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(SSAA566/26) Surgent’s Performing a Compilation Engagement Under AR-C Section 80

Be the go-to person for financial statement compilation engagements. Specifically designed for compilation practitioners and their staff, this course will provide you with a hands-on application for performing compilation engagements under AR-C Section 80. You will learn the ins and outs of relevant sections of SSARS No. 21, Clarification and Recodification, the most significant change...

Non Member: $55
Credit Hours: 1

(SSTE448/26) Surgent’s Power Query Series: Merge Queries

A merge query combines two queries that have a common column or columns. This course discusses best practices for creating merge queries using Power Query (Excel version) and includes hands-on exercises to enable the user to demonstrate what they have learned.Power Query is an "ETL" tool that extracts, transforms, and loads data. This tool has...

Non Member: $65
Credit Hours: 1

(SSTE410/26) Surgent’s Data Analytics Readiness Series: Formulas, Named Ranges, and Formula Auditing

This one-hour course will introduce users to table functions in Excel and Power BI. Users will demonstrate an ability to apply and utilize named ranges and naming conventions to data. Specific focus will be given to common formulas and functions within Excel. Common pitfalls in formula implementation will be discussed. Users will utilize exercises alongside...

Non Member: $65
Credit Hours: 1

(SSTX649/26) Surgent’s Weekly Expert Hour (Original Air Date: 5/16/24)

As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax and advisory firms is differentiating between changes that are relevant to our practice and...

Non Member: $55
Credit Hours: 1

(SSAA573/26) Surgent’s Quarterly Fraud Update (Original Air Date: 12/6/24)

Fraud continues to be at record highs. According to NASDAQ's Global Financial Crime Report, fraud schemes and bank frauds led to global losses of over $485 billion. Four of the most cited frauds were customer fraud, cybercrime, asset misappropriation, and bribery and corruption. From global banking giants to local charities and mom-and-pop shops, no entities...

Non Member: $55
Credit Hours: 1

(SSAA435/26) Surgent’s Lease Accounting: The Impact of Changing Standards on Both Lessors and Lessees

The effective date for ASU 2016-02, Leases (Topic 842) is finally here. The new standard eliminates one of the largest forms of off-balance sheet accounting and requires most leases to be brought onto the balance sheet irrespective of their classification as either financing or operating. The new guidance in ASC 842 also makes other changes...

Non Member: $95
Credit Hours: 2

(SSTE462/26) Surgent’s The Latest and Greatest Excel Features

In the ever-evolving world of data analysis and office productivity, Microsoft Excel remains at the forefront, continuously introducing new and powerful features. This comprehensive course is designed to familiarize participants with the most recent and significant updates in Excel as well as some old favorites. This course offers an in-depth exploration of these features, ensuring...

Non Member: $115
Credit Hours: 2

(SSOT420/26) Surgent’s Crowdfunding: A General Overview

In the past, entrepreneurs who sought investment capital for their start-ups were subject to the preferences and expectations of a small set of wealthy investors. These venture capitalists and angel investors often played the role of highly selective gatekeepers, denying countless potential business leaders the opportunity to bring their well-thought ideas to market. Much has...

Non Member: $55
Credit Hours: 1

(SSTE441/26) Surgent’s Power Query Series: Introduction and First Connection

This course is designed for the Excel user to begin their data analytics journey with an introduction to a product created for their skill set: Power Query, using the Excel version. Power Query is an "ETL" tool that extracts, transforms, and loads data. This tool has a user-friendly interface that enables the Excel user to...

Non Member: $65
Credit Hours: 1

(SSTE432/26) Surgent’s Build a Data Model for Analysis in Power BI

This intensive 4-hour course offers a deep dive into data modeling in Power BI, with a focus on Microsoft Excel's Power Pivot that is applicable to Power BI Desktop. Designed for professionals looking to enhance their data analysis skills, the course covers the essential aspects of building robust, efficient data models. Participants will learn how...

Non Member: $180
Credit Hours: 4

(SSTX669/26) Surgent’s Weekly Expert Hour (Original Air Date: 10/10/24)

As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax and advisory firms is differentiating between changes that are relevant to our practice and...

Non Member: $55
Credit Hours: 1

(SSAA480/26) Surgent’s Technology Trends and Risks of Interest to CPAs

Never have the benefits, and related risks, of utilizing new technology been greater for those in the accounting profession. From Artificial Intelligence (AI), Robotic Process Automation(RPA), and Audit Data Analytics (ADA) to cloud-based software solutions, our clients' technology landscape is rapidly changing. Accordingly, we, as accounting professionals, need to be on the forefront of these...

Non Member: $95
Credit Hours: 2

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