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Self-Study

Surgent's Achieving High Levels of Compliance and Customer Service in Your Organization

Valid for one year from purchase date
Self-study - Downloadable PDF
4 CPE (4 technical)

Course code: 24SS-0103
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If your organization is exempt from sales tax, call us at 952-831-2707 to complete your purchase.

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Alternate dates & more options

  • Tuesday, Feb. 11, 2025 - Webinar
  • Thursday, March 20, 2025 - Webinar
  • Monday, April 1-Monday, March 31, 2024 - On-Demand

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.

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

Learning 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

Who should take this program?

  • CFOs, controllers and finance professionals

Pricing

Standard Member Fee $79.00
checkmark Standard Nonmember Fee $79.00
Our records indicate you are a nonmember. If you register, you will be charged $79.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.

If your organization is exempt from sales tax, call us at 952-831-2707 to complete your purchase.

Add to cart

More program information

Area
of study
Management
Field(s)
of study
Management Services - Technical (4.0)
Level Basic
Format Self-study - Downloadable PDF
Sponsor Surgent
NASBA ID#: 103212
Prerequisites Prereq. None
Advance
prep
None

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