Strategic Planning For Small and Medium-Sized Businesses:  Moving from
Live Webcast Replay

Strategic Planning For Small and Medium-Sized Businesses: Moving from Ideas to Action


Total Credits: 4 including 4 Management Services - Technical

Average Rating:
  4.4   (0 comments)
Category:
ACPEN Industry Institute |  Practice Management
Faculty :
William F. O’Brien, MBA, CPA
Course Levels:
Intermediate
Duration:
4 Hours
License:
Access for 30 day(s) after program date.


Description

The fast-paced, global economy in which we operate demands timely strategic execution from all participants.  Effective and efficient performance is the key to success in this environment of rapid change.  Cutting-edge firms not only monitor their operations through the use of Performance Based Measurement, they also link it to their strategies and their Financial Plans.  

Basic Course Information

Learning Objectives

*Discover how to generate an effective Strategic Plan (SP) in your business

*Learn the basics of Performance Measurement (PM)

*Create strategically driven Critical Success Factors (CSF’s)

*Discover how to integrate SP and PM with the Balanced Scorecard (BSC)

*Gain insight on how to build a strategically-correct Financial Plan ($P)


Major Subjects

*A simple but effective approach to Strategic Planning

*Current approaches to performance measurement

*Linking strategic planning with performance measurement

*Using critical success factors to align strategy with action

*Exercise: creation and critique of CSF’s

*Linking CSF’s with the Balanced Scorecard

*Tying the Financial Plan to the Strategic Plan

*Integrated performance metrics success stories: real progress in the real world

*Exercise: Putting it all together-building an integrated balanced scorecard


Course Materials

Faculty

William F. O’Brien, MBA, CPA Related seminars and products: 4


WILLIAM F. O’BRIEN, MBA, CPA, is a financial management consultant and educator with over 40 years of experience. He has held senior financial management positions with Intel Corporation and ROLM Corporation and served as CFO for several emerging high technology companies. Mr. O’Brien has extensive experience in corporate planning, financial analysis, cash management and managerial accounting in both domestic and international settings. He has served on the faculties of Santa Clara University and San Jose State University and is a frequent financial seminar speaker in both the U.S. and abroad. 


Dates

Thu, Sep 06, 2018 - 09:00a to 01:00p CDT
Fri, Sep 21, 2018 - 09:00a to 01:00p CDT
Fri, Oct 12, 2018 - 01:00p to 05:00p CDT
Wed, Oct 31, 2018 - 03:00p to 07:00p CDT
Mon, Nov 05, 2018 - 08:00a to 12:00p CST
Thu, Nov 29, 2018 - 08:00a to 12:00p CST
Fri, Dec 07, 2018 - 12:00p to 04:00p CST
Wed, Dec 26, 2018 - 12:00p to 04:00p CST

Additional Info

Basic Course Information

Prerequisites

Prior experience in some aspect of business planning


Advanced Preparation

None


Designed For

CPAs in practice and Members in Industry


Original Recording Date

05/05/2017


Yellow Book

No


Course Developer

Bill O'Brien


Date Added to Catalog

04/28/2017


Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints.  anne.taylor@acpen.com(972-377-8199).


Official Registry Statement

Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org


Instructional Delivery Method

Group Internet Based


Course Registration Requirements

Online Registration 


Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 


Promo Video

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Overall:     4.4

Total Reviews: 22

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