Surgent Accounting & Financial Education Employee Directory

EducationPennsylvania, United States51-200 Employees

As the largest independent provider in our category and with a history dating back 30+ years, our solutions are trusted by tens of thousands of individuals, top enterprises, and higher education institutions across the globe. 

We help professionals prepare for certification exams, such as Certified Public Accountant, Enrolled Accountant, Certified Management Accountant, Certified Internal Auditors, Security Industry Essentials, and Certified Information Systems Auditor. Additionally, Surgent offers continuing education opportunities (known as CE or CPE) for people who are reskilling for a new direction, upskilling to keep up with industry changes or picking up adjacent skills, such as project management or data analytics. We also deliver IRS programs for tax preparers. Our success as an education company is measured by the ability of our learners to serve their clients through greater competency. 

Accounting and financial career paths are not linear and professional education must become more personalized to engage the learner over time. Surgent has a deep understanding of the user experience and creates innovative, diverse learning environments for professionals at every stage. We reinvented the model for exam review with the introduction of our proprietary adaptive learning engine, quickly assessing what a learner already knows and guiding them to a learning path that helps them pass faster. Today we deliver up-to-date, first-to-market content through a variety of live and on-demand modalities -- lectures, webinars, gamification, microlearning video clips, downloadable study guides, etc. -- so learners can choose how they receive instruction. 

We are registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of CPE on the National Registry of CPE Sponsors and as a QAS Self-Study provider, as well as an approved Continuing Education provider by the IRS, the CFP® Board, and CTEC. Our courses are accepted for CPE credit in the US.

Find Surgent Accounting & Financial Education employees' phone numbers or email addresses

Surgent Accounting & Financial Education Global Highlights

Location
Employees

North America
108

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  • United States Of America
    108

Asia
2

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  • Jordan
    2

Europe
1

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  • Germany
    1

Surgent Accounting & Financial Education's Leadership

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    M. B.
    Vice President Of Technology And Strategy
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  • Stylized image of a person
    P. W.
    Vice President Market Development
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    R. F.
    President
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    T. A.
    Owner Chief Executive Officer
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  • Stylized image of a person
    I. M.
    Owner
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    J. B.
    Vp, Content Development
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    J. R.
    Senior Director Of Sales - Firms And Financial Services
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    M. M.
    Director - State Society Partnerships
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Contact profiles from Surgent Accounting & Financial Education

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    I. M.
    Owner
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    R. F.
    President
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    Oct 22, 2024
  • Stylized image of a person
    T. A.
    Owner Chief Executive Officer
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    J. B.
    Vp, Content Development
    Phone icon
    United StatesPennsylvania
    Sep 11, 2025
  • Stylized image of a person
    M. B.
    Vice President Of Technology And Strategy
    Phone icon
    UNITED STATES
    Sep 13, 2024
  • Stylized image of a person
    P. W.
    Vice President Market Development
    Phone icon
    United StatesPennsylvania
    Apr 25, 2025
  • Stylized image of a person
    J. R.
    Senior Director Of Sales - Firms And Financial Services
    Phone icon
    United StatesPennsylvania
    Nov 17, 2025
  • Stylized image of a person
    M. M.
    Director - State Society Partnerships
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    United StatesFlorida
    Oct 25, 2025
  • Stylized image of a person
    C. M.
    Consulting Director Of Operations And Strategy
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    Feb 27, 2024
  • Stylized image of a person
    D. V.
    Director, Client Relations
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    Oct 17, 2024

Frequently Asked Questions

What is Surgent Accounting & Financial Education known for?

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Surgent Accounting & Financial Education was founded in 1985 operates in the Education industry; you can contact the main corporate office by phone at . Explore Surgent Accounting & Financial Education's company overview page for more information.

What is Surgent Accounting & Financial Education's most common email format?

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Surgent Accounting & Financial Education employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Surgent Accounting & Financial Education email formats with LeadIQ.

How many employees does Surgent Accounting & Financial Education have currently?

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Surgent Accounting & Financial Education has approximately 62 employees as of December 2025. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are Surgent Accounting & Financial Education's key employees and leadership?

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As of December 2025, Surgent Accounting & Financial Education's key employees include:

  • Vice President Of Technology And Strategy: M. B.
  • Vice President Market Development: P. W.
  • President: R. F.
  • Owner Chief Executive Officer: T. A.
  • Owner: I. M.

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