Bus. Mgmt & Organization

How To Be a Better CFO (LIOT08/25)

By |2024-04-27T13:45:07-04:00April 25th, 2024||

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

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More Money at the End of the Month – Strategic Ways to Improve Cash Flow (LIOT15/25)

By |2024-04-27T12:46:05-04:00April 25th, 2024||

Cash flow management is often the most important task of any CFO or financial leader. Regardless of whether oneworks in start-ups or established companies, non-profit orfor-profit entities, cash flow makes our organizations run.Have you ever wondered...

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Improving Your Profits: Identifying Cost Cutting Opportunities (LIOT10/25)

By |2024-04-27T11:26:04-04:00April 25th, 2024||

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 acompany's competitive position in the industry.However, what keeps us from ridding our organizati...

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Using Data Analytics to Give You a Competitive Advantage – Data Types, Data Inquiries, and Data Integrity (LIOT09/25)

By |2024-04-27T11:25:07-04:00April 25th, 2024||

Through case studies and discussion, this course will explore what data analytics is and how to approach it. Participants will be given scenarios in which to think about the data available, and how it can be applied within specific company contexts. ...

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A Controller’s Guide to Assessing the Risk of Your Organization: Coverages and Exclusions for Basic Business Policies (LIOT14/25)

By |2024-04-27T09:07:06-04:00April 25th, 2024||

Part of being a CFO or Controller is protecting the assets of the organization and managing risk. While many financial leaders feel comfortable with the strategic aspect of this task, finding the right insurance coverages can leave one feeling out of...

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Building a Better Budget in a Time of Uncertainty (LIOT12/25)

By |2024-04-27T09:36:03-04:00April 25th, 2024||

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 curren...

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Seeing Beyond the Numbers: Financial Statement Analysis for CFOs & Controllers (LIOT13/25)

By |2024-04-27T12:49:04-04:00April 25th, 2024||

Financial statements are a window into what is going on in the day-to-day 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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A History of Investing & a Look Ahead (LIOT11/25)

By |2024-04-27T12:57:10-04:00April 25th, 2024||

You hear it all the time. Financial products are becoming more complex. Diversification has changed.Our approach to investing has changed. What does all this mean? In this course, we will explore how investment theory has changed over time from Marko...

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The Risk Management Process & Insurance Fundamentals (LIOT07/25)

By |2024-04-27T12:52:03-04:00April 25th, 2024||

Whether you are new to the risk management processor you are a seasoned pro, it always comes back to the fundamentals. Just like any other industry, insurance professionals have their own language. Through plain language and a common sense approach, ...

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Emerging Trends, Lowering a CPA’s Legal Exposure in Areas That You May Not Have Thought Of (LIMG23/24)

By |2024-03-20T13:26:09-04:00January 16th, 2024||

In this presentation, we will discuss new and emerging exposures with risk management tools and procedures to help minimize the risk of doing business in today’s business climate. Topics will include ongoing issues around the current pandemic, E...

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Data Breach/Cyber Tips, Tricks and Practices (LIMG24/24)

By |2024-03-20T13:25:06-04:00January 16th, 2024||

In this updated presentation, Rob Ferrini will bring his experience counseling clients to discuss how to best protect your
organization’s brand, value, and assets in the face of a challenging insurance market, ever-growing attacks of accountin...

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Skills CFO’s Need Now for Career Growth (LIMG18/24)

By |2024-02-26T12:25:05-05:00January 11th, 2024||

Female CFOs have made great strides in recent years and are even expected to exceed 50% representation in the next 10 years. As the CFO role has continued to push for a strategic mindset, female CFOs have stood out by developing and honing communicat...

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Best Practices and Communication (LIMG25/24)

By |2024-03-25T13:25:08-04:00January 11th, 2024||

Crafting an effective marketing description for CPAs targeting the industry and manufacturing sector requires a focus on key industry needs and the unique value proposition your services bring.

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2024 Insurance Renewals – What to Expect and How to Stabilize Costs (LIMG19/24)

By |2024-02-28T12:25:04-05:00January 11th, 2024||

With the commercial insurance market constantly evolving, understanding the latest trends and forecasts is crucial for making informed decisions. This webinar will not only provide an update on the current state of the commercial market across var...

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Surgent’s Organizational Culture and the Finance Professional (SSMG714/24)

By |2023-11-22T21:54:13-05:00November 22nd, 2023||

Many experts say that an organization's culture is the single most important thing that will determine its success. Assuming that's true, it's necessary for the finance professional to understand the effect that the finance function has on that cultu...

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Surgent’s Managing Millennials (SSMG713/24)

By |2023-11-22T21:53:08-05:00November 22nd, 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 (SSMG711/24)

By |2023-11-22T21:51:12-05:00November 22nd, 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 (SSMG708/24)

By |2023-11-22T21:48:04-05:00November 22nd, 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 Client Advisory Services (CAS): A Guide to the Variety of Offerings Professionals Can Provide (SSMG700/24)

By |2023-11-22T21:40:11-05:00November 22nd, 2023||

According to a 2020 AICPA survey, advisory and consulting services were considered the greatest unmet needs of clients. The recent growth in Client Advisory Services (CAS) has led many to ask what is included in this broad category as well as how to ...

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

By |2023-11-22T20:34:09-05:00November 22nd, 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 |2023-11-22T20:32:05-05:00November 22nd, 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 |2023-11-22T20:31:11-05:00November 22nd, 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 Controllership Skills Update: Risk Management (SSAA769/24)

By |2023-11-22T17:53:24-05:00November 22nd, 2023||

The most recent recession and its fallout, weather (look at 2017), process and product failures, and unethical behavior have again highlighted failures by numerous organizations in identifying and managing risk. The size and reputation of organizatio...

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

By |2023-11-22T17:50:09-05:00November 22nd, 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 Controllership Skills Update: Current Survival Skills (SSAA765/24)

By |2023-11-22T17:49:08-05:00November 22nd, 2023||

The role of financial professionals has and continues to change in organizations. The stereotype of collecting and reporting data has been replaced by a broader vision, which focuses on improving an organization's results today and preparing it for t...

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

By |2023-11-22T16:14:04-05:00November 22nd, 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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