Business Management Knowledge Hub

Accounting professionals in corporate finance functions need to embrace internal controls at all levels of an organization for continued success. Working effectively to achieve financial and operational goals and following budgeting best practices are skills worth continuously honing.   

Review our collection of articles, events and resources below.  

Content

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ARTICLE

Income Tax Disclosures: What Public and Private Entities Still Need to Know

 June 23, 2026
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ARTICLE

4 Steps for Businesses to Establish an AI Governance Policy

 June 22, 2026 Source: Financial Management
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ARTICLE

AI for Small Businesses: How to Get Started

 June 16, 2026
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ARTICLE

The Real Gap Between Cybersecurity and Finance

 June 11, 2026 Source: CFO Dive
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ARTICLE

CFOs Face Tricky Tariff Refund Questions as Process Gains Steam

 June 1, 2026 Source: CFO Dive
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ARTICLE

Why Explainability Is Becoming Finance’s Most Important AI Requirement

 June 1, 2026 Source: Financial Executives International
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ARTICLE

How to Make the Fractional CFO-Client Relationship Effective

 May 29, 2026 Source: Financial Management
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ARTICLE

5 Human Competencies CPAs Need in the AI Age

 May 26, 2026 Source: Journal of Accountancy
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Finance Transformation: Manage Disruption AICPA Certificate
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Finance Transformation: Transform Skills AICPA Certificate
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IMA Financial Planning & Analysis Certificate
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Effective Techniques for Auditing Contingencies and Going Concern
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Successful Communication
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Data Analytics for Accountants and Financial Managers
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Surgent's Business Law Essentials for Practitioners and Controllers
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Surgent's Business Law Essentials for Practitioners and Controllers
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Adapting to Today’s Changing Accounting Landscape
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Surgent's Six Common Barriers to Investment Success
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Surgent's CFOs as Leaders of Organizational Change: Driving Innovation and Navigating Economic Uncertainties – Panel Discussion
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Contract Law for Accounting and Finance Professionals
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Surgent's Controllership Skills Update: Current Survival Skills
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Surgent's Controllership Skills Update – Budgeting, Forecasting, and Big Data
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Surgent's Controllership Skills Update: Mergers, Acquisitions, and Alliances
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Surgent's Controllership Skills Update: Risk Management
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Crowdfunding: A General Overview
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Surgent's Data Analytics Readiness Series: Visualizations and Reporting
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Surgent's Data Analytics Readiness Series: Data Extraction and Data Sources
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Surgent's Data Analytics Readiness Series: Data Preparation Using Get and Transform
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Surgent's Data Analytics Readiness Series: Formulas, Named Ranges, and Formula Auditing
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Surgent's Data Analytics Readiness Series: Excel Tables
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Surgent's Data Analytics Readiness Series: PivotTables
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Surgent's Data Analytics Readiness Series: Data Modeling
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Surgent's Data Analytics Readiness Series: Advanced Formulas- Array Formulas and DAX Formulas
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Surgent's Data Analytics Readiness Series: Artificial Intelligence- Basic Concepts in Excel
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Data Analytics Toolkit – Tools and Applications
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Data Analytics: Planning and Implementation Strategies
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Excel: The Data Tools for Analysis - Power Query and Power Pivot
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Power BI Desktop: DAX Formulas, Reporting, and Visualizations
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Power BI.com: Empowering Collaborative Data Analytics in Your Organization
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Surgent's Employee vs. Independent Contractor: Achieving Success in a Worker Classification Audit
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Surgent's Enterprise Risk Management Concepts and Strategy for Small and Medium-Sized Companies
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Surgent's Enterprise Risk Management Concepts and Strategy for Small and Medium-Sized Companies
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Surgent's Enterprise Risk Management for Small and Medium-Sized Companies
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Surgent's Ethics for the Industry Accountant
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A Complete Tax Guide to Exit Planning
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The Role of the Whistle-Blower
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Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers
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Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers
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Goodwill Impairment Basics
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Surgent's Goodwill Impairment - An Essential Guide
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Surgent's Employer's Handbook: Health Care, Retirement, and Fringe Benefit Tax Issues
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Surgent's Employer's Handbook: Health Care, Retirement, and Fringe Benefit Tax Issues
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Hiring and Firing of Employees - What You Can and Cannot Do
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HIPAA: What Accountants and Other Practitioners Need to Know
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Surgent's Employer's Handbook: Legal, Tax, and Health Care Issues
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Surgent's Employer's Handbook: Legal, Tax, and Health Care Issues
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Increase the Efficiency of Your Organization
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Surgent's Innovative Forecasting and Budgeting: Moving Beyond the Traditional Techniques
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Surgent's Mastering the Basics of Inventory Accounting
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Surgent's Improving Your Profits: Identifying Cost Cutting Opportunities
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Max the Tax: Crowdfunding
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Surgent's Max the Tax: Tax Impacts on Exit Planning
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Surgent's Recent Changes in Workplace Regulations: Overtime, Non-compete Agreements, and Employee/Independent Contractor
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Surgent's Get Started with Power BI
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Surgent's Become a Data Analysis Expert
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Surgent's Clean, Transform, and Load Data in Power BI
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Surgent's Build a Data Model for Analysis in Power BI
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Surgent's Create Measures in Power BI That Define Your Metrics
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Surgent's Create Visuals in Power BI to Successfully Analyze Data
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Surgent's Leverage PowerBI.com to Create Data Analysis for Others
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Surgent's Create Paginated Reports with Power BI Report Builder
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Surgent's From Numbers to Narratives: Mastering Data Analysis for CPAs
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Surgent's Power BI - Bringing It All Together for Data Analysis
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Surgent's Progressive Discipline and Termination
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Surgent's Integrated Planning, Forecasting, and Budgeting for Organizational Success
