BEGIN:VCALENDAR VERSION:2.0 PRODID:-//South Carolina Association of CPAs - ECPv6.15.20//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-WR-CALNAME:South Carolina Association of CPAs 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 END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/Detroit:20260626T083000 DTEND;TZID=America/Detroit:20260626T092000 DTSTAMP:20260427T112234 CREATED:20260112T194210Z LAST-MODIFIED:20260116T150330Z UID:10005596-1782462600-1782465600@sc.cpa SUMMARY:(LIOT11/26) Conflict Management & Handling Objections DESCRIPTION:Event Description\nConflict 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 respond calmly and effectively to objections. Participants will leave with a repeatable framework for navigating workplace tension and turning conflict into collaboration.\nDesigned For\n\n\nPartners\, managers\, supervisors\, and emerging leaders\nAnyone responsible for team performance\, culture\, or staff development\nLeaders who want a structured method for handling conflict quickly and professionally\n\n\nObjectives\n•  Apply five proven resolution strategies when embroiled in conflict.\n•  Resolve workplace conflicts between two quarreling leaders using structured mediation and neutral facilitation.\n•  Thoroughly analyze a difficult situation by separating facts\, emotions\, and assumptions.\n•  Craft an effective strategy for approaching tough conversations with clarity and intention.\n•  Deliver difficult messages with confidence while maintaining professionalism and trust.\n•  Handle objections effectively by staying composed\, listening actively\, and redirecting toward solutions. \nMajor Subjects\n\n\nFive Key Resolution Strategies for Modern Workplaces\nMediating Conflicts Between Two Quarreling Leaders\nDiagnosing the Real Problem: How to Analyze Any Difficult Situation\nPlanning & Crafting a Strategy for High-Stakes Conversations\nDelivering Tough Messages with Calm\, Clarity & Confidence\nHandling Objections Without Escalation or Emotion\nMoving Conflict Toward Collaboration and Lasting Agreement URL:https://sc.cpa/event/liot11-26-conflict-management-handling-objections/ CATEGORIES:Livestream ORGANIZER;CN="Doug Van Dyke%2C MBA%2C CSP":MAILTO:doug@leadershipsimplified.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20260630T120000 DTEND;TZID=America/Detroit:20260630T120000 DTSTAMP:20260427T112234 CREATED:20250605T205229Z LAST-MODIFIED:20250606T044219Z UID:10005068-1782820800-1782820800@sc.cpa SUMMARY:(SSOT405/26) Surgent's Getting Ahead: The Art of Marketing for CPAs DESCRIPTION:Event Description\nTo 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\, and examples\, this course looks at how CPA firms can develop a marketing planbeyond just relying on referrals. We look at the pluses and minuses of various marketing channels\,regulatory constraints\, and how to measure success in the competitive financial services space. \nDesigned For\nCPAs who want to improve their firm’s competitive position by utilizing new and unique marketing techniques \nObjectives\nIdentify common problems involved in marketing CPA services State the common elements of a marketing plan for a service organization List ethical considerations and common state regulatory requirements CPA firms must abide by in their marketing practices Describe what survey data and statistics show about the effectiveness of various marketing channels Describe how to develop metrics to measure the success of marketing efforts \nMajor Subjects\nChallenges of marketing CPA firms Developing marketing strategy Elements of a marketing plan Example: CPA firm marketing plan Marketing regulatory/AICPA issues Picking the right marketing channels Marketing channel statistical analysis Developing marketing metrics \nInstructions\nNone URL:https://sc.cpa/event/ssot405-26-surgents-getting-ahead-the-art-of-marketing-for-cpas/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20260630T120000 DTEND;TZID=America/Detroit:20260630T120000 DTSTAMP:20260427T112234 CREATED:20250605T205639Z LAST-MODIFIED:20250606T044617Z UID:10005158-1782820800-1782820800@sc.cpa SUMMARY:(SSOT448/26) Surgent's Workplace Etiquette for Young Professionals DESCRIPTION:Event Description\nUnderstanding 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 client sites\, business events\, and conferences. You will be provided with the tools to navigate every situation with confidence and grace. Although the workplace is an evolving structure\, the general rules of etiquette such as kindness\, respect\, cooperation\, and effective communication have not shifted. \nDesigned For\nYoung professionals in the accounting or financial service professions who are interested in elevating and fine tuning a workplace presence to enhance career opportunities. \nObjectives\nUnderstand how to cultivate and project an executive presence Integrate perception management through appearance\, behavior\, and communication in the workplace Effectively navigate business dining settings and client events \nMajor Subjects\nProjecting a professional presence Verbal communication skills to elevate your message Mastering non-verbal communication Protocol for office settings Building trust within the organization and with clients Running an impactful meeting Adding value as a meeting attendee Executive dining etiquette strategies and tips \nInstructions\nNone URL:https://sc.cpa/event/ssot448-26-surgents-workplace-etiquette-for-young-professionals/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20260630T120000 