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...
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Livestream
(LIMG07/27) Effective Governance for Nonprofit Success
Effective governance is the cornerstone of any nonprofit organization. This course delves into the foundational elements of nonprofit governance, emphasizing fiduciary duties, board responsibilities, and best practices for board operations. Participants will explore key compliance requirements, risk management strategies, policy development, and regulatory obligations. By the end of the session, you'll be equipped with practical...
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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
(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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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...
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Self-Study Video
(SSAA473/26) 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...
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Self-Study Video
(SSMG415/26) 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 Text
(SSMG418/26) 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.
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Self-Study Video
(SSMG411/26) 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
(SSMG404/26) Surgent’s Mastering Client Management for Accounting and Finance Professionals
Do you want to build stronger relationships with your clients, improve client retention, and drive growth in your practice? This course delves into the essential strategies for effective client management in today's competitive landscape.Client relationships, like any relationship, can be challenging to manage. Miscommunication, differing work styles, and unrealistic expectations are some of the challenges...
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