Events Search
  Summary & Check Out (0)
Thursday, March 20, 2025 Live Webcast

Achieving High Levels of Compliance and Customer Service in Your Organization (X1-CCS4-2025-01-WEBNR-79-01)

9:00 AM - 12:30 PM EDT
webcast

Vendor Platform

4 CPE Credits in MT

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.

DESIGNED FOR

CFOs, controllers, and finance professionals

BENEFITS

  • 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

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

COURSE LEVEL

Basic

ADVANCE PREPARATION

None

INSTRUCTOR

Arthur Pulis, III

Arthur G. Pulis, III, M.B.A.

Arthur G. Pulis has been actively involved in training and consulting since 1981. During that time he has been awarded numerous awards as a training professional by state CPA societies, banking organizations, and the AICPA, where he was included among the top seminar leaders several times. Prior to entering consulting, Pulis had a varied career in financial services having worked for The Bank of New York and other banks in New Jersey. For several years, he was founder and chief operating officer of Horizon Creditcorp, which was then the world’s largest yacht finance company.

PRICING

$149.00 - Member

$169.00 - Nonmember

Register Today


Note: Online pre-registration will close on March 20 at 8:30 AM.

ADDITIONAL OPTIONS

Remind me to register

Print a registration form

COURSE DEVELOPER

Surgent