Conferences Presenting

Asheville Conference
August 04, 2020
7:30AM - 1:00PM
Jennifer Elder, CPA, CFF, CIA, CMA
Bar Harbor Conference
July 14, 2020
7:30AM - 1:00PM
Jennifer Elder, CPA, CFF, CIA, CMA
Charleston Conference
May 12, 2020
7:30AM - 1:00PM
Jennifer Elder, CPA, CFF, CIA, CMA
Lake Tahoe Conference
August 11, 2020
7:30AM - 1:00PM
Jennifer Elder, CPA, CFF, CIA, CMA
Las Vegas December Conference
December 01, 2020
7:30AM - 1:00PM
Jennifer Elder, CPA, CFF, CIA, CMA
Myrtle Beach Conference
July 07, 2020
7:30AM - 1:00PM
Jennifer Elder, CPA, CFF, CIA, CMA
Costa Rica Conference
November 03, 2020
7:30AM - 1:00PM
Jennifer Elder, CPA, CFF, CIA, CMA
St Simons Conference
October 20, 2020
7:30AM - 1:00PM
Jennifer Elder, CPA, CFF, CIA, CMA
Sunriver Conference
July 28, 2020
7:30AM - 1:00PM
Jennifer Elder, CPA, CFF, CIA, CMA
Washington DC Conference
July 02, 2020
7:30AM - 1:00PM
Jennifer Elder, CPA, CFF, CIA, CMA
Live Event
6
Basic
Business Mgmnt and Org
None

Course Description

'Failing to plan is planning to fail.'  And yet you can't achieve your goals unless you actually have identified your goals.  Whether you are in public, private, not-for-profit, government, or retired - everyone has goals they want to achieve and achieve faster!  Strategic planning doesn't have to be a dreaded chore - if you make it simple and straight-forward. This course will discuss the qualities of strategic thinking and strategic positioning.  We will describe several methods for creating a strategic plan including Keep/Stop/Start, Backcasting, and One-Page Planning. We will practice defining your ideal customer, identifying opportunities and threats, conduct a competitive analysis, and defining your unique value proposition.  



Course Specifics

Business Mgmnt and Org
None
LE6206010
None


Compliance Information

103220
Qualifies for CA Fraud: No


Learning Objectives

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

  • Differentiate your organization and develop market niches
  • Identify strategic objectives for the next 3 years
  • Complete a one-page strategic plan that connects your mission to objectives to specific goals and defines key measurements


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