BEGIN:VCALENDAR VERSION:2.0 PRODID:-//South Carolina Association of CPAs - ECPv6.16.2//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 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:20260525T205418 CREATED:20250605T205509Z LAST-MODIFIED:20250606T044506Z UID:10005122-1782820800-1782820800@sc.cpa SUMMARY:(SSOT444/26) Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional DESCRIPTION:Event Description\nIn today’s rapidly changing world\, finance professionals are required to wear many hats and are often the keys to the success of the organization. On one hand\, they need to be abreast of the latest proven financial skills for making the best decisions\, and on the other hand they need the best skills to motivate\, manage\, and lead people. Being pigeon-holed into one area or another is neither good for career building nor good for the organization. We’ll cover the latest issues that all CFOs and controllers need to know about and provide how-to guidance to allow for immediate use in their organizations. \nDesigned For\nCFOs\, controllers\, and finance professionals \nObjectives\nUnderstand the current issues and latest trends impacting CFOs\, controllers\, and finance professionals Understand how domestic and global economic conditions could impact an organization Apply what we have learned from recent economic and political changes to have a positive impact on an organization Be familiar with the results of the case studies and exercises that reinforce key learning points throughout the course \nMajor Subjects\nEconomic update Leadership and management changes as a result of the pandemic Managing for productivity Metrics and benchmarking Social media’s place in our organizations \nInstructions\nNone URL:https://sc.cpa/event/ssot444-26-surgents-controller-cfo-update-hot-topics-facing-todays-financial-professional/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20260630T120000 DTEND;TZID=America/Detroit:20260630T120000 DTSTAMP:20260525T205418 CREATED:20250605T205632Z LAST-MODIFIED:20250606T044614Z UID:10005154-1782820800-1782820800@sc.cpa SUMMARY:(SSOT443/26) Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional DESCRIPTION:Event Description\nIn today’s rapidly changing world\, finance professionals are required to wear many hats and are often the keys to the success of the organization. On one hand\, they need to be abreast of the latest proven financial skills for making the best decisions\, and on the other hand they need the best skills to motivate\, manage\, and lead people. Being pigeon-holed into one area or another is neither good for career building nor good for the organization. We’ll cover the latest issues that all CFOs and controllers need to know about and provide how-to guidance to allow for immediate use in their organizations. \nDesigned For\nCFOs\, controllers\, and finance professionals \nObjectives\nUnderstand the current issues and latest trends impacting CFOs\, controllers\, and finance professionals Understand how domestic and global economic conditions could impact an organization Apply what we have learned from recent economic and political changes to have a positive impact on an organization Be familiar with the results of the case studies and exercises that reinforce key learning points throughout the course \nMajor Subjects\nEconomic update Leadership and management changes as a result of the pandemic Managing for productivity Metrics and benchmarking Social media’s place in our organizations \nInstructions\nNone URL:https://sc.cpa/event/ssot443-26-surgents-controller-cfo-update-hot-topics-facing-todays-financial-professional/ CATEGORIES:Self-Study Text END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20260630T120000 DTEND;TZID=America/Detroit:20260630T120000 DTSTAMP:20260525T205418 CREATED:20250605T205929Z LAST-MODIFIED:20250606T044908Z UID:10005219-1782820800-1782820800@sc.cpa SUMMARY:(SSMG410/26) 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\nMake better financial decisions that have a positive impact on the organization Lead the organization into the rapidly changing decade Apply what we have learned from recent economic and political changes to have a positive impact on the organization \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/ssmg410-26-surgents-gaining-a-competitive-advantage-critical-skills-for-cfos-and-controllers/ CATEGORIES:Self-Study Text END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20260630T120000 