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Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!

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Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.

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It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.

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Ronald Surz

4.3 / 5

Ronald J. Surz is president of PPCA Inc. and its division, Target Date Solutions. He is a pension consulting veteran, having started with A.G. Becker in the 1970's. Ron earned an MBA in Finance at the University of Chicago and an MS in Applied Mathematics at the University of Illinois.

He has published regularly in such publications as The Journal of Wealth Management, The Journal of Investing, Journal of Portfolio Management, Pensions & Investments, Senior Consultant, HorsesMouth and the IMCA® Monitor, as well as contributed to and edited several books. Ron's most recent book is Fiduciary Handbook for Understanding and Selecting Target Date Funds: It's All About the Beneficiaries. Ron has served as a member of the following boards and councils:

City of San Clemente Finance Committee
Investor/Consultant Subcommittee of the Global Investment Performance Standards (GIPS) Executive Committee, established by the CFA Institute
Investment Management Consultants Association® (IMCA®) Board of Directors
IMCA® Monitor (newsletter) Editorial Board
IMCA® Standards of Practice Board Chair
Cainsoft Advisory Board
FinanceWare.com Advisory Board
Association for Investment Management & Research (AIMR) After-Tax Subcommittee
Risk-Controlled Growth (RCG) fund-of-hedge-funds Investment Committee
Sortino Investment Advisors Advisory Board
Capital Market Consultants Advisory Board
President of the Southern California Chapter of IMCA®
Rockwater Hedge LLC Advisory Board