1/1/2026 - 12/31/2027
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.
Package includes 12 months of access to:
- Over 10,000 credits to choose from
- 8,500+ live webinars
- 1000+ self-study PDF courses
- 1,300+ on-demand webcasts
- Surgent's exclusive premium courses
Pricing: As a member, you pay just $625.00 – 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 format--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 - https://www.surgentcpe.com/search-all-cpe-courses?Readyforsale=Yes&Includedinunlp=
Webinar - https://www.surgentcpe.com/cpe-courses/webinars#/?Readyforsale=Yes&Includedinunlp=
Self-Study – https://www.surgentcpe.com/cpe-courses/self-study?Readyforsale=Yes&Includedinunlp=
Location: PLSS-9999-01-SSDL
1/1/2026 - 12/31/2027
Surgent's Unlimited Self-Study Package
Surgent's Unlimited Self-Study Package includes every PDF download course in Surgent’s catalog – over 250 courses, each from 2-16 credits.
Pricing: As a member, you pay just $380.00 30% 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 over 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 material you need for the next 12 months.
Package includes annual access to:
- 1,000+ credits
- 250+ PDF courses
- Downloadable course material and supplements
- CPE certificate delivery within 24 hours
What’s included? Click here to view the current course list:
https://www.surgentcpe.com/cpe-courses/self-study?Readyforsale=Yes&Includedinlibr=True&sref
Location: LIBS-9999-01-SSDL Unlimited Library packages (LIBS)
1/1/2026 - 12/31/2027
Surgent's Unlimited Webinar Package
Surgent's Unlimited Webinar Package get 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 in 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 $520.00 – 30% off Surgent’s retail price!
Why Choose the Unlimited Webinar Package?
Includes 12 month of access to:
- 8,000+ credits
- 2,100+ live webinars
- Interactive Q&A with renowned subject matter experts
- Downloadable course material and supplements
- Certificate delivery 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 instructions via email from info@surgent.com. You'll be able to start registering for live webinars courses 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 webinar
Location: UNWS-9999-01-WEBNR
3/1/2026 - 2/28/2027
2026 Member Webinars Up to 10 per Year - (Virtual)
Would you like to exhibit at multiple events? Start by filling out this form!
Sponsorship Opportunities:
- Webinar Sponsor
Location: Virtual
3/1/2026 - 2/28/2027
Special Events: Pipeline Initiatives Sponsorship
K-12 Outreach
Support programs and initiatives that educate elementary, middle, and high school teachers and students across North Dakota about the accounting profession.
College Outreach
Support programs and initiatives that educate college students in North Dakota about accounting, CPE credential, and CPA careers.
Would you like to exhibit at multiple events? Start by filling out this form!
Sponsorship Opportunities:
- Champion Sponsor
- Leading Sponsor
- Partner Sponsor
- Contributing Sponsor
- Supporting Sponsor
Media Kit
3/1/2026 - 2/28/2027
Special Events: Young Professionals Sponsorship
Would you like to exhibit at multiple events? Start by filling out this form!
Sponsorship Opportunities:
- Champion Sponsor
- Partner Sponsor
Media Kit
9/22/2026
Understanding the Form 990 and Its Preparation Prerequisites (Webinar)
Navigate the complex world of Form 990 and discover how its structure, definitions and disclosures shape public perception and regulatory oversight. Gain a clear understanding of the form's core components, the triggers for its schedules and the key terms every preparer must know. Learn how to identify data sources within an organization, manage sensitive disclosures and guide board members in understanding what the completed form communicates. Gain the clarity and confidence needed to complete Form 990 accurately and effectively.
Major subjects
*Overview of the Form 990's structure, purpose and schedule design.
*Key factors that establish a related organization.
*Definitions affecting Part VII‑A including trustees, directors, officers, key employees and high‑compensation individuals.
*Core terms such as family relationships, business relationships, independence and 35% controlled entities which are central to both Core Form Part VI and Schedule L.
*Sequencing of preparation tasks and identifying internal data providers.
*Best practices for engaging the board in understanding the completed Form 990.
