In-Person
(SMOT02/26) The Hidden Risks of AI
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...
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In-Person
(SMOT03/26) The Hidden Risks of AI
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...
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Self-Study Video
(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...
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Self-Study Video
(SSTE413/26) Surgent’s Data Analytics Readiness Series: Data Modeling
This 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...
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Self-Study Video
(SSTE447/26) Surgent’s Power Query Series: Append Queries
Append 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...
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Self-Study Text
(SSAA597/26) Surgent’s Technology Trends and Hot Topics Impacting the Accounting Profession
The benefits, and related risks, of utilizing new technology have never 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...
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Self-Study Video
(SSTE416/26) Surgent’s Data Analytics Readiness Series: Artificial Intelligence- Basic Concepts in Excel
This 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,...
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Self-Study Video
(SSTE406/26) Surgent’s The Risks and Benefits of ChatGPT and Artificial Intelligence
We 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...
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Self-Study Video
(SSTE418/26) 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...
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