CPE Catalog & Events
Surgent's Controllership Skills Update: Mergers, Acquisitions, and Alliances
Available Until
Virtual
2.00 Credits
Recent trends: M&A activity; contributing factors/reasons for current levels; examples of recent transactions; IPOs (Initial Public Offering) and SPACs (Special-Purpose Acquisition Company); strategic spin-offs/splits; internal venture capital activities; incubators Expanded role of financial professionals: establishing strategy; valuation techniques; execution plan; due diligence; sources of industry information; goodwill; post-completion evaluations Negotiations: Improving your communication skills; establishing an environment for success; list of dos and don’ts Alliances and outsourcing: steps to forming an alliance; examples of recent alliances; determining if outsourcing (short and long-term) is correct for your organization; steps to improve results
Surgent's Controllership Skills Update: Risk Management
Available Until
Virtual
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
Available Until
Virtual
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 Create Measures in Power BI That Define Your Metrics
Available Until
Virtual
4.00 Credits
The fundamentals of DAX and its role in Power BI Complex DAX functions and formulas for creating sophisticated measures Time-based functions to analyze data over different periods Techniques for ensuring accuracy and reliability in your DAX measures Employing PivotTables in Power BI to test and confirm the effectiveness of DAX measures
Surgent's Create Paginated Reports with Power BI Report Builder
Available Until
Virtual
2.00 Credits
Overview of Power BI Report Builder, its interface, and integration with the Power BI ecosystem Techniques for setting up professional layouts, including headers, footers, and managing pagination Connecting to various data sources and preparing data for reporting Utilizing Power BI’s visualization tools for impactful data presentation Subreports, drill-through capabilities, and dynamic expressions Guidelines for publishing reports to the Power BI service and sharing them with relevant stakeholders
Surgent's Create Visuals in Power BI to Successfully Analyze Data
Available Until
Virtual
4.00 Credits
The layout, tools, and features of Power BI Desktop The online environment of Power BI for report creation How to integrate Power Pivot models into Power BI for more complex data analysis The step-by-step process to create compelling visuals and understand the importance of visual context in data storytelling The variety of visuals available in Power BI and their appropriate applications The advanced features of Power BI Desktop that enhance data manipulation and visualization capabilities How to create dynamic and interactive reports that engage and inform Uploading and managing reports on PowerBI.com for wider access and collaboration
Surgent's Critical Conversations: Having the "Hard to Have" Discussions
Available Until
Virtual
2.00 Credits
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
Available Until
Virtual
4.00 Credits
The impact of recent legislation on the construction industry How to qualify for the “small contractor exemption” and its advantages to the taxpayer Options 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 §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
Available Until
Virtual
4.00 Credits
The impact of recent legislation on the construction industry How to qualify for the small contractor exemption and its advantages for the taxpayer Options available to small contractors regarding taxation of long-term contracts How the choice of entity impacts taxation of contractors How AMT impacts the construction industry IRC §460 and large contractors How uninstalled materials impact taxation of contractors Look-back rules Using the 10 percent method to allow certain contractors to defer recognizing taxable income Critical tax planning strategies for contractors
Surgent's Crowdfunding: A General Overview
Available Until
Virtual
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
Available Until
Virtual
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 organizations
Surgent's Current Issues in Accounting and Auditing: An Annual Update
Available Until
Virtual
4.00 Credits
Recently issued but newly implemented Accounting Standards Updates (ASUs), the PCC Update, and items on the FASB’s Technical Agenda New ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures Leases – Topic 842 Recently issued SASs and other AICPA activity through SAS No. 149 Detailed review of SAS No. 145 Other important A&A practice matters
Surgent's Current Issues in Accounting and Auditing: An Annual Update
Available Until
Virtual
4.00 Credits
Recently issued but newly implemented Accounting Standards Updates (ASUs), the PCC Update, and items on the FASB’s Technical Agenda New ASUs covering disaggregated expenses, crypto assets (e.g., cryptocurrency), and business combinations Results and findings of the FASB’s Final (Stage 3) Post-Implementation Review (PIR) Report on Topic 606 Recently issued SASs and other AICPA activity through SAS No. 149 Detailed review of the three new Statement on Quality Management Standards (SQMS 1, SQMS 2, and SQMS 3) Other important A&A practice matters
Surgent's Data Analytics Readiness Series: Advanced Formulas- Array Formulas and DAX Formulas
Available Until
Virtual
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
Available Until
Virtual
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
Available Until
Virtual
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
Available Until
Virtual
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
Available Until
Virtual
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
Available Until
Virtual
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
Available Until
Virtual
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
