BEGIN:VCALENDAR VERSION:2.0 PRODID:-//South Carolina Association of CPAs - ECPv6.16.3//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: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:20260610T010958 CREATED:20250605T205706Z LAST-MODIFIED:20250606T041832Z UID:10005173-1782820800-1782820800@sc.cpa SUMMARY:(SSOT408/26) Surgent's Business Development: Time Management DESCRIPTION:Event Description\nParticipants have nine hours before tonight’s birthday party\, and as they begin the workday\, they must review and prioritize their task list to maximize productivity. How much can they get done? As they set off on their day by clicking through each task on the list\, they will encounter interruptions and distractions from colleagues. Players must manage these interruptions while staying on track. Their responses will affect the day’s priorities as well as the number of hours they consumed throughout the day. \nDesigned For\nAccounting and financial service professionals needing to develop or improve time management skills \nObjectives\nRecognize how you use your time most effectively Understand your priorities when budgeting time Manage external events that consume time Be familiar with strategies for resolving time management problems \nMajor Subjects\nManaging interruptions The role of to-do lists Creating an effective time management plan Staying on track of your time management plan Blocking out time \nInstructions\nNone URL:https://sc.cpa/event/ssot408-26-surgents-business-development-time-management/ CATEGORIES:Self-Study Text END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20260630T120000 DTEND;TZID=America/Detroit:20260630T120000 DTSTAMP:20260610T010958 CREATED:20250605T205925Z LAST-MODIFIED:20250606T044830Z UID:10005215-1782820800-1782820800@sc.cpa SUMMARY:(SSOT446/26) Surgent's Time Management for Professionals DESCRIPTION:Event Description\nThe phrase “time management” is misleading. No one manages time. Instead\, we manage events in our lives which consume time. Like money\, time is both finite and valuable; it should be budgeted and used wisely. Those individuals who “manage” or budget their time wisely often are more productive\, less stressed\, and able to achieve their goals more effectively than others. Professionals by nature place a high value on their time. Still\, successful time management strategies vary based upon the personality\, motivation\, and discipline of each individual. This course provides simple\, practical\, and powerful techniques that help professionals work efficiently and achieve better balance in their lives. Successful time management skills also reduce the risk of burnout\, which in turn improves the likelihood of achieving success in any endeavor. \nDesigned For\nAnyone in the accounting or financial service professions who seeks to gain a better understanding of strategies to improve time management \nObjectives\nRecognize how you use your time most effectively Understand your priorities when budgeting time Understand ways to schedule your time appropriately Manage external events that consume time Use strategies and tools to assist in properly managing time Be familiar with strategies for resolving time management problems \nMajor Subjects\nManaging interruptions The role of activity logs\, to-do lists and a priority matrix The psychology of time management Staying on track of your time management plan Controlling procrastination Blocking out time Creating an effective time management plan \nInstructions\nNone URL:https://sc.cpa/event/ssot446-26-surgents-time-management-for-professionals/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20260630T120000 DTEND;TZID=America/Detroit:20260630T120000 DTSTAMP:20260610T010958 CREATED:20250605T210523Z LAST-MODIFIED:20250606T043907Z UID:10005356-1782820800-1782820800@sc.cpa SUMMARY:(SSOT400/26) Surgent's Successful Communication DESCRIPTION:Event Description\nAll would agree that successful communications are key to any successful venture\, including audits. However\, given the tight deadlines\, complex issue resolution and the often remote working environment of the audit teams and clients\, there are many barriers to achieving effective communications on audit engagements.In this module\, we’ll review common barriers to effective communication\, models for effective communication which are easy to understand and utilize\, the importance of both verbal and non-verbal communication skills\, and the often over-looked element of communication – effective listening. \nDesigned For\nAccountants with responsibilities for effective engagement communications \nObjectives\nBe familiar with a communication model to discover key techniques Identify and demonstrate techniques for overcoming barriers Understand; the communication process including: