Self-Study Video
(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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Livestream
(LITE12R/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.
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Self-Study Video
(SSTE111/27) Surgent’s Defending Firms: Email Fraud, Cloud Risks, Cyber Insurance, and Remote Work Security
Cyber threats targeting accounting and finance professionals are growing more sophisticated, putting sensitive financial data at risk. This session explores the most pressing cybersecurity challenges accounting and finance professionals face today, including email fraud, phishing attacks, cloud security risks, and securing remote work environments. It also addresses the role of cyber insurance. Through real-world case...
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Livestream
(LITE07R/27) Vendor Payment Controls (BEC Prevention) – Rebroadcast
Protect 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.
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Self-Study Video
(SSTE131/27) Surgent’s Power Query Series: Use Cases
This course presents five use cases for specific data issues a user may encounter in Power Query (Excel version). Through hands-on examples, users are guided through the process of overcoming each of these issues.Power Query is an "ETL" tool that extracts, transforms, and loads data. This tool has a user-friendly interface that enables the Excel...
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Self-Study Video
(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
(SSTE107/27) Surgent’s Incident Response and Case Studies in AI-powered Cybersecurity
This course emphasizes the practical application of incident response frameworks through case studies of AI-related cyber incidents. It focuses on preparing financial professionals to effectively manage and learn from cybersecurity crises.
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Self-Study Video
(SSTE100/27) Surgent’s Autonomous Agents in Audit and Assurance
This course explores how autonomous agents are transforming internal and external audit functions. Agentic AI is redefining how auditors perform risk assessments, gather evidence, test controls, and issue reports. Participants will examine real-world examples, including audit bots from Big Four firms, and consider the impact on assurance quality, auditor judgment, and documentation standards. Key frameworks...
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Self-Study Video
(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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Livestream
(LITE20/27) Art of the Perfect Prompt
AI can save time, but only when the prompt is clear enough to produce useful work. This post-session toolkit gives CPAs a practical framework for turning vague AI requests into structured, review-ready drafts. Participants will learn how to use the CLEAR+R method to define context, audience, format, and guardrails before asking AI to create, summarize,...
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