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Surgent's Achieving High Levels of Compliance and Customer Service in Your Organization
Start Date/Time
Thursday, March 20 2025 9:00 AM
Thursday, March 20 2025 9:00 AM
End Date/Time
Thursday, March 20 2025 12:30PM
Thursday, March 20 2025 12:30PM
Credit Hours
4.00
4.00
Fields of Study
Management Advisory Services
Management Advisory Services
Type
Seminar
Seminar
Level
Basic
Basic
Member
$159.00
$159.00
Non-Member
$229.00
$229.00
Facility Location
Virtual Learning
Virtual Learning
Company
WEBIN
WEBIN
Vendor
Surgent McCoy CPE, LLC
Surgent McCoy CPE, LLC
Status
Scheduled
Scheduled
Description
Probably one of the greatest conflicts in an organization is determining which is more important: compliance or customer service. This program digs deeply into the issue and prepares the finance professional to achieve high levels of compliance and customer service in the department and in the entire organization. We will examine both disciplines from an analytical standpoint, proving why they are necessary for both for-profit and nonprofit businesses to achieve success.
Designed For
CFOs, controllers, and finance professionals
Objectives
- Identify why customer service is just as important as compliance for profitability
- Understand how some organizations have achieved top performance in their industries
- See how good customer service is not about being “right”
- Realize why finance professionals have a bias toward compliance
- Identify what is wanted by the internal customers of the finance and accounting departments
Major Subjects
- Why customer service is not just having nice people; it is truly serving the customer
- Analysis of the value of the customer to compare it to various costs creating an ROI
- How to develop a compliance program that adds value to the customer
- A hard look at several companies and industries that have mastered the dual objectives
- How COVID-19 has affected compliance and customer service
Prerequisites
None