Learning objective(s)
*Appreciate the public relations and regulatory impact of the Core Form and frequently used schedules.
*Identify the circumstances triggering each of the 15 substantive schedules.
*Master six essential glossary terms every Form 990 preparer must know.
*Understand how board member independence affects Schedule L reporting.
*Recognize who within an organization holds the information needed for accurate Form 990 preparation.
Who should take this program?
Public accounting tax and audit staff, nonprofit organization treasurers, accountants, CFOs and other compliance advisors.
Prerequisites: Familiarity with the nonprofit sector helpful, but not necessary.
Advance prep: None
Field(s) of study: Taxes - Technical (2.5)
Level: Overview
Format: Group Internet Based
Instructor:
Eve R. Borenstein, JD, is of counsel at Harmon, Curran, Spielberg & Eisenberg, LLP, a Washington, DC, firm specializing in not-for-profit organizations, although she is now retired from law practice aside from closing a few client projects. Previously, she operated her own firm -- a national tax and compliance practice serving not-for-profit organizations -- for 30 years. Eve is an active volunteer, speaker, advisor and teacher who’s nationally recognized for her Form 990 expertise and preparation courses. Eve’s "claim to fame" was being surprisingly introduced as the "Queen of the 990" when giving invited testimony on the form’s efficacy to Congress in July 2012.
Fees:
$135 Member / $175 Nonmember
11/6/2026
Move beyond valuation concepts and into practitioner decision-making. Through practical valuation scenarios and case-based exercises, evaluate common judgment areas, test assumptions for reasonableness, reconcile conflicting valuation evidence, document support for conclusions and communicate defensible valuation opinions. Using an evidence-based framework, learn how to define valuation issues, develop supportable analyses, evaluate assumptions and communicate results clearly and effectively. Also learn about practical applications and limitations of AI in valuation analysis, documentation, review and reporting. Leave with greater confidence in developing, defending and communicating valuation opinions.
Major subjects
*Valuation engagement decisions and professional standards.
*Development of valuation analyses.
*Reasonableness testing and reconciliation.
*Levels of value, discounts, and premiums.
*Documentation, reporting and professional practice.
*Practical uses and limitations of AI in valuation practice.
Learning objective(s)
*Identify engagement decisions that affect the development and reporting of a valuation opinion.
*Apply practitioner judgment to valuation scenarios involving valuation methods, assumptions and adjustments.
*Evaluate valuation assumptions using reasonableness tests and supporting evidence.
*Reconcile conflicting valuation indications, assumptions and levels of value.
*Document valuation analyses and conclusions to support a defensible opinion.
*Communicate valuation conclusions clearly in written reports.
*Recognize appropriate uses and limitations of AI in valuation analysis, documentation, review and reporting.
Who should take this program?
CPAs, valuation professionals, financial analysts, and others with foundational business valuation knowledge who want to strengthen their practical valuation, documentation and reporting skills.
Prerequisites: Working knowledge of basic business valuation concepts, including valuation purposes, standards of value, income methods, market methods and asset-based methods.
Advance prep: None
Field(s) of study: Specialized Knowledge - Technical (8.0)
Level: Intermediate
Format: Group Live and Group Internet Based
Instructor:
Shawn Stumphf, , ABV, CPA, MBA, CFE,
Forvalas
4151 38th St S Ste A
Fargo, ND 58104
shawn@forvalas.com
Dr. Shawn Stumphf is a consultant and recognized expert in business valuation, forensic accounting, and economic damage analysis. He has nearly two decades of experience in accounting, finance and consulting, with a primary focus on valuation and financial dispute matters.
Dr. Stumphf has authored over 1,000 valuation and consulting reports and has testified as an expert witness in state and federal courts. His work involves complex financial disputes, including shareholder litigation, marital dissolution, wrongful death, and other high-stakes matters. He has performed valuations of businesses ranging from small owner-operated companies to international enterprises, with revenues from under $1 million to over $500 million, with a primary focus on closely held and middle-market businesses.
