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CPE Catalog & Events

Showing 512 Self Study/On Demand Results

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

Available Until

TBD

2.00 Credits

Member Price: $89

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

TBD

1.00 Credits

Member Price: $49

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 Conversations: Having the "Hard to Have" Discussions On-Demand Webcast

Available Until

TBD

2.00 Credits

Member Price: $89

Identifying when issues need immediate resolution Approaches for preparing for and having difficult conversations Effective communication skills for challenging conversations

Surgent's Critical Issues Involving Taxation of Construction Contractors Download

Available Until

TBD

4.00 Credits

Member Price: $79

Coverage of the Inflation Reduction Act of 2022 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 Critical Issues Involving Taxation of Construction Contractors On-Demand Webcast

Available Until

TBD

4.00 Credits

Member Price: $129

Coverage of the Inflation Reduction Act of 2022 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

TBD

1.00 Credits

Member Price: $49

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

TBD

8.00 Credits

Member Price: $159

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 borrowing

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

Available Until

TBD

4.00 Credits

Member Price: $79

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 Current Issues in Accounting and Auditing: An Annual Update On-Demand Webcast

Available Until

TBD

4.00 Credits

Member Price: $129

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

TBD

1.00 Credits

Member Price: $59

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

TBD

1.00 Credits

Member Price: $59

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

TBD

1.00 Credits

Member Price: $59

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

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 On-Demand Webcast

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 On-Demand Webcast

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 On-Demand Webcast

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 On-Demand Webcast

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 On-Demand Webcast

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 On-Demand Webcast

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 On-Demand Webcast

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