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(SSTE442/26) Surgent’s Power Query Series: Making a Connection

This 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...

Non Member: $65
Credit Hours: 1

(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

(SSTE443/26) Surgent’s Power Query Series: Editor – The User Interface of Power Query

This 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...

Non Member: $65
Credit Hours: 1

(SSTE445/26) 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

(SSTE417/26) 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: $65
Credit Hours: 1

(SSTE463/26) Surgent’s Defending Firms: Email Fraud, Cloud Risks, Cyber Insurance, and Remote Work Security

Cyber threats targeting accounting and finance professionals are growing more sophisticated, putting sensitive financial data at risk. This session explores the most pressing cybersecurity challenges accounting and finance professionals face today, including email fraud, phishing attacks, cloud security risks, and securing remote work environments. It also addresses the role of cyber insurance. Through real-world case...

Non Member: $115
Credit Hours: 2

(LITE02/27) AI Clinic: Drafting Client Emails with Safe Prompts

Learn how to use AI to draft clear, professional client emails while protecting confidentiality and avoiding risk. This clinic walks through practical, ready-to-use prompts that help you save time without sacrificing accuracy or tone. You'll leave with examples you can confidently apply to everyday client communications.

Non Member: $45
Credit Hours: 1

(LITE03/27) AI Clinic: Summarizing Guidance with Verification Steps

Learn how to use AI to summarize technical and professional guidance clearly while ensuring accuracy and reliability. This clinic focuses on adding verification steps so AI-generated summaries can be confidently reviewed and validated before use. You'll gain practical techniques to save time without risking misinterpretation or errors.

Non Member: $45
Credit Hours: 1

(LITE04/27) AI Clinic: Building a Tax/Audit Checklist with AI

Learn how to use AI to create structured, reliable tax and audit checklists tailored to your work. This clinic shows how to prompt AI effectively to surface key steps, questions, and documentation needs while maintaining professional judgment. You'll leave with practical examples you can adapt to planning, compliance, and review processes.

Non Member: $45
Credit Hours: 1

(LITE05/27) The Current and Future Landscape of Audit Technology

Explore the transformative impact of technology on the audit profession in this forward-looking course. Gain practical insights into cutting-edge tools and trends, including data analytics, artificial intelligence (AI), and automation, and discover how these advancements are revolutionizing audit methodologies and improving audit quality. Through engaging demos, case studies, and actionable tips, you'll learn how to...

Non Member: $90
Credit Hours: 2

(LITE06/27) AI Clinic: Creating Meeting Notes + Action Plans Safely

Learn how to use AI to generate clear meeting notes and actionable follow-ups without exposing sensitive information. This clinic focuses on safe prompting techniques that help capture decisions, responsibilities, and next steps accurately. You'll gain practical examples to streamline post-meeting work while maintaining professional and ethical standards.

Non Member: $45
Credit Hours: 1

(LITE07/27) Vendor Payment Controls (BEC Prevention)

Protect your organization from costly business email compromise (BEC) fraud by strengthening vendor payment controls. This course highlights common risk points, red flags, and practical control measures to prevent fraudulent payment requests and safeguard financial operations.

Non Member: $45
Credit Hours: 1