🔄 How Do I Change the Date of a Live Webinar I’m Registered For?

We get it—plans change! The process to change your webinar date depends on how you purchased the course.

🧾 If You Have an Unlimited Package (Unlimited Webinar, Unlimited Self-Study, or Unlimited Plus):

You can unregister yourself and sign up for a different session.

Here’s how:

1. Log into your SurgentCPE Portal

2. Click on your name in the top-right corner, then choose “My Portal”

3. Select “My Webinar Registrations” from the left-hand menu

4. Find the course you want to change

5. Click the six dots (⋮) on the right side of that row

6. Select “Unregister” from the dropdown menu

7. Return to “My Packages” and click “Browse Included Courses” to register for the new date

💳 If You Purchased an Individual Webinar (Directly from Surgent):

We're happy to help! Just submit a request with the following info:

• Your full name

• The email address associated with your account

• The webinar you’d like to transfer from

• The webinar you’d like to transfer to

🏛️ If You Purchased Through Your State Society:

Surgent cannot make changes to state society purchases. Please contact your society directly for assistance with transfers or schedule changes.