CPE Catalog & Events
Surgent's Planning and Strategy Formulation for Your Organization's Financial Success - Download
Available Until
TBD
4.00 Credits
Member Price: $79
Differences between planning and budgeting Building change into the planning process The business model Strategic plan Marketing plan Financial forecasting Financial risk analysis Five-year operating plan
Surgent's Power BI Desktop: DAX Formulas, Reporting, and Visualizations - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $59
Demonstration in Power BI Desktop of the following data tools: Power Query, Power Pivot, and Power View Skills demonstrated: DAX, data visualizations including AI visuals, and data storytelling Demonstration of DAX function types: Aggregation, Iterator, CALCULATE, CALCULATE Modifiers, Time Intelligence, Ranking, and Percentages Demonstration of how to curate a visual in PBI Desktop with a variety of formatting tools; visuals for exploratory analysis; and AI visuals for exploratory analysis
Surgent's Power BI.com: Empowering Collaborative Data Analytics in Your Organization - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $59
Demonstration of publishing from the desktop to the service Demonstration of workspaces – who has access, and what can they do? Demonstration of pinning tiles to a dashboard: quick insights, questions and answers, and what you can pin Demonstration of sharing content: analyze in Excel, apps, and dataflows Demonstration of administrative settings in the service: security, data access, and data quality
Surgent's Power Query Series: Adding Columns for Data Enrichment - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $59
Create a new column from existing columns Adding columns is determined by the data type of the column Adding new columns Hands-on examples: column from examples, merging columns, duplicate columns, custom columns, conditional column, index column
Surgent's Power Query Series: Append Queries - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $59
What is an append query? What are the data requirements for an append query? Hands-on examples: combining worksheets in the same workbook, listing all objects in a workbook, combining files in a folder
Surgent's Power Query Series: Data Modeling and Next Steps - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $59
Functions and parameters Demonstration of invoking a function Basics of data modeling Power Query is everywhere Power BI preview features Hands-on examples: creating a data model from a flat file; transferring an Excel data model to Power BI desktop; preview feature: using text by examples in Power BI desktop
Surgent's Power Query Series: Data Transformations - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $59
Workflow of a data transformation, including data cleaning, data enrichment, and data shaping How to perform data transformations Hands-on example: flattening a general ledger
Surgent's Power Query Series: Editor - The User Interface of Power Query - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $59
What is the Power Query Editor? How can I launch the Power Query Editor? Review of the components of the Power Query Editor Preview pane Ribbon Queries pane Query settings pane Applied steps Formula bar
Surgent's Power Query Series: Formulas, M Language, and Error Handling - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $59
Learning formulas in Power Query Introduction to the “M” language Types of structured values in Power Query Other types of values in Power Query Types of errors in Power Query Custom columns Hands-on examples
Surgent's Power Query Series: Introduction and First Connection - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $59
What is Power Query? Why should I learn Power Query? What are the benefits of using Power Query? Power Query is not just for Excel Power Query versions are not the same What version of Power Query do I have? How to get Power Query Making your first connection in Power Query Hands-on examples: connection query, editing a query, duplicating a query
Surgent's Power Query Series: Making a Connection - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $59
Workflow of making a connection Get data Navigator dialog box Query options Global and current workbook Data load options Queries and connections Data source settings Hands-on examples: importing files and databases
Surgent's Power Query Series: Merge Queries - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $59
What is a merge query? What are the data requirements for a merge query? What are the types of joins for a merge query? Hands-on examples: creating merge queries, creating a full anti-join using an append query, grouping queries
Surgent's Power Query Series: More Transformations and Load Options - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $59
Workflow of the data transformation for a general ledger with sub-accounts Loading a query Loading options for a query Changing the load destination of a query Hands-on examples: flattening a general ledger with sub-accounts; making a connection to the data source; reviewing and documenting the steps created by Power Query
Surgent's Power Query Series: Use Cases - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $59
Removing unwanted characters from a data set All data appears in one column Two categories appear in one column Extracting useful information from inconsistent data (Text Analytics) Have a sub-header that is in a row and should be in a column Hands-on examples
