BEGIN:VCALENDAR VERSION:2.0 PRODID:-//South Carolina Association of CPAs - ECPv6.16.3//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:20260308T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20261101T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20270314T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20271107T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20280312T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20281105T060000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270401T102000 DTEND;TZID=America/Detroit:20270401T111000 DTSTAMP:20260615T064249 CREATED:20260515T011020Z LAST-MODIFIED:20260527T154310Z UID:10005794-1806574800-1806577800@sc.cpa SUMMARY:(LITE15/27) Resistance to Resilience: Striving for Technology Change Acceptance DESCRIPTION:Event Description\nTechnology adoption often comes with resistance\, but it’s possible to transform this challenge into an opportunity for growth. This course explores the journey from resistance to resilience in embracing new technologies\, focusing on overcoming barriers and ensuring successful implementation. Participants will examine cutting-edge audit technologies\, including AI\, data analytics\, and automation\, and learn how to align these innovations with both organizational and personal goals. Through case studies\, insights into the Technology Acceptance Model (TAM)\, and practical discussions\, participants will gain the tools and strategies to foster acceptance\, driving seamless integration of new technology into both individual tasks and team workflows. \nObjectives\n\n Identify organizational needs for technology adoption using the Strategic Alignment Model (SAM) to ensure alignment between technological capabilities and business objectives.\n Recall employee-specific roadblocks to technology usage\, drawing on the Technology Acceptance Model (TAM) to identify factors affecting internal user’s acceptance and engagement.\n Recognize the key components of the Diffusion of Innovation theory\, including adopter categories and influencing factors\, and explain their relevance in understanding customer or client responses to technological innovations. URL:https://sc.cpa/event/lite15-27-resistance-to-resilience-striving-for-technology-change-acceptance/ CATEGORIES:Livestream ORGANIZER;CN="Melisa Galasso":MAILTO:melisa@galassolearningsolutions.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270401T112000 DTEND;TZID=America/Detroit:20270401T121000 DTSTAMP:20260615T064249 CREATED:20260515T010832Z LAST-MODIFIED:20260515T042834Z UID:10005770-1806578400-1806581400@sc.cpa SUMMARY:(LITE13R/27) Phishing Simulation Follow-Up Actions - Rebroadcast DESCRIPTION:Event Description\nReinforce learning and reduce risk by taking the right actions after a phishing simulation. This course outlines effective follow-up steps to address vulnerabilities\, improve employee awareness\, and strengthen your organization’s overall security posture. \nObjectives\nApply one control improvement; reduce common attack/fraud risks; validate steps. Strengthen incident response readiness and communication workflows. Use AI and analytics responsibly with verification\, documentation\, and confidentiality safeguards. URL:https://sc.cpa/event/lite13r-27-phishing-simulation-follow-up-actions-rebroadcast/ CATEGORIES:Livestream ORGANIZER;CN="Elliott T. Friedman":MAILTO:Elliott@etfriedman.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270408T083000 DTEND;TZID=America/Detroit:20270408T101000 DTSTAMP:20260615T064249 CREATED:20260515T011626Z LAST-MODIFIED:20260528T041116Z UID:10005866-1807173000-1807179000@sc.cpa SUMMARY:(LITE16/27) Bytes\, Bias\, and Balance: Data Ethics for Tech-Savvy Accountants DESCRIPTION:Event Description\nThis course explores the transformative role of artificial intelligence (AI) in accounting and auditing\, highlighting its vast potential while addressing the associated risks and ethical considerations. Participants will discover how to harness AI tools to enhance efficiency and innovation\, while mitigating challenges such as overreliance\, data security vulnerabilities\, and ethical dilemmas. Through case studies and interactive discussions\, you’ll gain practical skills to navigate AI complexities\, ensure trustworthy outputs\, and uphold ethical standards in today’s fast-paced digital environment. \nObjectives\n\nRecognize the most common errors in employee benefit plan audits as highlighted by recent Department of Labor studies and their implications for audit quality. \nIdentify root causes of common deficiencies\, consequences\, and practical solutions for improvement. \nIdentify actionable strategies for improving audit execution\, including better planning\, documentation\, and testing.F38 URL:https://sc.cpa/event/lite16-27-bytes-bias-and-balance-data-ethics-for-tech-savvy-accountants/ CATEGORIES:Livestream ORGANIZER;CN="Melisa Galasso":MAILTO:melisa@galassolearningsolutions.