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X-WR-CALNAME:South Carolina Association of CPAs
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X-WR-CALDESC:Events for South Carolina Association of CPAs
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DTSTART:20260308T070000
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BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20270630T120000
DTEND;TZID=America/Detroit:20270630T120000
DTSTAMP:20260807T034429Z
CREATED:20260807T034429Z
LAST-MODIFIED:20260807T034429Z
UID:10007137-1814356800-1814356800@sc.cpa
SUMMARY:(SSTE111/27) Surgent's Defending Firms: Email Fraud\, Cloud Risks\, Cyber Insurance\, and Remote Work Security
DESCRIPTION:Event Description\nCyber 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 studies and practical strategies\, participants will learn how to recognize and mitigate cyber threats\, evaluate cyber insurance policies\, and implement security measures that protect their firms and clients. Attendees will leave with actionable steps to strengthen their cybersecurity posture and ensure compliance with evolving regulatory and industry standards. \nDesigned For\nAccounting and finance professionals who wish to be well-versed in the latest cybersecurity challenges and solutions \nObjectives\n\nRecognize and mitigate cyber threats\, evaluate cyber insurance policies\, and implement security measures that protect firms and clients\n\nMajor Subjects\nEmail fraud    Phishing attacks    Cloud security risks    Cyber insurance    Securing remote work environments \nInstructions\nNone
URL:https://sc.cpa/event/sste111-27-surgents-defending-firms-email-fraud-cloud-risks-cyber-insurance-and-remote-work-security/
CATEGORIES:Self-Study Video
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20270630T120000
DTEND;TZID=America/Detroit:20270630T120000
DTSTAMP:20260807T040112Z
CREATED:20260807T040112Z
LAST-MODIFIED:20260807T040112Z
UID:10007192-1814356800-1814356800@sc.cpa
SUMMARY:(SSTE119/27) Surgent's Generative AI in Accounting and Prompt Engineering
DESCRIPTION:Event Description\nThis course explores generative AI (genAI) and prompt engineering and the relevance of these tools to accounting. The course will explain how generative AI differs from non-generative AI and help participants to understand current use\, limitations\, and risks associated with genAI integration in audits and financial reporting. The course will also explore best practices for writing prompts and common prompt engineering tools and techniques. \nDesigned For\nCPAs and accountants at all levels seeking a greater understanding of artificial intelligence \nObjectives\n\nExplain the principles of generative AI (i.e.\, ChatGPT)\, distinguish it from non-generative AI\, and explore its frequent use cases\n Understand the current use\, limitations\, risks\, and supervision of genAI integration in audits and financial reporting\n Apply best practices for creating prompts and explore examples of impactful prompts \n Practice common prompt engineering techniques and approaches for writing effective prompts\n Explore commonly used tools to aid with prompt engineering\n\nMajor Subjects\nPrinciples of generative AI vs. non-generative AI     Common use cases of generative AI in accounting     Current use\, limitations\, and risks of genAI     Real-world applications in audits and financial reporting     Understanding the risks and challenges (e.g.\, data privacy\, accuracy)     Supervision and governance of genAI tools in accounting     Best practices for prompt engineering     Crafting effective prompts for generative AI     Exploring examples of impactful and efficient prompts     Ensuring ethical and responsible prompt design     Common prompt engineering techniques     Zero-shot\, few-shot\, and chain-of-thought prompting     The interview pattern and tree-of-thought approaches     Practical examples and hands-on prompt creation     Tools for prompt engineering \nInstructions\nAccess to ChatGPT-4o during the course is encouraged but not required.  Participants can create a free account by visiting chatgpt.com and clicking “Sign Up.”