DTEND;TZID=America/Detroit:20260630T120000 DTSTAMP:20260525T205418 CREATED:20250605T210012Z LAST-MODIFIED:20250606T043406Z UID:10005232-1782820800-1782820800@sc.cpa SUMMARY:(SSOT420/26) Surgent's Crowdfunding: A General Overview DESCRIPTION:Event Description\nIn the past\, entrepreneurs who sought investment capital for their start-ups were subject to the preferences and expectations of a small set of wealthy investors. These venture capitalists and angel investors often played the role of highly selective gatekeepers\, denying countless potential business leaders the opportunity to bring their well-thought ideas to market. Much has changed.Today\, crowdfunding disrupts many of the traditional models for start-up investing. Crowdfunding provides capital for new businesses by asking the general public for donations. The system works by entrepreneurs creating websites enabling internet users to view information\, photos and promotional videos explaining why they seek funding. Instead of receiving equity in the company\, investors are often rewarded for pledging their financial support for the start-up business. Despite the incredible growth in investment revenue from crowdfunding\, it remains underutilized by businesses. This course is intended to provide accounting and other professionals with a basic understanding of the crowdfunding process to better inform their clients and colleagues about this rapidly growing platform. \nDesigned For\nAnyone in the accounting or financial services profession who seeks to understand the crowdfunding process. Or\, accounting and financial professionals who counsel individuals who own or are considering starting a business that might benefit from crowdfun \nObjectives\nUnderstand how crowdfunding platforms work Understand the different types of crowdfunding campaigns Recognize strategies for building a successful crowdfunding campaign \nMajor Subjects\nHow crowdfunding works The different types of crowdfunding programs Popular crowdfunding platforms Strategies for building a crowdfunding community Creating a crowdfunding campaign Running a crowdfunding campaign \nInstructions\nNone URL:https://sc.cpa/event/ssot420-26-surgents-crowdfunding-a-general-overview/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20260630T120000 DTEND;TZID=America/Detroit:20260630T120000 DTSTAMP:20260525T205418 CREATED:20250605T210143Z LAST-MODIFIED:20250606T045204Z UID:10005271-1782820800-1782820800@sc.cpa SUMMARY:(SSOT445/26) Surgent's Current Developments and Best Practices for Today's CFOs and Controllers DESCRIPTION:Event Description\nIn today’s rapidly changing world\, finance professionals are required to wear many hats and are often the keys to the organization’s success. On one hand\, they need to be abreast of the latest proven financial skills for making the best decisions\, and on the other hand they need the best skills to motivate\, manage\, and lead people. Being pigeon-holed into one area or another is neither good for career building nor for the good of the organization. This course is designed to give the CFO and controller the skills needed to lead their organizations into the rapidly changing decade\, and also redesigned to concentrate on what we have learned from the pandemic. Another unique aspect of this course is its constant evolution. 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. \nDesigned For\nCFOs\, controllers\, and finance professionals \nObjectives\nUnderstand the current issues and latest trends impacting CFOs\, controllers\, and finance professionals Understand how domestic and global economic conditions could impact an organization Lead organizations into the rapidly changing decade Apply what we have learned from the pandemic for a positive impact on an organization Be familiar with the results of the case studies and exercises that reinforce key learning points throughout the course \nMajor Subjects\nEconomic update Leadership and management changes as a result of the pandemic Expense control that works Understanding our changing workforce and working environment Financial risk analysis Enterprise risk management Metrics and benchmarking Improving bank relationships and cash management Social media’s place in our organizations \nInstructions\nNone URL:https://sc.cpa/event/ssot445-26-surgents-current-developments-and-best-practices-for-todays-cfos-and-controllers/ CATEGORIES:Self-Study Text END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20260630T120000 