Self-Study Video
(SSMG131/25) Surgent’s Implementing Subscription Pricing to Your Practice
This course is designed to provide accountants with a comprehensive understanding of the subscription pricing model. As the business world increasingly shifts toward subscription-based models, it's crucial for accountants to understand the financial implications and strategies associated with this pricing approach. This course will cover the basics of subscription pricing, how to set prices, and...
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(SSAA170/25) Surgent’s Controllership Skills Update: Risk Management
The most recent recession and its fallout, weather (look at 2017), process and product failures, and unethical behavior have again highlighted failures by numerous organizations in identifying and managing risk. The size and reputation of organizations proved not to be the key to success. Again, we saw that failures can result in areas/industries thought to...
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Self-Study Video
(SSMG102/25) Surgent’s Client Advisory Services (CAS): A Guide to the Variety of Offerings Professionals Can Provide
According to a 2020 AICPA survey, advisory and consulting services were considered the greatest unmet needs of clients. The recent growth in Client Advisory Services (CAS) has led many to ask what is included in this broad category as well as how to develop the services for clients. With so much focus on the recent...
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(SSMG134/25) Surgent’s The Nimble Business: How to Thrive in a Rapidly Changing World
The recent pandemic showed us one very important thing: the nimble business was in a far better position to change quickly and survive. Some organizations are nimbler, but why? The reason is that they know that change will happen quickly, and they specifically plan for that change. This program will take a look at planning...
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(SSMG118/25) Surgent’s Lessons Learned from Successful Companies
Why do some companies fail while others grow and succeed for generations? Common perceptions often attribute organizational success to great leadership, timing, or unique ideas. Although these traits certainly play a role in helping companies grow, research shows that corporate success often hinges on whether a company is value driven. Such companies have core ideologies...
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(SSMG132/25) Surgent’s Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs to Know
Starting and owning a small business has often been referred to as the "Third Pillar of Wealth," right behind investments and owning real estate. Essentially, all businesses start off as "small businesses." Small businesses, however, require a large amount of preparation in order to successfully launch and grow. Starting a business requires the owners and...
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Self-Study Video
(SSAA167/25) Surgent’s Controllership Skills Update – Budgeting, Forecasting, and Big Data
Budgets are the vehicle for allocating resources, measuring activities, and identifying needed changes and improvements. An organization's strategy is the primary driver of costs. To be effective, the budget must be linked to strategy and long-term plans. Numerous organizations have achieved a series of short-term targets (budgets) but failed longer term, demonstrating the lack of...
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Self-Study Video
(SSAA218/25) Surgent’s The CMA’s Guide to Project Management
A significant number of projects fail to achieve their initial goals and/or are not completed within budget and their original timetable. As a team member, a CMA has a unique skill set and experiences to assist in project management. In addition to their analytical training and knowledge of budgets and controls, they typically have ongoing...
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Self-Study Video
(SSMG121/25) Surgent’s Organizational Culture and the Finance Professional
Many experts say that an organization's culture is the single most important thing that will determine its success. Assuming that's true, it's necessary for the finance professional to understand the effect that the finance function has on that culture. This program will take a good look at what causes a better culture, both within the...
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(SSMG114/25) Surgent’s Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers
All 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...
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