Self-Study Video
(SSTE122/27) Surgent’s Leveraging AI for Data Analytics in Accounting
This course explores the data analytics aspects of AI in accounting. Participants will develop skills in leveraging AI tools for enhanced data analytics.
Read More
Self-Study Video
(SSTE108/27) Surgent’s Foundations of Cybersecurity for Financial Professionals
This 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.
Read More
Livestream
(LITE10R2/27) MFA + Password Manager Rollout Plan – Rebroadcast
Create 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.
Read More
Livestream
(LITE12R2/27) Incident Response Checklist for Finance – Rebroadcast
Be 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.
Read More
Livestream
(LITE13R/27) Phishing Simulation Follow-Up Actions – Rebroadcast
Reinforce 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.
Read More
Self-Study Video
(SSTE105/27) Surgent’s Build an AI Agent With ChatGPT: A Hands-on Lab for Financial Professionals
This 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,...
Read More
Livestream
(LITE13R2/27) Phishing Simulation Follow-Up Actions – Rebroadcast
Reinforce 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.
Read More
Livestream
(LITE14/27) When Technology Stops, Leadership Starts
Today's IT leaders manage far more than technology. Explore practical strategies for AI governance, Microsoft 365 security, incident response, recovery planning, and organizational resilience through real-world examples and leadership discussions. Leave with ideas you can immediately apply within your organization.
Read More
Livestream
(LITE10R/27) MFA + Password Manager Rollout Plan – Rebroadcast
Create 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.
Read More
Self-Study Video
(SSTE137/27) Surgent’s Power Query Series: Data Transformations
This 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...
Read More
