Management Services

Surgent’s Project Management for Small and Medium-Sized Enterprises (SSMG524/23)

By |2023-05-02T22:40:17-04:00May 2nd, 2023||

This past year has shown us the need for numerous projects and the need to manage those projects in a unique way. Project management is a way of thinking and has proven to be an important path to increased success. Most of the largest organizations h...

Comments Off on Surgent’s Project Management for Small and Medium-Sized Enterprises (SSMG524/23)

Surgent’s Project Management: Tips, Tricks, and Traps (SSMG523/23)

By |2023-05-02T22:39:17-04:00May 2nd, 2023||

This past year has shown us the need for numerous projects and the need to manage those projects in a unique way. Project management is a way of thinking highly recognized and practiced by large organizations, but often neglected by the smallest comp...

Comments Off on Surgent’s Project Management: Tips, Tricks, and Traps (SSMG523/23)

Surgent’s Project Management: Tips, Tricks, and Traps (SSMG522/23)

By |2023-05-02T22:38:14-04:00May 2nd, 2023||

This past year has shown us the need for numerous projects and the need to manage those projects in a unique way. Project management is a way of thinking highly recognized and practiced by large organizations, but often neglected by the smallest comp...

Comments Off on Surgent’s Project Management: Tips, Tricks, and Traps (SSMG522/23)

Surgent’s Project Management for Finance Professionals (SSMG521/23)

By |2023-05-02T22:37:05-04:00May 2nd, 2023||

This past year has shown us the need for numerous projects and the need to manage those projects in a unique way. Project management is an important part of every organization; however, often companies do not differentiate between project management ...

Comments Off on Surgent’s Project Management for Finance Professionals (SSMG521/23)

Surgent’s CFO/Controller’s Roadmap to Success: Integrated Planning, Forecasting, and Budgeting (SSMG520/23)

By |2023-05-02T22:36:15-04:00May 2nd, 2023||


Did 2020 show us that planning doesn't work? It might seem that way. But, obviously some organizations survived far better than others due to their ability to handle unexpected change. Many organizations spend huge amounts of money and effort at ...

Comments Off on Surgent’s CFO/Controller’s Roadmap to Success: Integrated Planning, Forecasting, and Budgeting (SSMG520/23)

Surgent’s Integrated Planning, Forecasting, and Budgeting for Organizational Success (SSMG519/23)

By |2023-05-02T22:35:05-04:00May 2nd, 2023||

Planning may be one of the most important assignments of the finance professional; however, it is often accomplished in a way that can harm the organization. In many cases, huge sums are spent only to have a planning document developed that does not ...

Comments Off on Surgent’s Integrated Planning, Forecasting, and Budgeting for Organizational Success (SSMG519/23)

Surgent’s Metrics, Benchmarking, and Measurement (SSMG518/23)

By |2023-05-02T22:34:09-04:00May 2nd, 2023||

Years ago, Peter Drucker said, "what gets measured gets managed," and that is true today. As financial professionals, we understand and desire this, but often it's difficult to get the concept across to the remainder of the organization. This program...

Comments Off on Surgent’s Metrics, Benchmarking, and Measurement (SSMG518/23)

Surgent’s Innovative Forecasting and Budgeting: Moving Beyond the Traditional Techniques (SSMG517/23)

By |2023-05-02T22:33:09-04:00May 2nd, 2023||

Did 2020 show us that planning doesn't work? It might seem that way. But, obviously some organizations survived far better than others due to their ability to handle unexpected change. Forecasting and budgeting are two words that often draw an advers...

Comments Off on Surgent’s Innovative Forecasting and Budgeting: Moving Beyond the Traditional Techniques (SSMG517/23)

Surgent’s Increase the Efficiency of Your Organization (SSMG516/23)

By |2023-05-02T22:32:26-04:00May 2nd, 2023||

There are only two things that any organization needs to accomplish for success: serve the customer well and do it efficiently. This short program will concentrate on the efficiency side, which is always near and dear to the heart of the financial pr...