URL:https://sc.cpa/event/sste119-27-surgents-generative-ai-in-accounting-and-prompt-engineering/
CATEGORIES:Self-Study Video
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20270630T120000
DTEND;TZID=America/Detroit:20270630T120000
DTSTAMP:20260807T040834Z
CREATED:20260807T040834Z
LAST-MODIFIED:20260807T040834Z
UID:10007210-1814356800-1814356800@sc.cpa
SUMMARY:(SSTE116/27) 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\n\nPlan an effective approach to privacy and data security in the workplace as well as for the remote workforce\n Explain common data privacy risks and threats faced today by both individuals and businesses\n\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/sste116-27-surgents-data-security-best-practices-to-protect-your-business-and-yourself/
CATEGORIES:Self-Study Video
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20270630T120000
DTEND;TZID=America/Detroit:20270630T120000
DTSTAMP:20260807T042458Z
CREATED:20260807T042457Z
LAST-MODIFIED:20260807T042458Z
UID:10007252-1814356800-1814356800@sc.cpa
SUMMARY:(SSTE114/27) 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\n\nUnderstand where to find Power Query and Power Pivot in the PBI Desktop interface\n Be familiar with DAX (Data Analysis Expression) functions designed to work with a data model\n Explain the types of functions in DAX \n Understand data visualization – curated visualization for data storytelling\n Be familiar with AI visuals for exploratory analysis\n\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/sste114-27-surgents-power-bi-desktop-dax-formulas-reporting-and-visualizations/
CATEGORIES:Self-Study Video
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20270630T120000
DTEND;TZID=America/Detroit:20270630T120000
DTSTAMP:20260807T043126Z
CREATED:20260807T043125Z
LAST-MODIFIED:20260807T043126Z
UID:10007276-1814356800-1814356800@sc.cpa
SUMMARY:(SSTE140/27) Surgent's Power Query Series: Merge Queries
DESCRIPTION:Event Description\nA 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 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 eighth 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\n\nUnderstand what a merge query is and why it is so useful\n Recognize the data requirements for a merge query\n Be familiar with the types of joins for a merge query\n\nMajor Subjects\nWhat is a merge query?    What are the data requirements for a merge query?    What are the types of joins for a merge query?    Hands-on examples: creating merge queries\, creating a full anti-join using an append query\, grouping queries \nInstructions\nSave all data sets provided to a central location on your computer
URL:https://sc.cpa/event/sste140-27-surgents-power-query-series-merge-queries/
CATEGORIES:Self-Study Video
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20270630T120000
DTEND;TZID=America/Detroit:20270630T120000
DTSTAMP:20260807T043439Z
CREATED:20260807T043438Z
LAST-MODIFIED:20260807T043439Z
UID:10007287-1814356800-1814356800@sc.cpa
SUMMARY:(SSTE129/27) Surgent's From Numbers to Narratives: Mastering Data Analysis for CPAs
DESCRIPTION:Event Description\nThe accounting profession is rapidly shifting from a compliance-centered focus to one that demands insight\, foresight\, and strategic advisory skills. This course explores the “why” behind this transformation and highlights the critical role data analysis plays in helping CPAs remain relevant and competitive.This course provides a high-level overview of the skills and mindset required to move beyond historical reporting and into forward-looking analysis and storytelling. Participants will gain an understanding of how Microsoft 365 applications – such as Excel\, Power Query\, Power BI\, OneDrive\, and Teams – can be leveraged to transform raw financial data into meaningful insights. With an emphasis on the advisory role of CPAs\, this course empowers professionals at every stage of their career to embrace analytics as a core competency. \nDesigned For\nAccounting professionals across all career levels – students\, staff accountants\, managers\, directors\, and partners – whether in public practice or corporate accounting \nObjectives\n\nIdentify the reasons why CPAs must transition from compliance-focused work to data-driven advisory roles\n Recognize the core tools within Microsoft 365 that support effective data analysis and collaboration;\n Distinguish between compliance reporting and data storytelling to better understand how insights influence decision-making;\n \n \n \n\nMajor Subjects\nThe evolving role of CPAs in a data-driven world;    Why data analysis matters for CPAs    Key data analysis skis and concepts for CPAs    Leveraging Microsoft 365 tools for data analysis    Building a data analytics mindset \nInstructions\nNone
