BEGIN:VCALENDAR VERSION:2.0 PRODID:-//South Carolina Association of CPAs - ECPv6.15.20//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-WR-CALNAME:South Carolina Association of CPAs X-ORIGINAL-URL:https://sc.cpa X-WR-CALDESC:Events for South Carolina Association of CPAs REFRESH-INTERVAL;VALUE=DURATION:PT1H X-Robots-Tag:noindex X-PUBLISHED-TTL:PT1H BEGIN:VTIMEZONE TZID:America/Detroit BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20240310T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20241103T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20250309T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20251102T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20260308T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20261101T060000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/Detroit:20250630T120000 DTEND;TZID=America/Detroit:20250630T120000 DTSTAMP:20260427T004720 CREATED:20250331T212108Z LAST-MODIFIED:20250401T050526Z UID:10004473-1751284800-1751284800@sc.cpa SUMMARY:(SSTE131/25) Surgent's Power Query Series: Useful Transformations DESCRIPTION:Event Description\nThis course covers a number of useful transformations using Power Query (Excel version) to clean\, enrich\, and shape data. Coverage includes pivoting and unpivoting\, filtering and grouping\, fuzzy matching\, and more\, with hands-on exercises for users to practice these skills.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 connect to data sets they previously did not have access to. It also enables powerful data transformations without requiring any coding and will save the Excel user time in performing their cleanup of data. This course is the ninth in a twelve-part series\, Power Query: Beginning Data Analytics for the Excel User. The series is designed so the Excel user can learn the functionality of Power Query and the many benefits of this powerful tool. Each 1-hour webcast has hands-on examples to enable the Excel user to experience the active learning of Power Query. \nDesigned For\nExcel users who want to develop data analytics skills \nObjectives\nBe familiar with various useful transformations available in Power Query \nMajor Subjects\nData before and after transformation: unpivoting\, pivoting\, split to column by delimiter (by columns or rows) Filtering and grouping Fuzzy matching Hands-on examples \nInstructions\nSave all data sets provided to a central location on your computer URL:https://sc.cpa/event/sste131-25-surgents-power-query-series-useful-transformations/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20250630T120000 DTEND;TZID=America/Detroit:20250630T120000 DTSTAMP:20260427T004720 CREATED:20250331T212714Z LAST-MODIFIED:20250401T025916Z UID:10004489-1751284800-1751284800@sc.cpa SUMMARY:(SSTE117/25) Surgent's Data Security: Best Practices to Protect Your Business and Yourself DESCRIPTION:Event Description\nData security is a front-of-mind topic for most businesses because the risk and cost statistics are sobering. Each of us is in the crosshairs because a typical internet-connected computer faces a cyberattack every 39 seconds. Businesses of all sizes should be cognizant of the ethical issues that must be considered when planning their approach to privacy and data security. In this webinar\, we will explore both the risks we have traditionally faced in the workplace personally\, as well as the novel set of data privacy threats and compliance challenge issues employers face with a remote and mobile workforce. \nDesigned For\nAnyone responsible for designing or implementing data security policies for their company or firm or anyone who wants to better understand the current data privacy threats for individuals and businesses \nObjectives\nPlan an effective approach to privacy and data security in the workplace as well as for the remote workforce Explain common data privacy risks and threats faced today by both individuals and businesses \nMajor Subjects\nEthical duty to safeguard employee\, client\, and litigant data Common threats\, including phishing\, ransomware\, and bad password management Security management of business and personal electronic devices Best practices for creating and securing passwords Insight into how our personal information is exploited in our daily lives \nInstructions\nNone URL:https://sc.cpa/event/sste117-25-surgents-data-security-best-practices-to-protect-your-business-and-yourself/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20250630T120000 DTEND;TZID=America/Detroit:20250630T120000 DTSTAMP:20260427T004720 CREATED:20250331T213512Z LAST-MODIFIED:20250401T040109Z UID:10004505-1751284800-1751284800@sc.cpa SUMMARY:(SSTE103/25) Surgent's Data Analytics Readiness Series: Visualizations and Reporting DESCRIPTION:Event Description\nThis one-hour course will serve as an introduction to data visualization and reporting using Power BI and Excel. Users will understand the benefits of using Power BI to create data visualizations and how Power BI differs from previous functions in Excel for visualizations. A hands-on exercise will be applied where the user will work alongside the instructor to create dashboarding for journal entry testing. Specific focus will be on the relation among various tools for data analytics: Power Query\, Power Pivot\, PivotTables\, DAX formulas\, and storyboarding.This course is one in a ten-part certification series\, Core Data Analytics: Excel and Power BI Skills for Accounting and Finance Professionals\, by Surgent IQ. \nDesigned For\nAccountants who want to transition to data analysis and have a basic knowledge of Excel and Excel formulas \nObjectives\nUnderstand the applicable Excel skills that will be required in making the transition to data analyst; Understand what data visualization tools are available in Excel and Power BI and how they are superior to previous Excel tools Apply skills learned to create a dashboard for journal entry testing data Apply skills to present the output of analytical modeling in an easy to interpret form and evaluate the output of the analytics Be able to use the camera tool in Power BI to create dashboards \nMajor Subjects\nVisualization tools in Excel (camera\, slicers\, and timelines) Data view- why it went away. Power BI is the visualization tool to use All concepts learned in course are brought together in this last class to create a dashboard: Power Query- to extract transform and load data for the dashboard Power Pivot -to create the data model for the dashboard DAX formulas- for pivot tables to calculate values needed for model Pivot tables and charts- to create visualizations Camera tool to create dashboard Exercise- Using the data analytics workflow introduced in first class of series- to create dashboard for JE testing Journal entry by month and income statement accounts Descriptive statistics of journal entries Number of journal entry by month Journal entries by day of week Round journal entries Evaluate output of journal entry analytic Other approaches What are the false positives (noise)? Next steps in data analytics journey \nInstructions\nInstall Power Pivot and Data Analysis ToolPak URL:https://sc.cpa/event/sste103-25-surgents-data-analytics-readiness-series-visualizations-and-reporting/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20250630T120000 