Self-Study Text
(SSMG126/25) Surgent’s Project Management: Tips, Tricks, and Traps
This past year has 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 project management thought...
Read More
Self-Study Video
(SSMG119/25) Surgent’s Metrics, Benchmarking, and Measurement
Years ago, Peter Drucker said, "what gets measured gets managed," and that is true today. As financial professionals, we understand and desire this, but often it's difficult to get the concept across to the remainder of the organization. This program will take a deep dive into metrics with the goal of making them more actionable...
Read More
Self-Study Video
(SSMG130/25) Surgent’s Risk Management for the Small Business
In many smaller organizations the job of risk manager is housed with the CEO, and many of the staff who better understand the details of the various risks are not included in risk-management discussions. This program will take a hard look at risk management and show how to develop a program that is specifically designed...
Read More
Self-Study Text
(SSMG108/25) Surgent’s Enterprise Risk Management Concepts and Strategy for Small and Medium-Sized Companies
2020 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 how risks work in...
Read More
Self-Study Video
(SSAA182/25) 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...
Read More
Self-Study Video
(SSAA142/25) Surgent’s Data Analytics for Accountants and Financial Managers
Data analytics and mining are the fastest growing disciplines in accounting and general management. Many organizations are either planning programs or have them already underway. Unfortunately, a number of these attempts fail due to poor planning/preparation and a lack of commitment, training, and clear vision of the program's goals. Today there is no shortage of...
Read More
Self-Study Video
(SSMG104/25) Surgent’s Achieving High Levels of Compliance and Customer Service in Your Organization
Probably one of the greatest conflicts in an organization is determining which is more important: compliance or customer service. This program digs deeply into the issue and prepares the finance professional to achieve high levels of compliance and customer service in the department and in the entire organization. We will examine both disciplines from an...
Read More
Self-Study Video
(SSMG109/25) Surgent’s Enterprise Risk Management Concepts and Strategy for Small and Medium-Sized Companies
2020 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 how risks work in...
Read More
Self-Study Video
(SSMG127/25) Surgent’s Project Management: Tips, Tricks, and Traps
This past year has 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 project management thought...
Read More
Livestream
(LIMG05/26) How To Be a Better CFO
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...
Read More