CPE Catalog & Events
Surgent's Monthly Accounting and Auditing Update (Original Air Date: 11/30/21)
Available Until
Self-study
1.00 Credits
Member Price: $49
New professional standards issued by the FASB and AICPA Guidance on likely COVID-19-related accounting issues that you are likely to face Insights on best practices in managing new working environments Other topics of importance for all accounting practitioners
Surgent's Monthly Accounting and Auditing Update (Original Air Date: 12/28/21)
Available Until
Self-study
1.00 Credits
Member Price: $49
New professional standards issued by the FASB and AICPA Guidance on likely COVID-19-related accounting issues that you are likely to face Insights on best practices in managing new working environments Other topics of importance for all accounting practitioners
Surgent's Monthly Accounting and Auditing Update (Original Air Date: 7/27/21)
Available Until
Self-study
1.00 Credits
Member Price: $49
New professional standards issued by the FASB and AICPA Guidance on likely COVID-19-related accounting issues that you are likely to face Insights on best practices in managing new working environments Other topics of importance for all accounting practitioners
Surgent's Monthly Accounting and Auditing Update (Original Air Date: 8/31/21)
Available Until
Self-study
1.00 Credits
Member Price: $49
New professional standards issued by the FASB and AICPA Guidance on likely COVID-19-related accounting issues that you are likely to face Insights on best practices in managing new working environments Other topics of importance for all accounting practitioners
Surgent's Monthly Accounting and Auditing Update (Original Air Date: 9/28/21)
Available Until
Self-study
1.00 Credits
Member Price: $49
New professional standards issued by the FASB and AICPA Guidance on likely COVID-19-related accounting issues that you are likely to face Insights on best practices in managing new working environments Other topics of importance for all accounting practitioners
Surgent's Power Query Series: Adding Columns for Data Enrichment
Available Until
Self-study
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
Available Until
Self-study
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
Available Until
Self-study
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
Available Until
Self-study
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
Available Until
Self-study
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
Available Until
Self-study
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
Available Until
Self-study
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
Available Until
Self-study
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
Available Until
Self-study
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
Available Until
Self-study
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
Available Until
Self-study
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
Available Until
Self-study
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 Surging Auditors: Revenue Rush
Available Until
Self-study
1.00 Credits
Member Price: $49
Application of ASC 606 to contractual situations Identifying key information necessary to apply ASC 606 Assessing compliance with the guidance of ASC 606
Surgent's Weekly Expert Hour (Original Air Date: 09/17/20)
Available Until
Self-study
1.00 Credits
Member Price: $49
IRS Notice 2020-66 IRS Notice 2020-71 BBA centralized partnership audit regime Where to live in retirement Reasons 2020 is the year for Roth conversions
Surgent's Weekly Expert Hour (Original Air Date: 1/06/22)
Available Until
Self-study
1.00 Credits
Member Price: $49
The status of the Build Back Better Act as of 1/6/22 IRS Letters 6419 and 6475 Update on disaster relief as of 1/6/22 Individual health insurance in 2022