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8 Credits
Surgent’s Auditing Not-for-Profit Entities: Superior Skills for an Effective and Efficient Audit (SSAA750/24)
It's been said that you cannot fit a square peg into a round hole. The same principle holds true for audits of not-for-profit entities. You cannot simply apply a standard commercial audit approach to the audit of a not-for-profit entity and expect a ...
4 Credits
Surgent’s Best Practices in Not-for-Profit Accounting and Reporting (SSAA755/24)
Don't just wing it when you can soar! To catch the eye of resource providers and fulfill the needs of leadership, it is essential that not-for-profits prepare financial statements which excel. This course will empower you with the knowledge of not-fo...
4 Credits
Surgent’s Basics of the Valuation of a Closely Held Business (SSAA756/24)
An understanding of the basics of business valuation is an invaluable tool for practicing accountants to better assist clients who are considering buying or selling their business or an interest therein, contemplating estate tax planning or creating ...
4 Credits
Surgent’s The Most Critical Challenges in Governmental Accounting Today (SSAA758/24)
With the leasing standard and other standards looming, now is the time to know more than just what the standards say; we need to know what they mean and how they will affect governmental entities. This course is designed to do just that! The course m...
4 Credits
Surgent’s Government and Nonprofit Frauds and Controls to Stop Them (SSAA800/24)
George Washington once wrote, "We ought not to look back, unless it is to derive useful lessons from past errors, and for the purpose of profiting by dear bought experience." The cost of fraud, dearly paid by governments and nonprofits, is too severe...
4 Credits
Surgent’s Proven Controls to Steer You Clear of Fraud (SSAA802/24)
Organizations that fall victim to fraud (and that is every organization in the world) have many controls in place to combat fraud. We will discuss means and methods to stop fraud and the controls that victim organizations employ to seek improvements for our organizations.
4 Credits
Surgent’s Annual FASB Update and Review (SSAA805/24)
This course provides a detailed discussion on the key topics related to financial reporting, though in a summarized format. The course will focus on recent ASUs issued by the FASB with a concentration on issues of greatest significance to most accoun...
4 Credits
Surgent’s Navigating the Gray: An Advanced Guide to Auditor Independence Compliance (SSAA806/24)
CPAs today face greater challenges than ever to maintain the high ethical standards of their profession. This course will provide a detailed discussion of accountants' independence and objectivity obligations, including those found in the AICPA Code ...
8 Credits
Surgent’s Latest Developments in Government and Nonprofit Accounting and Auditing (SSAA808/24)
This is indeed another year of significant change in the world of government and nonprofit accounting and auditing. Time is valuable, and it's hard to stay current in today's rapidly changing environment. Let us save you time and effort with this inf...
4 Credits
Surgent’s Applying the Yellow Book to a Financial Statement Audit (SSAA859/24)
Knowing just a little about the Yellow Book can hurt you! It is important to have a thorough understanding of the standards. This course covers the Yellow Book financial auditing requirements and prepares you to excel in applying the standards. You w...
4 Credits
Surgent’s Guide to the Topic 606 Revenue Recognition Model for All CPAs (SSAA861/24)
While the effective date of Topic 606 has passed for companies, there will always be a need for a comprehensive review of the accounting related to revenue recognition, including recently issued changes to this guidance. Whether you are looking to ...
1 Credit
Surgent’s Reporting Internal Control Deficiencies Under the Yellow Book (SSAA862/24)
The Yellow Book contains performance and reporting requirements related to internal control deficiencies. This course is designed to help you understand these requirements and excel in applying them. We will also examine where the auditor draws the l...
1 Credit
Surgent’s Hot Topics Related to ASC 606 (SSAA864/24)
While the effective date for ASC 606 is past for most entities, the challenges of applying the new revenue recognition guidance will undoubtedly continue for a while. In this course, we'll review both issued and proposed ASUs related to ASC 606 and r...
1 Credit
Surgent’s New SASs Effective for December 31, 2021 Audits (SSAA865/24)
2021 will be a very impactful year for audits, as SASs 134-140 become effective for audits for year-ends after December 15, 2021. In this course, we'll review the key changes coming to financial statement audits as a result of these new standards, in...
1 Credit
Surgent’s Increase the Efficiency of Your Organization (SSMG709/24)
There are only two things that any organization needs to accomplish for success: serve the customer well and do it efficiently. This short program will concentrate on the efficiency side, which is always near and dear to the heart of the financial pr...
2 Credits
Surgent’s Lessons Learned from Successful Companies (SSMG711/24)
Why do some companies fail while others grow and succeed for generations? Common perceptions often attribute organizational success to great leadership, timing, or unique ideas. Although these traits certainly play a role in helping companies grow, r...
1 Credit
Surgent’s Metrics, Benchmarking, and Measurement (SSMG712/24)
Years ago, Peter Drucker said, "what gets measured gets managed," and that is true today. As financial professionals, we understand and desire this, but often it's difficult to get the concept across to the remainder of the organization. This program...
2 Credits
Surgent’s Managing Millennials (SSMG713/24)
By 2025, millennials will represent 75% of the workforce. Whether you are an owner of a small practice or manager in a multinational corporation, it is important to understand characteristics and expectations of this large segment of the workforce. R...
1 Credit
Surgent’s Organizational Culture and the Finance Professional (SSMG714/24)
Many experts say that an organization's culture is the single most important thing that will determine its success. Assuming that's true, it's necessary for the finance professional to understand the effect that the finance function has on that cultu...
4 Credits
Surgent’s Integrated Planning, Forecasting, and Budgeting for Organizational Success (SSMG716/24)
Planning may be one of the most important assignments of the finance professional; however, it is often accomplished in a way that can harm the organization. In many cases, huge sums are spent only to have a planning document developed that does not ...
1 Credit
Surgent’s Data Analytics Readiness Series: Formulas, Named Ranges, and Formula Auditing (SSTE706/24)
This one-hour course will introduce users to table functions in Excel and Power BI. Users will demonstrate an ability to apply and utilize named ranges and naming conventions to data. Specific focus will be given to common formulas and functions wit...
1 Credit
Surgent’s Data Analytics Readiness Series: Excel Tables (SSTE707/24)
In this one-hour course, users will apply Excel and Power BI tools and skills directly to tables in Excel. Users will work alongside the instructor to create named tables, create structured references, enter formulas, and prepare the tables for inpu...
1 Credit
Surgent’s Data Analytics Readiness Series: PivotTables (SSTE708/24)
This one-hour course will provide users with hands-on practice using PivotTables and Excel. Users will learn and apply skills to create, structure, and analyze data using PivotTables. The benefits and limitations of PivotTables will be discussed. Use...
1 Credit
Surgent’s Data Analytics Readiness Series: Data Modeling (SSTE709/24)
This one-hour course will focus primarily on Power Query, Power Pivot, and VLOOKUP skills. Users will learn how to join tables using various techniques and add-ons in Excel. Users will understand how to utilize the tools while maintaining data integr...
1 Credit
Surgent’s Data Analytics Readiness Series: Calculated Columns and Dimensions (SSTE710/24)
This one-hour course will focus on the use of Excel with Power BI and Power Query to organize and analyze data. Users will primarily work with calculated columns generated from existing data. They will walk through hands-on exercises to create calcul...