BEGIN:VCALENDAR VERSION:2.0 PRODID:-//South Carolina Association of CPAs - ECPv6.17.2//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH 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: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:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T025822Z CREATED:20260807T025821Z LAST-MODIFIED:20260807T025822Z UID:10007013-1814356800-1814356800@sc.cpa SUMMARY:(SSBM119/27) Surgent's Integrated Planning\, Forecasting\, and Budgeting for Organizational Success DESCRIPTION:Event Description\nPlanning may be one of the most important assignments of the finance professional; however\, it is often accomplished in a way that can harm the organization. In many cases\, huge sums are spent only to have a planning document developed that does not serve to bring the company together\, but rather causes internal division. In some situations the budget can actually harm both productivity and alignment.This course is designed to bring planning\, budgeting\, and forecasting together into one fully aligned process that is easier\, more efficient\, and fully engages all parts of the organization. Rather than the plan being owned by the finance department\, it is owned and followed by everyone from the CEO to the entry-level employee. \nDesigned For\nCFOs\, controllers\, and finance professionals \nObjectives\n\nUnderstand how to integrate a budget\, strategic plan\, and forecast into one system\n See how the integrated plan helps the organization\n Identify how planning causes greater accountability for the company\n Perform various EVA and cash flow analysis in capital planning\n Understand how to make planning more politically acceptable in the organization\n\nMajor Subjects\nThe keys that develop a plan into an actionable document The major difference between planning and budgeting Strategic planning The business plan The people plan The marketing plan Capital and technology plans \nInstructions\nNone URL:https://sc.cpa/event/ssbm119-27-surgents-integrated-planning-forecasting-and-budgeting-for-organizational-success/ CATEGORIES:Self-Study Text END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T031031Z CREATED:20260807T031031Z LAST-MODIFIED:20260807T031031Z UID:10007053-1814356800-1814356800@sc.cpa SUMMARY:(SSBM121/27) Surgent's CFO/Controller's Roadmap to Success: Integrated Planning\, Forecasting\, and Budgeting DESCRIPTION:Event Description\nIs your organization changing as fast as society? If not\, what will happen to it? These are questions that must be asked\, and their answers will often lead to needed changes to the planning process. Many organizations spend huge amounts of money and effort at planning\, forecasting\, and budgeting and all too often the three disciplines are separated and not connected throughout the company. It appears that people who are doing the strategic planning aren’t talking with the people who are doing the budgeting or forecasting. Also\, there is a lack of uniform accountability throughout the organization.Recent economic and political changes have shown us that our planning process must be far nimbler and allow our organization to shift rapidly. This course is designed to completely integrate the planning process and show how it can move from long-range thinking\, through medium-term planning\, through the annual budget\, and to the monthly cash-flow forecast. This course will teach the participant how to avoid many political pitfalls that end up causing a lack of accountability and often cause the planning process to be demotivating for the staff. This isn’t just a strategic planning course or a budgeting course. It is a course that looks at the entire planning process from beginning to end and shows how much smoother it can be when it is an integrated process. While it is a technical course discussing many of the technical tricks and tips for producing a good plan\, it is also a management course in that it will discuss the political aspects of planning. \nDesigned For\nCFOs\, controllers\, and finance professionals \nObjectives\n\nImplement an integrated approach to planning\, budgeting and forecasting for a more uniform process throughout the organization\n Avoid the political pitfalls that often come with the planning process and inhibit change\n Maximize the usefulness of the different plans developed for the organization\n Identify the differences between strategic and incremental planning\n Perform a financial risk analysis\n Perform an EVA analysis (PV\, ROI and Modified ROI)\n Be familiar with the results of the case studies and exercises that reinforce key learning points throughout the course\n\nMajor Subjects\nDifferences between planning and budgeting Building change into the planning process The business model Strategic plan\, marketing plan\, and technology plan Financial forecasting and financial risk analysis Five-year operating plan and the sales/income plan Intermediate planning and capital equipment planning One-year operating plan and monthly planning Cash plan and risk plan \nInstructions\nNone URL:https://sc.cpa/event/ssbm121-27-surgents-cfo-controllers-roadmap-to-success-integrated-planning-forecasting-and-budgeting/ CATEGORIES:Self-Study Text END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T034232Z CREATED:20260807T034232Z LAST-MODIFIED:20260807T034232Z UID:10007125-1814356800-1814356800@sc.cpa SUMMARY:(SSBM108/27) Surgent's Enterprise Risk Management Concepts and Strategy for Small and Medium-Sized Companies