DTEND;TZID=America/Detroit:20250630T120000 DTSTAMP:20260427T004720 CREATED:20250331T213517Z LAST-MODIFIED:20250401T045723Z UID:10004509-1751284800-1751284800@sc.cpa SUMMARY:(SSTE129/25) Surgent's Power Query Series: Append Queries DESCRIPTION:Event Description\nAppend queries combine two or more queries into one output query that is a combination of the originals. This course discusses best practices for creating append 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 a user-friendly interface that enables the Excel user to connect to data sets they previously did not have access to. It also enables powerful data transformations without requiring any coding and will save the Excel user time in performing their cleanup of data. This course is the seventh in a twelve-part series\, Power Query: Beginning Data Analytics for the Excel User. The series is designed so the Excel user can learn the functionality of Power Query and the many benefits of this powerful tool. Each 1-hour webcast has hands-on examples to enable the Excel user to experience the active learning of Power Query. \nDesigned For\nExcel users who want to develop data analytics skills \nObjectives\nUnderstand what an append query is and why it is so useful Recognize the data requirements for an append query \nMajor Subjects\nWhat is an append query? What are the data requirements for an append query? Hands-on examples: combining worksheets in the same workbook\, listing all objects in a workbook\, combining files in a folder \nInstructions\nSave all data sets provided to a central location on your computer URL:https://sc.cpa/event/sste129-25-surgents-power-query-series-append-queries/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20250630T120000 DTEND;TZID=America/Detroit:20250630T120000 DTSTAMP:20260427T004720 CREATED:20250331T214012Z LAST-MODIFIED:20250401T033705Z UID:10004519-1751284800-1751284800@sc.cpa SUMMARY:(SSTE109/25) Surgent's Data Analytics Readiness Series: Data Modeling DESCRIPTION:Event Description\nThis one-hour course will focus primarily on Power Query\, Power Pivot\, and VLOOKUP skills. Users will learn how to join tables using various techniques and add-ons in Excel. Users will understand how to utilize the tools while maintaining data integrity. The majority of the course will focus on hands-on data exercises. Users will apply skills to create relationships and analyze the data using Power Query. This course is one in a ten-part certification series\, Core Data Analytics: Excel and Power BI Skills for Accounting and Finance Professionals\, by Surgent IQ. \nDesigned For\nAccountants who want to transition to data analysis and have a basic knowledge of Excel and Excel formulas \nObjectives\nUnderstand the applicable Excel skills that will be required in making the transition to data analyst Understand types of data relationships that exist within the data (e.g.\, linear\, normal\, etc.) Apply VLOOKUP and index match formulas in Excel Append and merge multiple data sets into one Create relationships in Power Pivot \nMajor Subjects\nHow to join tables using VLOOKUP Power Query- append queries and merge queries Power Pivot- Creating a relationship via diagram view Types of relationships Data integrity Normalization Facts vs dimension tables Exercises- data modeling VLOOKUP and index match formula Appending data in Power Query Merging data in Power Query Connection only queries Creating a relationship in Power Pivot \nInstructions\nInstall Power Pivot and Data Analysis ToolPak URL:https://sc.cpa/event/sste109-25-surgents-data-analytics-readiness-series-data-modeling/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20250630T120000 DTEND;TZID=America/Detroit:20250630T120000 DTSTAMP:20260427T004720 CREATED:20250331T214643Z LAST-MODIFIED:20250401T025553Z UID:10004538-1751284800-1751284800@sc.cpa SUMMARY:(SSTE102/25) Surgent's The Risks and Benefits of ChatGPT and Artificial Intelligence DESCRIPTION:Event Description\nWe see multiple stories about the rapid growth of artificial intelligence (AI) and its entry into our lives in the form of AI tools\, including ChatGPT. They seem to be everywhere. It is difficult to overstate how much things will change with the rise of these new technologies\, or how important it is that companies embrace the opportunity to execute them correctly. Having conversations regarding the proper adoption of these technologies and tools is a crucial first step\, including drafting policies to assist companies with their beneficial and thoughtful implementation and use. This course will define the state of AI tools\, what benefits and risks exist\, and which steps to take to begin adopting these technologies with appropriate guardrails\, policies\, and training. It is less likely that AI will destroy industries\, and more likely that companies that embrace AI will overtake those companies that do not. \nDesigned For\nAccounting and finance professionals seeking to understand the role of AI tools today and in the future \nObjectives\nBe familiar with AI tools and the current status of AI tool development Be able to explain what ChatGPT is and how it works Understand how AI tools will change the accounting and finance professions Be able to explain the benefits and risks of adopting AI tools Begin drafting policies around AI implementation for your firm or company \nMajor Subjects\nWhat are AI tools? Where are we with AI tool development? What is ChatGPT? ChatGPT; what kind of queries are possible? Copyright and intellectual property issues Benefits of AI tools Concerns with AI tools Impact on business use of AI Policy on AI tools \nInstructions\nNone URL:https://sc.cpa/event/sste102-25-surgents-the-risks-and-benefits-of-chatgpt-and-artificial-intelligence/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20250630T120000 DTEND;TZID=America/Detroit:20250630T120000 DTSTAMP:20260427T004720 CREATED:20250331T214818Z LAST-MODIFIED:20250401T052216Z UID:10004543-1751284800-1751284800@sc.cpa SUMMARY:(SSTE110/25) Surgent's Data Analytics Readiness Series: Calculated Columns and Dimensions DESCRIPTION:Event Description\nThis one-hour course will focus on the use of Excel with Power BI and Power Query to organize and analyze data. Users will primarily work with calculated columns generated from existing data. They will walk through hands-on exercises to create calculated columns\, add dimensions to existing data tables\, and create hierarchies within the data tables. Special attention will be paid to Star Schema analytical modelling. To explore practical applications\, users will apply the skills to journal entry testing.This course is one in a ten-part certification series\, Core Data Analytics: Excel and Power BI Skills for Accounting and Finance Professionals\, by Surgent IQ. \nDesigned For\nAccountants who want to transition to data analysis and have a basic knowledge of Excel and Excel formulas \nObjectives\nUnderstand the applicable Excel skills that will be required in making the transition to data analyst; Understand evaluation context — row and filter context Understand the requirements to create calculated columns and apply that understanding to data Create a dimension table in Power Query Create hierarchies in Excel with calculated columns Apply calculated column skills to