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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Livestream
(LITE02/27) AI Clinic: Drafting Client Emails with Safe Prompts
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.
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Livestream
(LITE04/27) AI Clinic: Building a Tax/Audit Checklist with AI
Learn how to use AI to create structured, reliable tax and audit checklists tailored to your work. This clinic shows how to prompt AI effectively to surface key steps, questions, and documentation needs while maintaining professional judgment. You'll leave with practical examples you can adapt to planning, compliance, and review processes.
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Livestream
(LITE01R/27) Data Analytics Essentials for CPAs & Controllers – Rebroadcast
Through case studies and discussion, this course will explore what data analytics and big data is, how it is being used by companies, and how it could be used in the future. Participants will be given scenarios in which to think about the data available, and how it can be applied within specific company contexts....
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Livestream
(LITE17/27) Current Cybersecurity Risk Management Trends
One of the top concerns of any organization's leadership is how to mitigate the risk of cybersecurity threats, along with the prevention and detection of fraud. This course will focus on the most common cybersecurity vulnerabilities and fraud trends, and best practices for managing them.
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Livestream
(LITE12R2/27) 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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Livestream
(LITE08R/27) AI Clinic: Spreadsheet Formula Help (with Validation) – Updated 2027
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
(LITE05R/27) AI Clinic: Creating Meeting Notes + Action Plans Safely – Rebroadcast
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.
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Livestream
(LITE13R2/27) Phishing Simulation Follow-Up Actions – Rebroadcast
Reinforce learning and reduce risk by taking the right actions after a phishing simulation. This course outlines effective follow-up steps to address vulnerabilities, improve employee awareness, and strengthen your organization's overall security posture.
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Self-Study Video
(SSTE463/26) 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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