Live Webcast: Planning for Profits -- How to Develop and EXECUTE an Effective Business Plan (17W459)

REGISTRATION STATUS: Online registrations are closed for this event. We can take your registration over the phone at 800-782-2036.

Date: Wednesday, August 29, 2012
Time: 8:00AM - 3:30PM (Eastern Time)
Facility: Online Webcast, Internet
CPE Credit: 4 Business Mgmt & Organization
4 Management Advisory Services
Course Type: Webcast
Provider: Business Learning Institute
Instructor: Jack Park, CPA, MBA, CSP
Field of Study: Mgmt Advisory Services, Business Mgmt & Organization
Level of Knowledge: Basic
Fees: $245 MACPA Members, $245 Non-Members

Description:

How many organizations would be far more successful if they simply planned their future

  • Business Planning is a process by which an organization envisions its future and develops the required plans and procedures to accomplish that vision. Developing this unified sense of direction is essential for success, yet it is frequently overlooked. This seminar strongly focuses on both the development and EXECUTION of the plan --- too many plans are never achieved. Envisioning is more than anticipating the future; it is a process through which the organization can "change" its future.

    Objectives:

    • To obtain a working knowledge of Strategic Thinking, Strategic Planning, Operations Planning, and Financial Planning. Using Business Process Management to properly link these four planning segments.
    • To learn how to identify "key results areas" and analyze "critical issues."
    • To help the CPA/Financial Leader effectively lead the Business Planning Process. Step-by-step procedure.
    • How to use Project Management as a tool for proper EXECUTION of the plan.

    Major Topics:

    • Financial Leadership - how the CPA/Financial Leader effectively leads the Business Planning process. This critical leadership skill is the ability to coordinate this unified sense of direction, yet for many organizations it is frequently overlooked.
    • Strategic Thinking - this first step is a determining the direction the organization has decided to pursue. It is highly intuitive in nature and addresses the organization's Vision, Values, and Mission.
    • Strategic Planning - a dynamic process of deciding what products and/or services to provide, what markets to pursue, and what processes to improve.
    • Operations Planning - essentially the EXECUTION and implementation of the Strategic Plan. Identifying specific results to be achieved within a given period, and the actions and resources necessary to achieve these results. Using Project Management as a tool for successful EXECUTION.
    • Financial Planning - describing in financial terms the organization's projected performance. The tactics developed during the development of the Operations Plan will drive the development of the Financial Plan --- these two segments are solidly linked.

    Who Should Attend:

    *CPAs directly or indirectly involved with their organization's business planning, financial analysis, process improvement, and financial reporting. *CPAs in Public Accounting who want to enhance their ability to help clients improve performance and profitability.

    Prerequisite:

    None

    Advanced preparation:

    None


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    MorganStanley SmithBarney
    CGMA
    ADP