Self-Study Video
(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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Self-Study Video
(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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Self-Study Text
(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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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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