URL:https://sc.cpa/event/sste129-27-surgents-from-numbers-to-narratives-mastering-data-analysis-for-cpas/
CATEGORIES:Self-Study Video
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20270630T120000
DTEND;TZID=America/Detroit:20270630T120000
DTSTAMP:20260807T044214Z
CREATED:20260807T044214Z
LAST-MODIFIED:20260807T044214Z
UID:10007302-1814356800-1814356800@sc.cpa
SUMMARY:(SSTE133/27) 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\n\nBe familiar with functions and parameters in Power Query\n Understand the basics of data modeling in Power BI and Power Pivot\n\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/sste133-27-surgents-power-query-series-data-modeling-and-next-steps/
CATEGORIES:Self-Study Video
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20270630T120000
DTEND;TZID=America/Detroit:20270630T120000
DTSTAMP:20260807T044942Z
CREATED:20260807T044942Z
LAST-MODIFIED:20260807T044942Z
UID:10007320-1814356800-1814356800@sc.cpa
SUMMARY:(SSET132/27) 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\n\nUnderstand how to add columns in Power Query by a variety of methods\, including merging columns\, duplicating columns\, and adding custom columns\n Recognize that adding columns is determined by the data type of the column\n\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/sset132-27-surgents-power-query-series-adding-columns-for-data-enrichment/
CATEGORIES:Self-Study Video
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20270630T120000
DTEND;TZID=America/Detroit:20270630T120000
DTSTAMP:20260807T044952Z
CREATED:20260807T044950Z
LAST-MODIFIED:20260807T044952Z
UID:10007321-1814356800-1814356800@sc.cpa
SUMMARY:(SSTE139/27) 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\n\nUnderstand what an append query is and why it is so useful\n Recognize the data requirements for an append query\n\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/sste139-27-surgents-power-query-series-append-queries/
CATEGORIES:Self-Study Video
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20270630T120000
DTEND;TZID=America/Detroit:20270630T120000
DTSTAMP:20260807T050128Z
CREATED:20260807T050128Z
LAST-MODIFIED:20260807T050128Z
UID:10007343-1814356800-1814356800@sc.cpa
SUMMARY:(SSTE137/27) 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\n\nUnderstand all transformations available in Power Query to turn messy data into a table format to enable data modeling\n Understand how to perform data transformations using a hands-on example\n\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/sste137-27-surgents-power-query-series-data-transformations/
CATEGORIES:Self-Study Video
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20270630T120000
DTEND;TZID=America/Detroit:20270630T120000
DTSTAMP:20260807T053638Z
CREATED:20260807T053637Z
LAST-MODIFIED:20260807T053638Z
UID:10007383-1814356800-1814356800@sc.cpa
SUMMARY:(SSTE105/27) Surgent's Build an AI Agent With ChatGPT: A Hands-on Lab for Financial Professionals
DESCRIPTION:Event Description\nThis hands-on course introduces accountants\, auditors\, and finance professionals to agentic AI by simulating autonomous behavior using the basic version of ChatGPT. Participants will use role-play\, prompt engineering\, and guided interaction loops to create agents that simulate planning\, decision-making\, and communication workflows. No coding or advanced access is required. Participants will practice designing task-specific prompts\, simulating agent autonomy using flipped interaction patterns\, and evaluating agent output for risk and effectiveness. This course makes agentic AI accessible to all learners through practical\, scenario-based exercises using tools they already have. \nDesigned For\nCPAs\, CFOs\, controllers\, finance managers\, tax professionals\, advisors\, and financial professionals seeking hands-on experience with AI tools and workflows \nObjectives\n\nUnderstand the building blocks of agentic behavior using basic ChatGPT\n Create and simulate task-specific agents using prompt engineering techniques\n Practice flipped interaction patterns that showcase autonomous agent workflows\n Evaluate agent responses for bias\, limitations\, and control weaknesses\n Apply ethical and professional guidelines to simulated agent deployments\n\nMajor Subjects\nAgentic simulation using prompt design and structured interaction    Flipped agent/user roles in ChatGPT (autonomy emulation)    Use case walkthroughs: audit Q&A bot\, tax helper\, financial planning agent    Risk scenarios: hallucinations\, scope creep\, prompt hacking    Governance\, professional skepticism\, and documentation best practices \nInstructions\nAccess to ChatGPT during the course is encouraged but not required. Participants can create a free account by visiting chatgpt.com and clicking “Sign Up.”
