WICPA CPE & Special Event Catalog
Surgent's Power Query Series: Use Cases
Available Until
Online
1.00 Credits
Member Price: $59
This course presents five use cases for specific data issues a user may encounter in Power Query (Excel version). Through hands-on examples, users are guided through the process of overcoming each of these issues. Power Query is an "ETL" tool that extracts, transforms and loads data. This tool has a user-friendly interface that enables the Excel user to connect to data sets they previously did not have access to. It also enables powerful data transformations without requiring any coding and will save the Excel user time in performing their cleanup of data. This course is the tenth in a twelve-part series, Power Query: Beginning Data Analytics for the Excel User. The series is designed so the Excel user can learn the functionality of Power Query and the many benefits of this powerful tool. Each 1-hour webcast has hands-on examples to enable the Excel user to experience the active learning of Power Query.Note: This is an on-demand webcast self-study course.
Surgent's Power Query Series: Useful Transformations
Available Until
Online
1.00 Credits
Member Price: $59
This course covers a number of useful transformations using Power Query (Excel version) to clean, enrich and shape data. Coverage includes pivoting and unpivoting, filtering and grouping, fuzzy matching and more, with hands-on exercises for users to practice these skills. Power Query is an "ETL" tool that extracts, transforms and loads data. This tool has a user-friendly interface that enables the Excel user to connect to data sets they previously did not have access to. It also enables powerful data transformations without requiring any coding and will save the Excel user time in performing their cleanup of data. This course is the ninth in a twelve-part series, Power Query: Beginning Data Analytics for the Excel User. The series is designed so the Excel user can learn the functionality of Power Query and the many benefits of this powerful tool. Each 1-hour webcast has hands-on examples to enable the Excel user to experience the active learning of Power Query.Note: This is an on-demand webcast self-study course.
Surgent's Preparation & Compilation Engagements Under the SSARS
Available Until
Online
4.00 Credits
Member Price: $79
Be the go-to person on financial statement compilation and preparation engagements. Specifically designed for those performing preparation and compilation engagements, this course will provide you with a hands-on application for performing preparation and compilation engagements under AR-C Section 70 and 80, respectively. You will learn the ins and outs of relevant sections of the SSARS related to preparation and compilation engagements with a focus on how recently issued updates to SSARS No. 21 impact these engagements. More importantly, you will be provided practical examples and illustrations to help you effectively and efficiently perform those engagements, including a detailed discussion of the reporting requirements under AR-C 80 related to compilation engagement. Lastly, the course will review recent peer review feedback on these types of engagements, highlighting areas where you can improve engagement quality.Note: This is a downloadable self-study course.
Surgent's Preparation & Compilation Engagements Under the SSARS
Available Until
Online
4.00 Credits
Member Price: $129
Be the go-to person on financial statement compilation and preparation engagements. Specifically designed for those performing preparation and compilation engagements, this course will provide you with a hands-on application for performing preparation and compilation engagements under AR-C Section 70 and 80, respectively. You will learn the ins and outs of relevant sections of the SSARS related to preparation and compilation engagements with a focus on how recently issued updates to SSARS No. 21 impact these engagements. More importantly, you will be provided practical examples and illustrations to help you effectively and efficiently perform those engagements, including a detailed discussion of the reporting requirements under AR-C 80 related to compilation engagement. Lastly, the course will review recent peer review feedback on these types of engagements, highlighting areas where you can improve engagement quality.Note: This is an on-demand webcast self-study course.
Surgent's Preparing C Corporation Tax Returns for New Staff & Paraprofessionals
Available Until
Online
10.00 Credits
Member Price: $189
This course is a great foundation to introduce new preparers to tax rules related to business returns. The course covers tax areas affecting all business entities, providing a solid basis for staff to handle business entity returns. Such business tax topics include the sale of assets used in a trade or business (Form 4797), depreciation (Form 4562), deductible and nondeductible items and the basics of uniform capitalization. The objective of this course is to train new staff accountants, data processing employees, paraprofessionals and bookkeepers to prepare complicated federal corporate income tax returns. It is a hands-on and practical course, with extra emphasis on changes to forms under new tax law.Note: This is a downloadable self-study course.
