Communications and Marketing

Communications: Navigating the Complexities of Conflict (LIOT06/24)

By |2023-06-28T12:24:05-04:00May 3rd, 2023||

Are you dreading having that difficult conversation? You can feel the discomfort in the workplace, especially when a tough conversation is about to take place. Improving communications is a continuous learning experience and communicating during a ti...

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Business Development and Marketing Considerations (LIOT04/24)

By |2023-05-03T14:26:03-04:00May 3rd, 2023||

Starting a new business is overwhelming! There are so many things to think about! We talk about how to setup from an accounting, compliance, and regulatory perspective. However, what about marketing? What about getting new clients? I know what you ar...

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Surgent’s Public Speaking and Presentation Skills (SSOT721/24)

By |2023-05-03T12:32:06-04:00May 3rd, 2023||

Gerald Ford once said that "[n]othing in life is more important that the ability to communicate effectively." Public speaking remains a centuries-old skill that allows individuals to effectively communicate both at a personal and professional level. ...

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Surgent’s Business Development: Refer (SSOT560/23)

By |2023-05-10T09:37:07-04:00May 3rd, 2023||

Participants play the role of a consultant brought into an accounting firm that needs help building new business and restoring their sales pipeline. Players apply core business development principles as they move from analyzing networking groups to m...

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Surgent’s Business Development: Referral Rally (SSOT705/24)

By |2023-05-02T08:02:19-04:00May 2nd, 2023||

Participants play the role of a consultant brought into an accounting firm that needs help building new business and restoring their sales pipeline. Players apply core business development principles as they move from analyzing networking groups to m...

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Surgent’s Business Development for Accounting and Other Professionals (SSOT704/24)

By |2023-05-02T08:01:22-04:00May 2nd, 2023||

To grow and succeed, accounting and finance professionals must have a workable business development plan - and execute it effectively. Business development plans serve as a road map for bringing new clients into an organization and keeping the client...

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Surgent’s Public Speaking and Presentation Skills (SSOT510/23)

By |2023-05-02T00:54:24-04:00May 2nd, 2023||


Gerald Ford once said that "[n]othing in life is more important that the ability to communicate effectively." Public speaking remains a centuries-old skill that allows individuals to effectively communicate both at a personal and professional lev...

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Surgent’s Business Development for Accounting and Other Professionals (SSOT508/23)

By |2023-05-02T00:52:08-04:00May 2nd, 2023||

To grow and succeed, accounting and finance professionals must have a workable business development plan - and execute it effectively. Business development plans serve as a road map for bringing new clients into an organization and keeping the client...

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