Bus. Mgmt & Organization

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(LIMG07/26) A Controller’s Guide to Assessing the Risk of Your Organization: Coverages and Exclusions for Basic Business Policies

Part of being a CFO or Controller is protecting the assets of the organization and managing risk. While many financial leaders feel comfortable with the strategic aspect of this task, finding the right insurance coverages can leave one feeling out of their element. This course will focus on three common business policies - the package...

Non Member: $90
Credit Hours: 2

(LIMG08/26) More Money at the End of the Month – Strategic Ways to Improve Cash Flow

Cash flow management is often the most important task of any CFO or financial leader. Regardless of whether oneworks in start-ups or established companies, non-profit orfor-profit entities, cash flow makes our organizations run.Have you ever wondered whether you are optimizing yourcompany's cash flow? In this course, we will explore how to improve your company's cash...

Non Member: $180
Credit Hours: 4

(LIMG09/26) Seeing Beyond the Numbers: Financial Statement Analysis for CFOs & Controllers

Financial statements are a crucial window into the daily operations and overall health of a company. They reveal the strengths and weaknesses that define the organization's financial standing. However, the interpretation of financial statements can vary widely depending on the user's perspective. This course is designed to help you refine your financial statement analysis skills...

Non Member: $180
Credit Hours: 4

(SSAA477/26) Surgent’s Controllership Skills Update: Risk Management

The most recent recession and its fallout, weather (look at 2017), process and product failures, and unethical behavior have again highlighted failures by numerous organizations in identifying and managing risk. The size and reputation of organizations proved not to be the key to success. Again, we saw that failures can result in areas/industries thought to...

Non Member: $95
Credit Hours: 2

(SSAA524/26) Surgent’s The CMA’s Guide to Project Management

A significant number of projects fail to achieve their initial goals and/or are not completed within budget and their original timetable. As a team member, a CMA has a unique skill set and experiences to assist in project management. In addition to their analytical training and knowledge of budgets and controls, they typically have ongoing...

Non Member: $95
Credit Hours: 2

(SSMG428/26) Surgent’s Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs to Know

Starting and owning a small business has often been referred to as the "Third Pillar of Wealth," right behind investments and owning real estate. Essentially, all businesses start off as "small businesses." Small businesses, however, require a large amount of preparation in order to successfully launch and grow. Starting a business requires the owners and...

Non Member: $95
Credit Hours: 2

(SSMG427/26) Surgent’s Implementing Subscription Pricing to Your Practice

This course is designed to provide accountants with a comprehensive understanding of the subscription pricing model. As the business world increasingly shifts toward subscription-based models, it's crucial for accountants to understand the financial implications and strategies associated with this pricing approach. This course will cover the basics of subscription pricing, how to set prices, and...

Non Member: $115
Credit Hours: 2

(SSMG406/26) Surgent’s Engagement and Client Retention Best Practices

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...

Non Member: $115
Credit Hours: 2

(SSMG417/26) Surgent’s Engaging and Managing Young Professionals

Younger professionals comprise a significant part of the accounting and finance workforce. Whether you are an owner of a small accounting practice or a manager in a multinational accounting firm, it is important to understand the characteristics and expectations of this large segment of the workforce. Research reveals that many of the common stereotypes surrounding...

Non Member: $95
Credit Hours: 2

(SSMG410/26) Surgent’s Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers

All organizations are looking for ways to gain an advantage over the competition. This practical and interactive session will present a toolkit of ideas to help CFOs, controllers and finance professionals better position their organizations for the future. We know change is occurring at an exponential rate, and that has proven to be the case...

Non Member: $180
Credit Hours: 4

(SSAA474/26) Surgent’s Controllership Skills Update – Budgeting, Forecasting, and Big Data

Budgets are the vehicle for allocating resources, measuring activities, and identifying needed changes and improvements. An organization's strategy is the primary driver of costs. To be effective, the budget must be linked to strategy and long-term plans. Numerous organizations have achieved a series of short-term targets (budgets) but failed longer term, demonstrating the lack of...

Non Member: $95
Credit Hours: 2

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Cayce, SC 29033

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