Information Technology

Surgent’s UiPath: Step into RPA (SSTE736/24)

By |2023-11-22T18:25:05-05:00November 22nd, 2023||

Surgent has partnered with UiPath(TM), the world's leading robotic process automation (RPA) software company, to provide this CPE course that gives learners practical application in RPA. Participants in this course receive an engaging introduction to...

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Surgent’s Power Query Series: Useful Transformations (SSTE733/24)

By |2023-11-22T18:22:13-05:00November 22nd, 2023||

This course covers a number of useful transformations using Power Query (Excel version) to clean, enrich, and shape data. Coverage includes pivoting and unpivoting, filtering and grouping, fuzzy matching, and more, with hands-on exercises for users t...

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Surgent’s Power Query Series: Merge Queries (SSTE732/24)

By |2023-11-22T18:21:14-05:00November 22nd, 2023||

A merge query combines two queries that have a common column or columns. This course discusses best practices for creating merge queries using Power Query (Excel version) and includes hands-on exercises to enable the user to demonstrate what they ha...

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Surgent’s Power Query Series: Append Queries (SSTE731/24)

By |2023-11-22T18:20:42-05:00November 22nd, 2023||

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 th...

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Surgent’s Power Query Series: More Transformations and Load Options (SSTE730/24)

By |2023-11-22T18:19:22-05:00November 22nd, 2023||

Power Query (Excel version) offers a wide range of transformation options. This course uses hands-on exercises to explore the data transformation process, focusing on data cleaning and data enrichment. In addition, this course explains query loading...

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Surgent’s Power Query Series: Adding Columns for Data Enrichment (SSTE729/24)

By |2023-11-22T18:17:04-05:00November 22nd, 2023||

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 enabl...

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Surgent’s Power Query Series: Data Transformations (SSTE728/24)

By |2023-11-22T18:16:07-05:00November 22nd, 2023||

This course teaches the user how to perform data transformations in Power Query, using a hands-on approach. 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...

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Surgent’s Power Query Series: Editor – The User Interface of Power Query (SSTE727/24)

By |2023-11-22T18:15:20-05:00November 22nd, 2023||

This course introduces users to the Power Query Editor, using the Excel version of Power Query, and includes a hands-on transformation exercise using the editor. Power Query is an "ETL" tool that extracts, transforms, and loads data. This tool has a ...

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Surgent’s Power Query Series: Making a Connection (SSTE726/24)

By |2023-11-22T18:14:10-05:00November 22nd, 2023||

This course explores the workflow of making connections to various data sources using the Excel version of Power Query. Power Query is an "ETL" tool that extracts, transforms, and loads data. This tool has a user-friendly interface that enables the E...

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Surgent’s Power Query Series: Introduction and First Connection (SSTE725/24)

By |2023-11-22T18:11:03-05:00November 22nd, 2023||

This course is designed for the Excel user to begin their data analytics journey with an introduction to a product created for their skill set: Power Query, using the Excel version. Power Query is an "ETL" tool that extracts, transforms, and loads d...

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Surgent’s Power Query Series: Formulas, M Language, and Error Handling (SSTE723/24)

By |2023-11-22T18:07:07-05:00November 22nd, 2023||

Even for experienced Excel users, there is a learning curve to using formulas in Power Query (Excel version). This course presents the fundamentals of this concept. In addition, this webinar introduces users to the "M" language in Power Query, as wel...

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Surgent’s Power Query Series: Use Cases (SSTE722/24)

By |2023-11-22T18:05:05-05:00November 22nd, 2023||

This course presents five use cases for specific data issues a user may encounter in Power Query (Excel version). Through hands-on examples, users are guided through the process of overcoming each of these issues.Power Query is an "ETL" tool that ex...

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Surgent’s Max the Tax: Metaverse (SSTE720/24)

By |2023-11-22T18:01:06-05:00November 22nd, 2023||

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 ...

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Surgent’s Opportunities in the Metaverse for Accounting and Other Professionals (SSTE719/24)

By |2023-11-22T18:00:18-05:00November 22nd, 2023||

It is no secret that accounting firms, like many other organizations, have begun launching operations in the metaverse. For those unsure, the metaverse is a digital or virtual space where participants simulate a host of activities ranging from shoppi...

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Surgent’s Technology Trends and Hot Topics Impacting the Accounting Profession (SSAA877/24)

By |2023-11-22T13:41:04-05:00November 22nd, 2023||

Never have the benefits, and related risks, of utilizing new technology 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 s...

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Surgent’s Data Security: Best Practices to Protect Your Business and Yourself (SSTE713/24)

By |2023-11-22T12:49:05-05:00November 22nd, 2023||

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 ...

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Surgent’s Data Analytics Readiness Series: Artificial Intelligence- Basic Concepts in Excel (SSTE712/24)

By |2023-11-22T12:48:14-05:00November 22nd, 2023||

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...

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Surgent’s Data Analytics Readiness Series: Advanced Formulas- Array Formulas and DAX Formulas (SSTE711/24)

By |2023-11-22T12:47:14-05:00November 22nd, 2023||

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...

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Surgent’s Data Analytics Readiness Series: Calculated Columns and Dimensions (SSTE710/24)

By |2023-11-22T12:46:12-05:00November 22nd, 2023||

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...

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Surgent’s Data Analytics Readiness Series: Data Modeling (SSTE709/24)

By |2023-11-22T12:45:13-05:00November 22nd, 2023||

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...

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Surgent’s Data Analytics Readiness Series: PivotTables (SSTE708/24)

By |2023-11-22T12:44:08-05:00November 22nd, 2023||

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...

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Surgent’s Data Analytics Readiness Series: Excel Tables (SSTE707/24)

By |2023-11-22T12:43:12-05:00November 22nd, 2023||

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...

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Surgent’s Data Analytics Readiness Series: Formulas, Named Ranges, and Formula Auditing (SSTE706/24)

By |2023-11-22T12:42:14-05:00November 22nd, 2023||

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...

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Surgent’s Data Analytics Readiness Series: Data Preparation Using Get and Transform (SSTE705/24)

By |2023-11-22T12:41:15-05:00November 22nd, 2023||

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 ...

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Surgent’s Data Analytics Readiness Series: Data Extraction and Data Sources (SSTE704/24)

By |2023-11-22T12:40:09-05:00November 22nd, 2023||

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...

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Surgent’s Data Analytics Readiness Series: Visualizations and Reporting (SSTE703/24)

By |2023-11-22T12:39:16-05:00November 22nd, 2023||

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...

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Surgent’s Anatomy of a Ransomware Event and Incident Response (SSTE701/24)

By |2023-11-22T12:37:04-05:00November 22nd, 2023||

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...

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Surgent’s Artificial Intelligence for Accounting and Finance Professionals (SSTE700/24)

By |2023-11-22T12:36:14-05:00November 22nd, 2023||

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...

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