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270413T083000 DTEND;TZID=America/Detroit:20270413T092000 DTSTAMP:20260615T064249 CREATED:20260515T011114Z LAST-MODIFIED:20260515T041337Z UID:10005801-1807605000-1807608000@sc.cpa SUMMARY:(LIET02R/27) AI Clinic: Drafting Client Emails with Safe Prompts - Rebroadcast DESCRIPTION:Event Description\nLearn 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. \nObjectives\nApply AI to a real workflow; verify results; document safe use. Design practical policies (WISP/AI) and implementation checklists for teams and vendors. Use AI and analytics responsibly with verification\, documentation\, and confidentiality safeguards. URL:https://sc.cpa/event/liet02r-27-ai-clinic-drafting-client-emails-with-safe-prompts-rebroadcast/ CATEGORIES:Livestream ORGANIZER;CN="Liz Peuster%2C CAE":MAILTO:liz@sc.cpa END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270413T083000 DTEND;TZID=America/Detroit:20270413T092000 DTSTAMP:20260615T064249 CREATED:20260528T152516Z LAST-MODIFIED:20260529T041136Z UID:10005881-1807605000-1807608000@sc.cpa SUMMARY:(LITE02R/27) AI Clinic: Drafting Client Emails with Safe Prompts - Rebroadcast DESCRIPTION:Event Description\nLearn 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. \nObjectives\nApply AI to a real workflow; verify results; document safe use. Design practical policies (WISP/AI) and implementation checklists for teams and vendors. Use AI and analytics responsibly with verification\, documentation\, and confidentiality safeguards. URL:https://sc.cpa/event/lite02r-27-ai-clinic-drafting-client-emails-with-safe-prompts-rebroadcast/ CATEGORIES:Livestream ORGANIZER;CN="Liz Peuster%2C CAE":MAILTO:liz@sc.cpa END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270413T093000 DTEND;TZID=America/Detroit:20270413T102000 DTSTAMP:20260615T064249 CREATED:20260515T005515Z LAST-MODIFIED:20260515T041359Z UID:10005625-1807608600-1807611600@sc.cpa SUMMARY:(LITE08R/27) AI Clinic: Policy-Compliant Use Cases for Firms - Rebroadcast DESCRIPTION:Event Description\nLearn how firms are using AI in practical\, policy-aligned ways that support efficiency without increasing risk. This clinic highlights real-world use cases that respect confidentiality\, professional standards\, and firm governance. You’ll leave with clear examples your organization can adapt confidently and responsibly. \nObjectives\nApply AI to a real workflow; verify results; document safe use. Strengthen incident response readiness and communication workflows. Design practical policies (WISP/AI) and implementation checklists for teams and vendors. URL:https://sc.cpa/event/lite08r-27-ai-clinic-policy-compliant-use-cases-for-firms-rebroadcast/ CATEGORIES:Livestream ORGANIZER;CN="Liz Peuster%2C CAE":MAILTO:liz@sc.cpa END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270414T083000 DTEND;TZID=America/Detroit:20270414T092000 DTSTAMP:20260615T064249 CREATED:20260515T011117Z LAST-MODIFIED:20260515T042048Z UID:10005807-1807691400-1807694400@sc.cpa SUMMARY:(LITE14R/27) Client Data Handling Quick Audit - Rebroadcast DESCRIPTION:Event Description\nQuickly assess how client data is collected\, stored\, shared\, and protected across your organization. This course provides a practical\, checklist-based audit to identify gaps\, reduce risk\, and strengthen data handling practices without overcomplicating the process. \nObjectives\nApply one control improvement; reduce common attack/fraud risks; validate steps. Design practical policies (WISP/AI) and implementation checklists for teams and vendors. Apply cybersecurity and data protection controls to reduce breach and fraud risk. URL:https://sc.cpa/event/lite14r-27-client-data-handling-quick-audit-rebroadcast/ CATEGORIES:Livestream ORGANIZER;CN="Elliott T. Friedman":MAILTO:Elliott@etfriedman.