DTEND;TZID=America/Detroit:20260630T120000 DTSTAMP:20260525T205418 CREATED:20250605T210545Z LAST-MODIFIED:20250606T045611Z UID:10005369-1782820800-1782820800@sc.cpa SUMMARY:(SSMG411/26) 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\nMake better financial decisions that have a positive impact on the organization Lead the organization into the rapidly changing decade Apply what we have learned from recent economic and political changes to have a positive impact on the organization \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/ssmg411-26-surgents-gaining-a-competitive-advantage-critical-skills-for-cfos-and-controllers/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20260909T111000 DTEND;TZID=America/Detroit:20260909T143000 DTSTAMP:20260525T205418 CREATED:20260515T011220Z LAST-MODIFIED:20260515T043126Z UID:10005827-1788952200-1788964200@sc.cpa SUMMARY:(LIOT06/27) Building a Better Budget in a Time of Uncertainty DESCRIPTION:Event Description\nMost financial leaders would agree that budgeting is easy when business and the economy are stable. When revenues and expenses are expected to remain the same\, the process becomes merely an exercise in carrying over what was done before to the current year. However\, what happens when we are not sure about how the market will react to our product? What happens when the competitive landscape changes? In this course\, we will discuss budgeting techniques and considerations when business lacks stability. Through a combination of theory and real-world examples\, we will explore how to build flexibility into our budget – so that it can inform and drive decision-making when we don’t quite know what is ahead. \nObjectives\n\n Recall the difference between a forecast and a budget\n Identify the difference between top-down and bottom-up budgeting\n State the key elements of a flexible budgeting approach\n Define key cost drivers\n State how behavioral biases may affect the budgeting process\n Identify how headcount efficiency may be measured\n Define scenario planning\n Recognize best practices and controls for managing budget changes URL:https://sc.cpa/event/liot06-27-building-a-better-budget-in-a-time-of-uncertainty/ 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:20261028T112000 DTEND;TZID=America/Detroit:20261028T130000 DTSTAMP:20260525T205418 CREATED:20260515T010008Z LAST-MODIFIED:20260515T042447Z UID:10005677-1793186400-1793192400@sc.cpa SUMMARY:(LIOT10/27) Critical Skills for CFOs & Controllers: Budgeting & Forecasting Strategies for Today’s World DESCRIPTION:Event Description\nThe budget and the forecast are two common tools used by controllers and CFOs across almost every industry. However\, are we really getting the most out of these tools? Or are we merely replicating whatever was done last year? In this course\, we will use examples and illustrations to demonstrate various budgeting and forecasting techniques. We will discuss traditional approaches\, as well as newer approaches such as flexible budgeting\, in an effort to show how companies can gain more value. \nObjectives\n– State the difference between a forecast and a budget – Identify the difference between top-down and bottom-up budgeting – Recognize the key elements of a flexible budgeting approach – Define a key forecast driver – State when it may be appropriate to make a forecast adjustment URL:https://sc.cpa/event/liot10-27-critical-skills-for-cfos-controllers-budgeting-forecasting-strategies-for-todays-world/ 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:20261103T112000 DTEND;TZID=America/Detroit:20261103T121000 DTSTAMP:20260525T205418 CREATED:20260515T011619Z LAST-MODIFIED:20260515T041042Z UID:10005858-1793704800-1793707800@sc.cpa SUMMARY:(LIOT11/27) Strategic Government Budgeting: Tools for Long-Term Sustainability DESCRIPTION:Event Description\nThis course equips participants with the tools and strategies needed to create sustainable\, long-term budgets that align with policy goals and ensure fiscal responsibility. Participants will explore key budgeting frameworks\, learn techniques for forecasting revenue and expenditures\, and analyze scenarios to mitigate financial risks. The course incorporates practical exercises and case studies to provide hands-on experience with scenario planning\, enhancing budget transparency and resilience. By the end of the session\, attendees will have the knowledge and confidence to design and implement budgets that support long-term governmental priorities and strengthen financial stability. \nObjectives\n\n Recall budgeting frameworks and tools to improve long-term budgeting\n Recognize how to create multi-year budgets that ensure fiscal responsibility and align with long-range policy goals\n Identify ways to forecast revenue\, plan expenditures\, and analyze scenarios to manage financial risks and uncertainties URL:https://sc.cpa/event/liot11-27-strategic-government-budgeting-tools-for-long-term-sustainability/ CATEGORIES:Livestream ORGANIZER;CN="Alexandria Romero":MAILTO:alex@galassolearningsolutions.