non-verbal behaviors\, and active listening Listen more effectively\, especially in stressful situations where heightened emotions can get in the way Create an action plan to apply techniques in the workplace for communication success \nMajor Subjects\nBarriers to communication\, especially when working remotely Modules and best practices for effective communication Keys to effective non-verbal communication Effective listening techniques \nInstructions\nNone URL:https://sc.cpa/event/ssot400-26-surgents-successful-communication/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20260630T120000 DTEND;TZID=America/Detroit:20260630T120000 DTSTAMP:20260610T010958 CREATED:20250605T211817Z LAST-MODIFIED:20250606T050120Z UID:10005476-1782820800-1782820800@sc.cpa SUMMARY:(SSOT438/26) Surgent's Remote Leadership and Virtual Meeting Mastery DESCRIPTION:Event Description\nThe accounting industry has embraced the hybrid and\, in some cases\, fully remote work model for the profession. As technology has evolved to support this strategy\, the need to project professionalism and leadership through a virtual platform has become a significant skill for all current and future leaders. This seminar provides practical tools to establish an impactful virtual executive presence and communicate with confidence and authority. \nDesigned For\nAnyone in the accounting or financial service professions who is interested in enhancing leadership skills and advancement opportunities by mastering virtual communication strategies. \nObjectives\nUnderstand the four components of virtual meetings-equipment\, environment\, presence\, and pre-work Create operational procedures to utilize in all virtual meeting formats Master how to communicate with authority\, gravitas\, and authenticity in a virtual professional setting Enhance in person perception by exhibiting leadership skills virtually \nMajor Subjects\nCreate an equipment/technology checklist before each meeting Structure your environment for maximum effect Manage and mitigate distractions Handle and respond to technology issues Present yourself with authority Prepare to achieve the best outcomes Establish an authentic and accessible professional presence Navigate a group meeting as well as one on one discussions Master audio only meetings and discussions \nInstructions\nNone URL:https://sc.cpa/event/ssot438-26-surgents-remote-leadership-and-virtual-meeting-mastery/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20260630T120000 DTEND;TZID=America/Detroit:20260630T120000 DTSTAMP:20260610T010958 CREATED:20250605T213157Z LAST-MODIFIED:20250606T044907Z UID:10005495-1782820800-1782820800@sc.cpa SUMMARY:(SSOT401/26) Surgent's Management Fundamentals DESCRIPTION:Event Description\nAs you advance in your public accounting careers\, your responsibilities significantly increase. The skills required for continued success go beyond your technical skills but also include others that you may not have had a chance to develop earlier in your careers. Several of these new responsibilities involve engagement management and managing your team. Mastering these skills is key to your long-term success in public accounting.In this session\, we’ll review the keys to successful management\, including ways to best develop your team\, how to successfully engage your team and build their trust and how best to present information for retention. Lastly\, we’ll review the critically important skill of delegation\, focusing on what the best tasks are to delegate and how to empower your team without micromanaging them. (Please Note: This module is part of Surgent’s Audit Skills Training: Level 4.) \nDesigned For\nAccountants with several years in the auditing profession \nObjectives\nIdentify key responsibilities related to effectively managing people and projects Identify key skills needed to manage effectively Recall when and how to effectively delegate tasks \nMajor Subjects\nWhat it takes to be effective as a manager Exploring the challenges that get in the way Looking at the driving forces that have evolved how managers engage with employees today Motivating employees of multiple generations Twelve practices that can be adopted to influence employees to become more engaged Identifying what it takes to develop employees Delegation and accountability \nInstructions\nNone URL:https://sc.cpa/event/ssot401-26-surgents-management-fundamentals/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20260630T120000 DTEND;TZID=America/Detroit:20260630T120000 DTSTAMP:20260610T010958 CREATED:20250810T162017Z LAST-MODIFIED:20250811T040514Z UID:10005576-1782820800-1782820800@sc.cpa SUMMARY:(SSOT455/26) Surgent's Business Writing: Professional & Effective Emails DESCRIPTION:Event Description\nGood writing is good business. Studies show that the