Self-Study Video
(SSMG116/25) 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
(SSMG122/25) 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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(SSMG117/25) Surgent’s Innovative Forecasting and Budgeting: Moving Beyond the Traditional Techniques
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. Forecasting and budgeting are two words that often draw an adverse reaction from many financial professionals; let us help you turn that frown upside down...
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Self-Study Video
(SSMG106/25) Surgent’s Capital Planning in Light of COVID-19
Capital planning as a concept has undergone few changes; however, following the recent pandemic, we suddenly saw that our old system didn't work with the rapid change that was required. This program will take a look at capital planning in light of what we have learned from COVID-19, and specifically apply it to the small...
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(SSMG110/25) Surgent’s Enterprise Risk Management 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; 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 some of the most...
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Self-Study Video
(SSAA168/25) 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
(SSMG123/25) 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
(SSMG124/25) Surgent’s CFO/Controller’s Roadmap to Success: Integrated Planning, Forecasting, and Budgeting
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. Many organizations spend huge amounts of money and effort at planning, forecasting, and budgeting and all too often the three disciplines are separated and not...
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(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...
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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...
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