CPE Catalog & Events
Surgent's Data Analytics Readiness Series: PivotTables - On-Demand Webcast
Available Until
Online
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
Online
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 Analytics Toolkit - Tools and Applications - On-Demand Webcast
Available Until
Online
2.00 Credits
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 - On-Demand Webcast
Available Until
Online
2.00 Credits
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 - On-Demand Webcast
Available Until
Online
1.00 Credits
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 - On-Demand Webcast
Available Until
Online
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
Surgent's Delaware Ethics for CPAs - Download
Available Until
Online
4.00 Credits
Professional and ethical conduct requirements specifically applicable to Delaware CPAs, including 2016 amendments to the Delaware Licensure Law The core principles of professional conduct -- integrity, objectivity, and independence The AICPA Code of Professional Conduct Principles and concepts which form the foundation of ethical behavior
Surgent's Delaware Ethics for CPAs - On-Demand Webcast
Available Until
Online
4.00 Credits
Professional and ethical conduct requirements specifically applicable to Delaware CPAs, including 2016 amendments to the Delaware Licensure Law The core principles of professional conduct -- integrity, objectivity, and independence The AICPA Code of Professional Conduct Principles and concepts which form the foundation of ethical behavior
Surgent's Depreciation Rules for Bonus and Section 179 Expensing - On-Demand Webcast
Available Until
Online
2.00 Credits
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 Did I Pick the Right Major? Selecting Major Programs in a Single Audit - On-Demand Webcast
Available Until
Online
2.00 Credits
Understanding the risk-based program selection approach to identifying major programs The four-step major program determination process How to identify ”not low-risk type A programs” and “high-risk type B programs”
Surgent's Disclosure Requirements for SEC Form 8-K - Download
Available Until
Online
2.00 Credits
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 - Download
Available Until
Online
1.00 Credits
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 - On-Demand Webcast
Available Until
Online
2.00 Credits
Coming soon!
Surgent's Effective Techniques for Auditing Contingencies and Going Concern - On-Demand Webcast
Available Until
Online
2.00 Credits
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 - On-Demand Webcast
Available Until
Online
2.00 Credits
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 - On-Demand Webcast
Available Until
Online
2.00 Credits
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 Engagement and Client Retention Best Practices - On-Demand Webcast
Available Until
Online
2.00 Credits
Managing client expectations How automation improves client engagement Understanding the role of feedback systems Seeking referrals Building client loyalty Customer retention marketing Expanding services offered to clients Knowing when it is appropriate to enter new markets
Surgent's Enterprise Risk Management Concepts and Strategy for Small and Medium-Sized Companies - Download
Available Until
Online
4.00 Credits
Overview of ERM and how it affects all organizations What COVID-19 has taught us about risk management Risk tolerance and developing a plan Risk identification Risk analysis Risk responses Strategy risk
Surgent's Enterprise Risk Management Concepts and Strategy for Small and Medium-Sized Companies - On-Demand Webcast
Available Until
Online
4.00 Credits
Overview of ERM and how it affects all organizations What COVID-19 has taught us about risk management Risk tolerance and developing a plan Risk identification Risk analysis Risk responses Strategy risk
Surgent's Enterprise Risk Management for Small and Medium-Sized Companies - Download
Available Until
Online
8.00 Credits
The nature of risk in any size or type of organization What COVID-19 has taught us about risk management Risk tolerance and developing a risk plan Risk identification Risk evaluation Risk response Strategy risk Financial risk Marketing risk Compliance and liability risk Operational risk Environmental risk Cyber risk