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270414T093000 DTEND;TZID=America/Detroit:20270414T102000 DTSTAMP:20260615T064249 CREATED:20260515T011712Z LAST-MODIFIED:20260515T042233Z UID:10005874-1807695000-1807698000@sc.cpa SUMMARY:(LITE06R/27) Vendor Payment Controls (BEC Prevention) - Rebroadcast DESCRIPTION:Event Description\nProtect 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. \nObjectives\nApply one control improvement; reduce common attack/fraud risks; validate steps. Strengthen incident response readiness and communication workflows. Apply cybersecurity and data protection controls to reduce breach and fraud risk. URL:https://sc.cpa/event/lite06r-27-vendor-payment-controls-bec-prevention-rebroadcast/ CATEGORIES:Livestream ORGANIZER;CN="Elliott T. Friedman":MAILTO:Elliott@etfriedman.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270420T093000 DTEND;TZID=America/Detroit:20270420T102000 DTSTAMP:20260615T064250 CREATED:20260515T010210Z LAST-MODIFIED:20260515T042719Z UID:10005708-1808213400-1808216400@sc.cpa SUMMARY:(LITE10R2/27) MFA + Password Manager Rollout Plan - Rebroadcast DESCRIPTION:Event Description\nCreate a clear\, practical roadmap for implementing multi-factor authentication and password managers across your organization. This course outlines best practices\, common adoption challenges\, and rollout strategies to strengthen security while minimizing user resistance. \nObjectives\nApply one control improvement; reduce common attack/fraud risks; validate steps. Apply cybersecurity and data protection controls to reduce breach and fraud risk. Use AI and analytics responsibly with verification\, documentation\, and confidentiality safeguards. URL:https://sc.cpa/event/lite10r2-27-mfa-password-manager-rollout-plan-rebroadcast/ CATEGORIES:Livestream ORGANIZER;CN="Elliott T. Friedman":MAILTO:Elliott@etfriedman.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270421T102000 DTEND;TZID=America/Detroit:20270421T120000 DTSTAMP:20260615T064250 CREATED:20260515T005810Z LAST-MODIFIED:20260530T041111Z UID:10005655-1808302800-1808308800@sc.cpa SUMMARY:(LITE17/27) Current Cybersecurity Risk Management Trends DESCRIPTION:Event Description\nOne of the top concerns of any organization’s leadership is how to mitigate the risk of cybersecurity threats\, along with the prevention and detection of fraud. This course will focus on the most common cybersecurity vulnerabilities and fraud trends\, and best practices for managing them. \nObjectives\n\nRecall the most common cybersecurity threats and protections. \nDescribe ways to protect data. \nExplain resources available for designing and implementing a cybersecurity risk management program. URL:https://sc.cpa/event/lite17-27-current-cybersecurity-risk-management-trends/ CATEGORIES:Livestream ORGANIZER;CN="Jennifer Louis%2C CPA":MAILTO:jlouis@emergentgroup.net END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270610T130000 DTEND;TZID=America/Detroit:20270610T135000 DTSTAMP:20260615T064250 CREATED:20260515T005516Z LAST-MODIFIED:20260515T041401Z UID:10005626-1812632400-1812635400@sc.cpa SUMMARY:(LITE12R2/27) Incident Response Checklist for Finance - Rebroadcast DESCRIPTION:Event Description\nBe prepared to act quickly and confidently when a security incident impacts finance operations. This course provides a clear\, finance-focused incident response checklist to help limit damage\, meet reporting obligations\, and support an effective recovery. \nObjectives\nApply one control improvement; reduce common attack/fraud risks; validate steps. Design practical policies (WISP/AI) and implementation checklists for teams and vendors. Apply cybersecurity and data protection controls to reduce breach and fraud risk. URL:https://sc.cpa/event/lite12r2-27-incident-response-checklist-for-finance-rebroadcast/ CATEGORIES:Livestream ORGANIZER;CN="Elliott T. Friedman":MAILTO:Elliott@etfriedman.