Self-Study Video
(SSTE132/27) Surgent’s Power Query Series: Formulas, M Language, and Error Handling
Even for experienced Excel users, there is a learning curve to using formulas in Power Query (Excel version). This course presents the fundamentals of this concept. In addition, this webinar introduces users to the "M" language in Power Query, as well as types of errors that users may encounter. Hands-on examples reinforce all of these...
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Self-Study Text
(SSTE123/27) Surgent’s Max the Tax: Metaverse
Your client, Multi-Mega Markets Corporation (MMM), a global conglomerate with businesses in entertainment, fashion, retail, software, technology and other industries, is looking for advice on the state of the metaverse. They are considering starting a new subsidiary in the metaverse called The MegaVerse (TMV). Your help is needed to share accurate information about the metaverse,...
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Self-Study Video
(SSTE104/27) Surgent’s Anatomy of a Ransomware Event and Incident Response
The past two years have ushered in an explosion of ransomware attacks affecting businesses and individuals. Many of us read or hear about these attacks, but there is little understanding of how they occur, how a response is undertaken, and how the chances of experiencing one can be reduced. Join us to learn about these...
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Livestream
(LIET14/27) Smart, Secure, and Productive – Rebroadcast
Taxpayer data is one of the most valuable—and most targeted—assets in any CPA firm. This session focuses on how risk actually occurs in day-to-day CPA workflows and how firms can apply practical safeguards to reduce the likelihood of preventable incidents. Participants will learn how IRS Publication 4557 guidance, the FTC Safeguards Rule requirements, and a...
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Livestream
(LIET04/27) Smart, Secure, and Productive
Taxpayer data is one of the most valuable—and most targeted—assets in any CPA firm. This session focuses on how risk actually occurs in day-to-day CPA workflows and how firms can apply practical safeguards to reduce the likelihood of preventable incidents. Participants will learn how IRS Publication 4557 guidance, the FTC Safeguards Rule requirements, and a...
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Livestream
(LITE08/27) AI Clinic: Spreadsheet Formula Help (with Validation)
Learn how to use AI to draft and troubleshoot spreadsheet formulas more efficiently while ensuring results are correct. This clinic focuses on prompting techniques that generate formulas plus built-in validation steps to catch errors and logic issues. You'll leave with practical examples you can confidently apply to real-world spreadsheets.
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Livestream
(LITE05/27) The Current and Future Landscape of Audit Technology
Explore the transformative impact of technology on the audit profession in this forward-looking course. Gain practical insights into cutting-edge tools and trends, including data analytics, artificial intelligence (AI), and automation, and discover how these advancements are revolutionizing audit methodologies and improving audit quality. Through engaging demos, case studies, and actionable tips, you'll learn how to...
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Livestream
(LITE12/27) Incident Response Checklist for Finance
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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Livestream
(LITE07/27) Vendor Payment Controls (BEC Prevention)
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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Livestream
(LITE10/27) MFA + Password Manager Rollout Plan
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.
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