In-Person
(SMOT02/26) The Hidden Risks of AI
AI can save time and boost productivity—but it also introduces new security, compliance, and reputational risks that many firms overlook. In this eye-opening session, you’ll learn where AI puts your client data at risk, how emerging regulations like the “Big Beautiful Bill” will change your responsibilities, and what steps you can take today to stay...
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In-Person
(SMOT03/26) The Hidden Risks of AI
AI can save time and boost productivity—but it also introduces new security, compliance, and reputational risks that many firms overlook. In this eye-opening session, you’ll learn where AI puts your client data at risk, how emerging regulations like the “Big Beautiful Bill” will change your responsibilities, and what steps you can take today to stay...
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Self-Study Video
(SSTE417/26) Surgent’s Data Analytics: Planning and Implementation Strategies
As the rewards from data continue to grow, companies must recognize the value of data to remain competitive in the current digital economy. Companies that use data in their business processes are outperforming those that do not. Data skills will become necessary in the next few years, and your employees will need them to perform...
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Self-Study Video
(SSTE447/26) Surgent’s Power Query Series: Append Queries
Append queries combine two or more queries into one output query that is a combination of the originals. This course discusses best practices for creating append queries using Power Query (Excel version) and includes hands-on exercises to enable the user to demonstrate what they have learned.Power Query is an "ETL" tool that extracts, transforms, and...
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Self-Study Text
(SSAA597/26) 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, our clients' technology landscape is rapidly changing. Accordingly, we, as accounting professionals, need to be on the forefront of...
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Self-Study Video
(SSTE406/26) Surgent’s The Risks and Benefits of ChatGPT and Artificial Intelligence
We see multiple stories about the rapid growth of artificial intelligence (AI) and its entry into our lives in the form of AI tools, including ChatGPT. They seem to be everywhere. It is difficult to overstate how much things will change with the rise of these new technologies, or how important it is that companies...
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Self-Study Video
(SSTE418/26) 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...
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Self-Study Text
(SSTE428/26) 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
(SSTE445/26) 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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