DESCRIPTION:Event Description\nThe past few years have taught us that major risks can come at us from any direction and with barely a warning. All organizations operate in a risk environment\, but all too often\, they either don’t realize it or they don’t develop a strategy to deal with the risks. In this session\, we will explore how risks work in both for-profit and not-for-profit organizations and how they can develop a strategy to identify\, evaluate\, and mitigate those risks. This program will not teach how to eliminate risks\, but how to strategize how to reduce their total effect. We will liberally use case studies of both for-profit and not-for-profit companies to bridge the gap between concept and actual implementation. In each area we will explore what our experiences of the pandemic have taught us about this part of risk management. \nDesigned For\nCFOs\, controllers\, and finance professionals \nObjectives\n\nUnderstand how risks can both positively and negatively affect the organization\n Learn more about how we could have been better prepared for the pandemic\n Determine the nature of risk in both large and small organizations\n Understand the tolerance for risk in the organization\n Match risks to proper strategy\n Perform risk analysis and evaluations\n See how the strategy of the organization represents risk\n\nMajor Subjects\nOverview of ERM and how it affects all organizations What COVID-19 has taught us about risk management Risk tolerance and developing a plan Risk identification Risk analysis Risk responses Strategy risk \nInstructions\nNone URL:https://sc.cpa/event/ssbm108-27-surgents-enterprise-risk-management-concepts-and-strategy-for-small-and-medium-sized-companies/ CATEGORIES:Self-Study Text END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T041347Z CREATED:20260807T041346Z LAST-MODIFIED:20260807T041347Z UID:10007228-1814356800-1814356800@sc.cpa SUMMARY:(SSBM115/27) Surgent's Improving Your Profits: Identifying Cost Cutting Opportunities DESCRIPTION:Event Description\nPart of one’s duty as a CPA working in industry is to safeguard the assets of the organization. Cost cutting is one way to preserve assets and maintain a company’s competitive position in the industry. However\, what keeps us from ridding our organizations of unnecessary costs? In this course\, we will look at the factors that prevent our companies from being as streamlined as they could be. By using statistics and survey data\, we will attempt to show how to better negotiate and navigate budgeting and contracting decisions. We will also discuss financial statement analysis techniques\, benchmarking\, and cash flow management in an effort to better cut costs and maintain the long-run viability of an organization. \nDesigned For\nCPAs\, CFOs\, and Controllers looking to improve profitability by streamlining expenses for their own organization or for their clients \nObjectives\n\nList behavioral biases that prevent companies from being streamlined\n Identify techniques that may be used to make cost cutting a part of the company’s culture and business strategy\n Describe techniques that may be used to discern whether additional headcount is necessary\n Demonstrate vertical and horizontal financial statement analysis\n List key considerations when benchmarking against competitors\n Describe contracting and negotiation techniques\n Discuss the business cycle and how cash flow management changes during each stage\n\nMajor Subjects\nWhat keeps companies from becoming streamlined?; Behavioral biases Information processing biases Emotional biases How to deal with behavioral biases; Connecting behavioral biases to cost cutting Creating a culture of cost cutting Rules of thumb for cost cutting; Managing headcount Post-COVID common areas of excess cost Budgeting techniques Budget variances Benchmarking Common size financial statements Horizontal analysis Negotiation and contracting techniques Cash flow and the business cycle \nInstructions\nNone URL:https://sc.cpa/event/ssbm115-27-surgents-improving-your-profits-identifying-cost-cutting-opportunities/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T042022Z CREATED:20260807T042021Z LAST-MODIFIED:20260807T042022Z UID:10007236-1814356800-1814356800@sc.cpa SUMMARY:(SSBM113/27) Surgent's Increase the Efficiency of Your Organization DESCRIPTION:Event Description\nThere are only two things that any organization needs to accomplish for success: serve the customer well and do it efficiently. This short program will concentrate on the efficiency side\, which is always near and dear to the heart of the financial professional. We will develop a well-proven program to increase efficiency in a way that is both embraced by employees and has been found to work. By following this simple formula\, any organization can become more efficient. \nDesigned For\nCFOs\, controllers\, and financial professionals \nObjectives\n\nDevelop an efficiency program that is embraced by employees\n Understand how efficiency is a key to success\n Understand how incentives can improve efficiency\n Recognize how internal competition can improve efficiency\n Tap into employee creativity for efficiency\n\nMajor Subjects\nProven ways to measure costs in relation to objectives Develop methods to measure company and department objectives Use ratios to measure and improve efficiency Develop an incentive system that rewards efficiency \nInstructions\nNone URL:https://sc.cpa/event/ssbm113-27-surgents-increase-the-efficiency-of-your-organization/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T042456Z