Bus. Mgmt & Organization

Client Advisory Services (LIMG02/24)

By |2023-07-17T11:54:07-04:00May 3rd, 2023||

Our profession is evolving. Now is the time to future-proof your firm and your career. Leverage business advisory services to create new revenue streams and join us as we take you through what business advisory services are. Transform your practic...

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Lifecycle Financial Planning – Behavioral Finance Biases (LIMG01/24)

By |2023-05-03T15:55:03-04:00May 3rd, 2023||

If you have been a practitioner for any length of time, you know that there is often a difference between what clients should do and what they actually do. Have you ever wondered why that is? In this course, we will explore how we make decisions with...

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Seeing Beyond the Numbers – Financial Statement Analysis for CFOs & Controllers (LIMG16/24)

By |2023-07-12T10:42:11-04:00May 3rd, 2023||

Financial statements are a window into what is going on in the day-today operations of the company. They help us see what the company's strengths and weaknesses are. However, financial statements can often have different messages depending on the user.

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Critical Skills for CFO & Controllers: Budgeting & Forecasting Strategies for Today’s World (LIMG15/24)

By |2023-07-12T10:36:05-04:00May 3rd, 2023||

The budget and the forecast are two common tools used by controllers and CFOs across almost every industry. However, are we really getting the most out of these tools? Or are we merely replicating whatever was done last year? In this course, we will ...

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Gaining a Competitive Advantage – Critical Skills for CFOs and Controllers (LIMG14/24)

By |2023-05-03T14:20:18-04:00May 3rd, 2023||

The role of finance leaders within an organization has changed considerably in more recent years. CFOs and Controllers are constantly being asked to take on new tasks that involve the critical functions of the organization. This course will discuss h...

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Surgent’s Controllership Skills Update: Budgeting, Forecasting, and Big Data (SSAA520/23)

By |2023-05-03T04:54:05-04:00May 3rd, 2023||

Budgets are the vehicle for allocating resources and measuring the success of selected strategies. An organization's strategy is the primary driver of costs. To be effective, the budget must be linked to strategy and long-term plans. Numerous organiz...

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Surgent’s The Nimble Business: How to Thrive in a Rapidly Changing World (SSMG506/23)

By |2023-05-02T19:48:07-04:00May 2nd, 2023||

The recent pandemic showed us one very important thing: the nimble business was in a far better position to change quickly and survive. Some organizations are nimbler, but why? The reason is that they know that change will happen quickly, and they s...

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Surgent’s Controller/CFO Update: Hot Topics Facing Today’s Financial Professional (SSMG505/23)

By |2023-05-02T19:47:11-04:00May 2nd, 2023||

In today's rapidly changing world, finance professionals are required to wear many hats and are often the keys to the success of the organization. On one hand, they need to be abreast of the latest proven financial skills for making the best decision...

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Surgent’s Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs to Know (SSMG504/23)

By |2023-05-02T19:40:10-04:00May 2nd, 2023||

Starting and owning a small business has often been referred to as the "Third Pillar of Wealth," right behind investments and owning real estate. Essentially, all businesses start off as "small businesses." Small businesses, however, require a large ...

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Surgent’s Managing Millennials (SSMG502/23)

By |2023-05-02T19:38:08-04:00May 2nd, 2023||

By 2025, millennials will represent 75% of the workforce. Whether you are an owner of a small practice or manager in a multinational corporation, it is important to understand characteristics and expectations of this large segment of the workforce. R...

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Surgent’s Lessons Learned from Successful Companies (SSMG501/23)

By |2023-05-02T19:37:09-04:00May 2nd, 2023||

Why do some companies fail while others grow and succeed for generations? Common perceptions often attribute organizational success to great leadership, timing, or unique ideas. Although these traits certainly play a role in helping companies grow, r...

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Surgent’s Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers (SSMG500/23)

By |2023-05-02T19:36:18-04:00May 2nd, 2023||

All organizations are looking for ways to gain an advantage over the competition. This practical and interactive session will present a toolkit of ideas to help CFOs, controllers and finance professionals better position their organizations for the f...

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Surgent’s Controllership Skills Update – Budgeting, Forecasting, and Big Data (SSAA766/24)

By |2023-05-02T10:51:20-04:00May 2nd, 2023||

Budgets are the vehicle for allocating resources, measuring activities, and identifying needed changes and improvements. An organization's strategy is the primary driver of costs. To be effective, the budget must be linked to strategy and long-term p...

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Surgent’s The CMA’s Guide to Project Management (SSAA812/24)

By |2023-05-02T09:55:11-04:00May 2nd, 2023||

A significant number of projects fail to achieve their initial goals and/or are not completed within budget and their original timetable. As a team member, a CMA has a unique skill set and experiences to assist in project management. In addition to t...

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Surgent’s The Nimble Business: How to Thrive in a Rapidly Changing World (SSMG726/24)

By |2023-05-02T07:43:14-04:00May 2nd, 2023||

The recent pandemic showed us one very important thing: the nimble business was in a far better position to change quickly and survive. Some organizations are nimbler, but why? The reason is that they know that change will happen quickly, and they s...

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Surgent’s Controller/CFO Update: Hot Topics Facing Today’s Financial Professional (SSMG724/24)

By |2023-05-02T07:41:13-04:00May 2nd, 2023||

In today's rapidly changing world, finance professionals are required to wear many hats and are often the keys to the success of the organization. On one hand, they need to be abreast of the latest proven financial skills for making the best decision...

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Surgent’s Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs to Know (SSMG723/24)

By |2023-05-02T07:40:22-04:00May 2nd, 2023||

Starting and owning a small business has often been referred to as the "Third Pillar of Wealth," right behind investments and owning real estate. Essentially, all businesses start off as "small businesses." Small businesses, however, require a large ...

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