Surgent’s Managing Millennials (SSMG502/23)

By |2022-06-10T00:20:26-04:00June 30th, 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 The Nimble Business: How to Thrive in a Rapidly Changing World (SSMG506/23)

By |2022-06-10T00:20:28-04:00June 30th, 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 Lessons Learned from Successful Companies (SSMG501/23)

By |2022-06-10T00:13:50-04:00June 30th, 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 |2022-06-10T00:17:41-04:00June 30th, 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 Controller/CFO Update: Hot Topics Facing Today’s Financial Professional (SSMG505/23)

By |2022-06-10T00:15:07-04:00June 30th, 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 |2022-06-10T00:18:36-04:00June 30th, 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: Budgeting, Forecasting, and Big Data (SSAA520/23)

By |2022-06-10T00:11:49-04:00June 30th, 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 Controllership Skills Update: Risk Management (SSAA522/23)

By |2022-06-10T00:21:53-04:00June 30th, 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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Financial Statement Analysis (LIMG08/23)

By |2022-05-27T12:36:03-04:00December 22nd, 2022||

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 dependi...

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Critical Skills for CFO & Controllers: Budgeting & Forecasting Strategies for Today’s World (LIMG07/23)

By |2022-05-27T13:36:04-04:00December 22nd, 2022||

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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More Money at the End of the Month: Strategic Ways to Improve Cash Flow (LIMG06/23)

By |2022-08-03T10:36:06-04:00November 2nd, 2022||

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

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Captive Insurance (LIMG03/23)

By |2022-04-27T15:46:06-04:00September 29th, 2022||

Alternative Risk Transfer is a good business solution for many small to mid-sized businesses that seek the benefits of owning their own insurance company, known as a Captive. Learn the reasons why more than 90% of Fortune 500 Companies have owned Captives for decades.

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Small Business Planning: Data Security on a Budget (LIMG02/23)

By |2022-07-05T00:16:06-04:00July 6th, 2022||

In this day and age, protecting company and client data is imperative.  However, for your small business clients, money is often tight.  Is it even possible to build an effective data security program with limited resources?  In this c...

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Budgeting & Forecasting (LIMG01/23)

By |2022-07-05T00:16:04-04:00July 6th, 2022||

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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Surgent’s Controller/CFO Update: Hot Topics Facing Today’s Financial Professional (SSMG306/22)

By |2021-12-07T17:16:16-05:00June 30th, 2022||

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 Controller/CFO Update: Hot Topics Facing Today’s Financial Professional (SSMG305/22)

By |2021-12-07T17:28:15-05:00June 30th, 2022||

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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