BEGIN:VCALENDAR VERSION:2.0 PRODID:-//South Carolina Association of CPAs - ECPv6.16.3//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-ORIGINAL-URL:https://sc.cpa X-WR-CALDESC:Events for South Carolina Association of CPAs REFRESH-INTERVAL;VALUE=DURATION:PT1H X-Robots-Tag:noindex X-PUBLISHED-TTL:PT1H BEGIN:VTIMEZONE TZID:America/Detroit BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20250309T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20251102T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20260308T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20261101T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20270314T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20271107T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20280312T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20281105T060000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/Detroit:20260630T120000 DTEND;TZID=America/Detroit:20260630T120000 DTSTAMP:20260615T142855 CREATED:20250605T211547Z LAST-MODIFIED:20250606T045719Z UID:10005435-1782820800-1782820800@sc.cpa SUMMARY:(SSMG415/26) Surgent's Lessons Learned from Successful Companies DESCRIPTION:Event Description\nWhy do some companies fail while others grow and succeed for generations? Common perceptions often attribute organizational success to great leadership\, timing\, or unique ideas. Although these traits certainly play a role in helping companies grow\, research shows that corporate success often hinges on whether a company is value driven. Such companies have core ideologies that drive almost every major decision.In this course\, we look at empirical data on why some companies succeed while others fail. By looking at companies that were created prior to 1950 (e.g.\, Disney\, Marriott\, or 3M)\, we can understand why certain organizations have been able to grow and achieve exceptional success through many different eras in the American economy. The lessons learned from these visionary companies can be broadly applied to organizations of all sizes\, including accounting and financial service firms. \nDesigned For\nAnyone in the accounting or financial organizations services professions who seeks to understand ways to implement or improve their profession \nObjectives\nUnderstand what differentiates highly successful organizations from their less successful peers\, according to research Recognize the myths regarding organizational success Implement strategies to improve corporate culture and effectiveness \nMajor Subjects\nCreating a visionary company Traits of successful\, visionary companies Goal setting to create a successful organization The role of experimentation and failure in achieving success How successful organizations emphasize learning new skills The role of effective communication in achieving corporate success The importance of emotional intelligence in building corporate culture How leadership can direct a company toward success \nInstructions\nNone URL:https://sc.cpa/event/ssmg415-26-surgents-lessons-learned-from-successful-companies/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20260630T120000 DTEND;TZID=America/Detroit:20260630T120000 DTSTAMP:20260615T142855 CREATED:20250605T213514Z LAST-MODIFIED:20250606T044113Z UID:10005530-1782820800-1782820800@sc.cpa SUMMARY:(SSAA473/26) Surgent's Controllership Skills Update: Current Survival Skills DESCRIPTION:Event Description\nThe role of financial professionals has and continues to change in organizations. The stereotype of collecting and reporting data has been replaced by a broader vision\, which focuses on improving an organization’s results today and preparing it for the future. This brief program offers specific actions that can be implemented by financial personnel to expand their role through improving their organization. The actions and techniques provided build upon and improve activities that exist in many organizations (measuring\, budgeting\, hiring\, risk management\, etc.)\, as well as providing insights into capital allocation\, cash management\, valuation techniques\, variables that influence capacity levels\, M&A activity and actions to increase efficiency and innovation. Updated to include the impact of regulations\, additional examples of M&A\, alliances and strategic spin-offs/splits\, methods to improve efficiency from existing activities\, the impact of COVID-19\, as well as current organizational changes employed to manage and accelerate growth. \nDesigned For\nPublic\, private and non-profit organizations and their members — CFOs\, CEOs\, controllers\, auditors\, and managers \nObjectives\nProvide an overview of the expanded role of financial professionals Gain knowledge in a diverse range of activities Explore analytical valuation techniques that are useful over a board range of events Understand the potential value of improving existing practices and/or implementing missing ones Recognize immediate actions that can result in measurable benefits to an organization Identify specific areas for further exploration \nMajor Subjects\nChanging Role of Financial Professionals: Priorities Change in mission Valued-added actions Strategic Measurements: Common errors and guidelines for improvement Balanced scorecard Strategy development and implementation Budgeting basics and next steps Risk Management: Recent lessons\, including Black Swan events Defining Enterprise Risk Management (ERM) Implementation Developing a Financial Leadership Pipeline: Changing employment environment Retaining the right employees Compensation Hiring process Capital Projects: Types of projects Factors affecting capacity Valuation techniques Cash management M&A Activity: Current environment Controller’s role Strategic questions Sample transactions Due diligence Implementation Introducing Improvements/Innovation: Getting started Establishing an environment Potential first projects Organizational structure \nInstructions\nNone URL:https://sc.cpa/event/ssaa473-26-surgents-controllership-skills-update-current-survival-skills/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20260714T095000 