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8 Credits


4 Credits


4 Credits


4 Credits


4 Credits


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.

Non-Member Fee: $180


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...

Non-Member Fee: $180


4 Credits


8 Credits


4 Credits


4 Credits


1 Credit


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...

Non-Member Fee: $55


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...

Non-Member Fee: $55


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...

Non-Member Fee: $55


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...

Non-Member Fee: $95


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...

Non-Member Fee: $55


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...

Non-Member Fee: $95


1 Credit


4 Credits


1 Credit


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...

Non-Member Fee: $70


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...

Non-Member Fee: $70


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...

Non-Member Fee: $70


1 Credit