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CPE Catalog & Events

Showing 434 Self Study/On Demand Results

Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional Download

Available Until Sunday, April 30

TBD

4.00 Credits

Economic update Leadership and management changes as a result of the pandemic Managing for productivity Metrics and benchmarking Social media's place in our organization

Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional On-Demand Webcast

Available Until Sunday, April 30

TBD

4.00 Credits

Economic update Leadership and management changes as a result of the pandemic Managing for productivity Metrics and benchmarking Social media's place in our organization

Surgent's Controllership Skills Update: Budgeting, Forecasting, and Big Data On-Demand Webcast

Available Until Sunday, April 30

TBD

2.00 Credits

Why Forecasts and Budgets are Frequently Wrong: Behavioral finance Improper goal setting Games Continuing the status quo Traditional budgeting techniques Incorporating Strategy into Budgets: Improving measurement systems Common errors Developing strategic measurements Strategies vs. non-strategies Expanding the Budgeting Framework: Quarterly and rolling forecasts Mission-based budgeting Zero-based budgeting Post-completion evaluations Contingency planning Identifying improvements Big Data: Definition Challenges Goals Current uses/examples Sources of information Analytical Tools: Ratio analysis Benchmarking Pareto analysis What If analysis Trend analysis Regression Simulation 

Surgent's Controllership Skills Update: Risk Management On-Demand Webcast

Available Until Sunday, April 30

TBD

2.00 Credits

Rethinking Risk Management: Historic view Challenges Rules Recent lessons Required skills Sources of Risk: Economy Competitors Operations Investments Strategy Compensation Routine practices Unethical behavior. Enterprise Risk Management (ERM): Defining ERM Areas of focus Implementation Planning for disasters Business continuity Contingencies Analytical Tools: Post-completion evaluations Simulation Z-score Hedging Brainstorming Mind mapping Delphi technique

Surgent's Corporate Bankruptcy Basics: Understanding the Reorganization and Liquidation Process On-Demand Webcast

Available Until Sunday, April 30

TBD

1.00 Credits

Commencement of a corporate bankruptcy proceeding Protections provided to Chapter 11 and 7 debtors under the Bankruptcy Code Key procedural aspects of bankruptcy The automatic stay Differences between Chapters 7 and 11 bankruptcy cases How a debtor liquidates under Chapter 7 Proofs of claim Chapter 11 plans of reorganization Litigation that can arise during bankruptcy Creditor committees Bankruptcy trustees Avoidable preferences and fraudulent transfers Special rights afforded to landlords and secured creditors

Surgent's Critical Issues Involving Taxation of Construction Contractors Download

Available Until Sunday, April 30

TBD

4.00 Credits

The impact of COVID-19 on the construction industry The impact of the Tax Cuts and Jobs Act and the CARES Act on the construction industry What property is subject to IRC Sec 460 Understand how home builders and residential contractors are exempt from IRC Sec 460 How to qualify for the “small contractor exemption” and its advantages to the taxpayer The various options that are available to the “small” contractor regarding taxation of long-term contracts How the choice of entity impacts taxation of contractors How AMT impacts the construction industry IRC Sec 460 and “large” contractors How “uninstalled materials” impact taxation of contractors How the “look-back” rules impact contractors How the “10 percent method” can allow certain contractors to defer recognizing taxable income Critical tax planning strategies for contractors

Surgent's Crowdfunding: A General Overview On-Demand Webcast

Available Until Sunday, April 30

TBD

1.00 Credits

How crowdfunding works The different types of crowdfunding programs Popular crowdfunding platforms Strategies for building a crowdfunding community Creating a crowdfunding campaign Running a crowdfunding campaign  

Surgent's Current Developments and Best Practices for Today's CFOs and Controllers Download

Available Until Sunday, April 30

TBD

8.00 Credits

Economic update Leadership and management changes as a result of the pandemic Expense control that works Understanding our changing workforce and working environment Financial risk analysis Enterprise risk management Metrics and benchmarking Improving bank relationships and cash management Social media’s place in our organization

Surgent's Current Issues in Accounting and Auditing: An Annual Update Download

Available Until Sunday, April 30

TBD

4.00 Credits

Recently issued FASB Accounting Standards Updates and PCC activity Leases -- Topic 842 Impairment -- Topic 326 Lessons learned from the adoption of Topic 606 Other items on the FASB’s Technical Agenda Recently issued SASs and other AICPA and PCAOB activity SSARS No. 21, Clarification and Recodification, and other recently issued SSARS Peer review and other audit quality issues Other important A&A practice matters

Surgent's Data Analytics Readiness Series: Advanced Formulas- Array Formulas and DAX Formulas On-Demand Webcast

Available Until Sunday, April 30

TBD

1.00 Credits

Key to understanding array formulas is Implicit Intersection How to enter and evaluate an array formula Examples- array and DAX formulas Array formulas- Implicit Intersection Understanding DAX formulas Calculated columns and measures Evaluation context Context transition Implicit vs explicit measures Examples- DAX formulas Creating a calculated column in Power Pivot

Surgent's Data Analytics Readiness Series: Artificial Intelligence- Basic Concepts in Excel On-Demand Webcast

Available Until Sunday, April 30

TBD

1.00 Credits

Understanding difference between supervised and unsupervised learning Formulas in Excel (Correl and Trend and Forecast) Linear regression What is artificial intelligence? Examples- artificial intelligence Forecast function Trend function Regression in Excel with the data analysis ToolPak Creating a prediction model

Surgent's Data Analytics Readiness Series: Calculated Columns and Dimensions On-Demand Webcast

Available Until Sunday, April 30

TBD

1.00 Credits

Where can you create a calculated column? Understanding evaluation context- row and filter context When does evaluation of the formula occur (before, as, or after the data is loaded?) Understanding storage requirements of calculated columns Understanding the analytical data model of the Star Schema Dimensions Facts Exercises- calculated columns Adding a calculated column in a table in Excel Creating a dimension table in Power Query Creating a hierarchy in Excel with calculated columns Adding a calculated column in Power Query JE testing with calculated columns Other test- opening balances

Surgent's Data Analytics Readiness Series: Data Extraction and Data Sources On-Demand Webcast

Available Until Sunday, April 30

TBD

1.00 Credits

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 On-Demand Webcast

Available Until Sunday, April 30

TBD

1.00 Credits

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 On-Demand Webcast

Available Until Sunday, April 30

TBD

1.00 Credits

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 On-Demand Webcast

Available Until Sunday, April 30

TBD

1.00 Credits

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 On-Demand Webcast

Available Until Sunday, April 30

TBD

1.00 Credits

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 On-Demand Webcast

Available Until Sunday, April 30

TBD

1.00 Credits

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 On-Demand Webcast

Available Until Sunday, April 30

TBD

1.00 Credits

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 Security: Best Practices to Protect Your Business and Yourself On-Demand Webcast

Available Until Sunday, April 30

TBD

1.00 Credits

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