DTEND;TZID=America/Detroit:20260714T131000 DTSTAMP:20260615T142855 CREATED:20260515T010418Z LAST-MODIFIED:20260529T041127Z UID:10005721-1784022600-1784034600@sc.cpa SUMMARY:(LIMG01/27) How to Be a Better CFO DESCRIPTION:Event Description\nGone are the days in which the CFO was just in charge of keeping the books. Today’s CFOs are involved in all parts of a company’s operations. Utilizing case studies\, research\, and discussion questions\, this course will explore how to look at topics such as picking out the best retirement plan\, managing remote employees\, strategic forecasting\, and managing the budgeting process through the lens of a CFO. \nObjectives\nState the elements of the CGMA Competency Framework. List the different types of retirement plans and what companies they would appeal to. Identify recent trends in group health insurance plans. Recognize key differences between bottom-up\, top-down\, and flexible forecasting. List the different types of behavioral biases. Identify best practices for managing remote employees. URL:https://sc.cpa/event/limg01-27-how-to-be-a-better-cfo/ CATEGORIES:Livestream ORGANIZER;CN="David R. Peters%2C CPA%2C CFP%2C CLU%2C CPCU":MAILTO:david@petersprofessionaleducation.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20260908T145000 DTEND;TZID=America/Detroit:20260908T163000 DTSTAMP:20260615T142855 CREATED:20260515T010525Z LAST-MODIFIED:20260530T041014Z UID:10005736-1788879000-1788885000@sc.cpa SUMMARY:(LIMG02/27) Supervisor Skills - Coaching Staff to Stay on the Right Track DESCRIPTION:Event Description\nBeing a successful coach requires tackling various responsibilities\, including motivating\, providing positive and constructive feedback\, and otherwise getting the best performance out of engagement team members in the given situation. This module provides tips and techniques for critical coaching responsibilities. \nObjectives\n\nRecall how to motivate teams for engagement success \nExplain the appropriate use of different coaching styles appropriately matched to the circumstances \nDescribe a process for engaging in difficult conversations \nRecall a process for giving constructive feedback and creating professional development plans URL:https://sc.cpa/event/limg02-27-supervisor-skills-coaching-staff-to-stay-on-the-right-track/ CATEGORIES:Livestream ORGANIZER;CN="Jennifer Louis%2C CPA":MAILTO:jlouis@emergentgroup.net END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20261022T102000 DTEND;TZID=America/Detroit:20261022T134000 DTSTAMP:20260615T142855 CREATED:20260515T010915Z LAST-MODIFIED:20260530T041019Z UID:10005778-1792664400-1792676400@sc.cpa SUMMARY:(LIMG03/27) Critical "Soft" Skills for CFOs and Controllers DESCRIPTION:Event Description\nAccounting and finance managers and executives must demonstrate sound soft skills necessary for personal growth and organizational success. This course will provide insights into the most crtical personal skills critical for CFOs and Controllers – or those that want to be! \nObjectives\nDistinguish the traits of a manager vs. a leader. \nRecognize how to best interact and communicate with others.  \nList tips for hiring and developing millenials and beyond. \nRecall change management best practices to lead entity initiatives. URL:https://sc.cpa/event/limg03-27-critical-soft-skills-for-cfos-and-controllers/ CATEGORIES:Livestream ORGANIZER;CN="Jennifer Louis%2C CPA":MAILTO:jlouis@emergentgroup.net END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20261029T093000 DTEND;TZID=America/Detroit:20261029T125000 DTSTAMP:20260615T142855 CREATED:20260515T010311Z LAST-MODIFIED:20260529T041625Z UID:10005712-1793266200-1793278200@sc.cpa SUMMARY:(LIMG01R/27) How to Be a Better CFO - Rebroadcast DESCRIPTION:Event Description\nGone are the days in which the CFO was just in charge of keeping the books. Today’s CFOs are involved in all parts of a company’s operations. Utilizing case studies\, research\, and discussion questions\, this course will explore how to look at topics such as picking out the best retirement plan\, managing remote employees\, strategic forecasting\, and managing the budgeting process through the lens of a CFO. \nObjectives\n\n\nState the elements of the CGMA Competency Framework. List the different types of retirement plans and what companies they would appeal to. Identify recent trends in group health insurance plans. Recognize key differences between bottom-up\, top-down\, and flexible forecasting. List the different types of behavioral biases. Identify best practices for managing remote employees. URL:https://sc.cpa/event/limg01r-27-how-to-be-a-better-cfo-rebroadcast/ CATEGORIES:Livestream ORGANIZER;CN="David R. Peters%2C CPA%2C CFP%2C CLU%2C CPCU":MAILTO:david@petersprofessionaleducation.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20261104T102000 DTEND;TZID=America/Detroit:20261104T134000 DTSTAMP:20260615T142855 CREATED:20260515T005621Z LAST-MODIFIED:20260613T044338Z UID:10005642-1793787600-1793799600@sc.cpa SUMMARY:(LIMG04/27) Critical Technical Skills for CFOs and Controllers DESCRIPTION:Event Description\nAccounting and finance managers and executives must demonstrate sound technical and analytical skills necessary for personal growth and organizational success. This course will provide insights into the most critical technical and analytical skills needed by CFOs and Controllers – or those that want to be! \nObjectives\nRecognize the benefits of taking a methodical approach to strategic and business planning. \nRecall how to design useful key performance metrics. \nList common methods for analyzing financial statements \nIdentify how to assist in Enterprise-Wide Risk Management. URL:https://sc.cpa/event/limg04-27-critical-technical-skills-for-cfos-and-controllers/ CATEGORIES:Livestream ORGANIZER;CN="Jennifer Louis%2C CPA":MAILTO:jlouis@emergentgroup.net END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270119T112000 DTEND;TZID=America/Detroit:20270119T123000 DTSTAMP:20260615T142855 CREATED:20260515T011622Z LAST-MODIFIED:20260529T041131Z UID:10005862-1800357600-1800361800@sc.cpa SUMMARY:(LIMG05/27) Gaining a Competitive Advantage - Critical Skills for CFOs and Controllers DESCRIPTION:Event Description\nThe role of finance leaders within an organization has changed considerably in more recent years. CFOs and controllers are constantly being asked to take on new tasks that involve the critical functions of the organization. This course will discuss how finance leaders can create value within their organizations in the current competitive market\, how the perception of value in the area of finance has changed\, the role of the finance function in cybersecurity\, and how finance leaders can help create a data-driven organization. \nObjectives\nList the dimensions that may be used to measure organizational value. \nCompare and contrast balance sheet value\, investor value\, and societal value. \nDescribe techniques a company may use to create a data driven organization. \nDescribe why CPAs should be involved in cybersecurity functions. \nIdentify the most common cybersecurity threats. \nDefine ESG and responsible investing. URL:https://sc.cpa/event/limg05-27-gaining-a-competitive-advantage-critical-skills-for-cfos-and-controllers/ CATEGORIES:Livestream ORGANIZER;CN="David R. Peters%2C CPA%2C CFP%2C CLU%2C CPCU":MAILTO:david@petersprofessionaleducation.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270126T102000 DTEND;TZID=America/Detroit:20270126T120000 DTSTAMP:20260615T142855 CREATED:20260515T011410Z LAST-MODIFIED:20260530T041013Z UID:10005842-1800958800-1800964800@sc.cpa SUMMARY:(LIMG06/27) The Art of Discipline and Getting Things Done - Applying Better Time\, Team\, and Project Management Techniques DESCRIPTION:Event Description\nThose in a supervisory or managerial role must create a culture of discipline\, where a high priority is placed in accomplishing responsibilities in an effective and efficient manner. This module provides best practices for various areas that support this culture of discipline\, including time\, team\, and project management. \nObjectives\n\nRecognize the traits of a disciplined culture for teams. \nDescribe best practices for project and time management. \nList ways to manage stress for maximum productivity. \nExplain best practices for effective meetings. URL:https://sc.cpa/event/limg06-27-the-art-of-discipline-and-getting-things-done-applying-better-time-team-and-project-management-techniques/ CATEGORIES:Livestream ORGANIZER;CN="Jennifer Louis%2C CPA":MAILTO:jlouis@emergentgroup.net END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270210T130000 DTEND;TZID=America/Detroit:20270210T144000 DTSTAMP:20260615T142855 CREATED:20260515T011014Z LAST-MODIFIED:20260530T041019Z UID:10005786-1802264400-1802270400@sc.cpa SUMMARY:(LIMG06R/27) The Art of Discipline and Getting Things Done - Applying Better Time\, Team\, and Project Management Techniques - Rebroadcast DESCRIPTION:Event Description\nThose in a supervisory or managerial role must create a culture of discipline\, where a high priority is placed in accomplishing responsibilities in an effective and efficient manner. This module provides best practices for various areas that support this culture of discipline\, including time\, team\, and project management. \nObjectives\n\nRecognize the traits of a disciplined culture for teams \nDescribe best practices for project and time management \nList ways to manage stress for maximum productivity \nExplain best practices for effective meetings URL:https://sc.cpa/event/limg06r-27-the-art-of-discipline-and-getting-things-done-applying-better-time-team-and-project-management-techniques-rebroadcast/ CATEGORIES:Livestream ORGANIZER;CN="Jennifer Louis%2C CPA":MAILTO:jlouis@emergentgroup.net END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270316T130000 DTEND;TZID=America/Detroit:20270316T144000 DTSTAMP:20260615T142855 CREATED:20260515T005614Z LAST-MODIFIED:20260530T041020Z UID:10005638-1805202000-1805208000@sc.cpa SUMMARY:(LIMG06R2/27) The Art of Discipline and Getting Things Done - Applying Better Time\, Team\, and Project Management Techniques - Rebroadcast DESCRIPTION:Event Description\nThose in a supervisory or managerial role must create a culture of discipline\, where a high priority is placed in accomplishing responsibilities in an effective and efficient manner. This module provides best practices for various areas that support this culture of discipline\, including time\, team\, and project management. \nObjectives\n\nRecognize the traits of a disciplined culture for teams. \nDescribe best practices for project and time management. \nList ways to manage stress for maximum productivity. \nExplain best practices for effective meetings. URL:https://sc.cpa/event/limg06r2-27-the-art-of-discipline-and-getting-things-done-applying-better-time-team-and-project-management-techniques-rebroadcast/ CATEGORIES:Livestream ORGANIZER;CN="Jennifer Louis%2C CPA":MAILTO:jlouis@emergentgroup.net END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270421T130000 DTEND;TZID=America/Detroit:20270421T144000 DTSTAMP:20260615T142855 CREATED:20260515T011123Z LAST-MODIFIED:20260530T041014Z UID:10005814-1808312400-1808318400@sc.cpa SUMMARY:(LIMG02R/27) Supervisor Skills - Coaching Staff to Stay on the Right Track - Rebroadcast DESCRIPTION:Event Description\nBeing a successful coach requires tackling various responsibilities\, including motivating\, providing positive and constructive feedback\, and otherwise getting the best performance out of engagement team members in the given situation. This module provides tips and techniques for critical coaching responsibilities. \nObjectives\n\nRecall how to motivate teams for engagement success \nExplain the appropriate use of different coaching styles appropriately matched to the circumstances \nDescribe a process for engaging in difficult conversations \nRecall a process for giving constructive feedback and creating professional development plans URL:https://sc.cpa/event/limg02r-27-supervisor-skills-coaching-staff-to-stay-on-the-right-track-rebroadcast/ CATEGORIES:Livestream ORGANIZER;CN="Jennifer Louis%2C CPA":MAILTO:jlouis@emergentgroup.net END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270504T130000 