Self-Study Video
(SSTE138/27) Surgent’s Power Query Series: More Transformations and Load Options
Power Query (Excel version) offers a wide range of transformation options. This course uses hands-on exercises to explore the data transformation process, focusing on data cleaning and data enrichment. In addition, this course explains query loading options and processes. Power Query is an "ETL" tool that extracts, transforms, and loads data. This tool has a...
Read More
Self-Study Video
(SSTE101/27) Surgent’s Agentic AI Foundations for Finance and Accounting
This course introduces accounting, auditing, and finance professionals to the emerging field of agentic AI: autonomous, goal-driven systems capable of planning, acting, and learning with minimal human intervention. Participants will explore how agentic AI differs from traditional automation (RPA) and generative AI, and how these agents are being deployed in finance and accounting. The course...
Read More
Self-Study Video
(SSTE113/27) 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...
Read More
Livestream
(LITE02R/27) AI Clinic: Drafting Client Emails with Safe Prompts – Updated 2027
Learn how to use AI to draft clear, professional client emails while protecting confidentiality and avoiding risk. This clinic walks through practical, ready-to-use prompts that help you save time without sacrificing accuracy or tone. You'll leave with examples you can confidently apply to everyday client communications.
Read More
Self-Study Video
(SSTE134/27) Surgent’s Power Query Series: Introduction and First Connection
This course is designed for the Excel user to begin their data analytics journey with an introduction to a product created for their skill set: Power Query, using the 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...
Read More
Self-Study Video
(SSTE102/27) Surgent’s Introduction to AI in Accounting
This course introduces the foundational concepts of artificial intelligence (AI) and AI's relevance to accounting. Participants will explore various AI applications and understand the benefits, challenges, and future trends associated with AI integration in accounting. Case studies of successful AI implementation in accounting firms are included to enhance learning.
Read More
Livestream
(LITE06R/27) AI Clinic: Creating Meeting Notes + Action Plans Safely – Updated 2027
Learn how to use AI to generate clear meeting notes and actionable follow-ups without exposing sensitive information. This clinic focuses on safe prompting techniques that help capture decisions, responsibilities, and next steps accurately. You'll gain practical examples to streamline post-meeting work while maintaining professional and ethical standards.
Read More
Self-Study Text
(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...
Read More
Livestream
(LITE18/27) AI for CPAs: Practical Workflows + Guardrails
Learn how CPAs are using AI in everyday workflows while staying within professional and ethical boundaries. This session highlights practical use cases paired with clear guardrails to protect accuracy, confidentiality, and judgment. You'll leave with actionable ideas you can apply immediately and responsibly in your role.
Read More
Livestream
(LITE09R/27) AI Clinic: Policy-Compliant Use Cases for Firms – Updated 2027
Learn how firms are using AI in practical, policy-aligned ways that support efficiency without increasing risk. This clinic highlights real-world use cases that respect confidentiality, professional standards, and firm governance. You'll leave with clear examples your organization can adapt confidently and responsibly.
Read More