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270610T140000 DTEND;TZID=America/Detroit:20270610T154000 DTSTAMP:20260615T064250 CREATED:20260515T010723Z LAST-MODIFIED:20260515T041748Z UID:10005757-1812636000-1812642000@sc.cpa SUMMARY:(LITE18/27) AI for CPAs: Practical Workflows + Guardrails DESCRIPTION:Event Description\nLearn how CPAs are using AI in everyday workflows while staying within professional and ethical boundaries. This session highlights practical use cases paired with clear guardrails to protect accuracy\, confidentiality\, and judgment. You’ll leave with actionable ideas you can apply immediately and responsibly in your role. \nObjectives\nApply AI to workflows; verify outputs; protect confidentiality; document use. Use AI and analytics responsibly with verification\, documentation\, and confidentiality safeguards. Apply cybersecurity and data protection controls to reduce breach and fraud risk. Design practical policies (WISP/AI) and implementation checklists for teams and vendors. Strengthen incident response readiness and communication workflows. URL:https://sc.cpa/event/lite18-27-ai-for-cpas-practical-workflows-guardrails/ CATEGORIES:Livestream ORGANIZER;CN="Liz Peuster%2C CAE":MAILTO:liz@sc.cpa END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270615T145000 DTEND;TZID=America/Detroit:20270615T154000 DTSTAMP:20260615T064250 CREATED:20260515T005514Z LAST-MODIFIED:20260515T041348Z UID:10005622-1813071000-1813074000@sc.cpa SUMMARY:(LITE05R/27) AI Clinic: Creating Meeting Notes + Action Plans Safely - Rebroadcast DESCRIPTION:Event Description\nLearn 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. \nObjectives\nApply AI to a real workflow; verify results; document safe use. Design practical policies (WISP/AI) and implementation checklists for teams and vendors. Strengthen incident response readiness and communication workflows. URL:https://sc.cpa/event/lite05r-27-ai-clinic-creating-meeting-notes-action-plans-safely-rebroadcast/ CATEGORIES:Livestream ORGANIZER;CN="Liz Peuster%2C CAE":MAILTO:liz@sc.cpa END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270616T130000 DTEND;TZID=America/Detroit:20270616T135000 DTSTAMP:20260615T064250 CREATED:20260515T005513Z LAST-MODIFIED:20260515T041343Z UID:10005620-1813150800-1813153800@sc.cpa SUMMARY:(LITE13R2/27) Phishing Simulation Follow-Up Actions - Rebroadcast DESCRIPTION:Event Description\nReinforce learning and reduce risk by taking the right actions after a phishing simulation. This course outlines effective follow-up steps to address vulnerabilities\, improve employee awareness\, and strengthen your organization’s overall security posture. \nObjectives\nApply one control improvement; reduce common attack/fraud risks; validate steps. Strengthen incident response readiness and communication workflows. Use AI and analytics responsibly with verification\, documentation\, and confidentiality safeguards. URL:https://sc.cpa/event/lite13r2-27-phishing-simulation-follow-up-actions-rebroadcast/ CATEGORIES:Livestream ORGANIZER;CN="Elliott T. Friedman":MAILTO:Elliott@etfriedman.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260615T064250 CREATED:20260612T221035Z LAST-MODIFIED:20260613T043531Z UID:10005895-1814356800-1814356800@sc.cpa SUMMARY:(SSTE121/27) Surgent's IT Systems and Data Management DESCRIPTION:Event Description\nExplore the critical intersections between information technology (IT) systems and data management through this specialized CPE course for accounting professionals. This session covers business resiliency and disaster recovery strategies\, change management processes\, and much more. Through interactive discussions and hands-on activities\, participants will learn how to enhance their organization’s IT framework while ensuring robust data collection and storage. Equip yourself to oversee IT systems with confidence and reinforce data integrity and system availability. \nDesigned For\nExperienced CPAs\, CITP designation holders and aspirants\, and accountants seeking a greater understanding of information systems and controls \nObjectives\n\nExplain internal control concepts within accounting information systems\, drawing on frameworks such as COSO and COBIT\, to ensure accuracy in financial reporting\, and protect against unauthorized access\n Describe the key components of IT architecture and cloud computing models and deployments\n Recognize the components and functions of enterprise resource planning (ERP) and accounting information systems and describe how these systems integrate and interact within an organization \n Summarize key considerations for business resiliency\, disaster recovery\, continuity