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20261105T145000 DTEND;TZID=America/Detroit:20261105T163000 DTSTAMP:20260525T205418 CREATED:20260515T005612Z LAST-MODIFIED:20260515T041517Z UID:10005634-1793890200-1793896200@sc.cpa SUMMARY:(LIOT13/27) Public Procurement Basics: Protecting the People's Money DESCRIPTION:Event Description\nProcurement is a critical component of successful government operations. While there are challenges in public procurement\, there are a number of guidelines and requirements that will help lead you to success. This course will offer guidance on how governments can meet complicated procurement needs and develop best practices that protect public and Federal funds. \nObjectives\n\n Identify the four pillars of public procurement\n Recall best practices in procurement\n Recall the Procurement Standards in the Uniform Guidance\n Identify the 2024 changes to the procurement standards URL:https://sc.cpa/event/liot13-27-public-procurement-basics-protecting-the-peoples-money/ CATEGORIES:Livestream ORGANIZER;CN="Melisa Galasso":MAILTO:melisa@galassolearningsolutions.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20261217T093000 DTEND;TZID=America/Detroit:20261217T125000 DTSTAMP:20260525T205418 CREATED:20260515T011115Z LAST-MODIFIED:20260515T041339Z UID:10005803-1797499800-1797511800@sc.cpa SUMMARY:(LIOT14/27) Seeing Beyond the Numbers - Financial Statement Analysis for CFOs & Controllers DESCRIPTION:Event Description\nFinancial statements are a crucial window into the daily operations and overall health of a company. They reveal the strengths and weaknesses that define the organization’s financial standing. However\, the interpretation of financial statements can vary widely depending on the user’s perspective. This course is designed to help you refine your financial statement analysis skills and gain insights that will enable you to better understand and communicate your company’s financial performance. \nObjectives\n– Indicate how different stakeholders utilize financial statements – Recognize how flexible budgeting may be used by CFOs and Controllers – Recall how time series analysis and common size financial statements are used in trend analysis – Calculate liquidity\, leverage\, and profitability ratios – Identify the uses and limitations of ratio analysis URL:https://sc.cpa/event/liot14-27-seeing-beyond-the-numbers-financial-statement-analysis-for-cfos-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:20270202T145000 DTEND;TZID=America/Detroit:20270202T160000 DTSTAMP:20260525T205418 CREATED:20260515T011122Z LAST-MODIFIED:20260515T042217Z UID:10005813-1801579800-1801584000@sc.cpa SUMMARY:(LIOT17/27) Lifecycle Financial Planning - Assessing Client Needs & Building a Plan DESCRIPTION:Event Description\nTrue financial planning is a collaborative process between a client and advisor that encompasses all aspects of an individual’s financial life. However\, what does the financial planning process look like and what should the approach be? By examining academic theory and illustrative case examples\, this course will explore how financial planning changes over a client’s lifetime. We will discuss common investor types and approaches to financial planning\, including traditional and reverse glidepath theory. \nObjectives\n-List the subject matter areas of financial planning and the levels in the financial planning pyramid. -Recognize the general financial needs of people in different stages of the financial planning lifecycle. -Identify the key concept of reverse glidepath theory and how it differs from traditional financial planning theory. URL:https://sc.cpa/event/liot17-27-lifecycle-financial-planning-assessing-client-needs-building-a-plan/ CATEGORIES:Livestream ORGANIZER;CN="David R. Peters%2C CPA%2C CFP%2C CLU%2C CPCU":MAILTO:david@petersprofessionaleducation.com END:VEVENT END:VCALENDAR