CPE Catalog & Events
Surgent's Data Analytics Readiness Series: Data Extraction and Data Sources
Available Until
TBD
1.00 Credits
Member Price: $59
Introduction to a Data Analytics Workflow (will be re-introduced in final class to bring all concepts together) Overview of various definitions of data analytics Data analytics needs multiple sources of data Introduction to Power Query (Get & Transform)- on data tab in Excel Exercise- connecting to various Data Sources Importing Excel workbook into Power Query Connecting to a website in Power Query
Surgent's Data Analytics Readiness Series: Data Modeling
Available Until
TBD
1.00 Credits
Member Price: $59
How to join tables using VLOOKUP Power Query- append queries and merge queries Power Pivot- Creating a relationship via diagram view Types of relationships Data integrity Normalization Facts vs dimension tables Exercises- data modeling VLOOKUP and index match formula Appending data in Power Query Merging data in Power Query Connection only queries Creating a relationship in Power Pivot
Surgent's Data Analytics Readiness Series: Data Preparation Using Get and Transform
Available Until
TBD
1.00 Credits
Member Price: $59
An ETL tool- Extract Transform and Load How Power Query ups your game in data analytics Interface components of Power Query Column level and table actions Power Query is a sequential macro recorder What is M Code? Exercise- cleaning and transforming a general ledger
Surgent's Data Analytics Readiness Series: Excel Tables
Available Until
TBD
1.00 Credits
Member Price: $59
Creating a table Parts to a table Benefits of an Excel table Structured references How it helps to create formulas Formulas are column based not cell based Tables are data sources for Power Query Exercises- tables Creating a table Resizing a table Removing duplicates Descriptive Statistics using the Total Row Inserting a slicer Creating formulas using structured references
Surgent's Data Analytics Readiness Series: Formulas, Named Ranges, and Formula Auditing
Available Until
TBD
1.00 Credits
Member Price: $59
Named ranges- how they help in creating formulas Naming conventions and why they are important What you need to know to master formulas How to audit your formulas to limit errors Exercises- formulas Named ranges How to enter a formula- best practices to improve skill levels
Surgent's Data Analytics Readiness Series: PivotTables
Available Until
TBD
1.00 Credits
Member Price: $59
Fields in a PivotTable Benefits of PivotTable Contextual tabs for a PivotTable Field setting dialog box Value field setting dialog box Pivot table options Exercises- PivotTables Creating a PivotTable Grouping by date Sorting a PivotTable Filtering a PivotTable Calculations in a PivotTable Slicers and timelines Introduces OLAP (Online Analytical Processing) pivot tables in Power Pivot
Surgent's Data Analytics Readiness Series: Visualizations and Reporting
Available Until
TBD
1.00 Credits
Member Price: $59
Visualization tools in Excel (camera, slicers, and timelines) Data view- why it went away. Power BI is the visualization tool to use All concepts learned in course are brought together in this last class to create a dashboard: Power Query- to extract transform and load data for the dashboard Power Pivot -to create the data model for the dashboard DAX formulas- for pivot tables to calculate values needed for model Pivot tables and charts- to create visualizations Camera tool to create dashboard Exercise- Using the data analytics workflow introduced in first class of series- to create dashboard for JE testing Journal entry by month and income statement accounts Descriptive statistics of journal entries Number of journal entry by month Journal entries by day of week Round journal entries Evaluate output of journal entry analytic Other approaches What are the false positives (noise)? Next steps in data analytics journey
Surgent's Data Analytics Toolkit - Tools and Applications
Available Until
TBD
2.00 Credits
Member Price: $89
Definition of Data Analytics Assessing your organization’s current status and establishing an environment for success Financial staff’s core activities Common uses of analytics and current examples Behavioral forces that impact decisions Examples of inaccurate forecasts Identifying strategic measurements (KPIs) Improving budgeting and forecasting and addressing Black Swan events Collecting and using data from traditional and non-traditional data sources Statistical tools, including Median, Mode, Moving average, Ratio analysis, Pareto analysis, Rolling forecast, Mission-based budgeting, Trend analysis, Regression, Z-Score (public and private organizations), and Simulation Analytical techniques, including Brainstorming, Mind mapping, and Delphi technique Software tools that are readily available and can assist in visually exploring data; expanding the scope of available data, as well as collecting, analyzing and presenting results (including Dashboards). Specific ideas for using Data Analytics, including immediate opportunities and areas for further consideration Expanded lists of readings and next level software for a participants’ future reference
Surgent's Data Analytics for Accountants and Financial Managers
Available Until
TBD
2.00 Credits
Member Price: $89
Definition of data analytics and big data; challenges and goals; establishing an environment for success; governance; common uses of analytics and current examples Behavioral forces that impact decisions; examples of inaccurate forecasts; identifying strategic measurements (KPIs); data sources Statistical tools, including median, mode, moving average, ratio analysis, Pareto analysis, trend analysis, regression, z-score, and simulation Software tools that are readily available and can assist in visually exploring data, expanding the scope of available data, as well as collecting, analyzing, and presenting results Specific ideas for using data analytics for accountants and financial managers, including current examples and areas for further consideration Lists of readings and next-level software for a participant’s future reference
Surgent's Data Analytics: Planning and Implementation Strategies
Available Until
TBD
1.00 Credits
Member Price: $59
Why have companies struggled to implement data analytics? What are the barriers you face in becoming a data-driven organization? How does self-service business intelligence help in developing a data-driven organization? Why is Power BI the self-service business intelligence application you should use? Why should everyone in your company be assigned a data role?
