Surgent's Achieving High Levels of Compliance and Customer Service in Your Organization
4.00 Credits
Member Price $159
Non-Member Price $179
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
Leader(s):
Leader Bios
Arthur Pulis
Arthur Pulis III, MBA, has been active in seminars for both the banking and finance professions and has conducted training in most of the United States, in addition to several international locations including Tibet, Nepal, India, and Dubai.
During his career, he has received many distinguished speaking and training awards, including top honors for several state CPA societies. Pulis started his career on Wall Street at the Bank of New York and was also active in commercial lending at another bank in the New York area. He then joined Horizon Bankcorp in western New Jersey where he started and operated what became the world’s largest yacht finance company.
Pulis earned his undergraduate and MBA degrees from Colgate University and New York University.
Non-Member Price $179
Member Price $159