Surgent's Preparing C Corporation Tax Returns for New Staff & Paraprofessionals
Available Until
Online
8.00 Credits
Member Price: $199
This course is a great foundation to introduce new preparers to tax rules related to business returns. The course covers tax areas affecting all business entities, providing a solid basis for staff to handle business entity returns. Such business tax topics include the sale of assets used in a trade or business (Form 4797), depreciation (Form 4562), deductible and nondeductible items and the basics of uniform capitalization. The objective of this course is to train new staff accountants, data processing employees, paraprofessionals and bookkeepers to prepare complicated federal corporate income tax returns. It is a hands-on and practical course, with extra emphasis on changes to forms under new tax law.Note: This is an on-demand webcast self-study course.
Surgent's Preparing Individual Tax Returns for New Staff & Paraprofessionals
Available Until
Online
8.00 Credits
Member Price: $159
The objective of this course is to train new staff accountants, data processing employees, paraprofessionals and bookkeepers to prepare a moderately complex federal individual income tax return (Form 1040). Over the years, thousands of new staff have received practical, hands-on experience to become familiar with tax forms. This course covers the latest tax law changes, making it essential for your new staff.Note: This is a downloadable self-study course.
Surgent's Preparing Individual Tax Returns for New Staff & Paraprofessionals
Available Until
Online
8.00 Credits
Member Price: $199
The objective of this course is to train new staff accountants, data processing employees, paraprofessionals and bookkeepers to prepare a moderately complex federal individual income tax return (Form 1040). Over the years, thousands of new staff have received practical, hands-on experience to become familiar with tax forms. This course covers the latest tax law changes, making it essential for your new staff.Note: This is an on-demand webcast self-study course.
Surgent's Preparing Not-for-Profit Financial Statements
Available Until
Online
8.00 Credits
Member Price: $199
In order to prepare accurate and effective not-for-profit financial statements, professionals must have a strong working knowledge of the reporting requirements. Now is the time to obtain that knowledge! This course explains the requirements, illustrates how the requirements manifest in the financial statements and clarifies options available to not-for-profits in applying the requirements. The course covers key accounting areas that affect not-for-profits, including revenue recognition, contributions and leases. The course materials utilize a highly illustrative and innovative format, including over 30 focused exercises to provide an enhanced working knowledge of not-for-profit accounting and reporting.Note: This is an on-demand webcast self-study course.
Surgent's Preparing Not-for-Profit Financial Statements
Available Until
Online
8.00 Credits
Member Price: $159
In order to prepare accurate and effective not-for-profit financial statements, professionals must have a strong working knowledge of the reporting requirements. Now is the time to obtain that knowledge! This course explains the requirements, illustrates how the requirements manifest in the financial statements and clarifies options available to not-for-profits in applying the requirements. The course covers key accounting areas that affect not-for-profits, including net assets, contributions and functional expense reporting. The course materials utilize a highly illustrative and innovative format, including 30 focused exercises to provide an enhanced working knowledge of not-for-profit accounting and reporting.Note: This is a downloadable self-study course.
Surgent's Preparing & Reviewing Client Prepared Financial Statements
Available Until
Online
2.00 Credits
Member Price: $89
The ultimate objective of a financial statement audit is to issue the independent auditor's report. This module discusses the process, introduces key elements of financial statements and provides best practices for auditors who either prepare or review the client's financial statements. (Please Note: This module is part of Surgent's Audit Skills Training: Level II.)Note: This is an on-demand webcast self-study course.
Surgent's Principles of Financial Statement Presentation
Available Until
Online
3.00 Credits
Member Price: $59
This course provides an overview of the key presentation requirements with respect to an entity's financial statements. This includes a discussion of key principles related to an entity's overall presentation as well as specific topics with respect to its balance sheet, income statement, comprehensive income, statement of cash flows, as well as notes to the financial statements. The course also addresses the considerations around changes in accounting principles. The information related to this course is primarily sourced from the Financial Standards Accounting Board's (FASB) Accounting Standards Codification (ASC). Note: This is a downloadable self-study course.
Surgent's Privacy & Security Training: Obligations of Confidentiality & Safekeeping
Available Until
Online
2.00 Credits
Member Price: $89
Spear phishing. Ransomware. Malware. Like the threats your business faces, the cybersecurity lexicon is constantly evolving. This comprehensive presentation imparts practical privacy and data security know-how and creates fluency with the latest terminology. Learn best practices for cybersecurity safety, as well as tailored training for those in positions responsible for implementing security policies. It is just as important to be diligent, safe and well-versed in the attacks that we face in our personal lives.Note: This is an on-demand webcast self-study course.