datasets related to journal entry testing \nMajor Subjects\nWhere can you create a calculated column? Understanding evaluation context- row and filter context When does evaluation of the formula occur (before\, as\, or after the data is loaded?) Understanding storage requirements of calculated columns Understanding the analytical data model of the Star Schema Dimensions Facts Exercises- calculated columns Adding a calculated column in a table in Excel Creating a dimension table in Power Query Creating a hierarchy in Excel with calculated columns Adding a calculated column in Power Query JE testing with calculated columns Other test- opening balances \nInstructions\nInstall Power Pivot and Data Analysis ToolPak URL:https://sc.cpa/event/sste110-25-surgents-data-analytics-readiness-series-calculated-columns-and-dimensions/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20250630T120000 DTEND;TZID=America/Detroit:20250630T120000 DTSTAMP:20260427T004720 CREATED:20250331T215310Z LAST-MODIFIED:20250401T022433Z UID:10004556-1751284800-1751284800@sc.cpa SUMMARY:(SSTE106/25) Surgent's Data Analytics Readiness Series: Formulas\, Named Ranges\, and Formula Auditing DESCRIPTION:Event Description\nThis 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 an instructor to practice formula and function skills.This course is one in a ten-part certification series\, Core Data Analytics: Excel and Power BI Skills for Accounting and Finance Professionals\, by Surgent IQ. \nDesigned For\nAccountants who want to transition to data analysis and have a basic knowledge of Excel and Excel formulas \nObjectives\nUnderstand the applicable Excel skills that will be required in making the transition to data analyst Apply formulas to existing data and debug errors in formulas Understand the importance of naming conventions in Excel tables Understand the basic formula language and implementation guidance and be able to apply that guidance to common formulas used in data analytics \nMajor Subjects\nNamed ranges- how they help in creating formulas Naming conventions and why they are important What you need to know to master formulas How to audit your formulas to limit errors Exercises- formulas Named ranges How to enter a formula- best practices to improve skill levels \nInstructions\nInstall Power Pivot and Data Analysis ToolPak URL:https://sc.cpa/event/sste106-25-surgents-data-analytics-readiness-series-formulas-named-ranges-and-formula-auditing/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20250630T120000 DTEND;TZID=America/Detroit:20250630T120000 DTSTAMP:20260427T004720 CREATED:20250331T215618Z LAST-MODIFIED:20250401T044413Z UID:10004566-1751284800-1751284800@sc.cpa SUMMARY:(SSTE120/25) Surgent's Power Query Series: Use Cases DESCRIPTION:Event Description\nThis 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 user to connect to data sets they previously did not have access to. It also enables powerful data transformations without requiring any coding and will save the Excel user time in performing their cleanup of data. This course is the tenth in a twelve-part series\, Power Query: Beginning Data Analytics for the Excel User. The series is designed so the Excel user can learn the functionality of Power Query and the many benefits of this powerful tool. Each 1-hour webcast has hands-on examples to enable the Excel user to experience the active learning of Power Query. \nDesigned For\nExcel users who want to develop data analytics skills \nObjectives\nUnderstand five specific data issues that may come up in the data cleaning process\, and how to solve them \nMajor Subjects\nRemoving unwanted characters from a data set All data appears in one column Two categories appear in one column Extracting useful information from inconsistent data (Text Analytics) Have a sub-header that is in a row and should be in a column Hands-on examples \nInstructions\nSave all data sets provided to a central location on your computer URL:https://sc.cpa/event/sste120-25-surgents-power-query-series-use-cases/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20250630T120000 DTEND;TZID=America/Detroit:20250630T120000 DTSTAMP:20260427T004720 CREATED:20250331T215916Z LAST-MODIFIED:20250401T041815Z UID:10004574-1751284800-1751284800@sc.cpa SUMMARY:(SSTE111/25) Surgent's Data Analytics Readiness Series: Advanced Formulas- Array Formulas and DAX Formulas DESCRIPTION:Event Description\nThis one-hour data analytics course will introduce formula arrays and DAX formulas to users in Power BI and Excel. Users will learn the skills to create and evaluate array formulas and DAX formulas. An understanding of implicit or explicit intersections and measures within the formulas will be developed. Users will apply the understanding to data and work alongside the instructor to create calculated columns in Power Pivot using DAX formulas and array formulas.This course is one in a ten-part certification series\, Core Data Analytics: Excel and Power BI Skills for Accounting and Finance Professionals\, by Surgent IQ. \nDesigned For\nAccountants who want to transition to data analysis and have a basic knowledge of Excel and Excel formulas \nObjectives\nUnderstand the applicable Excel skills that will be required in making the transition to data analyst; Understand the basic requirements to create array and DAX formulas using Power BI and Excel Understand how DAX formulas relate to calculated columns and how they can be created within calculated columns Apply understanding of DAX formulas to create calculated columns using Power Pivot \nMajor Subjects\nKey to understanding array formulas is Implicit Intersection How to enter and evaluate an array formula Examples- array and DAX formulas Array formulas- Implicit Intersection Understanding DAX formulas Calculated columns and measures Evaluation context Context transition Implicit vs explicit measures Examples- DAX formulas Creating a calculated column in Power Pivot \nInstructions\nInstall Power Pivot and Data Analysis ToolPak URL:https://sc.cpa/event/sste111-25-surgents-data-analytics-readiness-series-advanced-formulas-array-formulas-and-dax-formulas/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20250630T120000 DTEND;TZID=America/Detroit:20250630T120000 DTSTAMP:20260427T004720 CREATED:20250331T221014Z LAST-MODIFIED:20250401T030601Z UID:10004598-1751284800-1751284800@sc.cpa SUMMARY:(SSTE115/25) Surgent's Power BI Desktop: DAX Formulas\, Reporting\, and Visualizations DESCRIPTION:Event Description\nPower BI Desktop is the authoring tool for the Power BI Ecosystem and is an essential component of the Power BI ecosystem. Power BI Desktop is a free application that is available for download.This one-hour course will demonstrate the capabilities of Power BI Desktop as your company continues its journey to increasing its data skills and data literacy. \nDesigned For\nAnyone who wants to continue their data analytics journey with the data authoring tool of the Power BI Ecosystem – Power BI Desktop \nObjectives\nUnderstand where to find Power Query and Power Pivot in the PBI Desktop interface Be familiar with DAX (Data Analysis Expression) functions designed to work with a data model Explain the types of functions in DAX Understand data visualization – curated visualization for data storytelling Be familiar