Surgent's Power Query Series: Useful Transformations - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $59
Data before and after transformation: unpivoting, pivoting, split to column by delimiter (by columns or rows) Filtering and grouping Fuzzy matching Hands-on examples
Surgent's Preparation and Compilation Engagements Under the SSARS - Download
Available Until
TBD
4.00 Credits
Member Price: $79
Relevant sections of SSARS No. 21, Clarification and Recodification SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services SSARS No. 22, Compilation of Pro Forma Financial Information SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services – 2018 SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services Proposed changes to the SSARS guidance Comprehensive sample engagement work programs for preparation and compilation engagements Prescribed form, specified line item, pro forma, and other engagement variations Complete illustrations of relevant engagement letters, reporting and other required communications for preparation and compilation engagements
Surgent's Preparation and Compilation Engagements Under the SSARS - On-Demand Webcast
Available Until
TBD
4.00 Credits
Member Price: $129
Relevant sections of SSARS No. 21, Clarification and Recodification SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services SSARS No. 22, Compilation of Pro Forma Financial Information SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services – 2018 SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services Proposed changes to the SSARS guidance Comprehensive sample engagement work programs for preparation and compilation engagements Prescribed form, specified line item, pro forma, and other engagement variations Complete illustrations of relevant engagement letters, reporting and other required communications for preparation and compilation engagements
Surgent's Preparing C Corporation Tax Returns for New Staff and Paraprofessionals - Download
Available Until
TBD
10.00 Credits
Member Price: $189
Preparation by hand of a reasonably complicated Form 1120 U.S. corporate income tax return from trial balance to completed return The importance of Schedule M-1, including many adjustments in reconciling book income to tax income, and items preparation staff may look for on all business returns. Learn to self-review New tax-planning strategies for depreciation deductions, including changes to §179 and first-year depreciation (Section 168(k)) as a result of recent tax legislation Methods of accounting -- Application and choices In-depth analysis of Form 4797 dealing with depreciation recapture Deductible expenses -- including rules on meals and entertainment Section 163(j) Computation of tax liability Overview of many common business deductions; which are deductible and which are M-1 items? How to practically handle uniform capitalization and inventory accounting for a small manufacturing concern And much more
Surgent's Preparing C Corporation Tax Returns for New Staff and Paraprofessionals - On-Demand Webcast
Available Until
TBD
8.00 Credits
Member Price: $199
Preparation by hand of a reasonably complicated Form 1120 U.S. corporate income tax return from trial balance to completed return The importance of Schedule M-1, including many adjustments in reconciling book income to tax income, and items preparation staff may look for on all business returns. Learn to self-review New tax-planning strategies for depreciation deductions, including changes to §179 and first-year depreciation (Section 168(k)) as a result of recent tax legislation Methods of accounting -- Application and choices In-depth analysis of Form 4797 dealing with depreciation recapture Deductible expenses -- including rules on meals and entertainment Section 163(j) Computation of tax liability Overview of many common business deductions; which are deductible and which are M-1 items? How to practically handle uniform capitalization and inventory accounting for a small manufacturing concern And much more
Surgent's Preparing Individual Tax Returns for New Staff and Paraprofessionals - Download
Available Until
TBD
8.00 Credits
Member Price: $159
New and expanded energy credits under the Inflation Reduction Act (IRA) Preparation of various Form 1040 individual tax returns and schedules; provided answers include “filled-in” forms Coverage of Form 7203 Coverage of §199A qualified business income, its calculation, limitations, and examples Dividends and interest – Ordinary, return of capital, and capital gain distribution dividends; tax-exempt interest, original issue discount, etc. Security transactions – From Form 1099-B to Form 8949 to Schedule D, plus mutual fund sales and related basis issues Self-employed person issues Schedule C deductions including depreciation Sale and exchange of property – Understanding Form 4797 and depreciation recapture; capital gains A working understanding of passive losses – How to handle rental property and how the passive loss rules flow to the tax forms Itemized deductions – A thorough understanding of what’s deductible and what’s not Interest deductions – Limitations and timing problems Charitable contributions substituting for taxes, IRS says – No! Retirement contributions and education credits and deductions Tax computations – The Kiddie Tax, AMT, regular tax, tax credits Individual problems illustrated by form preparation for various items, with numerous “practice tips” Impact of recent legislation and forms changes on the 1040