationship end up making more money, being better liked, and enjoying their clients more.
Speakers:
Jonathan Robinson, MA, MFT