Select a Webcast

September 15, 2017
11:00AM - 2:00PM ET


October 11, 2017
12:00PM - 3:00PM ET



Course Description

This is the first part of a two-part course. You are encouraged to take both parts for a complete picture, but it is not necessary. Business planning is a process by which an organization envisions its future and develops the required plans and procedures to accomplish that vision. Developing this unified sense of direction is essential for success, yet for most organizations, it is a frequently overlooked and forgotten tool. This seminar strongly focuses on the development of a one-page business plan that is easily understood and practical to execute and implement. Learn to use business planning to connect the long-term future with your strategies, operations, and financial planning. This course is applicable to CPAs, both public and private, who want to help a business be all that it can be.


Jennifer Elder, CPA, CFF, CIA, CMA

Jennifer H. Elder, CPA, CMA, CIA, CFF, is the president and founder of The Sustainable CFO. She has a background in accounting and finance that spans more than 25 years. She has a Master of Science in Organizational Management and Leadership. Jennifer is also a faculty member at Antioch University New England in the Green MBA program.

Jennifer has worked with organizations around the country ranging in size from 2 to 60 employees, from start-ups with $0 in revenue to mature organizations with $172 million in revenue, in a variety of industries, including real estate, construction and development, manufacturing and distribution, software and hardware development, angel investing, professional services, and nonprofits.

She has a passion for helping businesses succeed. She loves tackling challenges and finding unique solutions to difficult problems. Defining issues, breaking them down into understandable parts, and developing simple and effective solutions is something she sees as fun. Jennifer also believes strongly in the benefits of sustainability—where being environmentally and socially responsible overlap with business success. The tangible benefits of implementing sustainable strategies can be seen in reduced energy costs, reduced operating costs, improved stakeholder relations, new market opportunities, and employee retention.

Jennifer is a frequent contributing author and speaker for such organizations as Western CPE, TriplePundit LLC, Maryland Association of CPAs, National Association of Home Builders, and the Society for Human Resource Management.

Course Specifics

May 16, 2017

Compliance Information

Qualifies for CA Fraud: No

Learning Objectives

Upon successful completion of this course, participants will be able to:

  • Identify the reasons why strategic plans fail
  • Determine the questions that must be answered to create an executable plan that will drive the success of your business year after year
  • Identify the top 10 mistakes of business planning and how to avoid them


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