8 Credits
Surgent’s Financial Reporting Update for Tax Practitioners (SSAA736/24)
Designed for all tax practitioners, including those who just prepare returns and those who assist on financial statement engagements, this course will replenish your accounting and reporting tank with an update of recent standard-setting activities a...
8 Credits
Surgent’s Financial Reporting Update for Tax Practitioners (SSAA737/24)
Designed for all tax practitioners, including those who just prepare returns and those who assist on financial statement engagements, this course will replenish your accounting and reporting tank with an update of recent standard-setting activities a...
2 Credits
Surgent’s Accounting Changes and Error Corrections (SSAA738/24)
This course provides an overview of the accounting requirements with respect to accounting changes and error corrections and the reporting implications within an entity's financial statements. The scope of accounting changes includes a discussion of...
8 Credits
Surgent’s Annual Accounting and Auditing Update (SSAA739/24)
Designed for accounting and attestation practitioners at all levels in both public accounting and business and industry, this course provides a comprehensive review of recent standard setting activities of the FASB and AICPA. In addition to providing...
8 Credits
Surgent’s Annual Accounting and Auditing Update (SSAA740/24)
Designed for accounting and attestation practitioners at all levels in both public accounting and business and industry, this course provides a comprehensive review of recent standard setting activities of the FASB and AICPA. In addition to providing...
1 Credit
Surgent’s Recruiting and Retaining Next Gen Talent (SSOT723/24)
When it comes to attracting the best talent, it is imperative to know your audience. It is critical for employers and managers to understand Next Gen employees (those born in 1980 or later), as this group is expected to comprise 62% of the workforce...
6 Credits
Surgent’s Securing a Comfortable Retirement (SSOT724/24)
This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income they will require and planning for how to reach their retirement goals.
12 Credits
Surgent’s Securing a Comfortable Retirement in the Age of Spending (SSOT725/24)
This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income they will require and planning for how to reach their retirement goals.
8 Credits
Surgent’s Securing a Comfortable Retirement in the Age of Spending (SSOT726/24)
This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income they will require and planning for how to reach their retirement goals.
4 Credits
Surgent’s Controller/CFO Update: Hot Topics Facing Today’s Financial Professional (SSOT727/24)
In today's rapidly changing world, finance professionals are required to wear many hats and are often the keys to the success of the organization. On one hand, they need to be abreast of the latest proven financial skills for making the best decision...
8 Credits
Surgent’s Current Developments and Best Practices for Today’s CFOs and Controllers (SSOT728/24)
In today's rapidly changing world, finance professionals are required to wear many hats and are often the keys to the organization's success. On one hand, they need to be abreast of the latest proven financial skills for making the best decisions, an...
2 Credits
Surgent’s Time Management for Professionals (SSOT729/24)
The phrase "time management" is misleading. No one manages time. Instead, we manage events in our lives which consume time. Like money, time is both finite and valuable; it should be budgeted and used wisely. Those individuals who "manage" or budget ...
2 Credits
Surgent’s Understanding Non-Compete Agreements (SSOT730/24)
More and more employers rely on non-compete agreements to protect company assets. Although state laws vary, non-competes are often used to protect the creation and development of corporate goodwill, customer relationships and specialized training, a...
2 Credits
Surgent’s Working Remotely: Best Practices, Challenges, and Opportunities (SSOT731/24)
Working from home presents both benefits and challenges for professionals. For employees, working from home provides opportunities to be more productive and gain time that would otherwise be spent commuting to and from the office. Employers who utili...
2 Credits
Surgent’s Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues (SSOT732/24)
Working as a financial professional is an accomplishment that offers the potential for a good salary with long-term growth. Despite being a sought-after career, studies show that being overworked is the greatest source of anxiety and dissatisfaction ...
1 Credit
Surgent’s Why People Quit: A Look at Accounting and Other Professionals (SSOT733/24)
Employee turnover has always been expensive, and experts warn that the cost of employee attrition keeps rising. Tight labor markets, a strong economy, and increasingly collaborative jobs are just some of the explanations given for the high price of l...
2 Credits
Surgent’s Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients (SSOT734/24)
Companies often offer stock options as an additional form of compensation to attract and retain the best talent. Used appropriately, stock options can generate significant wealth. Yet many employees are unfamiliar with how stock options work and why...
2 Credits
Surgent’s Artificial Intelligence for Accounting and Finance Professionals (SSTE700/24)
Accounting and finance professionals have used different forms of automation over the years to improve the efficiency and accuracy of their work. So far, technology has not been able to replace the knowledge, experience, and decision-making of seaso...
2 Credits
Surgent’s Anatomy of a Ransomware Event and Incident Response (SSTE701/24)
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 ch...
4 Credits
Surgent’s Microsoft Excel 2016: Creating and Formatting Charts (SSTE702/24)
Excel provides a variety of tools you can use to create, format and enhance charts: contextual Ribbon tab buttons, menus and galleries, shortcut menus, keyboard shortcuts, task panes, and more. This course allows you to explore using these tools to create and format common chart types.
1 Credit
Surgent’s Data Analytics Readiness Series: Visualizations and Reporting (SSTE703/24)
This one-hour course will serve as an introduction to data visualization and reporting using Power BI and Excel. Users will understand the benefits of using Power BI to create data visualizations and how Power BI differs from previous functions in Ex...
1 Credit
Surgent’s Data Analytics Readiness Series: Data Extraction and Data Sources (SSTE704/24)
This one-hour course serves as the introductory module to data analytics. Users of the course will learn the basic terminology used in performing data analytic-based tasks or working with data analytics. An understanding of the sources of data and im...
1 Credit
Surgent’s Data Analytics Readiness Series: Data Preparation Using Get and Transform (SSTE705/24)
In this one-hour course, users will learn to apply Power Query to extract, transform, and load data for analysis. Users will learn how to manipulate data once it is loaded into the platform and will practice the manipulation during the course. Using ...
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...