DTEND;TZID=America/Detroit:20260630T120000 DTSTAMP:20260427T112234 CREATED:20250605T205648Z LAST-MODIFIED:20250606T044624Z UID:10005166-1782820800-1782820800@sc.cpa SUMMARY:(SSMG406/26) 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\nCreate and implement a client retention strategy Create content to educate clients Track customer retention metrics Leverage employee engagement with clients Map your customer journey Understand the role of technology in improving client retention \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/ssmg406-26-surgents-engagement-and-client-retention-best-practices/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20260630T120000 DTEND;TZID=America/Detroit:20260630T120000 DTSTAMP:20260427T112234 CREATED:20250605T205705Z LAST-MODIFIED:20250606T044709Z UID:10005172-1782820800-1782820800@sc.cpa SUMMARY:(SSOT436/26) Surgent's Public Speaking and Presentation Skills DESCRIPTION:Event Description\nGerald Ford once said that “[n]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\, or encourage critical thinking.This course is designed to refresh and refine speaking skills for professionals. Through this webinar\, participants will gain a better understanding of the core skills of how to communicate effectively in groups – big or small. The webinar is intended to help those who already speak in public better improve their skills\, while at the same time teaching more novice speakers how to approach a task that so many professionals dread – speaking in front of others. \nDesigned For\nAnyone in the accounting or financial service professions who seeks to gain a better understanding of strategies to improve public speaking \nObjectives\nUnderstand strategies to harness public speaking anxiety Be familiar with the three elements of effective persuasion Differentiate the three styles of speech Explore using storytelling to improve presentations Review strategies to improve the pace of your speech Recognize the role of volume and pace Understand how best to use pauses Recognize when and how to use visual aids Master the Three P’s of public speaking \nMajor Subjects\nHow experienced speakers manage presentation anxiety The elements of effective persuasion The three styles of speech Strategies to improve speech pace The importance of volume when presenting The art of the pause Methods for using visual aids Best practices for preparing for a presentation Components of an effective presentation \nInstructions\nNone URL:https://sc.cpa/event/ssot436-26-surgents-public-speaking-and-presentation-skills/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20260630T120000 DTEND;TZID=America/Detroit:20260630T120000 DTSTAMP:20260427T112234 CREATED:20250605T210226Z LAST-MODIFIED:20250606T045304Z UID:10005293-1782820800-1782820800@sc.cpa SUMMARY:(SSOT407/26) Surgent's Business Development: Referral Rally DESCRIPTION:Event Description\nParticipants 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 lead to referrals for the struggling company. The game’s accompanying video\, “Business Development for Accounting and Other Professionals” provides additional reinforcement of the topics and learning objectives. \nDesigned For\nAccounting professionals needing to develop core business development skills\, including the importance of building their professional network \nObjectives\nBe familiar with ways to expand a client base through networking and referral sources Understand how professionals differentiate their practice in a crowded field of competitors \nMajor Subjects\nNetworking organization; Obtaining referral sources \nInstructions\nNone URL:https://sc.cpa/event/ssot407-26-surgents-business-development-referral-rally/ CATEGORIES:Self-Study Text END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20260630T120000 DTEND;TZID=America/Detroit:20260630T120000 DTSTAMP:20260427T112234 CREATED:20250605T210519Z LAST-MODIFIED:20250606T045512Z UID:10005353-1782820800-1782820800@sc.cpa SUMMARY:(SSOT451/26) Surgent's Professional Email Writing Basics DESCRIPTION:Event Description\nWritten 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\, you will learn how to incorporate strategies to articulate your ideas\, instructions\, and messages with precision. This reduces the likelihood of misunderstandings\, errors\, and confusion and provides a framework for your business success. \nDesigned For\nAnyone in the accounting or financial service professions who seeks to gain a better understanding of strategies to improve written communication in business. \nObjectives\nRecognize and identify habits that elevate every message Understand rules of email etiquette to enhance professionalism Know how to identify desired outcomes to match content and method of communication \nMajor Subjects\nCreate clear and concise email communication and utilize protocols that support and enhance your professionalism Best practices for excellent email etiquette Types of subject lines to avoid Subject line structure for maximum impact Creating effective greetings and sign offs When and how to use cc/bcc fields to avoid conflict and enhance connection Elevated out of office reply messages How to best convey the proper tone Avoiding common pitfalls How to handle misunderstandings and mishaps Examination of when to use text\, instant messaging\, or phone call instead of email Synthesizing ideas and using efficient methods of writing Creating concise email strings \nInstructions\nNone URL:https://sc.cpa/event/ssot451-26-surgents-professional-email-writing-basics/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20260630T120000 