Lunch & Learn – Putting it all Together – Session 12 – Sponsored by Piedmont Chapter (LIPIOT12/23)
The Piedmont Chapter of SCACPA is excited to sponsor a senior leadership series consisting of 12 one-hour virtual monthly courses. The series is designed for each session to build upon the prior sessions. The series is highly recommended for those...
Lunch & Learn – Productivity and Conducting Productive Meetings – Session 11 – Sponsored by Piedmont Chapter (LIPIOT11/23)
The Piedmont Chapter of SCACPA is excited to sponsor a senior leadership series consisting of 12 one-hour virtual monthly courses. The series is designed for each session to build upon the prior sessions. The series is highly recommended for those...
TechieBytes- What’s New at Google (LIOT08/23)
In this session we will dive into Google applications built for business. Participants will gain an understanding of Google applications and the impact they have on business.
TechieBytes- What’s New with Microsoft (LIOT04/23)
In this session we will explore new offering and updates in Microsoft Products. Topics include new features in Windows 11, Updates to Office 365, and more. Participants will leave this course with an understanding of current Microsoft enhancements as well as those yet to come.
Lunch & Learn – Performance Improvement/Coaching – Session 10 – Sponsored by Piedmont Chapter (LIPIOT10/23)
The Piedmont Chapter of SCACPA is excited to sponsor a senior leadership series consisting of 12 one-hour virtual monthly courses. The series is designed for each session to build upon the prior sessions. The series is highly recommended for those...
Using Data Analytics to Give You a Competitive Advantage (LIOT02/23)
Through case studies and discussion, this course will explore what data analytics and big data is, how it is being used by companies, and how it could be used in the future. Participants will be given scenarios in which to think about the data availa...
Lunch & Learn – High Performance Teams – Session 9 – Sponsored by Piedmont Chapter (LIPIOT09/23)
The Piedmont Chapter of SCACPA is excited to sponsor a senior leadership series consisting of 12 one-hour virtual monthly courses. The series is designed for each session to build upon the prior sessions. The series is highly recommended for those...
Lunch & Learn – Delegation – Session 8 – Sponsored by Piedmont Chapter (LIPIOT08/23)
The Piedmont Chapter of SCACPA is excited to sponsor a senior leadership series consisting of 12 one-hour virtual monthly courses. The series is designed for each session to build upon the prior sessions. The series is highly recommended for those...
Surgent’s Securing a Comfortable Retirement in the Age of Spending (SSOT306/22)
This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income they will require and planning for how to reach their retirement goals.
Surgent’s The Nuts and Bolts of Life Insurance (SSOT416/22)
All firms want to become more consultative, to bring value in a marketplace that has become increasingly commodified. This presentation will help you do just that. All clients need life insurance. This nuts and bolts presentation will help you provid...
Surgent’s Securing a Comfortable Retirement in the Age of Spending (SSOT305/22)
This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income they will require and planning for how to reach their retirement goals.
Surgent’s Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients (SSOT418/22)
Companies often offer stock options as an additional form of compensation to attract and retain the best talent. Used appropriately, stock options can generate significant wealth. Yet many employees are unfamiliar with how stock options work and why ...
Surgent’s HIPAA: What Accountants and Other Practitioners Need to Know (SSOT415/22)
In 1996, Congress passed the Health Insurance Portability and Accountability Act, commonly referred to as HIPAA. HIPAA's stated purpose was to provide Americans with privacy measures designed to protect personal healthcare-related information. Yet ...