Comments Off on Surgent’s Increase the Efficiency of Your Organization (SSMG516/23)

Surgent’s Enterprise Risk Management for Small and Medium-Sized Companies (SSMG515/23)

By |2023-05-02T22:31:27-04:00May 2nd, 2023||

2020 taught us that major risks can come at us from any direction and with barely a warning. All organizations operate in a risk environment; however, generally only the large for-profit organizations pay a lot of attention to risk management. Or, ot...

Comments Off on Surgent’s Enterprise Risk Management for Small and Medium-Sized Companies (SSMG515/23)

Surgent’s Enterprise Risk Management Concepts and Strategy for Small and Medium-Sized Companies (SSMG514/23)

By |2023-05-02T19:56:08-04:00May 2nd, 2023||

2020 taught us that major risks can come at us from any direction and with barely a warning. All organizations operate in a risk environment, but all too often, they either don't realize it or they don't develop a strategy to deal with the risks. In ...

Comments Off on Surgent’s Enterprise Risk Management Concepts and Strategy for Small and Medium-Sized Companies (SSMG514/23)

Surgent’s Enterprise Risk Management Concepts and Strategy for Small and Medium-Sized Companies (SSMG513/23)

By |2023-05-02T19:55:11-04:00May 2nd, 2023||

2020 taught us that major risks can come at us from any direction and with barely a warning. All organizations operate in a risk environment, but all too often, they either don't realize it or they don't develop a strategy to deal with the risks. In ...

Comments Off on Surgent’s Enterprise Risk Management Concepts and Strategy for Small and Medium-Sized Companies (SSMG513/23)

Surgent’s Capital Planning in Light of COVID-19 (SSMG512/23)

By |2023-05-02T19:54:13-04:00May 2nd, 2023||

Capital planning as a concept has undergone few changes; however, following the recent pandemic, we suddenly saw that our old system didn't work with the rapid change that was required. This program will take a look at capital planning in light of wh...

Comments Off on Surgent’s Capital Planning in Light of COVID-19 (SSMG512/23)

Surgent’s The Post COVID-19 Business: Financial and Operational Lessons Learned (SSMG511/23)

By |2023-05-02T19:53:11-04:00May 2nd, 2023||

Many say that the recent pandemic will have caused the greatest change in business that has been seen in the last 100 years. The problem is that we often don't take the time to step back and evaluate what has happened and how we can capitalize on the...

Comments Off on Surgent’s The Post COVID-19 Business: Financial and Operational Lessons Learned (SSMG511/23)

Surgent’s Understanding Specific Risks in the Small and Medium-Sized Organization (SSMG527/23)

By |2023-05-02T14:04:11-04:00May 2nd, 2023||

2020 taught us that major risks can come at us from any direction and with barely a warning. Risk management is a necessary tool for all organizations, but often overlooked by small businesses. In this program, we will briefly look at the concept of ...

Comments Off on Surgent’s Understanding Specific Risks in the Small and Medium-Sized Organization (SSMG527/23)

Surgent’s Planning and Strategy Formulation for Your Organization’s Financial Success (SSMG526/23)

By |2023-05-02T14:03:19-04:00May 2nd, 2023||

Did 2020 show us that planning doesn't work? It might seem that way. But, obviously some organizations survived far better than others due to their ability to handle unexpected change. Sick and tired of taking CPE that has no practical application or...

Comments Off on Surgent’s Planning and Strategy Formulation for Your Organization’s Financial Success (SSMG526/23)

Surgent’s Risk Management for the Small Business (SSMG525/23)

By |2023-05-02T14:02:08-04:00May 2nd, 2023||

In many smaller organizations the job of risk manager is housed with the CEO, and many of the staff who better understand the details of the various risks are not included in risk-management discussions. This program will take a hard look at risk man...

Comments Off on Surgent’s Risk Management for the Small Business (SSMG525/23)

Surgent’s Controllership Skills Update: Mergers, Acquisitions, and Alliances (SSAA767/24)

By |2023-05-02T10:52:18-04:00May 2nd, 2023||

Mergers, acquisitions, and partnering have long been strategic vehicles to grow or change an existing organization. Corporate America has extensive experience in merging with or acquiring firms. However, its track record of being able to unify an acq...

Comments Off on Surgent’s Controllership Skills Update: Mergers, Acquisitions, and Alliances (SSAA767/24)
Go to Top