Bus. Mgmt & Organization

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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