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DTSTART;TZID=America/Detroit:20260630T120000
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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
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DTSTAMP:20260422T071533
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
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