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(SSTX379/27) Surgent’s Weekly Expert Hour (Original Air Date: 7/31/25)

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

(SSTE100/27) Surgent’s Autonomous Agents in Audit and Assurance

This course explores how autonomous agents are transforming internal and external audit functions. Agentic AI is redefining how auditors perform risk assessments, gather evidence, test controls, and issue reports. Participants will examine real-world examples, including audit bots from Big Four firms, and consider the impact on assurance quality, auditor judgment, and documentation standards. Key frameworks...

Non Member: $115
Credit Hours: 2

(SSTX372/27) Surgent’s Weekly Expert Hour (Original Air Date: 6/5/25)

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

(SSTX348/27) Surgent’s Weekly Expert Hour (Original Air Date: 8/15/24)

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

(SSOT126/27) Surgent’s Communicating Financial Results to Stakeholders: A Guide for Client Advisory Services

One of the most difficult things for any Client Advisory Services (CAS) professional to learn is how to communicate financial information to non-financial people. To be successful, it's crucial to master this skill, as we frequently explain accounting jargon to those unfamiliar with the field. In this course, we will explore how to properly communicate...

Non Member: $95
Credit Hours: 2

(SSAA206/27) Surgent’s Government and Nonprofit Frauds and Controls to Stop Them

George Washington once wrote, "We ought not to look back, unless it is to derive useful lessons from past errors, and for the purpose of profiting by dear bought experience." The cost of fraud, dearly paid by governments and nonprofits, is too severe not to learn and profit from. In this course, we will look...

Non Member: $180
Credit Hours: 4

(SSTX265/27) Surgent’s Going Out on Your Own: Entity Types and Accounting Methods

Starting a business is tough! There are lots of decisions to be made and things to think about. You may feel like you have a great idea. You have done your marketing research, developed a prototype, and even looked at locations for your new office. Then it dawns on you.... What type of entity do...

Non Member: $95
Credit Hours: 2

(SSET137/27) 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

(SSTE112/27) Surgent’s Data Analytics: Planning and Implementation Strategies

As the rewards from data continue to grow, companies must recognize the value of data to remain competitive in the current digital economy. Companies that use data in their business processes are outperforming those that do not. Data skills will become necessary in the next few years, and your employees will need them to perform...

Non Member: $70
Credit Hours: 1

(SSTX151/27) Surgent’s IRS Tax Examinations and Hot Issues

Although the Inflation Reduction Act increased the IRS budget, Congress continues to battle about whether this funding will be continued. The IRS began replenishing its workforce with the additional funding only to have to terminate workers or lay them off due to mandated federal workforce reductions. The IRS trains its audit workforce by examining the...

Non Member: $180
Credit Hours: 4