Professional Development and Event Catalog
Surgent's Microsoftr Excelr 2016: Creating and Formatting Charts
Radnor
4.00 Credits
Member Price: $79
Excel provides a variety of tools you can use to create, format and enhance charts: contextual Ribbon tab buttons, menus and galleries, shortcut menus, keyboard shortcuts, task panes, and more. This course allows you to explore using these tools to create and format common chart types.
Surgent's Microsoftr Excelr 2016: Getting Started
Radnor
6.00 Credits
Member Price: $119
This course introduces you to the Excel 2016 software and then guides you through basic Excel features using step-by-step hands-on activities.
Surgent's Microsoftr Excelr 2016: Useful Functions for CPAs
Radnor
4.00 Credits
Member Price: $79
This course guides you through creating formulas using Financial, Date & Time, Math & Trig, Statistical, Lookup & Reference, Database, Text and Logical functions.
Surgent's Microsoftr Excelr 2019: Exploring Useful Excel Functions
Radnor
4.00 Credits
Member Price: $79
This course is a one-lesson intermediate level course that guides you through creating formulas using Financial, Date & Time, Math & Trig, Statistical, Lookup & Reference, Database, Text, and Logical functions.
Surgent's Microsoftr Excelr 2019: Getting Started with PivotTables and PivotCharts
Radnor
4.00 Credits
Member Price: $79
This course is a two-lesson advanced level course that guides you through creating, formatting, and modifying PivotTables and PivotCharts in Excel using step-by-step hands-on activities.
Surgent's Microsoftr Excelr 2019: Working with Formulas and Functions
Radnor
4.00 Credits
Member Price: $79
This course guides you through creating, copying and pasting, reviewing, and correcting basic and complex formulas in Excel 2019 using step-by-step, hands-on activities.
Surgent's Microsoftr Excelr 365 and Excelr 2019: Getting Started with Excel
Radnor
4.00 Credits
Member Price: $79
Microsoftr Excelr 365 and Excelr 2019: Getting Started with Excel is a three-lesson basic level course that introduces you to the Excel software and then guides you through basic Excel features using step-by-step hands-on activities. Although this is a basic level course, experienced Excel users switching from earlier versions of Excel can benefit from this course's review of commonly used features plus the introduction of new features, such as the new look for the Excel 365 Start screen or updated features in Excel 2019. Note that this course emphasizes using the traditional keyboard and mouse actions to perform tasks in Excel. Some relevant tips for working with Excel with a Windows touch-screen device are also provided.
Surgent's Microsoftr Excelr 365/Excelr 2019: Working with Data Ranges and Tables
Radnor
4.00 Credits
Member Price: $79
Microsoftr Excelr 365/Excelr 2019: Working with Data Ranges and Tables is a two-lesson, intermediate level course that guides you through organizing, entering, and validating worksheet data and then effectively sorting, filtering, subtotaling, and outlining the data. You also learn how to define well-organized data as an Excel table; then use Table features to work with the data. In Lesson 1, you learn how to organize columns and rows of data into a range so that you can effectively sort, filter, subtotal, and outline the data. Then you learn how to protect the data from invalid data entry by setting data validation rules for specific cells. You learn how to copy these validation rules to other cells, how to remove validation rules from cells, and how to use the Data Form dialog box to enter and locate data in a range. Next, you learn how to sort a data range on one column or on multiple columns and how to use a custom sort order, the Filter (AutoFilter) feature, and the Advanced Filter feature to view data that meets specific criteria. Then you learn how to add and remove subtotals from a data range while viewing the data range in outline form. You also learn how to create a chart using an outline's subtotals. Finally, in Lesson 2, you explore the advantages of defining a range of data as an Excel table. You also learn how to analyze data using table tools. This course emphasizes using the traditional keyboard and mouse actions to perform tasks in Excel.
Surgent's Microsoftr PowerPointr 2016: Getting Started
Radnor
6.00 Credits
Member Price: $119
This course guides you through creating and opening PowerPoint presentations; inserting, reorganizing, and deleting slides; applying a design theme and switching between different PowerPoint views. You learn how to insert various types of content on slides, such as bulleted lists, tables, charts, shapes, pictures, SmartArt graphics and sound clips; how run a slide show and how to preview and print audience handouts; how to add animation and transition effects to slides; how to create a custom design theme and a custom template, which you use to create a new presentation; how to integrate Excel workbook data and charts in a presentation using copy and paste; how to add footer text, a date and slide numbers to slides; how to run a full-screen slide show using slide show controls; and how to run a slide show in Presenter view. Note that this course emphasizes using traditional keyboard and mouse actions to perform tasks in PowerPoint and Excel 2016. Some relevant tips for working with PowerPoint 2016 with a Windows 10 touch-screen device are also provided.