Surgent's Professional Email Writing Basics
Available Until
Online
1.00 Credits
Member Price: $49
Written business communication provides a structured, documented and efficient way to convey information, make decisions and collaborate across various business functions. It ensures clarity, consistency and professionalism in all interactions. Well-crafted e-mails reflect positively on your executive presence. Mastery can enhance your reputation and credibility as well as lead to opportunities for career advancement. In this course, you will learn how to incorporate strategies to articulate your ideas, instructions and messages with precision. This reduces the likelihood of misunderstandings, errors and confusion and provides a framework for your business success.Note: This is an on-demand webcast self-study course.
Surgent's Project Management for Finance Professionals
Available Until
Online
6.00 Credits
Member Price: $119
The past few years have shown us the need for numerous projects and the need to manage those projects in a unique way. Project management is an important part of every organization; however, often companies do not differentiate between project management and operations management. Sometimes the finance professional is called upon to serve on a project team, or in other cases is in a position to manage a project within the finance or accounting department. In either case, he or she should be well versed in both the theory and practice of project management. While project management has probably been around since the time of building the pyramids, the modern discipline started to take hold in large organizations in the late '50s and early '60s. From there it spread to smaller organizations to the point where almost any-sized organization can benefit from its ideas. This course is designed for the finance professional of the small and medium-sized organization. It is not meant for the experienced project manager of a large organization or the person wanting training for project management certification. In an effort to avoid talking theory without concrete examples, we will often use examples born from projects needed as a result of recent changes in both economics and politics.Note: This is a downloadable self-study course.
Surgent's Project Management: Tips, Tricks & Traps
Available Until
Online
4.00 Credits
Member Price: $129
This past year has shown us the need for numerous projects and the need to manage those projects in a unique way. Project management is a way of thinking highly recognized and practiced by large organizations, but often neglected by the smallest companies and entrepreneurs. This course quickly discusses the basics of project management thought and practice and then spends the majority of the time exploring some of the greatest mistakes that can be made, the ways to avoid them and some of the tricks that have been introduced into the discipline. In the program we will explore some of the specific types of project management as well as some of the available software programs to make the task of project management easier. In an effort to avoid talking theory without concrete examples, we will often use examples born from projects needed as a result of our experiences with COVID-19.Note: This is an on-demand webcast self-study course.
Surgent's Project Management: Tips, Tricks & Traps
Available Until
Online
4.00 Credits
Member Price: $79
Recent economic, societal and political changes have shown us the need for numerous projects and the need to manage those projects in a unique way. Project management is a way of thinking highly recognized and practiced by large organizations, but often neglected by the smallest companies and entrepreneurs. This course quickly discusses the basics of project management thought and practice and then spends the majority of the time exploring some of the greatest mistakes that can be made, the ways to avoid them and some of the tricks that have been introduced into the discipline. In the program we will explore some of the specific types of project management as well as some of the available software programs to make the task of project management easier.Note: This is a downloadable self-study course.
Surgent's Proven Controls to Steer You Clear of Fraud
Available Until
Online
4.00 Credits
Member Price: $79
Every organization in the world will fall victim to fraud. This course will cover the means and methods available to reduce the prevalence of fraud. We will also discuss the controls that victim organizations employ in order to seek improvements for our own organizations.Note: This is a downloadable self-study course.
Surgent's Proven Controls to Steer You Clear of Fraud
Available Until
Online
4.00 Credits
Member Price: $129
Every organization in the world will fall victim to fraud. This course will cover the means and methods available to reduce the prevalence of fraud. We will also discuss the controls that victim organizations employ in order to seek improvements for our own organizations.Note: This is an on-demand webcast self-study course.
Surgent's Public Speaking & Presentation Skills
Available Until
Online
2.00 Credits
Member Price: $89
Gerald Ford once said that "[n]nothing in life is more important that the ability to communicate effectively." Public speaking remains a centuries-old skill that allows individuals to effectively communicate both at a personal and professional level. The benefits of good public speaking run long, whether it be the ability to persuade others, lead a team, or encourage critical thinking. This course is designed to refresh and refine speaking skills for professionals. Through this webinar, participants will gain a better understanding of the core skills of how to communicate effectively in groups, big or small. The webinar is intended to help those who already speak in public better improve their skills, while at the same time teaching more novice speakers how to approach a task that so many professionals dread, speaking in front of others.Note: This is an on-demand webcast self-study course.
