Self-Study Video
(SSMG408/26) 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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Self-Study Video
(SSMG412/26) 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
(SSMG421/26) 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 Text
(SSMG407/26) 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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Self-Study Text
(SSMG422/26) 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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Self-Study Video
(SSMG425/26) 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
(SSAA489/26) 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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Self-Study Video
(SSAA475/26) Surgent’s Controllership Skills Update: Mergers, Acquisitions, and Alliances
Mergers, acquisitions, and partnering have long been strategic vehicles to grow or change an existing organization. Corporate America has extensive experience in merging with or acquiring firms. However, its track record of being able to unify an acquired firm with the acquirer and provide a single organization with increased growth potential has been somewhat shaky....
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Self-Study Text
(SSMG409/26) Surgent’s Enterprise Risk Management 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; however, generally only the large for-profit organizations pay a lot of attention to risk management. Or, other organizations equate risk management to insurance and completely miss...
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Self-Study Text
(SSMG133/25) Surgent’s Planning and Strategy Formulation for Your Organization’s Financial Success
Did 2020 show us that planning doesn't work? It might seem that way. But, obviously some organizations survived far better than others due to their ability to handle unexpected change. Sick and tired of taking CPE that has no practical application or just regurgitates the same information over and over? Join us for this practical...
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