Surgent's Achieving High Levels of Compliance and Customer Service in Your Organization - On-Demand Webcast

Course Details


Thursday, June 1, 2023 – Tuesday, April 30, 2024

Field of Study

Advisory Services

Course Number


CPE Credit

4.0 hours CPE credit

Level of Knowledge



Surgent McCoy CPE, LLC




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.


  • 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


  • 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

Designed For

CFOs, controllers, and finance professionals

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

Non-Member Fee

Applicable if you are not a HSCPA member.

Your Price $179.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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