Livestream
(LIOT19/27) Leading the Human – AI Team: Redesigning Work for 2027
AI can accelerate the work. Your leadership determines its value.Join Doug Van Dyke, CEO of Leadership Simplified, for a practical, energizing program designed for CPAs, CFOs, and accounting professionals ready to rethink how work gets done.Move beyond individual productivity gains to explore how human expertise and AI capabilities can work together across your team. Discover...
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Livestream
(LIOT18/27) The Future Ready CPA
Thriving in the Age of AI, Automation, and AdvisoryAs artificial intelligence and automation reshape accounting work, a CPA's value will increasingly come from the skills technology cannot replace: judgment, communication, adaptability, leadership, and strategic insight. This practical and engaging session helps accounting professionals understand how their role is evolving and what they can do to...
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Self-Study Text
(SSOT109/27) 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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Livestream
(LIOT03/27) Servant Leadership
True leadership isn’t about authority—it’s about service. In this session, participants will learn the 10 foundational keys of servant leadership and how to lead with a “service first” mindset while still setting clear expectations, driving accountability, and delivering results. You will explore how trust is built through presence, listening, and follow through; how to develop...
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Livestream
(LIOT04/27) Success – A Roadmap to Ponder
Success is not one-size-fits-all—especially in a demanding profession like accounting. This session helps participants define “success” in a way that is deeply personal, values based, and sustainable. You’ll learn how to translate long-term vision into a clear, practical roadmap; align your time and energy with what matters most; build momentum through consistent routines; and measure...
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Self-Study Video
(SSOT108/27) 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
(SSOT138/27) Surgent’s Skills to Enhance Personal and Professional Networks
Managing a strong network is one of the most important things you can do to grow professionally. Yet despite its importance, maintaining an effective network is often not taught in undergraduate and graduate schools. The good news is that managing and growing a network is easier than it sounds. In fact, most professionals have some...
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Self-Study Video
(SSOT141/27) Surgent’s Public Speaking and Presentation Skills
Gerald Ford once said that "[n]othing in life is more important that the ability to communicate effectively." Public speaking remains a centuries-old skill that allows individuals to effectively communicate both at a personal and professional level. The benefits of good public speaking run long, whether it be the ability to persuade others, lead a team,...
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Self-Study Video
(SSOT126/27) Surgent’s Communicating Financial Results to Stakeholders: A Guide for Client Advisory Services
One of the most difficult things for any Client Advisory Services (CAS) professional to learn is how to communicate financial information to non-financial people. To be successful, it's crucial to master this skill, as we frequently explain accounting jargon to those unfamiliar with the field. In this course, we will explore how to properly communicate...
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Self-Study Video
(SSOT116/27) 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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