average business worker receives 121 emails per day. That’s a lot of emails. Are your emails effective? Are they being read? Are they professional and tone-smart? In this course\, you will learn techniques and skills to get your emails to stand out and improve their effectiveness and professionalism. \nDesigned For\nAny CPA interested in writing professional\, effective emails. \nObjectives\n\nOrganize thoughts to create purposeful\, clear\, and concise writing \nUnderstand how to write for your reader \nPractice applying techniques for writing more efficient\, readable\, outcome-focused emails \nUse an appropriate tone and professionalism in business communications \nPlan for continued improvement and apply learned skills\n\nMajor Subjects\n\nPreparing to write: what is my purpose and objective and who is my audience \nWhen email is the appropriate communication methodology and when it’s not \nCommon email mistakes and how to avoid them \nProven techniques for writing more efficient\, readable\, and outcome-focused emails URL:https://sc.cpa/event/ssot455-26-surgents-business-writing-professional-effective-emails/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20260806T111000 DTEND;TZID=America/Detroit:20260806T120000 DTSTAMP:20260610T010958 CREATED:20260515T011219Z LAST-MODIFIED:20260528T041027Z UID:10005824-1786014600-1786017600@sc.cpa SUMMARY:(LIOT05/27) Exploring Client Advisory Services - Communicating Financial Results to Stakeholders DESCRIPTION:Event Description\nOne of the most difficult things for any practitioner to learn is how to communicate financial information to non-financial people. In order to climb the ladder of success and thrive as a practitioner\, it is imperative to learn this skill since we are often being asked questions and providing information to people who are unfamiliar with the accounting world which is often filled with acronyms and unique phrases. In this course\, we will be exploring 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! \nObjectives\nState the accountant’s role within a company \nRecognize how different stakeholders view financial statements. \nIdentify how to focus in on just the key points when reporting financial results. URL:https://sc.cpa/event/liot05-27-exploring-client-advisory-services-communicating-financial-results-to-stakeholders/ 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:20260910T083000 DTEND;TZID=America/Detroit:20260910T092000 DTSTAMP:20260610T010958 CREATED:20260515T011715Z LAST-MODIFIED:20260515T041119Z UID:10005877-1789029000-1789032000@sc.cpa SUMMARY:(LIOT07/27) Personal Development: Executive Presence and Influence DESCRIPTION:Event Description\nStrengthen your leadership impact by learning how to project confidence\, credibility\, and authenticity at every level. This course focuses on practical techniques to enhance executive presence\, influence decision-making\, and communicate with clarity and authority. \nObjectives\nDevelop practical skills that improve clarity\, resilience\, and effectiveness in CPA work environments. Apply tools and habits that improve communication and productivity immediately. URL:https://sc.cpa/event/liot07-27-personal-development-executive-presence-and-influence/ CATEGORIES:Livestream ORGANIZER;CN="Ramona R. Farrell%2C MBA%2C CFBA%2C CFE%2C CF":MAILTO:Ramona@Farrellinsights.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20260910T093000 DTEND;TZID=America/Detroit:20260910T102000 DTSTAMP:20260610T010958 CREATED:20260515T011620Z LAST-MODIFIED:20260515T041044Z UID:10005860-1789032600-1789035600@sc.cpa SUMMARY:(LIOT08/27) Personal Development: Leading Without Authority in Cross-Functional Teams DESCRIPTION:Event Description\nLearn how to drive results and build alignment when you don’t have direct authority over the team. This course provides practical strategies for influencing cross-functional partners\, navigating resistance\, and leading collaborative work to successful outcomes. \nObjectives\nDevelop practical skills that improve clarity\, resilience\, and effectiveness in CPA work environments. Apply tools and habits that improve communication and productivity immediately. URL:https://sc.cpa/event/liot08-27-personal-development-leading-without-authority-in-cross-functional-teams/ CATEGORIES:Livestream ORGANIZER;CN="Ramona R. Farrell%2C MBA%2C CFBA%2C CFE%2C CF":MAILTO:Ramona@Farrellinsights.