CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Strategic Planning: Success on One Page

Icon_Webcast
Webcast
Icon_Level
Basic
Credits
CPE Credits
6 Credits: Business Management & Organization

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.

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

Course Specifics

Course ID
WC16206898
Revision Date
May 4, 2020
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220

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 »

Strategic Planning: Success on One Page

CPE CREDITS
6 Credits: Business Management & Organization

$294.00

Icon_Webcast
Webcast
Icon_Level
Basic
Credits
CPE Credits
6 Credits: Business Management & Organization

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.

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

Course Specifics

Course ID
WC16206898
Revision Date
May 4, 2020
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220

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 »

Strategic Planning: Success on One Page

CPE CREDITS
6 Credits: Business Management & Organization

$294.00