plans\, system replication\, impact analysis\, and availability\n Explain the purpose of change management for internal hardware and software applications\, including the associated risks and necessary documentation\n Understand data management processes\, including data collection methods\, storage types (data warehouse\, data lake\, data mart)\, and the data life cycle\n Analyze and utilize data for financial and operational decision-making\, including examining relational databases for integrity\, integrating data from various sources\, and investigating business process models for improvements\n\nMajor Subjects\nKey components of IT architecture Cloud computing models and deployments Enterprise resource planning (ERP) systems Business resiliency and disaster recovery planning Business continuity plans Business impact analysis System availability measures Change management for hardware and software applications Risks and documentation in change management Testing environments and conversion approaches for new information systems Patch management and change control policies Data management processes and lifecycle Data collection methods and storage types Utilizing data for financial and operational decision-making Examining relational databases for integrity Investigating business process models for improvements \nInstructions\nNone URL:https://sc.cpa/event/sste121-27-surgents-it-systems-and-data-management/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260615T064250 CREATED:20260612T221310Z LAST-MODIFIED:20260613T042625Z UID:10005925-1814356800-1814356800@sc.cpa SUMMARY:(SSTE134/27) 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\n\nUnderstand what Power Query is and the benefits of using it\n Understand how to access Power Query\n\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/sste134-27-surgents-power-query-series-introduction-and-first-connection-2/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260615T064250 CREATED:20260612T221314Z LAST-MODIFIED:20260613T042635Z UID:10005929-1814356800-1814356800@sc.cpa SUMMARY:(SSTE117/27) Surgent's Privacy and Security Training: Obligations of Confidentiality and Safekeeping DESCRIPTION:Event Description\nSpear phishing. Ransomware. Malware. Like the threats your business faces\, the cybersecurity lexicon is constantly evolving. This comprehensive presentation imparts practical privacy and data security know-how and creates fluency with the latest terminology. Learn best practices for cybersecurity safety\, as well as tailored training for those in positions responsible for implementing security policies. It is just as important to be diligent\, safe\, and well-versed in the attacks that we face in our personal lives. \nDesigned For\nAnyone who wants to better understand the current data privacy threats for individuals and businesses or anyone responsible for designing or implementing data security policies for their company or firm \nObjectives\n\nUnderstand the importance of confidentiality and safekeeping of information in the accounting and finance professions\, as outlined by professional conduct rules\n Identify the potential causes and consequences of a major cybersecurity breach \n Be familiar with email security best practices to mitigate the risk of phishing attacks and unauthorized access to sensitive information\n Understand security measures for remote work environments\, including securing home networks and being cautious of phishing attempts\n Recognize the risks associated with IoT devices and public Wi-Fi networks\, and implement strategies to mitigate these risks\n Understand the benefits of using a VPN for encrypting internet traffic and protecting against cyber threats while using public Wi-Fi networks\n Gain awareness of common phishing scams targeting text messages and phone calls\, and learn techniques to identify and avoid falling victim to these scams\n Appreciate the importance of data loss prevention measures\, including data classification\, policy development\, access controls\, and endpoint security\n Understand the risks associated with third-party file sharing services and cloud storage\, and learn best practices for securely sharing and storing sensitive information\n Recognize the importance of multi-factor authentication and other security measures in protecting