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,...
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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...
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Self-Study Video
(SSTE141/27) Surgent’s Power Query Series: Useful Transformations
This course covers a number of useful transformations using Power Query (Excel version) to clean, enrich, and shape data. Coverage includes pivoting and unpivoting, filtering and grouping, fuzzy matching, and more, with hands-on exercises for users to practice these skills.Power Query is an "ETL" tool that extracts, transforms, and loads data. This tool has a...
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(SSAA275/27) 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 and generative AI platforms like ChatGPT, the business technology landscape is evolving at an unprecedented pace. Accordingly, accounting professionals...
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(SSTE119/27) Surgent’s Generative AI in Accounting and Prompt Engineering
This 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...
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(SSTE109/27) Surgent’s Generative AI and Cybersecurity: Opportunities and Threats
This course explores how generative AI is revolutionizing cybersecurity. It highlights opportunities, such as enhanced threat detection, and risks, including AI-driven phishing and malware, particularly in financial contexts.
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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
(SSTE115/27) Surgent’s Power BI.com: Empowering Collaborative Data Analytics in Your Organization
A data-driven culture can only occur when there is collaboration, communication, and cooperation between everyone in your organization.Collaboration can only occur in the Power BI ecosystem when your organization works in the cloud with Power BI.com, also known as the Power BI Service, a software as a service available on the Power Platform.This one-hour course...
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(SSTE120/27) Surgent’s IT Governance and Risk Management
This course covers the key components of IT governance and risk management through interactive discussions and hands-on activities. By the end of the course, participants will have a thorough understanding of the function of IT governance within an organization, including roles and responsibilities and key frameworks. In addition, participants will learn about IT risk identification...
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(SSTE142/27) Surgent’s System and Organization Controls (SOC) Engagements
In today's interconnected world, safeguarding information systems is crucial. This course will provide a comprehensive understanding of SOC engagements, exploring the types of reports (SOC 1, SOC 2, and SOC 3) and the related management assertions. The use of the reports for internal controls over financial reporting (ICFR) and operations and compliance will be analyzed....
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