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...
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...
1 Credit
Surgent’s Data Analytics Readiness Series: Advanced Formulas- Array Formulas and DAX Formulas (SSTE711/24)
This one-hour data analytics course will introduce formula arrays and DAX formulas to users in Power BI and Excel. Users will learn the skills to create and evaluate array formulas and DAX formulas. An understanding of implicit or explicit intersect...
1 Credit
Surgent’s Data Analytics Readiness Series: Artificial Intelligence- Basic Concepts in Excel (SSTE712/24)
This one-hour course will serve as an introduction to artificial intelligence and how artificial intelligence is utilized in Excel. Users will be introduced to correlation and trend functions in Excel. The basics of linear regression and its applica...
1 Credit
Surgent’s Data Security: Best Practices to Protect Your Business and Yourself (SSTE713/24)
Data security is a front-of-mind topic for most businesses because the risk and cost statistics are sobering. Each of us is in the crosshairs because a typical internet-connected computer faces a cyberattack every 39 seconds. Businesses of all sizes ...
6 Credits
Surgent’s Microsoft Excel 2016: Getting Started (SSTE714/24)
This course introduces you to the Excel 2016 software and then guides you through basic Excel features using step-by-step hands-on activities.
4 Credits
Surgent’s Microsoft Excel 365 and Excelr 2019: Getting Started with Excel (SSTE715/24)
Microsoftr Excelr 365 and Excelr 2019: Getting Started with Excel is a three-lesson basic level course that introduces you to the Excel software and then guides you through basic Excel features using step-by-step hands-on activities.Although this is ...