Self-Study Video
(SSMG107/25) Surgent’s Engagement and Client Retention Best Practices
Positive client relationships require work. Miscommunication, unrealistic expectations, and differing personality styles may strain a client's relationship with professional advisors. Fortunately, there are tested strategies that foster and strengthen client relationships. Creating appropriate boundaries early on is one of many effective strategies that can help.This course explores actions accounting and finance professionals can take to...
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Livestream
(LIMG03/26) Using Data Analytics to Give You a Competitive Advantage – Data Types, Data Inquiries, and Data Integrity
Through case studies and discussion, this course will explore what data analytics and big data is, how it is being used by companies, and how it could be used in the future. Participants will be given scenarios in which to think about the data available, and how it can be applied within specific company contexts....
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Livestream
(LIMG06/26) Building a Better Budget in a Time of Uncertainty
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.
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Livestream
(LIMG09/26) Seeing Beyond the Numbers: Financial Statement Analysis for CFOs & Controllers
Financial 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...
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Livestream
(LIMG08/26) More Money at the End of the Month – Strategic Ways to Improve Cash Flow
Cash flow management is often the most important task of any CFO or financial leader. Regardless of whether oneworks in start-ups or established companies, non-profit orfor-profit entities, cash flow makes our organizations run.Have you ever wondered whether you are optimizing yourcompany's cash flow? In this course, we will explore how to improve your company's cash...
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(LIMG07/26) A Controller’s Guide to Assessing the Risk of Your Organization: Coverages and Exclusions for Basic Business Policies
Part of being a CFO or Controller isprotecting the assets of the organizationand managing risk. While many financialleaders feel comfortable with the strategicaspect of this task, finding the rightinsurance coverages can leave one feelingout of their element. This course will focuson three common business policies - thepackage policy, the business & propertypolicy, and the cyber...
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Livestream
(LIMG02/26) The Risk Management Process & Insurance Fundamentals
Whether you are new to the risk management process or you are a seasoned pro, it always comes back to the fundamentals. Just like any other industry, insurance professionals have their own language. Through plain language and a commonsense approach, this course explores the steps involved in the risk management process, the elements of a...
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Livestream
(LIMG04/26) A History of Investing & a Look Ahead
You hear it all the time. Financial products are becoming more complex. Diversification has changed. Our approach to investing has changed. What does all this mean? In this course, we will explore how investment theory has changed over time from Markowitz to Factor Investing. Using examples and practical applications, we will talk about how our...
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