Management Services

Self-Study Text

Management Services

(SSBM110/27) 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 Video

Management Services

(SSBM120/27) 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

Accounting, Management Services

(SSAA174/27) 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 Video

Management Services

(SSBM103/27) 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...
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Self-Study Text

Management Services

(SSBM114/27) Surgent’s Innovative Forecasting and Budgeting: Moving Beyond the Traditional Techniques

Will we ever get used to the rapid pace of change? Is our organization changing as fast as society? These are just some of the questions that must be asked and will be discussed in this program. Forecasting and budgeting are two words that often draw an adverse reaction from many financial professionals; let us...
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Self-Study Video

Management Services

(SSBM24/27) 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

Management Services

(SSBM104/27) Surgent’s CFOs as Leaders of Organizational Change: Driving Innovation and Navigating Economic Uncertainties – Panel Discussion

This engaging panel discussion will explore the evolving role of CFOs as strategic leaders of organizational change. As companies face unprecedented challenges - economic shifts, technological advancements, and the increasing need for innovation - CFOs are stepping beyond traditional financial stewardship to become catalysts for transformation. The panel will be facilitated by Surgent's Accounting and...
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Self-Study Text

Management Services

(SSBM102/27) 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...
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