1 Credit

B01 – Planning with IRAs (LIVESTREAM) (LITX71/21)

Having sufficient assets to live a comfortable and secure retirement is one of the concerns that many people face. This concern cannot be resolved without having a solid retirement plan. In this course, we will discuss how to help clients build af...

Non-Member Fee: $45


1.5 Credits


4 Credits

Using Data Analytics to Give You a Competitive Advantage (SMMG03/22)

SIMT 1951 Pisgah Rd, Florence

Through case studies and discussion, this course will explore what data analytics and big data is, how it is being used by companies, and how it could be used in the future. Participants will be given scenarios in which to think about the data availa...

Non-Member Fee: $180


2 Credits

Cost Cutting: Improving Your Profits (SMAA12/22)

SIMT 1951 Pisgah Rd, Florence

Part of one’s duty as a CPA working in industry is to safeguard the assets of the organization.  Cost cutting is one way to preserve assets and maintain a company’s competitive position in the industry.  However, what keeps us from r...

Non-Member Fee: $90


2 Credits

Competitive Advantages for CFO’s (SMAA11/22)

SIMT 1951 Pisgah Rd, Florence

The role of finance leaders within an organization has changed considerably in more recent years. CFO's and controllers are constantly being asked to take on new tasks that involve the critical functions of the organization. Using recent CGMA reports...

Non-Member Fee: $90


4 Credits

Building a Better Budget in a Time of Uncertainty (Livestream) (LIAA16/22)

Most financial leaders would agree that budgeting is easy when business and the economy are stable.  When revenues and expenses are expected to remain the same, the process becomes merely an exercise in carrying over what was done before to the ...

Non-Member Fee: $180


4 Credits

Building a Better Budget in a Time of Uncertainty (SMAA16/22)

Thornblade Club 1275 Thornblade Blvd, Greer

Most financial leaders would agree that budgeting is easy when business and the economy are stable.  When revenues and expenses are expected to remain the same, the process becomes merely an exercise in carrying over what was done before to the ...

Non-Member Fee: $180


4 Credits

Risk Assessment (SMAA17/22)

Thornblade Club 1275 Thornblade Blvd, Greer

Gone are the days where the CFO simply manages the preparation of financial statements for the organization. Now, more than ever, CFO’s are responsible for other operational parts of the organization, including risk management. This course is a ...

Non-Member Fee: $180


4 Credits

Risk Assessment (Livestream) (LIAA17/22)

Gone are the days where the CFO simply manages the preparation of financial statements for the organization. Now, more than ever, CFO’s are responsible for other operational parts of the organization, including risk management. This course is a ...

Non-Member Fee: $180


4 Credits

Controllership CFO Series (SMMG04/22)

Royal Banquet and Conference Center 4750 Abraham Ave, North Charleston

Gone are the days in which the CFO was just in charge of keeping the books. Today’s CFO’s are involved in all parts of a company’s operations. Utilizing case studies, research, and discussion questions, this course will explore how to l...

Non-Member Fee: $180


4 Credits

Controllership CFO Series (Livestream) (LIMG04/22)

Gone are the days in which the CFO was just in charge of keeping the books. Today’s CFO’s are involved in all parts of a company’s operations. Utilizing case studies, research, and discussion questions, this course will explore how...

Non-Member Fee: $180


4 Credits

Financial Statement Analysis (Livestream) (LIMG06/22)

Participants will learn about the various methods of analyzing firm performance, including using common size financial statements, vertical and horizontal analysis, as well as ratio analysis.  Uses and limitations of various analytical tools ...

Non-Member Fee: $180


4 Credits

Financial Statement Analysis (SMMG06/22)

Royal Banquet and Conference Center 4750 Abraham Ave, North Charleston

Participants will learn about the various methods of analyzing firm performance, including using common size financial statements, vertical and horizontal analysis, as well as ratio analysis.  Uses and limitations of various analytical tools ...

Non-Member Fee: $180


4 Credits

Controllership CFO Series (SMMG09/22)

Converse College 580 E Main St, Spartanburg

Gone are the days in which the CFO was just in charge of keeping the books. Today’s CFO’s areinvolved in all parts of a company’s operations. Utilizing case studies, research, and discussionquestions, this course will explore how to look at ...

Non-Member Fee: $180


4 Credits

Financial Statement Analysis (SMMG10/22)

Converse College 580 E Main St, Spartanburg

Participants will learn about the various methods of analyzing firm performance, including using common size financial statements, vertical and horizontal analysis, as well as ratio analysis.  Uses and limitations of various analytical tools ...

Non-Member Fee: $180


4 Credits

Controllership CFO Series (SMMG11/22)

DoubleTree Resort by Hilton 3200 S Ocean Blvd, Myrtle Beach

Gone are the days in which the CFO was just in charge of keeping the books. Today’s CFO’s are
involved in all parts of a company’s operations. Utilizing case studies, research, and discussion
questions, this course will explore how...

Non-Member Fee: $180


4 Credits

Financial Statement Analysis (SMMG12/22)

DoubleTree Resort by Hilton 3200 S Ocean Blvd, Myrtle Beach

Participants will learn about the various methods of analyzing firm performance, including using common size financial statements, vertical and horizontal analysis, as well as ratio analysis.  Uses and limitations of various analytical tools ...

Non-Member Fee: $180