This is an open forum - we never limit discussion. We've got experts on board who can help you with portals, paperless office, IT security, e-filing, and more. There is no need to register for this event - walk-ins are welcome! Roundtable attendance is free and open only to CTCPA members in...

* This course is #7 in the Microsoft PowerBI series of webinars. Click button in Program Content section below to see suggested viewing order. * Data can be messy, in other words, it is not always clean and neat. Data comes from various sources like text files, Excel spreadsheets,...

This program explores the current economic trends and analyzes their impact on you as the financial executive in areas of professional skepticism, medical care costs, Social Security viability, the dollar as a world currency, the national infrastructure, and the "fate of the states" as well as...

Do you love PivotTables? Of course, we all do! Traditional PivotTables are incredible, but they do have limitations. If you have ever encountered one of these limitations, you'll be excited to learn that by using the Data Model as the source for PivotTables, you'll be able to bypass many of the...

The President and Congress have delivered a revolutionary tax reform plan, and Surgent will bring you all of the details critical to you and your practice. These changes will affect your clients this coming season, and they will look to you to understand the issues and develop a plan that serves...

Do you dread that annoying ERROR! message popping up on your spreadsheets? Tired of using the same long, elaborate formulas when you could be using the ones that are already built into Excel? Then this class is for you! In this webinar, we will focus on Debugging and Troubleshooting...

This webinar presents a variety of time-saving ideas, shortcuts, and tips that are sure to boost personal productivity. We discuss better summing, address one of the biggest pitfalls that Excel users have faced over the past 25 years, present the most important keyboard shortcuts, demonstrate a...

CPAs today face greater challenges than ever to maintain the high ethical standards of their profession. This course reviews a history of the CPA profession but will focus on ethical requirements that CPAs must adhere to in their everyday practice, including practical examples of potential...

The annual budgeting process is often criticized as a fiscal exercise done by the accountants that is obsolete soon after it is published, prone to gamesmanship, cumbersome, not being volume sensitive, and disconnected from the strategy and needed risk mitigation spending. You can resolve these...

People with differing sexual orientations and gender identities have always worked among us. Until relatively recently, our lesbian, gay, bisexual and transgendered colleagues may have hidden their private lives from management and co-workers fearing possible repercussions. With increasing...