In addition to his consulting practice, Dr. Stumphf serves as assistant professor of practice in finance at North Dakota State University.
Fees:
$375 Member / $475 Nonmember
In-person will be in Minneapolis, MN.
Location: In-person (Minneapolis, MN)
11/6/2026
Move beyond valuation concepts and into practitioner decision-making. Through practical valuation scenarios and case-based exercises, evaluate common judgment areas, test assumptions for reasonableness, reconcile conflicting valuation evidence, document support for conclusions and communicate defensible valuation opinions. Using an evidence-based framework, learn how to define valuation issues, develop supportable analyses, evaluate assumptions and communicate results clearly and effectively. Also learn about practical applications and limitations of AI in valuation analysis, documentation, review and reporting. Leave with greater confidence in developing, defending and communicating valuation opinions.
Major subjects
*Valuation engagement decisions and professional standards.
*Development of valuation analyses.
*Reasonableness testing and reconciliation.
*Levels of value, discounts, and premiums.
*Documentation, reporting and professional practice.
*Practical uses and limitations of AI in valuation practice.
Learning objective(s)
*Identify engagement decisions that affect the development and reporting of a valuation opinion.
*Apply practitioner judgment to valuation scenarios involving valuation methods, assumptions and adjustments.
*Evaluate valuation assumptions using reasonableness tests and supporting evidence.
*Reconcile conflicting valuation indications, assumptions and levels of value.
*Document valuation analyses and conclusions to support a defensible opinion.
*Communicate valuation conclusions clearly in written reports.
*Recognize appropriate uses and limitations of AI in valuation analysis, documentation, review and reporting.
Who should take this program?
CPAs, valuation professionals, financial analysts, and others with foundational business valuation knowledge who want to strengthen their practical valuation, documentation and reporting skills.
Prerequisites: Working knowledge of basic business valuation concepts, including valuation purposes, standards of value, income methods, market methods and asset-based methods.
Advance prep: None
Field(s) of study: Specialized Knowledge - Technical (8.0)
Level: Intermediate
Format: Group Live and Group Internet Based
Instructor:
Shawn Stumphf, , ABV, CPA, MBA, CFE,
Forvalas
4151 38th St S Ste A
Fargo, ND 58104
shawn@forvalas.com
Dr. Shawn Stumphf is a consultant and recognized expert in business valuation, forensic accounting, and economic damage analysis. He has nearly two decades of experience in accounting, finance and consulting, with a primary focus on valuation and financial dispute matters.
Dr. Stumphf has authored over 1,000 valuation and consulting reports and has testified as an expert witness in state and federal courts. His work involves complex financial disputes, including shareholder litigation, marital dissolution, wrongful death, and other high-stakes matters. He has performed valuations of businesses ranging from small owner-operated companies to international enterprises, with revenues from under $1 million to over $500 million, with a primary focus on closely held and middle-market businesses.
In addition to his consulting practice, Dr. Stumphf serves as assistant professor of practice in finance at North Dakota State University.
Fees:
$375 Member / $475 Nonmember
Location: Virtual
12/9/2026 - 12/10/2026
2026 Technology Conference Sponsorship: December 10-11 (Live Virtual)
Would you like to exhibit at multiple events? Start by filling out this form!
Sponsorship Opportunities:
- Technology Sponsor*
Media Kit
Location: Virtual
1/15/2027
Professional Ethics: The AICPA's Comprehensive Course On-Demand (For Licensure)
Product# 155906
Upon purchase of this course you will be sent a link to access the course online. This link is good for one year after purchase.
You must pass this course with a score of 90% or higher.
This revised course teaches you the AICPA, SEC and GAO independence rules in an inventive and creative way. Through interactive case studies, exercises and illustrative graphics, you will learn the most up-to-date AICPA, SEC and GAO rules.
This CPE course also explains the revised AICPA Code of Professional Conduct and conceptual framework, which all members of the AICPA must follow. It covers the basic tenets of ethical and professional conduct, covering the principles of ethics, and it explains why the code is necessary and how it is organized.
Location: On-Demand
