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(LIOT10/26) Succession Planning

Strong organizations don’t leave the future to chance—they build it intentionally. This session gives CPA leaders a practical, transparent, and confidence-building approach to succession planning. Learn how to identify high-potential successors, design a development “curriculum” that accelerates readiness, communicate your plans without signaling premature departure, and strengthen buy-in from rising leaders. Walk away with the...

Non Member: $45
Credit Hours: 1

(LIOT11/26) Conflict Management & Handling Objections

Conflict is inevitable—but unresolved conflict costs time, trust, productivity, and morale. This practical session gives CPA leaders the tools to analyze difficult situations objectively, choose the right conflict-resolution strategy, and communicate tough messages with confidence and professionalism. You’ll also learn how to de-escalate clashes between two strong-minded leaders, craft clear plans for difficult conversations, and...

Non Member: $45
Credit Hours: 1

(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

(SSOT423/26) Surgent’s Communicating Financial Results to Stakeholders: A Guide for Client Advisory Services

One of the most difficult things for any Client Advisory Services (CAS) professional to learn is how to communicate financial information to non-financial people. To be successful, it's crucial to master this skill, as we frequently explain accounting jargon to those unfamiliar with the field. In this course, we will explore how to properly communicate...

Non Member: $95
Credit Hours: 2

(SSOT406/26) Surgent’s Business Development for Accounting and Other Professionals

To grow and succeed, accounting and finance professionals must have a workable business development plan - and execute it effectively. Business development plans serve as a road map for bringing new clients into an organization and keeping the clients you already have.This course provides a broad overview for successfully growing a business. Whether you are...

Non Member: $55
Credit Hours: 1

(LIOT01/27) Working With and Being on Nonprofit Boards; Engaging In & Supporting Philanthrophy

Serving on a nonprofit board can be one of the most rewarding—and most misunderstood—leadership experiences for a CPA. This course helps you evaluate whether a board role is the right fit, understand the core responsibilities of governance, and build effective working relationships with the CEO/Executive Director. You’ll also learn how to contribute meaningfully beyond meetings,...

Non Member: $45
Credit Hours: 1