Management Services

Surgent’s Desired Traits of In-Charges, Seniors and Supervisors (Audit Skills Training – Level 5) (A5M1) (SSMG136/21)

By |2020-07-02T00:05:24-04:00June 30th, 2021||

Those in charge of the day-to-day supervision of engagements need to consciously embrace and demonstrate characteristics that will enable him/her to transition to a firm leader. This includes a focus on three key pillars: financial success, retaini...

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Surgent’s Value-Added Internal Control Communications (Audit Skills Training – Level 6) (A6M2) (SSMG137/21)

By |2020-07-02T00:06:21-04:00June 30th, 2021||

In order to retain existing clients, lower fee pressures and gain invaluable referral sources, financial statement auditors must place a priority on being a value-added business advisor. This module will provide tips and techniques for helping clien...

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A Controller’s Guide to Assessing the Risk of Your Organization: Managing Risk & Basic Policies (LIVESTREAM) (LIMG03/21)

By |2020-06-10T16:56:46-04:00August 13th, 2020||

Gone are the days where the CFO simply manages the preparation of financial statements or the organization. Now, more than ever, CFO’s are responsible for other operational parts of the organization, including risk management. This course is a how ...

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A Controller’s Guide to Assessing the Risk of Your Organization: Non-Insurance Risk Management Issues (LIVESTREAM) (LIMG02/21)

By |2020-06-10T16:49:02-04:00August 13th, 2020||

Gone are the days where the CFO simply manages the preparation of financial statements for the organization. Now, more than ever, CFO’s are responsible for other operational parts of the organization, including risk management. This course is a how...

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A Controller’s Guide to Assessing the Risk of Your Organization: Risk Management Basics & Developing the Risk Management Process (LIVESTREAM) (LIMG01/21)

By |2020-06-10T16:56:45-04:00August 13th, 2020||

Gone are the days where the CFO simply manages the preparation of financial statements for the organization. Now, more than ever, CFO’s are responsible for other operational parts of the organization, including risk management. This course is a how...

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Surgent’s Desired Traits of In-Charges, Seniors and Supervisors (Audit Skills Training – Level 5) (A5M1) (SSMG136/20)

By |2020-06-10T17:00:43-04:00June 30th, 2020||

Those in charge of the day-to-day supervision of engagements need to consciously embrace and demonstrate characteristics that will enable him/her to transition to a firm leader. This includes a focus on three key pillars: financial success, retaini...

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Surgent’s Value-Added Internal Control Communications (Audit Skills Training – Level 6) (A6M2) (SSMG137/20)

By |2020-06-10T16:52:39-04:00June 30th, 2020||

In order to retain existing clients, lower fee pressures and gain invaluable referral sources, financial statement auditors must place a priority on being a value-added business advisor. This module will provide tips and techniques for helping clien...

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