Self-Study Video

Filters

Changing any of the form inputs will cause the list of events to refresh with the filtered results.

(SSAA609/26) Surgent’s Finding Errors in Excel Spreadsheets

This intensive two-hour course addresses the critical need for accuracy and efficiency when developing spreadsheets using Microsoft Excel. Recognizing that even minor errors can have significant implications, this course delves deep into strategies and skills required to detect and correct errors in Excel. By the end of this course, participants will have a comprehensive understanding...

Non Member: $115
Credit Hours: 2

(SSTX619/26) Surgent’s Weekly Expert Hour (Original Air Date: 10/08/20)

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

(SSTX541/26) Surgent’s Update on the SECURE 2.0 Act

This course provides a comprehensive analysis of the SECURE 2.0 Act. The principal focus of the Act is to expand retirement coverage and increase retirement savings. As such, the Act has many important changes relating to IRAs and qualified plans. This legislation alters the landscape of retirement planning for taxpayers of all ages. Make sure...

Non Member: $95
Credit Hours: 2

(SSTE455/26) Surgent’s Excel for Staff Level 1 – What You Never Learned

Most staff accountants learned Excel in college and many others learned Excel on their own; however, most users never learned the important productivity tips that could help them build spreadsheets more efficiently. This course will teach new and experienced users how to leverage the many productivity tools built within Excel in order to build spreadsheets...

Non Member: $115
Credit Hours: 2

(SSAA506/26) Surgent’s Why Do They Do It? The Psychology of Fraud

This course will discuss the psychology behind white-collar crime. It will conclude with a conversation with Abby Ellin, author of Duped. This is the third of five 2-hour courses in Surgent's Fraud Certificate Program. This program includes a combination of lectures, animated videos, and live interviews with white-collar offenders and whistle-blowers. Each course is designed...

Non Member: $95
Credit Hours: 2

(SSTX572/26) Surgent’s Tax Research

Answering clients' tax questions accurately and on time is a key challenge for tax practitioners. Through simple, plain language explanations and examples, this course will help practitioners perform tax research more efficiently by describing the structure of the primary sources, highlighting the differences between primary and secondary sources, and detailing the steps in the tax...

Non Member: $95
Credit Hours: 2

(SSTX670/26) Surgent’s Weekly Expert Hour (Original Air Date: 10/17/24)

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

(SSTX608/26) Surgent’s Weekly Expert Hour (Original Air Date: 1/14/21)

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

(SSTX449/26) Surgent’s Tax Reporting for Executive Compensation

This comprehensive course delves into the intricate world of executive compensation, focusing on the taxation and reporting procedures for various types of compensation arrangements. Participants will gain a deep understanding of the key differences between incentive stock options (ISOs) and nonqualified stock options (NQSOs), as well as the tax treatment and reporting requirements for restricted...

Non Member: $95
Credit Hours: 2

(SSAA514/26) Surgent’s Fraud Case Studies: Schemes and Controls

Fraud is prevalent - especially since COVID-19 relief packages passed by legislatures around the world opened the till. The overwhelming majority of fraud cases are never publicized. In this course we will build on our knowledge of why people commit fraud to dissect the schemes and discuss transactional controls to help stop fraud faster.

Non Member: $180
Credit Hours: 4

(SSTE438/26) Surgent’s Power Query Series: Use Cases

This course presents five use cases for specific data issues a user may encounter in Power Query (Excel version). Through hands-on examples, users are guided through the process of overcoming each of these issues.Power Query is an "ETL" tool that extracts, transforms, and loads data. This tool has a user-friendly interface that enables the Excel...

Non Member: $65
Credit Hours: 1

(SSOT430/26) Surgent’s Increase Success by Understanding People

As finance professionals we often have dual responsibilities, to use our technical skills and also to exercise our leadership skills to lead a department. But we are often not sufficiently trained in the second, and sometimes most important, skill set. This short program takes an in-depth look at a proven model designed to help us...

Non Member: $55
Credit Hours: 1