Surgent’s Adapting Different Personality Styles (Audit Skills Training – Level 6) (A6M3) (SSOT148/21)

By |2021-06-07T10:48:02-04:00June 30th, 2021||

Every individual has a dominant personality style, which includes relevant strengths and weaknesses. Effective interactions require individuals to adapt behaviors to complement, balance or counteract the traits of others. This module provides guida...

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Surgent’s Coaching Staff to Stay on the Right Track (Audit Skills Training – Level 5) (A5M8) (SSOT147/21)

By |2021-06-07T11:04:05-04:00June 30th, 2021||

Being a successful coach requires tackling various responsibilities, including motivating, providing positive and constructive negative feedback, and otherwise getting the best performance out of engagement team members in the given situation. This ...

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Social Security and Medicare (LIVESTREAM) (LIOT02/21)

By |2021-06-09T14:06:03-04:00June 10th, 2021||

Social Security and Medicare benefits remain an integral part of the financial planning process for many clients, yet CPA’s often feel unprepared to talk about these topics.  Clients often want to know when they will qualify for benefits, h...

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D03 – Human Resources Update (Recruiting and Retaining Talent) (LIVESTREAM) (LIOT71/21)

By |2021-06-01T23:18:15-04:00June 3rd, 2021||

There is a particular art to finding and keeping good employees. A certain finesse that may have alluded some of us. Whether you are looking for one or twenty one employees, it is always easier to hire the right one, than to fire the wrong one. Come ...

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A03 – Managing People – Conquering the Soft Side of Your Job (LIVESTREAM) (LIOT70/21)

By |2021-06-01T23:31:16-04:00June 3rd, 2021||

You have probably heard the saying that “employees quit managers - not companies.”  Perhaps this has never been more true than now – when many people are working from home, and the only contact they often have with their employer is thr...

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