Surgent's Microsoftr Wordr 365 and Wordr 2019: Getting Started
Radnor
6.00 Credits
Member Price: $119
This course is a three-lesson basic level course that guides you through opening, creating, formatting, previewing, printing, and saving text documents.
Surgent's Monthly Accounting Update Series (Original Air Date: 4/27/21)
Radnor
1.00 Credits
Member Price: $49
The one constant in life is change. This is true in the A&A world as well. 2021 will continue to challenge the accounting profession in many areas, including accounting for the impact of the COVID-19 pandemic, working in a virtual environment, and implementing new AICPA and FASB pronouncements. In this monthly series, we will explore the hot topics and current events that are driving financial accounting today, such as auditing and SSARS standards implementation and getting ready for ASC 842 implementation. Through detailed discussion of new standards and commentary from relevant industry experts, this monthly update will keep you up to date on what you need to know in the accounting world. So, whether your area of specialty is employee benefit plans, leases, not-for-profit and governmental accounting, or something else, this monthly hour will give you what you need to know to do your job as effectively as possible.
Surgent's Monthly Accounting Update Series (Original Air Date: 5/25/21)
Radnor
1.00 Credits
Member Price: $49
The one constant in life is change. This is true in the A&A world as well. 2021 will continue to challenge the accounting profession in many areas, including accounting for the impact of the COVID-19 pandemic, working in a virtual environment, and implementing new AICPA and FASB pronouncements. In this monthly series, we will explore the hot topics and current events that are driving financial accounting today, such as auditing and SSARS standards implementation and getting ready for ASC 842 implementation. Through detailed discussion of new standards and commentary from relevant industry experts, this monthly update will keep you up to date on what you need to know in the accounting world. So, whether your area of specialty is employee benefit plans, leases, not-for-profit and governmental accounting or something else, this monthly hour will give you what you need to know to do your job as effectively as possible.
Surgent's Monthly Accounting Update Series (Original Air Date: 6/29/21)
Radnor
1.00 Credits
Member Price: $49
The one constant in life is change. This is true in the A&A world as well. 2021 will continue to challenge the accounting profession in many areas, including accounting for the impact of the COVID-19 pandemic, working in a virtual environment, and implementing new AICPA and FASB pronouncements. In this monthly series, we will explore the hot topics and current events that are driving financial accounting today, such as auditing and SSARS standards implementation and getting ready for ASC 842 implementation. Through detailed discussion of new standards and commentary from relevant industry experts, this monthly update will keep you up to date on what you need to know in the accounting world. So, whether your area of specialty is employee benefit plans, leases, not-for-profit and governmental accounting, or something else, this monthly hour will give you what you need to know to do your job as effectively as possible.
Surgent's Monthly Accounting and Auditing Update (Original Air Date: 10/26/21)
Radnor
1.00 Credits
Member Price: $49
The one constant in life is change. This is true in the A&A world as well. 2021 will continue to challenge the accounting profession in many areas, including accounting for the impact of the COVID-19 pandemic, working in a virtual environment, and implementing new AICPA and FASB pronouncements. In this monthly series, we will explore the hot topics and current events that are driving financial accounting today, such as auditing and SSARS standards implementation and getting ready for ASC 842 implementation. Through detailed discussion of new standards and commentary from relevant industry experts, this monthly update will keep you up to date on what you need to know in the accounting world. So, whether your area of specialty is employee benefit plans, leases, not-for-profit and governmental accounting, or something else, this monthly hour will give you what you need to know to do your job as effectively as possible.
