Registrants may self-transfer to a future webinar (of equal credit) at any time up to the day before the webinar. Please visit www.SurgentCPE.com, click “Login” at the top right portion of the screen and enter your username and password. If you do not remember your password, press the "Forgot?" button to receive a password reset email.

You can access the webinar you wish to transfer under the "My Webinar Registrations" tab. Transferring on the day of the webinar, after the webinar has occurred, or to another registrant, must be done internally. Please call (800) 778-7436 or email: info@surgent.com.

No. Surgent webinars are considered to be live presentations, so no CPE exam is required. However, individual viewers must respond to attendance verification popups throughout the course, and group members must have their attendance verified by a proctor. Please refer to the instructions in your registration confirmation email for complete details.

You must respond to at least 75% of the attendance checks to earn full credit. If you do not meet this minimum percentage, your CPE credit will be reduced.  You may receive half credit (50% to 74%), or zero credit (less than 50%).

Surgent is registered with the National Association of State Boards of Accountancy (NASBA) on their National Registry of CPE Sponsors (sponsor #103212); as such, our credits are accepted in all 50 states. However, credits in different states may vary, so please check with your state board. New York and Texas require sponsors to register individually with their state. Our registration numbers are: 9314 (Texas) and 000618 (New York).

To earn your credit, you are required to respond to attendance checks on-screen at intervals throughout the webinar. You must respond to at least 75% of the attendance checks to earn full credit. In most cases, you will receive your CPE certificate via email on the same day as the webinar. Note: Please allow up to 24 hours for a certificate to be generated and an email notification to be sent to you. 

After the webinar, please allow up to 24 hours for your certificate to be generated. You will receive an email notification when the certificate in available for download from your Surgent profile

You can type questions to the presenter using the online “Question & Answer” pane. For group settings, one person can submit any questions from the group. The presenter will answer as many questions as possible during one or more designated Q&A sessions during the webinar. When submitting question, please remember that Surgent discussion leaders may only answer questions you have exclusively about the course material. No specific situations can be commented on. If legal advice or other expert assistance is required for a specific situation, please seek the services of a competent professional.

Please note that questions submitted prior to the webinar will not be addressed, please wait to submit questions until you are sure that your question was not touched on during the program.

Course Materials:

• A copy of the webinar PowerPoint presentation will be ready for download/print in your Surgent account, prior to and during the webinar..
• A copy of supplements (if available) will be ready for download/print in your Surgent account, prior to and during the webinar.

Live Event Experience:

• You will have access to live webinar broadcasts, presented by leading experts from Surgent.
• Webinar broadcasts will include a display of the course materials, audio of the speaker, and video of the speaker (if applicable).
• You will have the ability to submit questions to the presenter during the live course.

CPE Credit:

• CPE credits within 24 hours of the completion of the webinar. A certificate will be available to download in your Surgent account. An email notification will alert you when a new certificate is available to download/print. 
• CPE credit options for individual viewers: For individuals, attendance checks will be presented throughout the webinar. Earn credit without interrupting the webinar!
• CPE credit for viewers in a group setting: Groups can verify attendance through use of a proctor and an attendance list. The attendance list and instructions can be found in your registration confirmation email.

Support and Communication:

• You will have an Outlook add-to-calendar feature in your registration confirmation email.
• Registration email reminders will be sent prior to the webinar event date
• Customer Service and/or Technical Support will be available up to 30 minutes prior to the start time of your webinar, as well as during the entire webinar event.

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Your Webinar is accessible via your Surgent account. Visit www.SurgentCPE.com, click “Login” at the top right portion of the screen and enter your username and password. If you do not remember your password, press the "Forgot?" button to receive a password reset email.

Once logged in, the page will refresh to display your account menu on the left side. Your webinar is located under the “My Webinar Registrations” tab.

We do periodically offer discounts on CPE courses and packages. Check surgentcpe.com often to see the latest offer or you can sign up for email alerts near the bottom of our home page.

To access courses that you have already purchased, all you need to do is click the “Log In” button in the top right of the screen and log in using your Username and Password.  This will give you immediate access to all of your purchased CPE courses and packages plus many other self-service features that we’re hoping you will find useful!

Group internet-based programs are live, scheduled events that are broadcast over the web. Though you may join as an individual from any convenient location, you may also log into the webinar as a group (See FAQs regarding group attendance requirements for CPE). You have the opportunity to enjoy discussions and participate in question and answer periods with other participants who are logged in.

While formats can vary, one of the most common is a PowerPoint-style presentation coupled with a conferencing platform that permits participants to type private questions to the facilitator. Surgent's webinars allow users to login to listen to audio of the speakers. Though many of Surgent's webinars also include a display of materials and a live streaming video of the speakers, these features are not always guaranteed for every broadcast. 

Surgent’s webinar content is frequently reviewed and updated. Very popular CPE webinars are often recorded for rebroadcast in the following weeks, in order to provide multiple options for attendance dates. The follow-up presentations are scheduled, and qualified facilitators are online live to answer questions in every Surgent CPE webinar. 

1. Log into "My Portal" by clicking Login in the upper right hand corner of www.surgentcpe.com
2. Once you are in "My Portal" go to your profile by clicking the gray icon in the upper right part of the screen
3. Once you are in My Profile, click on the EasyRenew tab on the left side of the screen
4. Click the 3 vertical dots to the right of the package you would like to opt out of EasyRenew
5. Select Cancel

Visit www.surgentcpe.com and click “Login” at the top right portion of the screen and enter your username and password. If you do not remember your password, press the "Forgot?" button to receive a password reset email.

Once logged in, the page will refresh to display your account menu on the left side. If you haven't done so already, you must assign the package to yourself or another user under My Unassigned Products. 

Once you assign the package to yourself, you will be able to access it under the “My Packages” tab.

For technical support information please click the link below or type it into your browser

https://surgentcpe.com/webinarsupport

No, groups are not required to respond to attendance checks. Group attendance is verified through the use of a proctor and an Attendance Verification Form, which can be found in your registration confirmation email.

Your group must chose a proctor. A link to an Attendance Verification Form will be provided in your registration confirmation and reminder email, and the proctor must print this form and bring it to the webinar.
Please be sure to indicate on this form your arrival and departure times and provide your signature. Then, your proctor will send this form to Surgent, and CPE certificates will be provided to all attending group members who are registered.
Please note: No CPE credit can be provided to any members of your group until this information is received by Surgent and the registration fee has been paid for each attendee.

First visit www.SurgentCPE.com, click “Login” at the top right portion of the screen and enter your username and password. If you do not remember your password, press the "Forgot?" button to receive a password reset email.

Once logged in, the page will refresh to display your account menu on the left side. Click on "My Packages".  Credits remaining will be shown on the package icon.

Visit www.surgentcpe.com and click “Login” at the top right portion of the screen and enter your username and password. If you do not remember your password, press the "Forgot?" button to receive a password reset email.

Once logged in, the page will refresh to display your account menu on the left side. If you haven't done so already, you must assign the package to yourself or another user under My Unassigned Products.

Once you assign the package to yourself, you will be able to access it under the “My Packages” tab.