with AI visuals for exploratory analysis \nMajor Subjects\nDemonstration in Power BI Desktop of the following data tools: Power Query\, Power Pivot\, and Power View Skills demonstrated: DAX\, data visualizations including AI visuals\, and data storytelling Demonstration of DAX function types: Aggregation\, Iterator\, CALCULATE\, CALCULATE Modifiers\, Time Intelligence\, Ranking\, and Percentages Demonstration of how to curate a visual in PBI Desktop with a variety of formatting tools; visuals for exploratory analysis; and AI visuals for exploratory analysis \nInstructions\nNone URL:https://sc.cpa/event/sste115-25-surgents-power-bi-desktop-dax-formulas-reporting-and-visualizations/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20250630T120000 DTEND;TZID=America/Detroit:20250630T120000 DTSTAMP:20260427T004720 CREATED:20250331T221020Z LAST-MODIFIED:20250401T034713Z UID:10004601-1751284800-1751284800@sc.cpa SUMMARY:(SSTE128/25) Surgent's Power Query Series: More Transformations and Load Options DESCRIPTION:Event Description\nPower Query (Excel version) offers a wide range of transformation options. This course uses hands-on exercises to explore the data transformation process\, focusing on data cleaning and data enrichment. In addition\, this course explains query loading options and processes. 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 connect to data sets they previously did not have access to. It also enables powerful data transformations without requiring any coding and will save the Excel user time in performing their cleanup of data. This course is the sixth in a twelve-part series\, Power Query: Beginning Data Analytics for the Excel User. The series is designed so the Excel user can learn the functionality of Power Query and the many benefits of this powerful tool. Each 1-hour webcast has hands-on examples to enable the Excel user to experience the active learning of Power Query. \nDesigned For\nExcel users who want to develop data analytics skills \nObjectives\nUnderstand loading options in Power Query Apply the data transformation process in Power Query \nMajor Subjects\nWorkflow of the data transformation for a general ledger with sub-accounts Loading a query Loading options for a query Changing the load destination of a query Hands-on examples: flattening a general ledger with sub-accounts; making a connection to the data source; reviewing and documenting the steps created by Power Query \nInstructions\nSave all data sets provided to a central location on your computer URL:https://sc.cpa/event/sste128-25-surgents-power-query-series-more-transformations-and-load-options/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20250630T120000 DTEND;TZID=America/Detroit:20250630T120000 DTSTAMP:20260427T004720 CREATED:20250331T221619Z LAST-MODIFIED:20250401T022208Z UID:10004613-1751284800-1751284800@sc.cpa SUMMARY:(SSTE121/25) Surgent's Power Query Series: Formulas\, M Language\, and Error Handling DESCRIPTION:Event Description\nEven for experienced Excel users\, there is a learning curve to using formulas in Power Query (Excel version). This course presents the fundamentals of this concept. In addition\, this webinar introduces users to the “M” language in Power Query\, as well as types of errors that users may encounter. Hands-on examples reinforce all of these concepts.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 connect to data sets they previously did not have access to. It also enables powerful data transformations without requiring any coding and will save the Excel user time in performing their cleanup of data. This course is the eleventh in a twelve-part series\, Power Query: Beginning Data Analytics for the Excel User. The series is designed so the Excel user can learn the functionality of Power Query and the many benefits of this powerful tool. Each 1-hour webcast has hands-on examples to enable the Excel user to experience the active learning of Power Query. \nDesigned For\nExcel users who want to develop data analytics skills \nObjectives\nUnderstand the basics of creating formulas in Power Query Be familiar with basic syntax of the M language in Power Query Be familiar with types of errors in Power Query \nMajor Subjects\nLearning formulas in Power Query Introduction to the “M” language Types of structured values in Power Query Other types of values in Power Query Types of errors in Power Query Custom columns Hands-on examples \nInstructions\nSave all data sets provided to a central location on your computer URL:https://sc.cpa/event/sste121-25-surgents-power-query-series-formulas-m-language-and-error-handling/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20250630T120000 DTEND;TZID=America/Detroit:20250630T120000 DTSTAMP:20260427T004720 CREATED:20250331T221809Z LAST-MODIFIED:20250401T050805Z UID:10004620-1751284800-1751284800@sc.cpa SUMMARY:(SSTE108/25) Surgent's Data Analytics Readiness Series: PivotTables DESCRIPTION:Event Description\nThis one-hour course will provide users with hands-on practice using PivotTables and Excel. Users will learn and apply skills to create\, structure\, and analyze data using PivotTables. The benefits and limitations of PivotTables will be discussed. Users will be introduced to Power Pivot and Online Analytics Processing within it.This course is one in a ten-part certification series\, Core Data Analytics: Excel and Power BI Skills for Accounting and Finance Professionals\, by Surgent IQ. \nDesigned For\nAccountants who want to transition to data analysis and have a basic knowledge of Excel and Excel formulas \nObjectives\nUnderstand the applicable Excel skills that will be required in making the transition to data analyst Understand the uses\, benefits\, and limitations of PivotTables in Excel Apply Excel skills to create\, structure\, and operate PivotTables using predefined data Perform sorting\, filtering\, and calculations within PivotTables Understand Online Analytical Processing and when it is used in Power Pivot \nMajor Subjects\nFields in a PivotTable Benefits of PivotTable Contextual tabs for a PivotTable Field setting dialog box Value field setting dialog box Pivot table options Exercises- PivotTables Creating a PivotTable Grouping by date Sorting a PivotTable Filtering a PivotTable Calculations in a PivotTable Slicers and timelines Introduces OLAP (Online Analytical Processing) pivot tables in Power Pivot \nInstructions\nInstall Power Pivot and Data Analysis ToolPak URL:https://sc.cpa/event/sste108-25-surgents-data-analytics-readiness-series-pivottables/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20250630T120000 DTEND;TZID=America/Detroit:20250630T120000 DTSTAMP:20260427T004720 CREATED:20250331T223011Z LAST-MODIFIED:20250401T022424Z UID:10004645-1751284800-1751284800@sc.cpa SUMMARY:(SSTE100/25) Surgent's Artificial Intelligence for Accounting and Finance Professionals DESCRIPTION:Event Description\nAccounting and finance professionals have used different forms of automation over the years to improve the efficiency and accuracy of their work. So far\, technology has not been able to replace the knowledge\, experience\, and decision-making of seasoned professionals. Times are rapidly changing. Today\, systems easily exceed humans in accuracy and consistency. Artificial intelligence (AI) brings opportunities for accountants and finance professionals in the short term to improve efficiency and accuracy\, while providing more value for businesses and customers alike. In the long term\, AI will offer profound changes to how professionals work and process data. This course is designed to review where we are and where we are headed in the world of AI. \nDesigned For\nAccounting and finance professionals seeking to understand the role of artificial intelligence today and in the future \nObjectives\nBe familiar with the fundamentals of artificial intelligence Recognize the different types of artificial intelligence in use today Understand how artificial intelligence will change the accounting and finance professions Be able to explain data security and privacy best practices \nMajor Subjects\nWhat is artificial intelligence? What are the different forms of artificial intelligence? The difference between artificial intelligence and machine learning The types of problems artificial intelligence can solve The role of algorithms How artificial intelligence will affect accounting and finance careers Data governance\, security\, and privacy How accounting firms are using AI today The role of artificial intelligence in asset management \nInstructions\nNone URL:https://sc.cpa/event/sste100-25-surgents-artificial-intelligence-for-accounting-and-finance-professionals/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20250630T120000 DTEND;TZID=America/Detroit:20250630T120000 DTSTAMP:20260427T004720 CREATED:20250331T223411Z LAST-MODIFIED:20250401T042112Z UID:10004650-1751284800-1751284800@sc.cpa SUMMARY:(SSTE112/25) Surgent's Data Analytics Readiness Series: Artificial Intelligence- Basic Concepts in Excel DESCRIPTION:Event Description\nThis one-hour course will serve as an introduction to artificial intelligence and how artificial intelligence is utilized in Excel. Users will be introduced to correlation and trend functions in Excel. The basics of linear regression and its application in Excel will be discussed. Specific attention will be given to artificial intelligence functions in Excel\, including\, but not limited to\, forecasting\, trend analysis\, regression analysis\, and predictive modeling.This course is one in a ten-part certification series\, Core Data Analytics: Excel and Power BI Skills for Accounting and Finance Professionals\, by Surgent IQ. \nDesigned For\nAccountants who want to transition to data analysis and have a basic knowledge of Excel and Excel formulas \nObjectives\nUnderstand the applicable Excel skills that will be required in making the transition to data analyst; Understand what artificial intelligence is and how it relates to data analytics Understand and apply artificial intelligence analysis using Excel Understand the basics of performing linear regression and apply that understanding to data Accurately model data and create a prediction model Apply trend analysis and forecasting functions to data in Excel \nMajor Subjects\nUnderstanding difference between supervised and unsupervised learning Formulas in Excel (Correl and Trend and Forecast) Linear regression What is artificial intelligence? Examples- artificial intelligence Forecast function Trend function Regression in Excel with the data analysis ToolPak Creating a prediction model \nInstructions\nInstall Power Pivot and Data Analysis ToolPak URL:https://sc.cpa/event/sste112-25-surgents-data-analytics-readiness-series-artificial-intelligence-basic-concepts-in-excel/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20250630T120000 DTEND;TZID=America/Detroit:20250630T120000 DTSTAMP:20260427T004720 CREATED:20250331T224208Z LAST-MODIFIED:20250401T051017Z UID:10004668-1751284800-1751284800@sc.cpa SUMMARY:(SSTE107/25) Surgent's Data Analytics Readiness Series: Excel Tables DESCRIPTION:Event Description\nIn this one-hour course\, users will apply Excel and Power BI tools and skills directly to tables in Excel. Users will work alongside the instructor to create named tables\, create structured references\, enter formulas\, and prepare the tables for input into Power Query. Users will be introduced to the preparation of the first level of statistics – descriptive statistics. Emphasis will be placed on mean\, median\, and standard errors.This course is one in a ten-part certification series\, Core Data Analytics: Excel and Power BI Skills for Accounting and Finance Professionals\, by Surgent IQ. \nDesigned For\nAccountants who want to transition to data analysis and have a basic knowledge of Excel and Excel formulas \nObjectives\nUnderstand the applicable Excel skills that will be required in making the transition to data analyst; Apply skills learned to create and structure tables Determine the appropriate descriptive statistics to present them in a structured format Create structured references and understand their relation to formula creation Create formulas and apply troubleshooting techniques to formulas created \nMajor Subjects\nCreating a table Parts to a table Benefits of an Excel table Structured references How it helps to create formulas Formulas are column based not cell based Tables are data sources for Power Query Exercises- tables Creating a table Resizing a table Removing duplicates Descriptive Statistics using the Total Row Inserting a slicer Creating formulas using structured references \nInstructions\nInstall Power Pivot and Data Analysis ToolPak URL:https://sc.cpa/event/sste107-25-surgents-data-analytics-readiness-series-excel-tables/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20250630T120000 DTEND;TZID=America/Detroit:20250630T120000 DTSTAMP:20260427T004720 CREATED:20250331T224931Z LAST-MODIFIED:20250401T034520Z UID:10004687-1751284800-1751284800@sc.cpa SUMMARY:(SSTE125/25) Surgent's Power Query Series: Editor - The User Interface of Power Query DESCRIPTION:Event Description\nThis course introduces users to the Power Query Editor\, using the Excel version of Power Query\, and includes a hands-on transformation exercise using the editor. 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 connect to data sets they previously did not have access to. It also enables powerful data transformations without requiring any coding and will save the Excel user time in performing their cleanup of data.This course is the third in a twelve-part series\, Power Query: Beginning Data Analytics for the Excel User. The series is designed so the Excel user can learn the functionality of Power Query and the many benefits of this powerful tool. Each 1-hour webcast has hands-on examples to enable the Excel user to experience the active learning of Power Query. \nDesigned For\nExcel users who want to develop data analytics skills \nObjectives\nBe familiar with the components of the Power Query Editor Perform a transformation using the Power Query Editor \nMajor Subjects\nWhat is the Power Query Editor? How can I launch the Power Query Editor? Review of the components of the Power Query Editor Preview pane Ribbon Queries pane Query settings pane Applied steps Formula bar \nInstructions\nSave all data sets provided to a central location on your computer URL:https://sc.cpa/event/sste125-25-surgents-power-query-series-editor-the-user-interface-of-power-query/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20250630T120000 