Communications and Marketing

Surgent’s Making Rain – Client Service and Selling to Prospects (Audit Skills Training – Level 7) (A7M2) (SSOT150/20)

By |2020-01-28T07:18:26-05:00June 30th, 2020||

It costs more money to develop a new client than to simply retain an existing one. While a CPA firm with longevity needs to continuously develop new business to replace departing clients, a proper balance of marketing efforts should be divided between existing clients and prospects. This module provides tips and techniques for ensuring that your firm has the capacity to grow and expand its book of business in a healthy way.

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Soft Skills – Leadership and Communication (SMOT02/20)

By |2020-01-28T07:17:11-05:00June 17th, 2020||

Mindful Leadership: Embracing the Power of Communication

Effective communication, a powerful leadership must have.
All too often, we struggle to communicate effectively--particularly with others who are different from us in some way. In today’s workplace, it is not uncommon for there to be up to four generations working for the same company. As a leader, communications can become frustrating for you and your management team and employees, the recipients of the communications. To be an effective leader, one who inspires confidence in others and drives effective decision making and teamwork, you need to develop effective communication skills to bring out the best in yourself and the best in others. Before leading others, you need to identify and embrace your personal leadership style and understand the fundamental importance of emotional intelligence for successful leading in senior roles. Through research and real-world examples, you will examine your leadership style(s) and learn strategies to enhance your communication skills and approach. In this training, you will learn approaches to create opportunities for clear and authentic communication, where people across differences feel safe to speak up and share ideas. Discover or fine tune your own communication strengths to build effective teams and relationships.


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