against unauthorized access to confidential data\n Understand the potential risks and ethical considerations associated with the use of artificial intelligence and data profiling in the context of privacy and security\n Develop a culture of security awareness and cooperation within the organization\, including effective communication channels for reporting security incidents and seeking assistance\n\nMajor Subjects\nObligations of confidentiality and safekeeping Security best practices to apply beyond work Likely causes and effects of a large-scale cyberattack Email security best practices Remote work security Mobile device security Internet of Things (IoT) risks Public Wi-Fi risk and the importance of using a VPN Recognizing and avoiding text message/phone call phishing Data loss prevention (DLP) \nInstructions\nNone URL:https://sc.cpa/event/sste117-27-surgents-privacy-and-security-training-obligations-of-confidentiality-and-safekeeping/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260615T064250 CREATED:20260612T221516Z LAST-MODIFIED:20260613T042904Z UID:10005950-1814356800-1814356800@sc.cpa SUMMARY:(SSTE145/27) Surgent's Data at 30\,000 Feet: Traveling Smart with Client and Personal Information DESCRIPTION:Event Description\nWhether you’re heading across town or across the globe\, traveling with electronic devices carries real risks to the sensitive client and firm data stored on them. In this session\, we’ll explore the ethical obligations CPAs have to protect confidential information\, including guidance from the AICPA Code of Professional Conduct and applicable laws. We’ll examine how data can be accessed – legitimately or maliciously – by third parties during travel\, and offer practical strategies to minimize risk\, from using loaner devices and mobile device management to coordinating with IT before departure. The session includes current border search rules\, international considerations\, and actionable tips for staying secure in transit. \nDesigned For\nAll accounting and finance professionals \nObjectives\n\nRecognize ways that client and firm data can be accessed by third parties during travel\n Understand how to protect your client and firm data while traveling\n\nMajor Subjects\nCPA responsibilities for client data Understanding the risks while traveling Legal and regulatory landscape CPA-specific considerations Data protection techniques and tools Policy and technical safeguards Pre- and post-travel protocols Employee education and compliance \nInstructions\nNone URL:https://sc.cpa/event/sste145-27-surgents-data-at-30000-feet-traveling-smart-with-client-and-personal-information/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260615T064250 CREATED:20260612T221614Z LAST-MODIFIED:20260613T043038Z UID:10005961-1814356800-1814356800@sc.cpa SUMMARY:(SSTE102/27) Surgent's Introduction to AI in Accounting DESCRIPTION:Event Description\nThis course introduces the foundational concepts of artificial intelligence (AI) and AI’s relevance to accounting. Participants will explore various AI applications and understand the benefits\, challenges\, and future trends associated with AI integration in accounting. Case studies of successful AI implementation in accounting firms are included to enhance learning. \nDesigned For\nCPAs and accountants at all levels seeking a greater understanding of artificial intelligence \nObjectives\n\nUnderstand the fundamental concepts of AI and its relevance to accounting\n Explore various AI applications in accounting and finance\n Identify the benefits and challenges associated with integrating AI into accounting processes\n Examine case studies of successful AI implementation in accounting firms\n Discuss the future trends and potential impacts of AI on the accounting profession\n\nMajor Subjects\nUnderstanding narrow AI vs. general AI Machine learning (ML)\, deep learning (DL)\, neural networks Natural language processing (NLP) and its role in accounting AI applications in accounting and finance Automated data entry and processing Expense management automation AI-driven audit support and compliance monitoring Financial forecasting and risk assessment Benefits and challenges of integrating AI Enhancing efficiency and accuracy in accounting processes Ethical considerations and risk management in AI adoption Overcoming