DTEND;TZID=America/Detroit:20270504T135000 DTSTAMP:20260615T142855 CREATED:20260515T005908Z LAST-MODIFIED:20260530T041014Z UID:10005668-1809435600-1809438600@sc.cpa SUMMARY:(LIMG07/27) Effective Governance for Nonprofit Success DESCRIPTION:Event Description\nEffective governance is the cornerstone of any nonprofit organization. This course delves into the foundational elements of nonprofit governance\, emphasizing fiduciary duties\, board responsibilities\, and best practices for board operations. Participants will explore key compliance requirements\, risk management strategies\, policy development\, and regulatory obligations. By the end of the session\, you’ll be equipped with practical tools and insights to confidently navigate the complexities of nonprofit governance. \nObjectives\n\nRecall the fiduciary duties of nonprofit board members and executive leadership \nIdentify the best practices for board operations \nRecall the regulatory and compliance requirements for a nonprofit organization URL:https://sc.cpa/event/limg07-27-effective-governance-for-nonprofit-success/ CATEGORIES:Livestream ORGANIZER;CN="Melisa Galasso":MAILTO:melisa@galassolearningsolutions.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270617T102000 DTEND;TZID=America/Detroit:20270617T113000 DTSTAMP:20260615T142855 CREATED:20260515T005513Z LAST-MODIFIED:20260529T041518Z UID:10005621-1813227600-1813231800@sc.cpa SUMMARY:(LIMG05R/27) Gaining a Competitive Advantage - Critical Skills for CFOs and Controllers - Rebroadcast DESCRIPTION:Event Description\nThe role of finance leaders within an organization has changed considerably in more recent years. CFOs and controllers are constantly being asked to take on new tasks that involve the critical functions of the organization. This course will discuss how finance leaders can create value within their organizations in the current competitive market\, how the perception of value in the area of finance has changed\, the role of the finance function in cybersecurity\, and how finance leaders can help create a data-driven organization. \nObjectives\nList the dimensions that may be used to measure organizational value. \nCompare and contrast balance sheet value\, investor value\, and societal value. \nDescribe techniques a company may use to create a data driven organization. \nDescribe why CPAs should be involved in cybersecurity functions. \nIdentify the most common cybersecurity threats. \nDefine ESG and responsible investing. URL:https://sc.cpa/event/limg05r-27-gaining-a-competitive-advantage-critical-skills-for-cfos-and-controllers-rebroadcast/ CATEGORIES:Livestream ORGANIZER;CN="David R. Peters%2C CPA%2C CFP%2C CLU%2C CPCU":MAILTO:david@petersprofessionaleducation.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260615T142855 CREATED:20260612T221514Z LAST-MODIFIED:20260613T042900Z UID:10005948-1814356800-1814356800@sc.cpa SUMMARY:(SSBM117/27) Surgent's Engaging and Managing Young Professionals DESCRIPTION:Event Description\nYounger 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 young professionals are unfounded and counterproductive. This course provides an understanding of who young professionals are in comparison to their predecessors\, the Gen-Xers and baby boomers. Equally important\, the presentation will look at common myths regarding young professionals and why understanding this class of employees provides opportunities for your organization to grow and succeed. \nDesigned For\nAccounting and finance professionals who wish to better engage with employees and customers who comprise this ever-growing demographic \nObjectives\n\nUnderstand how managing younger professionals allows organizations to grow and reduce turnover\n Understand how other organizations are attracting and retaining this segment of the workforce\n Use research to learn younger professionals’ expectations\, strengths\, and motivations\n\nMajor Subjects\nCharacteristics that are more dominant among younger working professionals and what distinguishes them from other sectors of the workforce Changes younger professionals seek in the workplace Suggestions on engaging and developing younger workers Best practices by organizations who have successfully integrated younger professionals Expectations as to learning\, development\, and training Work environments and schedules School-to-work transitions Views on salary\, benefits\, and corporate ethics Whether younger professionals’ expectations are significantly different from any other generation Strengths younger professionals offer which set them apart from others Common myths pertaining to younger professionals Definitions of success \nInstructions\nNone URL:https://sc.cpa/event/ssbm117-27-surgents-engaging-and-managing-young-professionals/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260615T142855 CREATED:20260612T222713Z LAST-MODIFIED:20260613T044723Z UID:10006092-1814356800-1814356800@sc.cpa SUMMARY:(SSAA173/27) Surgent's Controllership Skills Update – Budgeting\, Forecasting\, and Big Data DESCRIPTION:Event Description\nBudgets 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 this necessary linkage. Forecasting\, a critical part of any successful budgeting process\, can be flawed by technical errors\, organizational structure\, or emotional forces. The establishment of a system to collect\, process\, and analyze big data can provide significant insights into the budgeting and forecasting process. An efficient system of incorporating big data and analytics into normal activities will improve management’s decision-making. This brief program offers specific actions to improve your forecasting and budgeting activities. In addition\, more advanced techniques are identified for the participant’s further review\, which can be applied throughout an organization. Good budgets effectively allocate resources\, provide information for decision-making and serve as an early warning system for unforeseen events. A poor budgeting process fosters a false sense of security\, provides inappropriate or inaccurate data\, and reinforces the status quo. Budgets are about the