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20261013T083000 DTEND;TZID=America/Detroit:20261013T115000 DTSTAMP:20260610T010958 CREATED:20260515T005912Z LAST-MODIFIED:20260529T041322Z UID:10005674-1791880200-1791892200@sc.cpa SUMMARY:(LIOT09/27) Retaining Talent in a Competitive Marketplace: Creating a Benefits Program Employees Care About DESCRIPTION:Event Description\nIn today’s competitive marketplace\, retaining talented employees is becoming increasingly difficult. A solid benefits program can make a difference in the fight for talent – but only if those benefits actually matter to the employees you are trying to hire! Through statistics and case studies\, this course will explore what benefits are most valuable to employees. We will also explore the basic types of retirement and health insurance plans and discuss what financial leaders should consider before adopting a benefits package. \nObjectives\nIdentify what types of benefits employees find valuable. \nRecall the basic types of retirement plans and how they differ.\nDistinguish between the basic health insurance plan types. \nRecognize how life insurance may be incorporated into an employee benefits package. URL:https://sc.cpa/event/liot09-27-retaining-talent-in-a-competitive-marketplace-creating-a-benefits-program-employees-care-about/ 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:20261105T130000 DTEND;TZID=America/Detroit:20261105T144000 DTSTAMP:20260610T010958 CREATED:20260515T005512Z LAST-MODIFIED:20260529T041517Z UID:10005619-1793883600-1793889600@sc.cpa SUMMARY:(LIOT12/27) Power Skills: Your Guide to Professionalism and Client Interactions DESCRIPTION:Event Description\nClient interactions and professionalism are at the core of what we do as accountants. However\, communication with clients is not always as straightforward as it may seem. Sometimes there will be difficult conversations and disagreements that can be tough to navigate. During this course\, we will discuss best practices when communicating with the client\, and also walk through complicated scenarios to practice what we learn. \nObjectives\n\nRecall best practices in professionalism during oral and written communication with clients URL:https://sc.cpa/event/liot12-27-power-skills-your-guide-to-professionalism-and-client-interactions/ CATEGORIES:Livestream ORGANIZER;CN="Melisa Galasso":MAILTO:melisa@galassolearningsolutions.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270202T102000 DTEND;TZID=America/Detroit:20270202T120000 DTSTAMP:20260610T010958 CREATED:20260515T005814Z LAST-MODIFIED:20260529T041138Z UID:10005661-1801563600-1801569600@sc.cpa SUMMARY:(LIOT15/27) Building a Better Team - Being a Better Teammate DESCRIPTION:Event Description\nWhile accountants deal with many complicated code sections and analytical issues\, perhaps the most difficult thing that every financial professional deals with is how to create a good office environment. Utilizing discussions and case studies\, this course will explore how to become a better teammate. We will learn strategies for how to form better relationships with colleagues and others. We will learn the importance of good culture – and how negative culture can work against the overall goals of the company. \nObjectives\nIdentify the current state and problems within our workplace culture. \nRecognize SHRM’s Four building blocks of ethical culture to workplace case studies. \nIdentify the eight ways to build workplace trust. URL:https://sc.cpa/event/liot15-27-building-a-better-team-being-a-better-teammate/ 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:20270202T130000 DTEND;TZID=America/Detroit:20270202T144000 DTSTAMP:20260610T010958 CREATED:20260515T011218Z LAST-MODIFIED:20260529T041026Z UID:10005822-1801573200-1801579200@sc.cpa SUMMARY:(LIOT16/27) Managing People - Best Practices for a Better Office DESCRIPTION:Event Description\nYou have probably heard the saying that “employees quit managers – not companies.” Perhaps this has never been more true than now – when many people are working from home\, and the only contact they often have with their employer is through their manager. There can be no doubt that one of the most important parts of being a leader is cultivating a good team. But how do you do that – especially if you don’t have a background in human resources? In this course\, we will explore how financial leaders can be better managers. Through case studies\, statistics\, and sharing best practices\, we will explore how to get the best from employees and create an environment that employees want to come back to day in and day out. \nObjectives\nIdentify which employee benefits employees care about the most according to survey data. \nRecognize basic employment documents. \nState the major parts of the employee handbook. \nName the major leadership styles and behavioral biases that exhibit themselves in the workplace. \nDistinguish factors to consider before writing an employee recommendation letter. URL:https://sc.cpa/event/liot16-27-managing-people-best-practices-for-a-better-office/ CATEGORIES:Livestream ORGANIZER;CN="David R. Peters%2C CPA%2C CFP%2C CLU%2C CPCU":MAILTO:david@petersprofessionaleducation.com END:VEVENT END:VCALENDAR