Self-Study Video
(SSAA224/27) 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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Livestream
(LIMG05/27) Gaining a Competitive Advantage – Critical Skills for CFOs and Controllers
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...
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Livestream
(LIMG02R/27) Supervisor Skills – Coaching Staff to Stay on the Right Track – Rebroadcast
Being a successful coach requires tackling various responsibilities, including motivating, providing positive and constructive feedback, and otherwise getting the best performance out of engagement team members in the given situation. This module provides tips and techniques for critical coaching responsibilities.
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Self-Study Video
(SSBM107/27) 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
(LIMG06R2/27) 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.
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Self-Study Video
(SSBM111/27) 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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Livestream
(LIMG04/27) Critical Technical Skills for CFOs and Controllers
Accounting and finance managers and executives must demonstrate sound technical and analytical skills necessary for personal growth and organizational success. This course will provide insights into the most critical technical and analytical skills needed by CFOs and Controllers - or those that want to be!
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Livestream
(LIMG03/27) Critical “Soft” Skills for CFOs and Controllers
Accounting and finance managers and executives must demonstrate sound soft skills necessary for personal growth and organizational success. This course will provide insights into the most crtical personal skills critical for CFOs and Controllers - or those that want to be!
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Self-Study Video
(SSBM126/27) 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
(SSAA173/27) 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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