organization’s story\, not just the raw numbers! \nDesigned For\nPublic\, private and non-profit organizations and their members – CFOs\, CEOs\, controllers\, auditors\, and managers \nObjectives\n\nUnderstand all facets of the budgeting process\n Provide techniques to improve forecasting\n Demonstrate how a budget can be a vital tool for overall long-term improvement\n Identify immediate actions that can result in measurable benefits to an organization\n Understand management\, uses\, and potential benefits of big data\n Employ techniques for further research\n\nMajor Subjects\nWhy forecasts and budgets are frequently wrong: behavioral finance; improper goal setting\, games\, continuing the status quo\, traditional budgeting techniques Incorporating strategy into budgets: improving measurement systems; common errors\, developing strategies and appropriate measurements Expanding the budgeting framework: rolling forecasts; mission-based budgeting\, zero-based budgeting\, post-completion evaluations\, contingency planning\, black swan events\, identifying improvements Big data: definition\, challenges\, goals\, current uses/examples\, sources of information Analytical tools: ration analysis\, benchmarking\, Pareto analysis\, trend analysis\, regression\, simulation\, dashboards \nInstructions\nNone URL:https://sc.cpa/event/ssaa173-27-surgents-controllership-skills-update-budgeting-forecasting-and-big-data/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260615T142855 CREATED:20260612T222723Z LAST-MODIFIED:20260613T044811Z UID:10006108-1814356800-1814356800@sc.cpa SUMMARY:(SSAA172/27) Surgent's Controllership Skills Update: Current Survival Skills DESCRIPTION:Event Description\nThe role of financial professionals has and continues to change in organizations. The stereotype of collecting and reporting data has been replaced by a broader vision\, which focuses on improving an organization’s results today and preparing it for the future. This brief program offers specific actions that can be implemented by financial personnel to expand their role through improving their organization. The actions and techniques provided build upon and improve activities that exist in many organizations (measuring\, budgeting\, hiring\, risk management\, etc.)\, as well as providing insights into capital allocation\, cash management\, valuation techniques\, variables that influence capacity levels\, M&A activity and actions to increase efficiency and innovation. Updated to include the impact of regulations\, additional examples of M&A\, alliances and strategic spin-offs/splits\, methods to improve efficiency from existing activities\, the impact of COVID-19\, as well as current organizational changes employed to manage and accelerate growth. \nDesigned For\nPublic\, private and non-profit organizations and their members — CFOs\, CEOs\, controllers\, auditors\, and managers \nObjectives\n\nProvide an overview of the expanded role of financial professionals\n Gain knowledge in a diverse range of activities\n Explore analytical valuation techniques that are useful over a board range of events\n Understand the potential value of improving existing practices and/or implementing missing ones\n Recognize immediate actions that can result in measurable benefits to an organization\n Identify specific areas for further exploration;\n\nMajor Subjects\nChanging Role of Financial Professionals: Priorities Change in mission Valued-added actions Strategic Measurements: Common errors and guidelines for improvement Balanced scorecard Strategy development and implementation Budgeting basics and next steps Risk Management: Recent lessons\, including Black Swan events Defining Enterprise Risk Management (ERM) Implementation Developing a Financial Leadership Pipeline: Changing employment environment Retaining the right employees Compensation Hiring process Capital Projects: Types of projects Factors affecting capacity Valuation techniques Cash management M&A Activity: Current environment Controller’s role Strategic questions Sample transactions Due diligence Implementation Introducing Improvements/Innovation: Getting started Establishing an environment Potential first projects Organizational structure \nInstructions\nNone URL:https://sc.cpa/event/ssaa172-27-surgents-controllership-skills-update-current-survival-skills/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260615T142855 CREATED:20260612T222809Z LAST-MODIFIED:20260613T045114Z UID:10006112-1814356800-1814356800@sc.cpa SUMMARY:(SSAA176/27) Surgent's Controllership Skills Update: Risk Management DESCRIPTION:Event Description\nThe 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 be “under control” through their policies\, practices and/or regulations. A core activity of financial management is to effectively protect the assets of their organizations\, without significantly reducing new ideas and growth. This brief program provides insights and approaches to identify risk and manage the above noted trade-off. The course is designed for financial managers looking to quickly build upon their existing knowledge and experience\, as well as to help to start the less experienced individual. It offers ideas that can be used immediately\, as well as longer term approaches. Updated to include new information particularly in the areas of disaster planning\, business continuity\, and ethics\, as well as a sample group exercise to test your current risk management systems. \nDesigned For\nPublic\, private\, and non-profit organizations and their members – CFOs\, CEOs\, controllers\, auditors\, and managers \nObjectives\n\nUnderstand the sources of risk and potential actions/behavior that may hide them\n Gain up-to-date knowledge of risk management and build upon and improve existing practices\n Recognize actions/steps that can result in measurable benefits to an organization\n Become familiar with the process of Business Continuity Planning\n Identify and discuss analytical tools and areas for further investigation\n\nMajor Subjects\nRethinking Risk Management: Historic view Challenges Rules Recent lessons Required skills