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

Overview

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.

Highlights

• 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

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

Preparation

None

Notice

This course is provided by a third-party vendor. Please note that login instructions will not be available in the ‘My Upcoming CPE’ section of the NESCPA website. Instead, the login instructions will be sent directly to you via email by Surgent. Upon completing the course, your hours will be recorded in the ‘My CPE Tracker’ section of the NESCPA website.