Self-Study Text
(SSBM112/27) 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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Self-Study Text
(SSOT151/27) Surgent’s Controller/CFO Update: Hot Topics Facing Today’s Financial Professional
In today's rapidly changing world, finance professionals are required to wear many hats and are often the keys to the success of the organization. On one hand, they need to be abreast of the latest proven financial skills for making the best decisions, and on the other hand, they need the best skills to motivate,...
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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...
Read More
Self-Study Text
(SSOT152/27) Surgent’s Current Developments and Best Practices for Today’s CFOs and Controllers
In today's rapidly changing world, finance professionals are required to wear many hats and are often the keys to an organization's success. On one hand, they need to be abreast of the latest proven financial skills to make the best decisions; on the other hand, they need strong skills to motivate, manage, and lead people....
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Self-Study Video
(SSOT123/27) Surgent’s Crowdfunding: A General Overview
In the past, entrepreneurs who sought investment capital for their start-ups were subject to the preferences and expectations of a small set of wealthy investors. These venture capitalists and angel investors often played the role of highly selective gatekeepers, denying countless potential business leaders the opportunity to bring their well-thought ideas to market. Much has...
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Self-Study Text
(SSOT137/27) Surgent’s Max the Tax: Crowdfunding
Your client, Aida, wants to share an amazing new product and service with the world, but she needs funding. The product, a sensory jacket, syncs with virtual reality (VR) apps so people can use more of their senses in VR experiences. Ask relevant questions to create an effective fundraising campaign for the product.
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Livestream
(LIOT11/27) Strategic Government Budgeting: Tools for Long-Term Sustainability
This course equips participants with the tools and strategies needed to create sustainable, long-term budgets that align with policy goals and ensure fiscal responsibility. Participants will explore key budgeting frameworks, learn techniques for forecasting revenue and expenditures, and analyze scenarios to mitigate financial risks. The course incorporates practical exercises and case studies to provide hands-on...
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Livestream
(LIOT06/27) Building a Better Budget in a Time of Uncertainty
Most financial leaders would agree that budgeting is easy when business and the economy are stable. When revenues and expenses are expected to remain the same, the process becomes merely an exercise in carrying over what was done before to the current year. However, what happens when we are not sure about how the market...
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Livestream
(LIOT17/27) Lifecycle Financial Planning – Assessing Client Needs & Building a Plan
True financial planning is a collaborative process between a client and advisor that encompasses all aspects of an individual's financial life. However, what does the financial planning process look like and what should the approach be? By examining academic theory and illustrative case examples, this course will explore how financial planning changes over a client's...
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Livestream
(LIOT14/27) 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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