Sources of Risk: Economy Competitors Operations Investments Strategy Compensation Routine practices Unethical behavior. Enterprise Risk Management (ERM): Defining ERM Areas of focus Implementation Planning for disasters Business continuity Contingencies Analytical Tools: Post-completion evaluations Simulation Z-score Hedging Brainstorming Mind mapping Delphi technique \nInstructions\nNone URL:https://sc.cpa/event/ssaa176-27-surgents-controllership-skills-update-risk-management/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260615T142855 CREATED:20260612T223012Z LAST-MODIFIED:20260613T045234Z UID:10006152-1814356800-1814356800@sc.cpa SUMMARY:(SSBM101/27) Surgent's Client Advisory Services (CAS): A Guide to the Variety of Offerings Professionals Can Provide DESCRIPTION:Event Description\nAccording to a 2020 AICPA survey\, advisory and consulting services were considered the greatest unmet needs of clients. The recent growth in Client Advisory Services (CAS) has led many to ask what is included in this broad category as well as how to develop the services for clients. With so much focus on the recent success of CAS offerings\, now is the time to learn how the services differ from what you currently offer\, which of your clients would benefit most\, and what you need in place to add a quality CAS program to your firm’s menu of services. \nDesigned For\nAccounting and finance professionals looking to enter the increasingly popular and lucrative CAS space \nObjectives\n\nAssess a firm’s current abilities to service the CAS needs of clients\n Implement a CAS program at a firm\n\nMajor Subjects\nDetails on CAS: new services or rebranding? Review the value of timely accurate automated accounting Review the three levels of service; Discuss technology options; Assess your client base for who would benefit most from CAS Staffing requirements for CAS The value of servicing a niche \nInstructions\nNone URL:https://sc.cpa/event/ssbm101-27-surgents-client-advisory-services-cas-a-guide-to-the-variety-of-offerings-professionals-can-provide/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260615T142855 CREATED:20260612T223413Z LAST-MODIFIED:20260613T050409Z UID:10006240-1814356800-1814356800@sc.cpa SUMMARY:(SSBM107/27) Surgent's Engagement and Client Retention Best Practices DESCRIPTION:Event Description\nPositive 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 webinar 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. \nDesigned For\nAccounting and finance professionals seeking to understand how to engage and retain clients \nObjectives\n\nCreate and implement a client retention strategy\n Create content to educate clients\n Track customer retention metrics\n Leverage employee engagement with clients\n Map your customer journey\n Understand the role of technology in improving client retention\n\nMajor Subjects\nManaging client expectations How automation improves client engagement Understanding the role of feedback systems Seeking referrals Building client loyalty Customer retention marketing Expanding services offered to clients Knowing when it is appropriate to enter new markets \nInstructions\nNone URL:https://sc.cpa/event/ssbm107-27-surgents-engagement-and-client-retention-best-practices/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260615T142855 CREATED:20260612T224114Z LAST-MODIFIED:20260613T044147Z UID:10006356-1814356800-1814356800@sc.cpa SUMMARY:(SSBM126/27) Surgent's Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs to Know DESCRIPTION:Event Description\nStarting 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 managers to address a host of issues\, including an understanding of applicable laws\, appropriate financing\, staffing requirements\, marketing\, liability protection\, and many more.This course provides a broad overview of the critical issues business owners\, as well as their professional advisors\, must consider when starting and growing a small business. There is extensive research regarding best practices in this area\, and this webinar is intended to distill down such information and focus on what is critical to get a small business up and running as seamlessly as possible. \nDesigned For\nAnyone in the accounting or financial services profession who seeks to understand proven strategies to establish and grow a small business or who counsels individuals who own\, or are considering owning\, a small business \nObjectives\n\nUnderstand how to successfully start and grow a small business or advise clients who are starting a small business\n Understand basic legal issues that need to be addressed when forming a business\n Explore marketing and financing plans to launch and develop a business\n Recognize ways to protect business assets and owners from different forms of liability\n\nMajor Subjects\nUnderstanding the time commitment required to start and run a business Selecting a corporate structure to protect your personal assets Building your product or service Sales and marketing in your business Establishing your owners\, investors\, managers\, and employees Accounting\, recording-keeping\, and other software programs Leases\, contracts\, and employee agreements Protecting intellectual property Insurance Business plans Financing Market position \nInstructions\nNone URL:https://sc.cpa/event/ssbm126-27-surgents-starting-a-small-business-what-every-trusted-advisor-and-entrepreneur-needs-to-know/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260615T142855 CREATED:20260612T224115Z LAST-MODIFIED:20260613T044731Z UID:10006357-1814356800-1814356800@sc.cpa SUMMARY:(SSAA224/27) Surgent's The CMA’s Guide to Project Management DESCRIPTION:Event Description\nA 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 contacts with other professionals from a variety of backgrounds. Familiar analytical tools/techniques can be applied to managing projects. This brief program is designed to aid both experienced and less experienced participants in increasing their knowledge of\, and comfort with\, the steps and skills needed for success. \nDesigned For\nPublic\, private\, and non-profit organizations and their members – CFOs\, CEOs\, controllers and managers \nObjectives\n\nUnderstand the process of project management\n Provide management and organizational techniques to establish the necessary environment for success and provide examples of alternative approaches to the process\n Demonstrate the use of analytical tools to assist throughout the process. These tools/techniques can improve the outcome of each step from selecting a project through planning\, implementing\, controlling\, and when necessary\, modifying the project.