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(SSTE127/25) Surgent’s Power Query Series: Adding Columns for Data Enrichment

Using 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...

Non Member: $65
Credit Hours: 1

(SSAA283/25) Surgent’s Technology Trends and Hot Topics Impacting the Accounting Profession

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...

Non Member: $180
Credit Hours: 4

(SSTE114/25) Surgent’s Excel: The Data Tools for Analysis – Power Query and Power Pivot

With the Power BI ecosystem, a complete business intelligence solution, your company can begin the data analytics journey with Excel. Excel contains two data tools of the Power BI ecosystem to begin developing data skills: Power Query and Power Pivot. Beginning your data journey with an application your business users are already familiar with will...

Non Member: $65
Credit Hours: 1

(SSTE119/25) Surgent’s Max the Tax: Metaverse

Your client, Multi-Mega Markets Corporation (MMM), a global conglomerate with businesses in entertainment, fashion, retail, software, technology and other industries, is looking for advice on the state of the metaverse. They are considering starting a new subsidiary in the metaverse called The MegaVerse (TMV). Your help is needed to share accurate information about the metaverse,...

Non Member: $55
Credit Hours: 1

(SSTE130/25) 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

(LITE01/26) AI for CPAs: How it Works and How to Apply It

Demystify the complex world of generative AI in this informative session designed specifically for CPAs. We'll break down the nuts and bolts of how generative AI works, making the technical aspects accessible and relevant. Equip yourself with the foundational knowledge to leverage AI in your practice or business.

Non Member: $180
Credit Hours: 4

(LITE04/26) Unlock the Potential of AI Prompting

Dive into the world of AI with our comprehensive presentation designed for CPAs. Learn how to craft effective prompts to maximize AI interactions, tailor strategies to different AI models, and enhance communication and decision-making in financial analysis. Discover how to leverage AI for improved accuracy, relevance, and creativity in financial tasks, ensuring your firm stays...

Non Member: $45
Credit Hours: 1

(SMOT02/26) The Hidden Risks of AI

Trident Technical College 7000 Rivers Ave, Charleston, SC, United States

AI can save time and boost productivity—but it also introduces new security, compliance, and reputational risks that many firms overlook. In this eye-opening session, you’ll learn where AI puts your client data at risk, how emerging regulations like the “Big Beautiful Bill” will change your responsibilities, and what steps you can take today to stay...

Non Member: $145
Credit Hours: 2

(SMOT03/26) The Hidden Risks of AI

Horry-Georgetown Technical College Grand Strand Conference Center 950 Crabtree Ln Bldg 600, Myrtle Beach, SC, United States

AI can save time and boost productivity—but it also introduces new security, compliance, and reputational risks that many firms overlook. In this eye-opening session, you’ll learn where AI puts your client data at risk, how emerging regulations like the “Big Beautiful Bill” will change your responsibilities, and what steps you can take today to stay...

Non Member: $145
Credit Hours: 2

(LITE09/26) Unlock the Potential of AI Prompting

Dive into the world of AI with our comprehensive presentation designed for CPAs. Learn how to craft effective prompts to maximize AI interactions, tailor strategies to different AI models, and enhance communication and decision-making in financial analysis. Discover how to leverage AI for improved accuracy, relevance, and creativity in financial tasks, ensuring your firm stays...

Non Member: $45
Credit Hours: 1