resistance to AI implementation within firms Lessons learned from AI-driven transformations in finance departments Predicting AI’s influence on the future of the accounting profession Preparing for the evolving role of accountants in an AI-enhanced environment \nInstructions\nNone URL:https://sc.cpa/event/sste102-27-surgents-introduction-to-ai-in-accounting/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260615T064250 CREATED:20260612T222012Z LAST-MODIFIED:20260613T045532Z UID:10005998-1814356800-1814356800@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:20260615T064250 CREATED:20260612T222117Z LAST-MODIFIED:20260613T050825Z UID:10006004-1814356800-1814356800@sc.cpa SUMMARY:(SSTE104/27) 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\n\nAvoid common mistakes regarding ransomware events\n Identify and respond to a ransomware incident\n\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/sste104-27-surgents-anatomy-of-a-ransomware-event-and-incident-response/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260615T064250 CREATED:20260612T222316Z LAST-MODIFIED:20260613T051023Z UID:10006031-1814356800-1814356800@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:20260615T064250 CREATED:20260612T222409Z LAST-MODIFIED:20260613T051207Z UID:10006044-1814356800-1814356800@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:20260615T064250 CREATED:20260612T222511Z LAST-MODIFIED:20260613T044512Z UID:10006053-1814356800-1814356800@sc.cpa SUMMARY:(SSTE118/27) Surgent's Governing Agentic AI: Cybersecurity\, Data\, and Risk DESCRIPTION:Event Description\nAs accounting firms and financial institutions deploy agentic AI\, they face significant governance challenges. This course focuses on cybersecurity\, data governance\, and risk management practices essential for the safe and effective use of autonomous systems. Participants will examine frameworks such as NIST AI RMF and the CSA’s red-teaming guidelines\, as well as case studies on AI-powered cyber incidents. The course equips professionals to assess agentic system vulnerabilities\, implement controls\, and integrate risk insights into enterprise compliance strategies. This course equips CPAs to fulfill their oversight responsibilities in safeguarding financial data and ensuring the reliability of autonomous systems within the enterprise’s control environment. \nDesigned For\nCPAs\, cybersecurity professionals\, internal auditors\, IT risk managers\, finance leaders implementing AI technologies\, CITP/CISA credential holders or aspirants\, and professionals interested in the impact of agentic systems for cybersecurity and risk manag \nObjectives\n\nEvaluate key cybersecurity and data risks associated with agentic AI\n Understand global regulatory frameworks relevant to agent deployment\n Apply AI risk management frameworks (e.g.\, NIST\, CSA) to financial settings\n Design oversight and monitoring strategies for autonomous AI systems\, integrating them within existing internal control frameworks relevant to CPAs\n Align agent governance with internal controls and assurance reporting\n\nMajor Subjects\nCyber risks: prompt injection\, drift\, model manipulation\, data leakage Red-teaming and simulation exercises (CSA\, IBM frameworks) Controls mapping: COSO\, SOX\, and NIST AI RMF Regulatory context: GDPR\, CCPA\, EU AI Act\, SEC guidance Platform security discussion and comparisons \nInstructions\nNone URL:https://sc.cpa/event/sste118-27-surgents-governing-agentic-ai-cybersecurity-data-and-risk/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260615T064250 CREATED:20260612T222517Z LAST-MODIFIED:20260613T051317Z UID:10006064-1814356800-1814356800@sc.cpa SUMMARY:(SSTE113/27) Surgent's Excel: The Data Tools for Analysis - Power Query and Power Pivot DESCRIPTION:Event Description\nWith 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 increase your chances of success in your company’s data goals.This course will demonstrate the capabilities of Power Query and Power Pivot in Excel. \nDesigned For\nAnyone who wants to understand how you can begin your data analytics journey with the data tools available in Excel \nObjectives\n\nExplain the data tools available in Excel\n Locate Power Query and Power Pivot in Excel\n Be well versed in the important points of Power Query and Power Pivot\n Understand why starting