Self-Study Video
(SSBM116/27) 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...
Read More
Livestream
(LIMG06R/27) The Art of Discipline and Getting Things Done – Applying Better Time, Team, and Project Management Techniques – Rebroadcast
Those in a supervisory or managerial role must create a culture of discipline, where a high priority is placed in accomplishing responsibilities in an effective and efficient manner. This module provides best practices for various areas that support this culture of discipline, including time, team, and project management.
Read More
Livestream
(LIMG05R/27) Gaining a Competitive Advantage – Critical Skills for CFOs and Controllers – Rebroadcast
The role of finance leaders within an organization has changed considerably in more recent years. CFOs and controllers are constantly being asked to take on new tasks that involve the critical functions of the organization. This course will discuss how finance leaders can create value within their organizations in the current competitive market, how the...
Read More
Self-Study Video
(SSAA172/27) Surgent’s Controllership Skills Update: Current Survival Skills
The role of financial professionals has and continues to change in organizations. The stereotype of collecting and reporting data has been replaced by a broader vision, which focuses on improving an organization's results today and preparing it for the future. This brief program offers specific actions that can be implemented by financial personnel to expand...
Read More
Self-Study Text
(SSBM118/27) Surgent’s Max the Tax: Client Retention
This course is designed to equip practitioners with the essential strategies and tools needed to build and maintain long-term client relationships. Participants will learn about effective client retention plans and enhancing client satisfaction through personalized service. This engaging course will teach the importance of fostering client loyalty, reducing churn, and driving sustainable business growth.
Read More
Livestream
(LITE25/27) Creating More Effective Financial Reports in Excel
Effective financial reports should be consistent, easy to interpret, and simple to update. In this practical session, CPA and author of Microsoft 365 Excel for Dummies David Ringstrom demonstrates how to improve recurring reports with reusable templates, visual cues, interactive features, and modern Excel tools.You’ll learn how to create workbook and worksheet templates that reduce...
Read More
Livestream
(LIMG01R/27) How to Be a Better CFO – Rebroadcast
Gone are the days in which the CFO was just in charge of keeping the books. Today's CFOs are involved in all parts of a company's operations. Utilizing case studies, research, and discussion questions, this course will explore how to look at topics such as picking out the best retirement plan, managing remote employees, strategic...
Read More
Livestream
(LIMG06/27) The Art of Discipline and Getting Things Done – Applying Better Time, Team, and Project Management Techniques
Those in a supervisory or managerial role must create a culture of discipline, where a high priority is placed in accomplishing responsibilities in an effective and efficient manner. This module provides best practices for various areas that support this culture of discipline, including time, team, and project management.
Read More
Self-Study Video
(SSBM117/27) Surgent’s Engaging and Managing Young Professionals
Younger professionals comprise a significant part of the accounting and finance workforce. Whether you are an owner of a small accounting practice or a manager in a multinational accounting firm, it is important to understand the characteristics and expectations of this large segment of the workforce. Research reveals that many of the common stereotypes surrounding...
Read More
Self-Study Video
(SSBM125/27) 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...
Read More