DTEND;TZID=America/Detroit:20250630T120000 DTSTAMP:20260427T004720 CREATED:20250331T225006Z LAST-MODIFIED:20250401T034122Z UID:10004689-1751284800-1751284800@sc.cpa SUMMARY:(SSTE123/25) Surgent's Power Query Series: Introduction and First Connection DESCRIPTION:Event Description\nThis 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 connect to data sets they previously did not have access to. It also enables powerful data transformations without requiring any coding and will save the Excel user time in performing their cleanup of data.This course is the first in a twelve-part series\, Power Query: Beginning Data Analytics for the Excel User. The series is designed so the Excel user can learn the functionality of Power Query and the many benefits of this powerful tool. Each 1-hour webcast has hands-on examples to enable the Excel user to experience the active learning of Power Query. \nDesigned For\nExcel users who want to develop data analytics skills \nObjectives\nUnderstand what Power Query is and the benefits of using it Understand how to access Power Query \nMajor Subjects\nWhat is Power Query? Why should I learn Power Query? What are the benefits of using Power Query? Power Query is not just for Excel Power Query versions are not the same What version of Power Query do I have? How to get Power Query Making your first connection in Power Query Hands-on examples: connection query\, editing a query\, duplicating a query \nInstructions\nSave all data sets provided to a central location on your computer URL:https://sc.cpa/event/sste123-25-surgents-power-query-series-introduction-and-first-connection/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20250630T120000 DTEND;TZID=America/Detroit:20250630T120000 DTSTAMP:20260427T004720 CREATED:20250331T225714Z LAST-MODIFIED:20250401T034320Z UID:10004703-1751284800-1751284800@sc.cpa SUMMARY:(SSTE113/25) Surgent's Data Analytics: Planning and Implementation Strategies DESCRIPTION:Event Description\nAs 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 their jobs.In this course\, you will gain an understanding of how to transform your organization into a data-driven company. This understanding will increase your chances of successfully achieving your goal of implementing data analytics in your organization. \nDesigned For\nAnyone who needs a better understanding of how to go about implementing data analytics in their organization \nObjectives\nRecognize why business users need to develop data skills today Understand the limitations of Excel when working with data Be familiar with the data tools that are now available in Excel Understand how self-service business intelligence leads to data democratization Realize why the Power BI ecosystem is a good choice for implementing self-service business intelligence Plan for self-service business intelligence Implement self-service business intelligence \nMajor Subjects\nWhy have companies struggled to implement data analytics? What are the barriers you face in becoming a data-driven organization? How does self-service business intelligence help in developing a data-driven organization? Why is Power BI the self-service business intelligence application you should use? Why should everyone in your company be assigned a data role? \nInstructions\nNone URL:https://sc.cpa/event/sste113-25-surgents-data-analytics-planning-and-implementation-strategies/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20250630T120000 DTEND;TZID=America/Detroit:20250630T120000 DTSTAMP:20260427T004720 CREATED:20250331T230115Z LAST-MODIFIED:20250401T035818Z UID:10004711-1751284800-1751284800@sc.cpa SUMMARY:(SSTE122/25) Surgent's Power Query Series: Data Modeling and Next Steps DESCRIPTION:Event Description\nThis final course in the series covers advanced features in Power Query (Excel version)\, including functions and parameters and basics of data modeling in Power BI and Power Pivot. Multiple hands-on examples help to reinforce these concepts.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 connect to data sets they previously did not have access to. It also enables powerful data transformations without requiring any coding and will save the Excel user time in performing their cleanup of data. This course is the last in a twelve-part series\, Power Query: Beginning Data Analytics for the Excel User. The series is designed so the Excel user can learn the functionality of Power Query and the many benefits of this powerful tool. Each 1-hour webcast has hands-on examples to enable the Excel user to experience the active learning of Power Query. \nDesigned For\nExcel users who want to develop data analytics skills \nObjectives\nBe familiar with functions and parameters in Power Query Understand the basics of data modeling in Power BI and Power Pivot \nMajor Subjects\nFunctions and parameters Demonstration of invoking a function Basics of data modeling Power Query is everywhere Power BI preview features Hands-on examples: creating a data model from a flat file; transferring an Excel data model to Power BI desktop; preview feature: using text by examples in Power BI desktop \nInstructions\nSave all data sets provided to a central location on your computer URL:https://sc.cpa/event/sste122-25-surgents-power-query-series-data-modeling-and-next-steps/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20250630T120000 DTEND;TZID=America/Detroit:20250630T120000 DTSTAMP:20260427T004720 CREATED:20250331T231514Z LAST-MODIFIED:20250401T041114Z UID:10004739-1751284800-1751284800@sc.cpa SUMMARY:(SSTE126/25) Surgent's Power Query Series: Data Transformations DESCRIPTION:Event Description\nThis course teaches the user how to perform data transformations in Power Query\, using a hands-on approach. 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 connect to data sets they previously did not have access to. It also enables powerful data transformations without requiring any coding and will save the Excel user time in performing their cleanup of data.This course is the fourth in a twelve-part series\, Power Query: Beginning Data Analytics for the Excel User. The series is designed so the Excel user can learn the functionality of Power Query and the many benefits of this powerful tool. Each 1-hour webcast has hands-on examples to enable the Excel user to experience the active learning of Power Query. \nDesigned For\nExcel users who want to develop data analytics skills \nObjectives\nUnderstand all transformations available in Power Query to turn messy data into a table format to enable data modeling Understand how to perform data transformations using a hands-on example \nMajor Subjects\nWorkflow of a data transformation\, including data cleaning\, data enrichment\, and data shaping How to perform data transformations Hands-on example: flattening a general ledger \nInstructions\nSave all data sets provided to a central location on your computer URL:https://sc.cpa/event/sste126-25-surgents-power-query-series-data-transformations/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20250630T120000 DTEND;TZID=America/Detroit:20250630T120000 DTSTAMP:20260427T004720 CREATED:20250331T231915Z LAST-MODIFIED:20250401T034417Z UID:10004746-1751284800-1751284800@sc.cpa SUMMARY:(SSTE116/25) Surgent's Power BI.com: Empowering