Surgent's Monthly Accounting and Auditing Update (Original Air Date: 11/30/21)
Radnor
1.00 Credits
Member Price: $49
The one constant in life is change. This is true in the A&A world as well. 2021 will continue to challenge the accounting profession in many areas, including accounting for the impact of the COVID-19 pandemic, working in a virtual environment, and implementing new AICPA and FASB pronouncements. In this monthly series, we will explore the hot topics and current events that are driving financial accounting today, such as auditing and SSARS standards implementation and getting ready for ASC 842 implementation. Through detailed discussion of new standards and commentary from relevant industry experts, this monthly update will keep you up to date on what you need to know in the accounting world. So, whether your area of specialty is employee benefit plans, leases, not-for-profit and governmental accounting or something else, this monthly hour will give you what you need to know to do your job as effectively as possible.
Surgent's Monthly Accounting and Auditing Update (Original Air Date: 12/28/21)
Radnor
1.00 Credits
Member Price: $49
The one constant in life is change. This is true in the A&A world as well. 2021 will continue to challenge the accounting profession in many areas, including accounting for the impact of the COVID-19 pandemic, working in a virtual environment, and implementing new AICPA and FASB pronouncements. In this monthly series, we will explore the hot topics and current events that are driving financial accounting today, such as auditing and SSARS standards implementation and getting ready for ASC 842 implementation. Through detailed discussion of new standards and commentary from relevant industry experts, this monthly update will keep you up to date on what you need to know in the accounting world. So, whether your area of specialty is employee benefit plans, leases, not-for-profit and governmental accounting or something else, this monthly hour will give you what you need to know to do your job as effectively as possible.
Surgent's Monthly Accounting and Auditing Update (Original Air Date: 7/27/21)
Radnor
1.00 Credits
Member Price: $49
The one constant in life is change. This is true in the A&A world as well. 2021 will continue to challenge the accounting profession in many areas, including accounting for the impact of the COVID-19 pandemic, working in a virtual environment, and implementing new AICPA and FASB pronouncements. In this monthly series, we will explore the hot topics and current events that are driving financial accounting today, such as auditing and SSARS standards implementation and getting ready for ASC 842 implementation. Through detailed discussion of new standards and commentary from relevant industry experts, this monthly update will keep you up to date on what you need to know in the accounting world. So, whether your area of specialty is employee benefit plans, leases, not-for-profit and governmental accounting or something else, this monthly hour will give you what you need to know to do your job as effectively as possible.
Surgent's Monthly Accounting and Auditing Update (Original Air Date: 8/31/21)
Radnor
1.00 Credits
Member Price: $49
The one constant in life is change. This is true in the A&A world as well. 2021 will continue to challenge the accounting profession in many areas, including accounting for the impact of the COVID-19 pandemic, working in a virtual environment, and implementing new AICPA and FASB pronouncements. In this monthly series, we will explore the hot topics and current events that are driving financial accounting today, such as auditing and SSARS standards implementation and getting ready for ASC 842 implementation. Through detailed discussion of new standards and commentary from relevant industry experts, this monthly update will keep you up to date on what you need to know in the accounting world. So, whether your area of specialty is employee benefit plans, leases, not-for-profit and governmental accounting, or something else, this monthly hour will give you what you need to know to do your job as effectively as possible.
Surgent's Monthly Accounting and Auditing Update (Original Air Date: 9/28/21)
Radnor
1.00 Credits
Member Price: $49
The one constant in life is change. This is true in the A&A world as well. 2021 will continue to challenge the accounting profession in many areas, including accounting for the impact of the COVID-19 pandemic, working in a virtual environment, and implementing new AICPA and FASB pronouncements. In this monthly series, we will explore the hot topics and current events that are driving financial accounting today, such as auditing and SSARS standards implementation and getting ready for ASC 842 implementation. Through detailed discussion of new standards and commentary from relevant industry experts, this monthly update will keep you up to date on what you need to know in the accounting world. So, whether your area of specialty is employee benefit plans, leases, not-for-profit and governmental accounting or something else, this monthly hour will give you what you need to know to do your job as effectively as possible.
Surgent's Multistate Income Tax Issues
Radnor
4.00 Credits
Member Price: $79
With the largest overhaul of the federal income tax code in 30 years and the repeal of the physical presence nexus standards for sales tax in the Wayfair case, the states are working fast and furious to overhaul their tax laws. As some states scramble to fund their budgets, they continue to look for additional forms of revenue. Plan to attend this fast-paced class that covers developing topics in the area of nexus. Learn how nexus requirements have changed and where the state laws may be heading in the future.