Self-Study Video
(SSTE139/27) 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 Video
(SSET132/27) 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...
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Self-Study Video
(SSTE133/27) Surgent’s Power Query Series: Data Modeling and Next Steps
This 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...
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Self-Study Video
(SSTE129/27) Surgent’s From Numbers to Narratives: Mastering Data Analysis for CPAs
The 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...
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Livestream
(LITE11R/27) Secure File Sharing and Retention – Rebroadcast
Ensure sensitive files are shared securely while meeting retention and compliance obligations with confidence. This course covers best practices for secure file sharing, access controls, and retention policies to reduce risk and protect organizational data.
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Self-Study Video
(SSTE140/27) Surgent’s Power Query Series: Merge Queries
A 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...
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Self-Study Video
(SSTE114/27) Surgent’s Power BI Desktop: DAX Formulas, Reporting, and Visualizations
Power 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...
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Livestream
(LITE16/27) Bytes, Bias, and Balance: Data Ethics for Tech-Savvy Accountants
This 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...
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Self-Study Video
(SSTE145/27) Surgent’s Data at 30,000 Feet: Traveling Smart with Client and Personal Information
Whether 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...
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Self-Study Video
(SSTE116/27) Surgent’s Data Security: Best Practices to Protect Your Business and Yourself
Data 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...
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