\n Identify traps that frequently occur\, and steps to manage through them; \n Find references for further research\n\nMajor Subjects\nEstablishing a system: identifying forces that support the status quo; setting milestones and goals; the role of the CMA Necessary first steps: set a framework for the project’s activities; identify needed resources; obtain support; decide on a structure; establish a team for a specific project; identify necessary team skill sets Project evaluation: analytical tools\, strategic evaluation; sources of risk Maintaining focus: monitoring and measuring results; keeping to the project’s scope Avoiding frequent traps: sunk costs; financing pitfalls; project creep; tunnel vision; failure to integrate the team’s work internally and/or the final project with the remaining organization Introduction and examples of analytical tools throughout the session: mapping; CPM; Gantt charts; benchmarking; Pareto analysis; PESTLE analysis; valuation techniques; post-completion evaluations \nInstructions\nNone URL:https://sc.cpa/event/ssaa224-27-surgents-the-cmas-guide-to-project-management/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260615T142855 CREATED:20260612T224128Z LAST-MODIFIED:20260613T044220Z UID:10006371-1814356800-1814356800@sc.cpa SUMMARY:(SSBM111/27) Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers DESCRIPTION:Event Description\nAll 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 in all areas of finance\, management\, and leadership over the past year. The course deals with these new issues and will continue to be updated as necessary throughout the year. Become the “financial hero” of your organization and make a positive impact on the bottom-line. \nDesigned For\nCFOs\, controllers\, and finance professionals \nObjectives\n\nMake better financial decisions that have a positive impact on the organization\n Lead the organization into the rapidly changing decade\n Apply what we have learned from recent economic and political changes to have a positive impact on the organization\n\nMajor Subjects\nLatest state of the economy Expense control that works Understanding our changing workforce and working environment Financial risk analysis Enterprise risk management Improving bank relationships \nInstructions\nNone URL:https://sc.cpa/event/ssbm111-27-surgents-gaining-a-competitive-advantage-critical-skills-for-cfos-and-controllers/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260615T142855 CREATED:20260612T224310Z LAST-MODIFIED:20260613T044341Z UID:10006397-1814356800-1814356800@sc.cpa SUMMARY:(SSBM125/27) Surgent's Implementing Subscription Pricing to Your Practice DESCRIPTION:Event Description\nThis 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 how to analyze the financial impacts of these decisions\, as well as the specific impacts to your business.By the end of this course\, participants will be equipped with the knowledge and skills to effectively manage the implementation of subscription pricing to their practice. \nDesigned For\nAll finance and accounting professionals who want to improve billing practices for their business \nObjectives\n\nUnderstand what subscription pricing is and the need for a shift from traditional pricing to subscription pricing\n Set subscription prices based on costs\, customer value perception\, and competitive analysis\n Transition to a subscription pricing model and communicate these changes to stakeholders\n Understand the need to regularly review and adjust subscription pricing based on business needs and client changes\n Manage customer retention and churn in a subscription pricing model\n Develop skills to analyze the financial impact of subscription pricing on a business’s revenue and profitability\n\nMajor Subjects\nThe basics of subscription pricing Pricing strategies\, with an eye toward a modern model for your business How to implement subscription pricing The need to look back and assess the financial impact of the implementation How to manage customer retention The optimum subscription pricing for your business \nInstructions\nNone URL:https://sc.cpa/event/ssbm125-27-surgents-implementing-subscription-pricing-to-your-practice/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260615T142855 CREATED:20260612T224417Z LAST-MODIFIED:20260613T045543Z UID:10006414-1814356800-1814356800@sc.cpa SUMMARY:(SSBM112/27) Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers DESCRIPTION:Event Description\nAll 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 in all areas of finance\, management\, and leadership over the past year. The course deals with these new issues and will continue to be updated as necessary throughout the year. This year\, we will take a special interest in the opportunities and threats of AI for the finance professional. Become the “financial hero” of your organization and make a positive impact on the bottom line. \nDesigned For\nCFOs\, controllers\, and finance professionals \nObjectives\n\nMake better financial decisions that have a positive impact on the organization\n Lead the organization into the rapidly changing decade\n Apply what we have learned from the recent changes in organizations and in AI to have a positive impact on the organization\n Apply what we have learned from recent economic and political changes to have a positive impact on the organization\n Be familiar with the results of the case studies and exercises that reinforce key learning points throughout the course\n\nMajor Subjects\nLatest state of the economy Expense control that works Understanding our changing workforce