Professional Development and Event Catalog
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Friday, Apr. 30 4:00pm - 6:00pm
Online
2.00 Credits
Member Price: $89
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Embark on a journey to master Power BI, a powerful tool for data analysis and business intelligence, in our comprehensive course, "Get Started with Power BI." This course is meticulously designed for professionals who seek to understand the full spectrum of Power BI capabilities, including its integration with Excel's Power BI features like Power Pivot and Power Query, and its comparison with standalone Power BI tools such as Power BI Desktop, Power BI Service, and Power BI Report Server. In the first part of the course, participants will be introduced to the fundamentals of Power BI. This includes an overview of Power BI's interface, key features, and its seamless integration with Excel. The course will cover Excel's Power BI tools - Power Pivot, for advanced data modeling, and Power Query, for efficient data transformation and preparation. This segment is essential for understanding how Power BI extends and enhances the data processing and analytical capabilities of Excel. The second section of the course delves into the standalone Power BI tools. Here, participants will explore Power BI Desktop for creating complex data models and sophisticated reports, Power BI Service for cloud-based collaboration and sharing, and Power BI Report Server for on-premises report deployment. This part of the course will focus on the unique features and strengths of these standalone tools, providing attendees with the skills to leverage Power BI in a variety of business contexts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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S Corporations: Calculating Shareholder Basis
Friday, Apr. 30 4:00pm - 6:00pm
Online
2.00 Credits
Member Price: $89
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A detailed analysis of the calculations related to determining a shareholder's tax basis for S corporation shares and loans. How to use the Form 1120S, Schedule K-1 information for basis determination. An illustrative example demonstrates how the process works, as well as the many potential pitfalls. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Beyond the Basics: Financial Ratios You Might Be Overlooking
Friday, Apr. 30 5:00pm - 6:00pm
Online
1.00 Credits
Member Price: $55
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Overview: Understanding your company's financial health requires more than just traditional metrics. This webinar is designed to reveal deeper insights through advanced, underutilized financial ratios. In this session, accounting and finance professionals will explore metrics such as operating leverage, free cash flow yield, and margin of safety-tools that go beyond standard ratios to deliver nuanced perspectives on profitability, risk exposure, and operational efficiency. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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2027 Spring Tax Rewind
Monday, May 3 3:00pm - 5:00pm
Online
2.00 Credits
Member Price: $89
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Join us for the Spring 2027 installment of the Tax Rewind quarterly webcast series, featuring a practical review of the current tax landscape for practitioners preparing and reviewing client returns. In this webcast, we'll discuss: Practical tax planning considerations for current year returns Key tax practice and procedure updates affecting day-to-day work Recent IRS guidance, trends, and compliance considerations
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Key Financial and Economic Issues Facing the Financial Executive
Tuesday, May 4 9:00am - 10:00am
Online
1.00 Credits
Member Price: $49
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The webcast explores the challenges of the current economic trends and analyzes their impact on you as the financial executive in areas of human resource management; credit markets and banking; risk management and pandemic style disruptions; cash flow planning strategies; debt and equity mix impacts in uncertain markets; globalization of the market in times of uncertainty; retirement planning and social security funding; and acquiring distressed companies and assets. Specific recommendations and insights will be offered to you to deal with the challenges.
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Surgent's Engagement and Client Retention Best Practices
Wednesday, May 5 10:00am - 12:00pm
Online
2.00 Credits
Member Price: $99
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Positive client relationships require work. Miscommunication, unrealistic expectations, and differing personality styles may strain a client's relationship with professional advisors. Fortunately, there are tested strategies that foster and strengthen client relationships. Creating appropriate boundaries early on is one of many effective strategies that can help. This course explores actions accounting and finance professionals can take to create and grow their client relationships. This course provides actionable insights on how to engage new and old clients alike. Strained client relationships can harm both the client and the firm's profitability. Yet automation, for example, allows some firms to remain more engaged while others miss the mark. There is a science underlying client retention that involves understanding the client journey, ensuring consistent client interactions, and equipping employees with the tools needed to satisfy client needs. Understanding these skills should help you protect the relationships that sustain your business.
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Building a Roadmap to Your AI-Enabled Finance Function
Monday, May 10 1:30pm - 3:00pm
Online
1.50 Credits
Member Price: $69
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Many finance leaders are aware of the disruptive potential of AI and emerging technologies, but knowing how to take the first step can be a challenge. This highly practical session is designed to bridge that gap. You'll define a clear vision for your finance function, assess current capabilities, uncover key transformation opportunities, and build a tailored, actionable roadmap to drive meaningful progress within your organization.
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Human Leadership in an AI-World
Tuesday, May 11 12:00pm - 1:30pm
Online
1.50 Credits
Member Price: $69
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"AI won't take your job. But, AI will take parts of your job. And if you don't learn to do the particularly human things that AI will never do, then, you may in fact be without a job." -Kassi Rushing "Human Leadership in an AI World" workshop is designed to equip current and aspiring leaders with understanding of the essential skills and insights needed to thrive in an increasingly technology-driven workplace. This interactive and forward-thinking session challenges participants to harness the power of Generative AI and other new technologies while emphasizing the irreplaceable value of human leadership.
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The Crawl, Walk, Run of AI Adoption
Tuesday, May 18 9:00am - 10:30am
Online
1.50 Credits
Member Price: $69
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This course is designed to demystify AI for teams and give them the confidence to start using it in their day-to-day work. Aimed at professionals across various functions HR, Operations, Marketing, Finance and more, this session guides participants through the practical stages of AI adoption. From easy-to-use tools, to function-specific and advanced AI platforms. Attendees will leave with a clear understanding of what's possible today, what's coming next, and how to get started in a way that delivers immediate value.