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Surgent's Integrated Planning, Forecasting, and Budgeting for Organizational Success
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Surgent's CFO/Controller's Roadmap to Success: Integrated Planning, Forecasting, and Budgeting
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Surgent's Project Management for Finance Professionals
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Surgent's Raising Financially Capable Children
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Surgent's Implementing Subscription Pricing to Your Practice
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Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs to Know
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Surgent's Stock vs. Asset Acquisitions of C Corporations
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Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional
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Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional
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Surgent's Current Developments and Best Practices for Today's CFOs and Controllers
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Surgent's Planning and Strategy Formulation for Your Organization's Financial Success
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Surgent's Essential Depreciation and Expensing Update
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Surgent's Understanding Non-Compete Agreements
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Surgent's Excel for Staff Level 3 - Build Reports and Analyze Data
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What You Can Learn From the Statement of Cash Flows
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CFO Solutions to IRS Problems
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Unlocking Deep Secrets: Case Studies in Financial Analysis
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Build Better Budgets: Fundamental Techniques
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Beyond the Basics: Financial Ratios You Might Be Overlooking
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CPA to CFO: Essential Competencies for Finance Leaders
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What's Behind the Data?
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Complete Guide to Analyze Data with Excel PivotTables
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Advanced Excel for Staff - Build Reports and Analyze Data
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Seeing Beyond the Numbers: Analysis for CFOs & Controllers
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CFO & Controller Critical Skills: Budgeting & Forecasting
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Creating Better Budgets: How Budgets Affect Actions
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Creating Better Budgets: Budget Types
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Creating Better Budgets: Budgets Gone Bad
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Creating Better Budgets: How to Prepare for the Future
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Making Acquisitions that Work: Make Strategic Acquisitions
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Making Acquisitions that Work: Determining Cultural Fit
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Making Acquisitions that Work: Identify Synergies
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Making Acquisitions that Work: Conduct Due Diligence
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Making Acquisitions that Work: Integrating the Businesses
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Making Acquisitions that Work: Determining Price
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Making Acquisitions that Work: Negotiating
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Making Acquisitions that Work: Consider the Seller
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Making Acquisitions that Work: Documenting the Transaction
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Disruptive Business Innovation: Lessons from Great Failures
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Disruptive Business Innovation: Disruptive Innovation
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Disruptive Business Innovation: Being Innovative
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Disruptive Business Innovation: Yankee Ingenuity
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Disruptive Business Innovation: Creating the Innovative Company
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The Innovative Finance Department: Finance and Big Data
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The Innovative Finance Department: Making Innovation Work
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The Innovative Finance Department: Making Innovation Stick
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The Innovative Finance Department: The Information Challenge
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The Innovative Finance Department: Innovation Case Studies
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Drive Your Organization’s Strategy: Decide Where to Compete
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Drive Your Organization’s Strategy: Find a Competitive Advantage
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Drive Your Organization’s Strategy: Hold a Strategy Retreat
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Drive Your Organization’s Strategy: Develop a Balanced Scorecard
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Drive Your Organization’s Strategy: Map Your Strategy
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Activity-Based Costing: Introduction to Activity-Based Costing
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Activity-Based Costing: Aggregate Cost by Activity
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Activity-Based Costing: Assigning Property, Plant and Equipment Costs
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Activity-Based Costing: Cost Drivers
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Activity-Based Costing: Assigning Occupancy Costs
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Activity-Based Costing: Assign Information Technology Costs
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Activity-Based Costing: Assigning the Cost of Money
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Activity-Based Costing: Cost Flow Diagrams
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Activity-Based Costing: Organizing Cost Calculations
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Activity-Based Costing: Excess Capacity
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Financial Analysis: Calculate Days Receivable More Accurately
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Financial Analysis: Calculate Days Inventory More Accurately
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Financial Analysis: Calculate Debt Capacity
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Financial Analysis: Calculate the Altman Z-Score for Credit Decisions
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Financial Analysis: Calculate Economic Value Added
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Making Reporting Really Count: The Three P’s of Reporting
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Making Reporting Really Count: Make it a "Trifecta"
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Making Reporting Really Count: Basic Communication Excellence
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Making Reporting Really Count: The Fundamentals Still Make Sense
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Making Reporting Really Count: Commitment to Action
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Why Do Businesses Fail?
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Strategic Planning
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Planning Tools for the Controller/CFO
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M&A Overview
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Z-scores
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Creativity
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Greiner Model
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Mentoring/Coaching Role of the Controller/CFO
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Four Roles of the Controller/CFO
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Activity-Based Costing - Nano Bundle
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Creating Better Budgets - Nano Bundle
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Disruptive Business Innovation - Nano Bundle
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Drive Your Organization’s Strategy - Nano Bundle
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Financial Analysis - Nano Bundle
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Making Acquisitions that Work - Nano Bundle
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Making Reporting Really Count - Nano Bundle
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The Innovative Finance Department - Nano Bundle
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