and working environment Artificial intelligence Financial risk analysis Enterprise risk management\, including looking at AI Improving bank relationships \nInstructions\nNone URL:https://sc.cpa/event/ssbm112-27-surgents-gaining-a-competitive-advantage-critical-skills-for-cfos-and-controllers/ CATEGORIES:Self-Study Text END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260615T142855 CREATED:20260612T224517Z LAST-MODIFIED:20260613T045715Z UID:10006426-1814356800-1814356800@sc.cpa SUMMARY:(SSBM116/27) Surgent's Lessons Learned from Successful Companies DESCRIPTION:Event Description\nWhy do some companies fail while others grow and succeed for generations? Common perceptions often attribute organizational success to great leadership\, timing\, or unique ideas. Although these traits certainly play a role in helping companies grow\, research shows that corporate success often hinges on whether a company is value driven. Such companies have core ideologies that drive almost every major decision.In this course\, we look at empirical data on why some companies succeed while others fail. By looking at companies that were created prior to 1950 (e.g.\, Disney\, Marriott\, or 3M)\, we can understand why certain organizations have been able to grow and achieve exceptional success through many different eras in the American economy. The lessons learned from these visionary companies can be broadly applied to organizations of all sizes\, including accounting and financial service firms. \nDesigned For\nAnyone in the accounting or financial organizations services professions who seeks to understand ways to implement or improve their profession \nObjectives\n\nUnderstand what differentiates highly successful organizations from their less successful peers\, according to research\n Recognize the myths regarding organizational success\n Implement strategies to improve corporate culture and effectiveness\n\nMajor Subjects\nCreating a visionary company Traits of successful\, visionary companies Goal setting to create a successful organization The role of experimentation and failure in achieving success How successful organizations emphasize learning new skills The role of effective communication in achieving corporate success The importance of emotional intelligence in building corporate culture How leadership can direct a company toward success \nInstructions\nNone URL:https://sc.cpa/event/ssbm116-27-surgents-lessons-learned-from-successful-companies/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260615T142855 CREATED:20260612T225718Z LAST-MODIFIED:20260613T043357Z UID:10006486-1814356800-1814356800@sc.cpa SUMMARY:(SSBM118/27) Surgent's Max the Tax: Client Retention DESCRIPTION:Event Description\nThis course is designed to equip practitioners with the essential strategies and tools needed to build and maintain long-term client relationships. Participants will learn about effective client retention plans and enhancing client satisfaction through personalized service. This engaging course will teach the importance of fostering client loyalty\, reducing churn\, and driving sustainable business growth. \nDesigned For\nCPAs in industry and public accounting who want to understand the importance of fostering client relationships \nObjectives\n\nUnderstand the importance of client retention\n Implement effective client retention strategies\n\nMajor Subjects\nImportance of client retention Understanding client needs and expectations through client satisfaction surveys and analyzing client feedback Developing effective client retention strategies Fostering client loyalty Handling client complaints and issues through effective complaint resolution \nInstructions\nNone URL:https://sc.cpa/event/ssbm118-27-surgents-max-the-tax-client-retention/ CATEGORIES:Self-Study Text END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260615T142855 CREATED:20260612T230033Z LAST-MODIFIED:20260613T043806Z UID:10006501-1814356800-1814356800@sc.cpa SUMMARY:(SSBM105/27) Surgent's Mastering Client Management for Accounting and Finance Professionals DESCRIPTION:Event Description\nDo you want to build stronger relationships with your clients\, improve client retention\, and drive growth in your practice? This course delves into the essential strategies for effective client management in today’s competitive landscape.Client relationships\, like any relationship\, can be challenging to manage. Miscommunication\, differing work styles\, and unrealistic expectations are some of the challenges accounting and finance professionals routinely encounter. However\, when accounting clients and members of your team are on the same page\, client loyalty and profitability improve while conflict is minimized. This webinar explores proven strategies to improve relationships between accounting and finance professionals and their clients. \nDesigned For\nAnyone in the accounting or financial service professions who seeks to gain a better understanding of strategies to improve client relationships \nObjectives\n\nIdentify and manage client risks and expectations\n Develop strategies for boosting client satisfaction and loyalty\n Understand client management best practices\n Develop practical skills to build stronger client relationships and improve client satisfaction\n Leverage technology to enhance your client service capabilities\n Discover strategies to optimize client retention and drive growth in your practice\n\nMajor Subjects\nThe evolving landscape of client expectations in the accounting profession Building strong and lasting client relationships through effective communication\, empathy\, and proactive service Implementing efficient client onboarding and engagement processes Leveraging technology to streamline communication\, enhance collaboration\, and deliver personalized service Effectively resolving client concerns and complaints Utilizing client feedback to continually improve your practice \nInstructions\nNone URL:https://sc.cpa/event/ssbm105-27-surgents-mastering-client-management-for-accounting-and-finance-professionals/ CATEGORIES:Self-Study Video END:VEVENT END:VCALENDAR