Strategic Planning For Small and Medium-Sized Businesses—What's New in 2015: Moving from Ideas to Action
Total Credits: 4 including 4 Management Services - Technical
- Average Rating:
- 35
- Categories:
- ACPEN Industry Institute
- Faculty:
- William F. O’Brien, MBA, CPA
- Course Levels:
- Intermediate
- Duration:
- 4 Hours
- License:
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
*Detailed steps in a SP
*General description of PM.
*Working with strategic objectives.
*7 steps for PM implementation.
*Detailed examples of CSF’s.
*The traditional Balanced Scorecard.
*Examples of BSC metrics.
*Realistic approaches to performance based compensation.
*3-4 examples of actual company implementations
*Questions and answers
Course Materials
| Strategic Planning Handout (1.47 MB) | Available after Purchase | ||
| important-cpe-credit-information (0.02 MB) | Available after Purchase | ||
Faculty
William F. O’Brien, MBA, CPA Related Seminars and Products
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.
Additional Info
Basic Course Information
Advanced PreparationNone
Course Developer
Bill O'Brien
Date Added to Catalog
07/22/2015
Designed For
CPAs in practice and Members in Industry
Original Recording Date
08/06/2015
Prerequisites
Prior experience in some aspect of business planning
Yellow Book
No
Additional Information
Complaint Resolution PolicyPlease contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Instructional Delivery Method
Group Internet Based
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
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
Strategic Planning For Small and Medium-Sized Businesses—What's New in 2015: Moving from Ideas to ActionReviews
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