DTEND;TZID=America/Detroit:20260630T120000 DTSTAMP:20260427T112234 CREATED:20250605T211709Z LAST-MODIFIED:20250606T045612Z UID:10005446-1782820800-1782820800@sc.cpa SUMMARY:(SSOT423/26) Surgent's Communicating Financial Results to Stakeholders: A Guide for Client Advisory Services DESCRIPTION:Event Description\nOne 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 with stakeholders\, including investors\, clients\, boards of directors\, and even other departments. We will explore biases that people have when viewing financial information and even how to make sure we keep our message on point. If you are looking to move up in the financial services world\, this course is a must for you. \nDesigned For\nAccounting and finance professionals looking to communicate more effectively and advance in their companies \nObjectives\nState the accountant’s role within a company Recognize how different stakeholders view financial statements Identify how to focus on just the key points when reporting financial results \nMajor Subjects\nCommunicating financial results The role of the accountant in communication The challenges accountants face in communication Creating better awareness of a company’s financials Behavioral biases of stakeholders Tips for staying on-point in communication Case study \nInstructions\nNone URL:https://sc.cpa/event/ssot423-26-surgents-communicating-financial-results-to-stakeholders-a-guide-for-client-advisory-services/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20260630T120000 DTEND;TZID=America/Detroit:20260630T120000 DTSTAMP:20260427T112234 CREATED:20250605T211715Z LAST-MODIFIED:20250606T045907Z UID:10005453-1782820800-1782820800@sc.cpa SUMMARY:(SSOT406/26) Surgent's Business Development for Accounting and Other Professionals DESCRIPTION:Event Description\nTo 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 relatively new to your profession or a seasoned pro\, this course will teach or remind you of the key strategies you need to utilize to expand your business. This course also addresses marketing fundamentals such as the establishment of referral sources\, networking\, publishing\, and social media best practices. \nDesigned For\nAnyone in the accounting or financial services profession who seeks to understand how professionals and organizations successfully design and implement business development programs \nObjectives\nUnderstand the components of a successful marketing plan Recognize website and social media marketing fundamentals Be familiar with ways to expand a client base through networking and referral sources Understand how online publications allow professionals to become thought leaders in their industry Understand how professionals differentiate their practice in a crowded field of competitors \nMajor Subjects\nMarketing plans and how they provide direction and strategy for business growth Fundamentals of an effective website The growing importance of social media Strategies for obtaining and cultivating referral sources The benefits and challenges of networking organizations Creating a niche in saturated industries Using online publishing to meet your growth objectives \nInstructions\nNone URL:https://sc.cpa/event/ssot406-26-surgents-business-development-for-accounting-and-other-professionals/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20260630T120000 DTEND;TZID=America/Detroit:20260630T120000 DTSTAMP:20260427T112234 CREATED:20250605T213311Z LAST-MODIFIED:20250606T044924Z UID:10005504-1782820800-1782820800@sc.cpa SUMMARY:(SSOT414/26) Surgent's Build Professional Relationships to Enhance Your Career-Authentic Networking DESCRIPTION:Event Description\nNetworking can be a game changer but is too often viewed as a self- promotion tool that is not natural for most people. When one flips the context and instead views it as a way to help and support others while also improving professional relationships and ultimately enhancing career opportunities\, the results are undeniable! This seminar provides participants with techniques to feel comfortable and confident in every networking setting from large conferences to one-on-one encounters. Both external and internal (within the company or firm) strategies are covered. \nDesigned For\nAnyone in the accounting or financial service professions interested in learning how to build and sustain long term professional relationships and connections for career success. \nObjectives\nUnderstand the three components of effective networking: preparation\, participation\, and follow-up Know how to build a business network in the workplace and industry Understand the mechanics of retaining and reinforcing existing professional relationships \nMajor Subjects\nThe psychology of perception Preparation checklist for networking Presenting your best self Perception management Preparing oneself for networking Setting expectations and limit; Seamless self-introductions How to introduce others Overcoming anxiety How to start conversations Situational question; The art of conversation flow Listening skills Topics to avoid Graceful exits Body language Navigating large events/conferences One-on-one meetings Cocktail party etiquette Remembering names Strategies for introverts Follow up recommendations How to maintain and sustain relationships long term \nInstructions\nNone URL:https://sc.cpa/event/ssot414-26-surgents-build-professional-relationships-to-enhance-your-career-authentic-networking/ CATEGORIES:Self-Study Video END:VEVENT END:VCALENDAR