Collaborative Data Analytics in Your Organization DESCRIPTION:Event Description\nA data-driven culture can only occur when there is collaboration\, communication\, and cooperation between everyone in your organization.Collaboration can only occur in the Power BI ecosystem when your organization works in the cloud with Power BI.com\, also known as the Power BI Service\, a software as a service available on the Power Platform.This one-hour course will demonstrate the capabilities of Power BI.com as your company continues its journey to becoming a data-driven organization. \nDesigned For\nAnyone who wants to continue their data analytics journey with Power BI.com \nObjectives\nRecognize how to publish to PBI Service from the desktop Understanding workspaces and dashboards in the service Share content in the service by different data literacy levels (content created by data creators/content consumed by data consumers) Understand administration of the Power BI service with the goal of data democratization \nMajor Subjects\nDemonstration of publishing from the desktop to the service Demonstration of workspaces; who has access\, and what can they do? Demonstration of pinning tiles to a dashboard: quick insights\, questions and answers\, and what you can pin Demonstration of sharing content: analyze in Excel\, apps\, and dataflows Demonstration of administrative settings in the service: security\, data access\, and data quality \nInstructions\nNone URL:https://sc.cpa/event/sste116-25-surgents-power-bi-com-empowering-collaborative-data-analytics-in-your-organization/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20250630T120000 DTEND;TZID=America/Detroit:20250630T120000 DTSTAMP:20260427T004720 CREATED:20250331T232115Z LAST-MODIFIED:20250401T044424Z UID:10004751-1751284800-1751284800@sc.cpa SUMMARY:(SSTE101/25) Surgent's Anatomy of a Ransomware Event and Incident Response DESCRIPTION:Event Description\nThe past two years have ushered in an explosion of ransomware attacks affecting businesses and individuals. Many of us read or hear about these attacks\, but there is little understanding of how they occur\, how a response is undertaken\, and how the chances of experiencing one can be reduced. Join us to learn about these topics so you can be prepared with the best response and the knowledge to avoid common mistakes in a ransomware event. \nDesigned For\nAnyone responsible for identifying and responding to ransomware incidents or anyone who wants to better understand the current ransomware threats for individuals and businesses \nObjectives\nAvoid common mistakes regarding ransomware events Identify and respond to a ransomware incident \nMajor Subjects\nWhat is ransomware? The growing threat of ransomware & statistics Remote working and COVID-19 Ransomware infection process Incident response protocol Business considerations Legal considerations Breach notification obligations Steps to protect against malware Tabletop exercise \nInstructions\nNone URL:https://sc.cpa/event/sste101-25-surgents-anatomy-of-a-ransomware-event-and-incident-response/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20250630T120000 DTEND;TZID=America/Detroit:20250630T120000 DTSTAMP:20260427T004720 CREATED:20250331T232409Z LAST-MODIFIED:20250401T051509Z UID:10004759-1751284800-1751284800@sc.cpa SUMMARY:(SSTE124/25) Surgent's Power Query Series: Making a Connection DESCRIPTION:Event Description\nThis course explores the workflow of making connections to various data sources using the Excel version of Power Query. 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 connect to data sets they previously did not have access to. It also enables powerful data transformations without requiring any coding and will save the Excel user time in performing their cleanup of data.This course is the second in a twelve-part series\, Power Query: Beginning Data Analytics for the Excel User. The series is designed so the Excel user can learn the functionality of Power Query and the many benefits of this powerful tool. Each 1-hour webcast has hands-on examples to enable the Excel user to experience the active learning of Power Query. \nDesigned For\nExcel users who want to develop data analytics skills \nObjectives\nRecognize the many connectors Power Query can work with and how to connect to multiple data sources Understand how to import various types of files and databases \nMajor Subjects\nWorkflow of making a connection Get data Navigator dialog box Query options Global and current workbook Data load options Queries and connections Data source settings Hands-on examples: importing files and databases \nInstructions\nSave all data sets provided to a central location on your computer URL:https://sc.cpa/event/sste124-25-surgents-power-query-series-making-a-connection/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20250630T120000 DTEND;TZID=America/Detroit:20250630T120000 DTSTAMP:20260427T004720 CREATED:20250331T233016Z LAST-MODIFIED:20250401T050719Z UID:10004783-1751284800-1751284800@sc.cpa SUMMARY:(SSTE132/25) Surgent's UiPath: Step into RPA DESCRIPTION:Event Description\nSurgent has partnered with UiPath(TM)\, the world’s leading robotic process automation (RPA) software company\, to provide this CPE course that gives learners practical application in RPA. Participants in this course receive an engaging introduction to RPA through an experiential\, use-case approach. They learn how general\, real-world problems can be solved in a non-RPA environment. The course teaches skills that enable participants to create a robot using free UiPath software to automate the solution. By automating repetitive tasks and streamlining workflows with RPA\, firms and their employees can benefit from fewer errors\, increased productivity\, and job satisfaction. \nDesigned For\nAnyone interested in an introduction to RPA and those looking to streamline business workflows \nObjectives\nDescribe robotic process automation; Describe the impact of RPA on the future of work; List the benefits of RPA; Understand robots and the types available in UiPath Describe the UiPath platform components; List the benefits of adopting RPA; Install UiPath Academic Alliance Edition; Install UiPath browser extensions; Explain UiPath user interface; Create your first automation project Scrape data using UiPath; Understand the different types of recording available in UiPath; Use the most important types of loops in UiPath; Understand the use of conditional statements Understand data persistence and its use in UiPath; Read and write to Excel; Describe selectors in UiPath; Understand the UI Explorer and when to use it; Create robots for basic automation workflows \nMajor Subjects\nOverview of RPA Understanding UiPath platform components Hands-on application through automation project \nInstructions\nDownload UiPath Studio (free) or UiPath StudioX (free) URL:https://sc.cpa/event/sste132-25-surgents-uipath-step-into-rpa/ CATEGORIES:Self-Study Text END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20250630T120000 DTEND;TZID=America/Detroit:20250630T120000 DTSTAMP:20260427T004720 CREATED:20250331T234710Z LAST-MODIFIED:20250401T045909Z UID:10004830-1751284800-1751284800@sc.cpa SUMMARY:(SSTE104/25) Surgent's Data Analytics Readiness Series: Data Extraction and Data