CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Post COVID-19 Planning Strategies

Icon_Webcast
Webcast
Icon_Level
Basic
Credits
CPE Credits
2 Credits: Taxes

Course Description

We are operating in a VUCAS world – volatile, uncertain, complex, ambiguous, and speedy. Your organizations need more than a budget to guide them into a successful future – they need a business GPS.  A well prepared strategic plan, just like a GPS, will identify multiple routes to achieve goals, track progress, warn on risks and re-route to avoid obstacles. Unfortunately traditional forecasting is limited in its value – more like a paper map than a GPS.  This session will introduce you three different approaches to planning: Mission-based planning, Keep-Stop-Start, and to the process of backcasting – a strategic planning approach that begins with the end in mind.

Learning Objectives

  • Identify the characteristics and behaviors of strategic thinking
  • Recognize the elements of the Keep-Stop-Start method of planning
  • Apply the five-step backcasting process

Course Specifics

Course ID
WC1821239766
Prerequisites

None

Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registeration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board.

Course Instructor

Jennifer Elder Headshot
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 …

Jennifer Elder, CPA, CFF, CIA, CMA Read More »

Post COVID-19 Planning Strategies

CPE CREDITS
2 Credits: Taxes

$98.00


Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.

Icon_Webcast
Webcast
Icon_Level
Basic
Credits
CPE Credits
2 Credits: Taxes

Course Description

We are operating in a VUCAS world – volatile, uncertain, complex, ambiguous, and speedy. Your organizations need more than a budget to guide them into a successful future – they need a business GPS.  A well prepared strategic plan, just like a GPS, will identify multiple routes to achieve goals, track progress, warn on risks and re-route to avoid obstacles. Unfortunately traditional forecasting is limited in its value – more like a paper map than a GPS.  This session will introduce you three different approaches to planning: Mission-based planning, Keep-Stop-Start, and to the process of backcasting – a strategic planning approach that begins with the end in mind.

Learning Objectives

  • Identify the characteristics and behaviors of strategic thinking
  • Recognize the elements of the Keep-Stop-Start method of planning
  • Apply the five-step backcasting process

Course Specifics

Course ID
WC1821239766
Prerequisites

None

Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registeration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board.

Course Instructor

Jennifer Elder Headshot
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 …

Jennifer Elder, CPA, CFF, CIA, CMA Read More »

Post COVID-19 Planning Strategies

CPE CREDITS
2 Credits: Taxes

Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.

$98.00