Management Services

Self-Study Text

Management Services

(SSMG420/26) 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 Video

Management Services

(SSMG402/26) 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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Management Services

(SSMG424/26) 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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Management Services

(SSMG423/26) 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 Text

Management Services

(SSMG401/26) 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 Video

Accounting, Management Services

(SSAA444/26) 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...
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Management Services

(SSMG413/26) 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

(SSMG403/26) 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 Video

Management Services

(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

Management Services

(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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