CREATED:20260807T042454Z LAST-MODIFIED:20260807T042456Z UID:10007251-1814356800-1814356800@sc.cpa SUMMARY:(SSBM123/27) Surgent's Project Management: Tips\, Tricks\, and Traps DESCRIPTION:Event Description\nRecent economic\, societal\, and political changes have shown us the need for numerous projects and the need to manage those projects in a unique way. Project management is a way of thinking highly recognized and practiced by large organizations\, but often neglected by the smallest companies and entrepreneurs. This course quickly discusses the basics of project management thought and practice and then spends the majority of the time exploring some of the greatest mistakes that can be made\, the ways to avoid them\, and some of the tricks that have been introduced into the discipline. In the program we will explore some of the specific types of project management as well as some of the available software programs to make the task of project management easier. \nDesigned For\nCFOs\, controllers\, and finance professionals \nObjectives\n\nUnderstand the importance of project management in parts of the financial function\n See how project management can help an individual executive better organize the department\n Review different types of project management and see which one or ones might be best for the department and organization\n Explore some of the project management software suited for the small to medium size enterprise\n\nMajor Subjects\nContrasting project management with operations management Reviewing organizational culture and how it applies to project management The various types of project management including Agile\, Scrum\, Waterfall\, Critical path\, and others Looking at risk management software and its application in different types of project management Managing and leading project management stakeholders \nInstructions\nNone URL:https://sc.cpa/event/ssbm123-27-surgents-project-management-tips-tricks-and-traps/ CATEGORIES:Self-Study Text END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T043441Z CREATED:20260807T043440Z LAST-MODIFIED:20260807T043441Z UID:10007288-1814356800-1814356800@sc.cpa SUMMARY:(SSAA145/27) Surgent's Data Analytics for Accountants and Financial Managers DESCRIPTION:Event Description\nData analytics and mining are the fastest growing disciplines in accounting and general management. Many organizations are either planning programs or have them already underway. Unfortunately\, a number of these attempts fail due to poor planning/preparation and a lack of commitment\, training\, and clear vision of the program’s goals. Today there is no shortage of data\, but relatively few organizations have established an environment and ongoing process to isolate\, capture\, analyze\, and convert data into actionable information. At times\, even organizations that are employing leading-edge analytics are doing it with traditional\, limited sets of data.This session explores how an organization can successfully become data driven. The discussion includes numerous examples demonstrating how accounting and financial professionals can build upon their current analytical skills to better perform traditional tasks and assume a role as a business partner with others in their organization. The program is aimed to assist those just beginning the journey\, as well as those who want to test their current efforts or are considering the need for a restart. In addition to discussing a number of analytical tools\, including available software\, lists of reference books and next-level software are provided. This program continues to build upon the Controllership Update Series. \nDesigned For\nPublic\, private\, and nonprofit organizations and their members – CFOs\, CEOs\, controllers\, auditors\, and managers \nObjectives\n\nDetermine the current state of data analytics within an organization and provide a sound foundation to assist an organization in becoming data driven\n Identify common uses of analytics in organizations today and introduce expanded sources of data for analysis\n Explore numerous statistical and software tools that are readily available and review and improve current KPIs in an organization\n Offer a list of specific areas where financial professionals can add significant value\, through data analytics both today and in the future and provide references for future research by the participant\n\nMajor Subjects\nDefinition of data analytics and big data; challenges and goals; establishing an environment for success; governance; common uses of analytics and current examples Behavioral forces that impact decisions; examples of inaccurate forecasts; identifying strategic measurements (KPIs); data sources Statistical tools\, including median\, mode\, moving average\, ratio analysis\, Pareto analysis\, trend analysis\, regression\, z-score\, and simulation Software tools that are readily available and can assist in visually exploring data\, expanding the scope of available data\, as well as collecting\, analyzing\, and presenting results Specific ideas for using data analytics for accountants and financial managers\, including current examples and areas for further consideration Lists of readings and next-level software for a participant’s future reference \nInstructions\nNone URL:https://sc.cpa/event/ssaa145-27-surgents-data-analytics-for-accountants-and-financial-managers/ CATEGORIES:Self-Study Video END:VEVENT END:VCALENDAR