Webinar Details
Course Description

The practice of surcharging is frequently discussed, but rarely completely understood. In this webinar we'll answer all your questions about surcharging, including the history of surcharging, the current laws relating to surcharging in the United States, and how you can enable complaint surcharging in your practice. Whether you're part of a large firm or you're a sole practitioner, you won't want to miss the opportunity to learn about this intricate topic.

Learning Objectives
  • Recount the history of the credit card processing industry and surcharging.
  • Discover the current status of surcharging in the U.S.
  • Identify how you can implement surcharging in your firm in a compliant fashion.
  • None
Who Should Attend

CPAs, managers, owners, and administrators of accounting firms who process client payments. 

Advanced Preparation


Presenter Details
  • Erika Segal

    Erika Segal is the Associate Brand Manager for CPACharge. Erika loves speaking about payment solutions and teaching professionals how to make their firm the best it can be. She has experience in communications, marketing, and customer service spanning over ten years.

  • Vinay Nilakantan

    Vinay Nilakantan is the Head of Product for AffiniPay - a fintech company based out of Austin, TX that specializes in payment processing solutions for CPAs. Over the past 3 years, Vinay has been involved in building out the AffiniPay payment platform to transform the way professionals are paid. By introducing alternative payment models like eCheck and now Surcharging, Vinay has brought a significant amount of leverage on how to collect on payments with accounting professionals all over the country. Vinay has a deep background in Product Management with leadership positions in multiple software companies.

NASBA Sponsor
  • National Registry of CPE Sponsors for the QAS self-study delivery method
    Encoursa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBAregistry.org.
Date & Time
Thursday, April 22, 2021

3:00 PM EDT (see additional timezones)

  • Webinars: CPE certificates will be accessible through your dashboard 1 hour after a webinar concludes.

    Self-Study: CPE certificates will be accessible through your dashboard immediately after passing the qualified assessment.

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  • Multiple Attendees on Webinars: Each attendee should register separately for the webinar. If more than 1 attendee participated from the same device, please contact us after the event to let us know. For group signups for paid events, please contact us.

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