Sources DESCRIPTION:Event Description\nThis one-hour course serves as the introductory module to data analytics. Users of the course will learn the basic terminology used in performing data analytic-based tasks or working with data analytics. An understanding of the sources of data and importance in combining multiples sources will be developed. Users will be introduced to and will practice the basics of Microsoft’s Power Query.This course is one in a ten-part certification series\, Core Data Analytics: Excel and Power BI Skills for Accounting and Finance Professionals\, by Surgent IQ. \nDesigned For\nAccountants who want to transition to data analysis and have a basic knowledge of Excel and Excel formulas \nObjectives\nUnderstand the applicable Excel skills that will be required in making the transition to data analyst Understand the basic terminology\, applications\, and uses of data analytics Understand the relationships that exist between different sources of data Demonstrate the ability to perform basic Power Query functions Demonstrate the ability to import Excel workbooks into Power Query Demonstrate the ability to connect to external data sources using Power Query \nMajor Subjects\nIntroduction to a Data Analytics Workflow (will be re-introduced in final class to bring all concepts together) Overview of various definitions of data analytics Data analytics needs multiple sources of data Introduction to Power Query (Get & Transform)- on data tab in Excel Exercise- connecting to various Data Sources Importing Excel workbook into Power Query Connecting to a website in Power Query \nInstructions\nInstall Power Pivot and Data Analysis ToolPak URL:https://sc.cpa/event/sste104-25-surgents-data-analytics-readiness-series-data-extraction-and-data-sources/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20250630T120000 DTEND;TZID=America/Detroit:20250630T120000 DTSTAMP:20260427T004720 CREATED:20250331T235806Z LAST-MODIFIED:20250401T052421Z UID:10004860-1751284800-1751284800@sc.cpa SUMMARY:(SSTE105/25) Surgent's Data Analytics Readiness Series: Data Preparation Using Get and Transform DESCRIPTION:Event Description\nIn this one-hour course\, users will learn to apply Power Query to extract\, transform\, and load data for analysis. Users will learn how to manipulate data once it is loaded into the platform and will practice the manipulation during the course. Using the same data as the instructor\, users will perform an exercise to clean and transform a basic general ledger with an emphasis on preparing the data for analysis. This course is one in a ten-part certification series\, Core Data Analytics: Excel and Power BI Skills for Accounting and Finance Professionals\, by Surgent IQ. \nDesigned For\nAccountants who want to transition to data analysis and have a basic knowledge of Excel and Excel formulas \nObjectives\nUnderstand the applicable Excel skills that will be required in making the transition to data analyst Apply Power Query to extract\, transform\, and load (ETL) data Understand and apply the basics of data cleaning Understand what M Code is and how it is used Apply ETL processes to a dataset \nMajor Subjects\nAn ETL tool- Extract Transform and Load How Power Query ups your game in data analytics Interface components of Power Query Column level and table actions Power Query is a sequential macro recorder What is M Code? Exercise- cleaning and transforming a general ledger \nInstructions\nInstall Power Pivot and Data Analysis ToolPak URL:https://sc.cpa/event/sste105-25-surgents-data-analytics-readiness-series-data-preparation-using-get-and-transform/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20250630T120000 DTEND;TZID=America/Detroit:20250630T120000 DTSTAMP:20260427T004720 CREATED:20250331T235814Z LAST-MODIFIED:20250401T050013Z UID:10004863-1751284800-1751284800@sc.cpa SUMMARY:(SSTE127/25) Surgent's Power Query Series: Adding Columns for Data Enrichment DESCRIPTION:Event Description\nUsing a variety of hands-on exercises\, this course enables users to learn how to add columns using Power Query (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 connect to data sets they previously did not have access to. It also enables powerful data transformations without requiring any coding and will save the Excel user time in performing their cleanup of data. This course is the fifth in a twelve-part series\, Power Query: Beginning Data Analytics for the Excel User. The series is designed so the Excel user can learn the functionality of Power Query and the many benefits of this powerful tool. Each 1-hour webcast has hands-on examples to enable the Excel user to experience the active learning of Power Query. \nDesigned For\nExcel users who want to develop data analytics skills \nObjectives\nUnderstand how to add columns in Power Query by a variety of methods\, including merging columns\, duplicating columns\, and adding custom columns Recognize that adding columns is determined by the data type of the column \nMajor Subjects\nCreate a new column from existing columns Adding columns is determined by the data type of the column Adding new columns Hands-on examples: column from examples\, merging columns\, duplicate columns\, custom columns\, conditional column\, index column \nInstructions\nSave all data sets provided to a central location on your computer URL:https://sc.cpa/event/sste127-25-surgents-power-query-series-adding-columns-for-data-enrichment/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20250630T120000 DTEND;TZID=America/Detroit:20250630T120000 DTSTAMP:20260427T004720 CREATED:20250401T000918Z LAST-MODIFIED:20250401T041527Z UID:10004896-1751284800-1751284800@sc.cpa SUMMARY:(SSAA283/25) Surgent's Technology Trends and Hot Topics Impacting the Accounting Profession DESCRIPTION:Event Description\nNever 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 changes\, including having a firm understanding of the risks associated with the use of these tools.In this course\, we’ll review these trends\, highlight new and emerging products\, and focus on cybersecurity risks and best practices that will allow accounting professionals to help our clients navigate these exciting but challenging times. Plus\, we’ll review the newly issued guidance on audit evidence found in SAS 142\, which guides our use of technology on our professional engagements. \nDesigned For\nCPAs in public practice with accounting\, financial reporting\, or attest responsibilities \nObjectives\nIdentify the business drivers of companies today and the need for data-driven decision making Identify other current trends in information technology applications for clients and auditors Discuss SAS 142 and how it applies to the new audit methodologies using technology Explain how auditors are integrating audit data analytics into the audit process \nMajor Subjects\nData-driven decision making processes Top technology trends and related risks\, including cloud computing\, AI\, RPA\, and blockchain applications Common IT security risks and controls Requirements of SAS 142 Use of analytical procedures on professional engagements \nInstructions\nNone URL:https://sc.cpa/event/ssaa283-25-surgents-technology-trends-and-hot-topics-impacting-the-accounting-profession/ CATEGORIES:Self-Study Text END:VEVENT END:VCALENDAR