Self-Study Video
(SSOT105/25) Surgent’s Business Development for Accounting and Other Professionals
To grow and succeed, accounting and finance professionals must have a workable business development plan - and execute it effectively. Business development plans serve as a road map for bringing new clients into an organization and keeping the clients you already have.This course provides a broad overview for successfully growing a business. Whether you are...
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Self-Study Video
(SSOT141/25) Surgent’s Professional Email Writing Basics
Written business communication provides a structured, documented, and efficient way to convey information, make decisions and collaborate across various business functions. It ensures clarity, consistency, and professionalism in all interactions.Well-crafted e-mails reflect positively on your executive presence. Mastery can enhance your reputation and credibility as well as lead to opportunities for career advancement.In this course,...
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Self-Study Text
(SSOT106/25) Surgent’s Business Development: Referral Rally
Participants play the role of a consultant brought into an accounting firm that needs help building new business and restoring their sales pipeline. Players apply core business development principles as they move from analyzing networking groups to meet people that most closely align with the company's vision to choosing the right contacts that will best...
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Self-Study Video
(SSOT109/25) Surgent’s Build Professional Relationships to Enhance Your Career-Authentic Networking
Networking can be a game changer but is too often viewed as a self- promotion tool that is not natural for most people. When one flips the context and instead views it as a way to help and support others while also improving professional relationships and ultimately enhancing career opportunities, the results are undeniable! This...
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Livestream
(LIOT05/26) Executive Presence
2025 Professional Development Program with Leadership SimplifiedRaise your bar of excellence by attending all or selected leadership development meetings. Provided virtually, each session is high-impact and engaging. The program provides immediately implementatble leadership tools/techniques that carry 1 or 1.4 credit hours. Each session will start at 8:30am and end at either 9:20am or 9:45am depending...
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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
(LIOT06/26) Communications: Navigating the Complexities of Conflict
Are you dreading having that difficult conversation? You can feel the discomfort in the workplace, especially when a tough conversation is about to take place. Improving communications is a continuous learning experience and communicating during a time of conflict is an art and it involves strategy. How does your perception of your conversation partners influence...
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Livestream
(LIOT17R/25) Leadership Efficiency Tools: Time Management / Action Planning / Priority Management
2025 Professional Development Program with Leadership SimplifiedRaise your bar of excellence by attending all or selected leadership development meetings. Provided virtually, each session is high-impact and engaging. The program provides immediately implementable leadership tools/techniques that carry 1 or 1.4 credit hours. Each session will start at 8:30am and end at either 9:20am or 9:45am depending...
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