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Critical Thinking in a Changing World
Tuesday, May 18 10:00am - 11:00am
Online
1.00 Credits
Member Price: $49
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This course will help teams and individuals improve their problem solving and decision making, especially while under pressure. Utilizing proven critical thinking tools and techniques, attendees will learn how to grow their creativity, increase ideas and innovation, and strategically solve challenges using a 360-degree perspective. The workshop will also help people deal with change and create change within the organization.
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AI at Work: Practical Tools for Professionals
Tuesday, May 18 11:00am - 12:30pm
Online
1.50 Credits
Member Price: $69
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Artificial Intelligence (AI) is rapidly reshaping the way financial professionals work, lead, and make decisions. Yet for many, AI still feels abstract, intimidating, or too technical. This workshop cuts through the hype and makes AI approachable, practical, and immediately useful. Designed for financial professionals, executives, and managers, this hands-on session focuses on real workplace applications that improve efficiency, clarity, and decision-making. Participants will learn how to use AI tools such as ChatGPT, Microsoft Copilot, Google Gemini and others to streamline everyday tasks, enhance strategic thinking, and free up time for higher-value work. Through live demonstrations, interactive exercises, and guided experimentation, attendees will leave confident in their ability to integrate AI into their workday, increase productivity, and take practical uses back to their teams.
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Tax Practice Quarterly: Navigating Technology for Tax Practitioners in 2027
Tuesday, May 18 1:00pm - 3:00pm
Online
2.00 Credits
Member Price: $89
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The future of tax is being shaped by technology and artificial intelligence (AI). This engaging webcast takes a fresh look at how digital tools and artificial intelligence are: Transforming tax practice Improving efficiency Supporting better decision-making Join us to explore practical applications today and emerging trends that will define tomorrow's tax landscape.
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A Human’s Guide to Artificial Intelligence
Wednesday, May 19 12:30pm - 1:30pm
Online
1.00 Credits
Member Price: $49
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This webinar is a great opportunity to boost your digital literacy and feel more confident around AI. The webinar explains some of the core terminology surrounding Artificial Intelligence and offers practical advice on getting the most out of Large Language Models such as ChatGPT. It concludes with simple, practical steps to future-proof your career as technology continues to revolutionize the workplace.
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How to Develop an AI Policy for Your Organization
Wednesday, May 19 2:00pm - 3:30pm
Online
1.50 Credits
Member Price: $69
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As AI continues to revolutionize the business landscape, organizations need clear, ethical, and actionable policies to guide its use. This practical workshop blends expert insights, real-world examples, and interactive activities to enable participants create a tailored AI policy that aligns with their organization's goals, values, and governance obligations.
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AI in Action: Your First Steps to Smart Adoption
Monday, May 24 1:30pm - 2:30pm
Online
1.00 Credits
Member Price: $49
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This session is your practical introduction to AI in the workplace. Designed for professionals in any function from Finance to HR to Marketing and Operations, this course breaks down the AI journey into clear, actionable steps. You'll discover easy-to-use tools, see real-world examples, and leave ready to take your first confident steps toward using AI to save time, boost creativity, and make smarter decisions. Whether you're new to AI or just looking to get started effectively, this session helps you move from curiosity to confident action in just one hour.
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Harnessing ChatGPT and Other Large Language Models at Work
Monday, May 24 3:00pm - 4:30pm
Online
1.50 Credits
Member Price: $69
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Although many people use ChatGPT or other Large Language Model (LLM) informally at work, very few have received training on how to engage effectively with this powerful technology. This course provides practical advice on how to exploit the full potential of LLMs, while also highlighting the risks that need to be managed.
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Tax Practice Quarterly: Navigating Technology for Tax Practitioners in 2027
Wednesday, May 26 3:00pm - 5:00pm
Online
2.00 Credits
Member Price: $89
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The future of tax is being shaped by technology and artificial intelligence (AI). This engaging webcast takes a fresh look at how digital tools and artificial intelligence are: Transforming tax practice Improving efficiency Supporting better decision-making Join us to explore practical applications today and emerging trends that will define tomorrow's tax landscape.
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Building a Roadmap to Your AI-Enabled Finance Function
Tuesday, Jun. 8 1:30pm - 3:00pm
Online
1.50 Credits
Member Price: $69
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Many finance leaders are aware of the disruptive potential of AI and emerging technologies, but knowing how to take the first step can be a challenge. This highly practical session is designed to bridge that gap. You'll define a clear vision for your finance function, assess current capabilities, uncover key transformation opportunities, and build a tailored, actionable roadmap to drive meaningful progress within your organization.
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Human Leadership in an AI-World
Friday, Jun. 11 9:00am - 10:30am
Online
1.50 Credits
Member Price: $69
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"AI won't take your job. But, AI will take parts of your job. And if you don't learn to do the particularly human things that AI will never do, then, you may in fact be without a job." -Kassi Rushing "Human Leadership in an AI World" workshop is designed to equip current and aspiring leaders with understanding of the essential skills and insights needed to thrive in an increasingly technology-driven workplace. This interactive and forward-thinking session challenges participants to harness the power of Generative AI and other new technologies while emphasizing the irreplaceable value of human leadership.
More Dates
The Crawl, Walk, Run of AI Adoption
Monday, Jun. 14 1:30pm - 3:00pm
Online
1.50 Credits
Member Price: $69
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This course is designed to demystify AI for teams and give them the confidence to start using it in their day-to-day work. Aimed at professionals across various functions HR, Operations, Marketing, Finance and more, this session guides participants through the practical stages of AI adoption. From easy-to-use tools, to function-specific and advanced AI platforms. Attendees will leave with a clear understanding of what's possible today, what's coming next, and how to get started in a way that delivers immediate value.