Communications and Marketing

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(LIOT01/26) Women in Leadership: Implementing Assertive Boundaries to Drive Career Growth

2025 Professional Development Program with Leadership SimplifiedRaise your bar of excellence by attending all or selected leadership development meetings. Provided virtually, each session is high-impact and engaging. The program provides immediately implementatble leadership tools/techniques that carry 1 or 1.4 credit hours. Each session will start at 8:30am and end at either 9:20am or 9:45am depending...

Non Member: $45
Credit Hours: 1

(LIOT02/26) Behavioral-Based Interviewing & OnBoarding

2025 Professional Development Program with Leadership SimplifiedRaise your bar of excellence by attending all or selected leadership development meetings. Provided virtually, each session is high-impact and engaging. The program provides immediately implementable leadership tools/techniques that carry 1 or 1.4 credit hours. Each session will start at 8:30am and end at either 9:20am or 9:45am depending...

Non Member: $45
Credit Hours: 1

(LIOT03/26) Workplace Alignment & Employee Engagement

2025 Professional Development Program with Leadership SimplifiedRaise your bar of excellence by attending all or selected leadership development meetings. Provided virtually, each session is high-impact and engaging. The program provides immediately implementable leadership tools/techniques that carry 1 or 1.4 credit hours. Each session will start at 8:30am and end at either 9:20am or 9:45am depending...

Non Member: $45
Credit Hours: 1

(LIOT04/26) Strategic Planning

2025 Professional Development Program with Leadership SimplifiedRaise your bar of excellence by attending all or selected leadership development meetings. Provided virtually, each session is high-impact and engaging. The program provides immediately implementable leadership tools/techniques that carry 1 or 1.4 credit hours. Each session will start at 8:30am and end at either 9:20am or 9:45am depending...

Non Member: $63
Credit Hours: 1.4

(LIOT05/26) Executive Presence

2025 Professional Development Program with Leadership SimplifiedRaise your bar of excellence by attending all or selected leadership development meetings. Provided virtually, each session is high-impact and engaging. The program provides immediately implementable leadership tools/techniques that carry 1 or 1.4 credit hours. Each session will start at 8:30am and end at either 9:20am or 9:45am depending...

Non Member: $63
Credit Hours: 1.4

(LIOT06/26) Communications: Navigating the Complexities of Conflict

Managing through conflict is challenging and sometimes as a leader, managing your own response can be challenging. An immediate response can escalate the situation. It is important to be able to navigate complex situations and shift the mindset away from conflict and towards a collaborative discussion.

Non Member: $90
Credit Hours: 2

(SSOT405/26) Surgent’s Getting Ahead: The Art of Marketing for CPAs

To many clients, CPA firms all look the same. While services and specialties may vary significantlyfrom one firm to another, it is hard for the average person to see this by simply looking at the signoutside our office door. Is there any way to make us stand out more to the outside world? Throughsurveys, statistics,...

Non Member: $95
Credit Hours: 2

(SSOT448/26) Surgent’s Workplace Etiquette for Young Professionals

Understanding the nuances of workplace protocol facilitates effective interactions within the office as well as at external business functions. In this class you will learn how to cultivate your executive presence as well as how to conduct yourself in a variety of business settings. The work environment extends beyond the walls of the office into...

Non Member: $55
Credit Hours: 1

(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

(SSOT436/26) Surgent’s Public Speaking and Presentation Skills

Gerald Ford once said that "othing in life is more important that the ability to communicate effectively." Public speaking remains a centuries-old skill that allows individuals to effectively communicate both at a personal and professional level. The benefits of good public speaking run long, whether it be the ability to persuade others, lead a team,...

Non Member: $95
Credit Hours: 2

(SSOT407/26) Surgent’s Business Development: Referral Rally

Participants play the role of a consultant brought into an accounting firm that needs help building new business and restoring their sales pipeline. Players apply core business development principles as they move from analyzing networking groups to meet people that most closely align with the company's vision to choosing the right contacts that will best...

Non Member: $55
Credit Hours: 1

(SSOT451/26) Surgent’s Professional Email Writing Basics

Written business communication provides a structured, documented, and efficient way to convey information, make decisions and collaborate across various business functions. It ensures clarity, consistency, and professionalism in all interactions.Well-crafted e-mails reflect positively on your executive presence. Mastery can enhance your reputation and credibility as well as lead to opportunities for career advancement.In this course,...

Non Member: $55
Credit Hours: 1