URL:https://sc.cpa/event/sste105-27-surgents-build-an-ai-agent-with-chatgpt-a-hands-on-lab-for-financial-professionals/
CATEGORIES:Self-Study Video
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20270630T120000
DTEND;TZID=America/Detroit:20270630T120000
DTSTAMP:20260807T061235Z
CREATED:20260807T061234Z
LAST-MODIFIED:20260807T061235Z
UID:10007402-1814356800-1814356800@sc.cpa
SUMMARY:(SSTE108/27) Surgent's Foundations of Cybersecurity for Financial Professionals
DESCRIPTION:Event Description\nThis course introduces key cybersecurity concepts tailored for financial professionals. It emphasizes the CPA’s role in cyber risk management\, key terminology\, and practical steps to foster a security mindset\, integrating cybersecurity with financial reporting. \nDesigned For\nExperienced CPAs\, CITPs\, accountants\, & anyone who wants to better understand current cybersecurity & data privacy threats for individuals & businesses; anyone responsible for designing or implementing data security policies \nObjectives\n\nIdentify the critical importance of cybersecurity in financial environments\n Develop a security mindset and understand key terminology for collaboration with IT teams\n Recognize how cybersecurity integrates into financial reporting and compliance\n Analyze cybersecurity strategies implemented by financial professionals in real-world scenarios\n Understand the evolving threat landscape and its implications for finance professionals\n\nMajor Subjects\nFinancial professionals roles in cybersecurity risk management    Foundational terminology and principles (e.g.\, risk management\, threat actors)    Real-world case studies of cybersecurity strategies in financial settings    Integrating cybersecurity into financial reporting and compliance    Understanding the dynamic cybersecurity threat environment \nInstructions\nNone
URL:https://sc.cpa/event/sste108-27-surgents-foundations-of-cybersecurity-for-financial-professionals/
CATEGORIES:Self-Study Video
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20270630T120000
DTEND;TZID=America/Detroit:20270630T120000
DTSTAMP:20260807T061317Z
CREATED:20260807T061317Z
LAST-MODIFIED:20260807T061317Z
UID:10007408-1814356800-1814356800@sc.cpa
SUMMARY:(SSTE122/27) Surgent's Leveraging AI for Data Analytics in Accounting
DESCRIPTION:Event Description\nThis course explores the data analytics aspects of AI in accounting. Participants will develop skills in leveraging AI tools for enhanced data analytics. \nDesigned For\nCPAs and accountants at all levels seeking a greater understanding of artificial intelligence \nObjectives\n\nUnderstand the role of AI in transforming data analytics processes\n Identify AI tools and techniques for improving data analysis accuracy and efficiency\n Explore case studies on successful AI implementations for data analytics\n Develop skills in using AI-powered tools to optimize data analytics processes\n\nMajor Subjects\nTransforming data analytics with AI     Understanding the impact of AI on data analytics processes     How AI enhances data accuracy\, efficiency\, and decision-making     AI tools and techniques for data analysis     Overview of AI-powered data analytics tools      Techniques for improving data analysis accuracy and efficiency with AI     Integrating AI into existing data analytics workflows     Case studies on AI implementations for data analytics     Success stories of AI-driven data analytics in accounting     Challenges and lessons learned from AI integration     Measuring the ROI of AI in data analytics     Developing AI-powered data analytics skills     Hands-on lab sessions using AI tools (e.g.\, ChatGPT\, Excel)     Practical exercises in filtering\, sorting\, summarizing\, and visualizing data     Applying AI insights to optimize data-driven decision making in accounting \nInstructions\nAccess to ChatGPT during the course is encouraged but not required.  Participants can create a free account by visiting chatgpt.com and clicking “Sign Up.”
URL:https://sc.cpa/event/sste122-27-surgents-leveraging-ai-for-data-analytics-in-accounting/
CATEGORIES:Self-Study Video
END:VEVENT
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