with Excel in implementing data analytics is a smart choice\n\nMajor Subjects\nDemonstration in Excel: where to locate the data tools of Power Query and Power Pivot Data skills demonstrated: data preparation and data modeling Demonstrations in Power Query – the Extract Transform and Load tool for data preparation of the Power BI ecosystem\, including data sources Power Query can connect to transformations; load options; operations; and sample of use cases Demonstrations in Power Pivot\, the data modeling tool of the Power BI ecosystem\, including query organization; custom columns; parameters; and database capabilities \nInstructions\nNone URL:https://sc.cpa/event/sste113-27-surgents-excel-the-data-tools-for-analysis-power-query-and-power-pivot/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260615T064250 CREATED:20260612T222714Z LAST-MODIFIED:20260613T044724Z UID:10006094-1814356800-1814356800@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:20260615T064250 CREATED:20260612T222912Z LAST-MODIFIED:20260613T043027Z UID:10006139-1814356800-1814356800@sc.cpa SUMMARY:(SSTE135/27) 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\n\nRecognize the many connectors Power Query can work with and how to connect to multiple data sources\n Understand how to import various types of files and databases\n\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/sste135-27-surgents-power-query-series-making-a-connection/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260615T064250 CREATED:20260612T223017Z LAST-MODIFIED:20260613T045331Z UID:10006163-1814356800-1814356800@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:20260615T064250 CREATED:20260612T223106Z LAST-MODIFIED:20260613T043127Z UID:10006175-1814356800-1814356800@sc.cpa SUMMARY:(SSTE101/27) Surgent's Agentic AI Foundations for Finance and Accounting DESCRIPTION:Event Description\nThis course introduces accounting\, auditing\, and finance professionals to the emerging field of agentic AI: autonomous\, goal-driven systems capable of planning\, acting\, and learning with minimal human intervention. Participants will explore how agentic AI differs from traditional automation (RPA) and generative AI\, and how these agents are being deployed in finance and accounting. The course emphasizes foundational concepts such as the Perceive-Reason-Act-Learn (PRAL) loop and ethical decision-making frameworks.To ground abstract ideas in practice\, participants will experience a brief agent simulation using basic ChatGPT\, showcasing how natural language prompts can emulate agentic behavior\, such as goal setting\, clarification loops\, and structured task execution. The course also highlights real-world agent platforms (e.g.\, Microsoft Copilot\, IBM watsonx\, and UiPath) to provide context on enterprise adoption trends and discusses emerging global regulations such as the EU AI Act and the U.S. Executive Order on Safe AI. \nDesigned For\nCPAs\, CFOs\, controllers\, finance managers\, CITP/CISA holders or aspirants\, and professionals interested in the impact of agentic systems on finance and management accounting \nObjectives\n\nDefine agentic AI and differentiate it from generative AI and RPA\n Identify core use cases of agentic AI in finance and accounting\, including scenario modeling and financial close automation\n Recognize the potential benefits and risks of deploying autonomous agents in financial workflows\n Understand global regulatory frameworks that govern agentic AI\n Assess the role of the accounting professional in ensuring responsible AI adoption\n\nMajor Subjects\nEvolution from RPA to agentic AI (PRAL cycle: perceive\, reason\, act\, and learn) Use cases in financial reporting and decision support Platform overview: simulating agents with ChatGPT; enterprise examples from IBM watsonx\, Microsoft Copilot\, and UiPath Global regulation: EU AI Act\, U.S. Executive Order\, AICPA Code of Conduct Ethical considerations and professional skepticism in autonomous systems \nInstructions\nNone URL:https://sc.cpa/event/sste101-27-surgents-agentic-ai-foundations-for-finance-and-accounting/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260615T064250 CREATED:20260612T223109Z LAST-MODIFIED:20260613T045525Z UID:10006180-1814356800-1814356800@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 END:VCALENDAR