Surgent's Data Security: Best Practices to Protect Your Business and Yourself
Available Until
TBD
1.00 Credits
Member Price: $49
Ethical duty to safeguard employee, client, and litigant data Common threats, including phishing, ransomware, and bad password management Security management of business and personal electronic devices Best practices for creating and securing passwords Insight into how our personal information is exploited in our daily lives
Surgent's Depreciation Rules for Bonus and Section 179 Expensing
Available Until
TBD
2.00 Credits
Member Price: $89
Bonus depreciation for acquisitions and construction History of qualified property categories and QIP The CARES Act and related Rev. Procs. Section 179 expensing Energy incentives The tangible property regulations 1031 exchanges Strategic hierarchy
Surgent's Disclosure Requirements for SEC Form 8-K
Available Until
TBD
2.00 Credits
Member Price: $49
The overall purpose of the Form 8-K Triggering events for filing the Form 8-K Filing deadline for the Form 8-K
Surgent's Disclosures of Risks and Uncertainties
Available Until
TBD
1.00 Credits
Member Price: $29
Recall the general disclosure requirements relating to risks and uncertainties Be aware of the additional disclosure requirements required by Regulation S-K for public business entities that file reports with the SEC
Surgent's Effective Communications with Management and Those Charged with Governance
Available Until
TBD
2.00 Credits
Member Price: $49
Relevant literature Communications to those charged with governance Internal controls communications to management and those charged with governance
Surgent's Effective Communications with Management and Those Charged with Governance
Available Until
TBD
2.00 Credits
Member Price: $89
Relevant literature Communications to those charged with governance Internal controls communications to management and those charged with governance
Surgent's Effective Techniques for Auditing Contingencies and Going Concern
Available Until
TBD
2.00 Credits
Member Price: $89
Overview of uncertainties, contingencies, litigation, claims and assessments and related disclosures Auditing managements assumptions in making the going concern evaluation Evaluating substantial doubt about an entity’s ability to continue as a going concern for a reasonable period of time as defined in professional standards.
Surgent's Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients
Available Until
TBD
2.00 Credits
Member Price: $89
What stock options are and why they are growing in popularity How stock options work, including the process of conveyance and vesting How to exercise stock options and the implications from doing so The risks associated with stock options and how to manage exposure Tax consequences and updates regarding stock options Strategies for selecting the best time to exercise stock options The difference between the two types of stock options: non-qualified and incentive The basic terminology relevant to owning and exercising options
Surgent's Employee vs. Independent Contractor: Achieving Success in a Worker Classification Audit
Available Until
TBD
2.00 Credits
Member Price: $89
The 20 common law factors in a worker classification audit that are used to distinguish an employee from an independent contractor How disgruntled independent contractors can use IRS Form 8919 against a former employer When and how to use §530 as a defense in worker classification audits What is "industry practice" for §530 purposes Common sense steps that will avoid the recharacterization of workers treated as independent contractors to employees The IRS’s Voluntary Classification Settlement Program — advantages and disadvantages
Surgent's Employer's Handbook: Health Care, Retirement, and Fringe Benefit Tax Issues
Available Until
TBD
4.00 Credits
Member Price: $129
ERISA compliance: employee welfare plans and qualified plans Fringe benefit issues: COBRA, Family and Medical Leave Act, and new developments in health care Health care plans: HRAs, HSAs, and other employer-sponsored plans Qualified plan requirements: eligibility, coverage, and vesting