Self-Study Text
(SSBM123/27) Surgent’s Project Management: Tips, Tricks, and Traps
Recent economic, societal, and political changes have shown us the need for numerous projects and the need to manage those projects in a unique way. Project management is a way of thinking highly recognized and practiced by large organizations, but often neglected by the smallest companies and entrepreneurs. This course quickly discusses the basics of...
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Self-Study Video
(SSBM113/27) Surgent’s Increase the Efficiency of Your Organization
There are only two things that any organization needs to accomplish for success: serve the customer well and do it efficiently. This short program will concentrate on the efficiency side, which is always near and dear to the heart of the financial professional. We will develop a well-proven program to increase efficiency in a way...
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Self-Study Video
(SSBM115/27) Surgent’s Improving Your Profits: Identifying Cost Cutting Opportunities
Part of one's duty as a CPA working in industry is to safeguard the assets of the organization. Cost cutting is one way to preserve assets and maintain a company's competitive position in the industry. However, what keeps us from ridding our organizations of unnecessary costs? In this course, we will look at the factors...
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(SSBM108/27) Surgent’s Enterprise Risk Management Concepts and Strategy for Small and Medium-Sized Companies
The past few years have taught us that major risks can come at us from any direction and with barely a warning. All organizations operate in a risk environment, but all too often, they either don't realize it or they don't develop a strategy to deal with the risks. In this session, we will explore...
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(SSBM121/27) Surgent’s CFO/Controller’s Roadmap to Success: Integrated Planning, Forecasting, and Budgeting
Is your organization changing as fast as society? If not, what will happen to it? These are questions that must be asked, and their answers will often lead to needed changes to the planning process. Many organizations spend huge amounts of money and effort at planning, forecasting, and budgeting and all too often the three...
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(SSBM119/27) Surgent’s Integrated Planning, Forecasting, and Budgeting for Organizational Success
Planning may be one of the most important assignments of the finance professional; however, it is often accomplished in a way that can harm the organization. In many cases, huge sums are spent only to have a planning document developed that does not serve to bring the company together, but rather causes internal division. In...
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Self-Study Video
(SSAA188/27) Surgent’s Data Analytics Toolkit – Tools and Applications
There is no shortage of data, but relatively few organizations have an environment and process to isolate, capture, analyze, and convert data into actionable information. Too often, we collect as much data as possible, continue to use historic measurements, and communicate data using traditional vehicles. Good decisions are not the result of the amount of...
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(SSBM127/27) Surgent’s Planning and Strategy Formulation for Your Organization’s Financial Success
Have you noticed that change is continuing to happen at a more and more rapid pace? Obviously, some organizations survived change far better than others due to their ability to handle unexpected developments. Sick and tired of taking CPE that has no practical application or just regurgitates the same information over and over? Join us...
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(SSBM122/27) Surgent’s Project Management for Finance Professionals
The past few years have shown us the need for numerous projects and the need to manage those projects in a unique way. Project management is an important part of every organization; however, often companies do not differentiate between project management and operations management. Sometimes the finance professional is called upon to serve on a...
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Self-Study Video
(SSBM109/27) Surgent’s Enterprise Risk Management Concepts and Strategy for Small and Medium-Sized Companies
The past few years have taught us that major risks can come at us from any direction and with barely a warning. All organizations operate in a risk environment, but all too often, they either don't realize it or they don't develop a strategy to deal with the risks. In this session, we will explore...
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