Planning and Strategy Formulation for Your Organization's Financial Success (TDE4)
Overview
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Did 2020 show us that planning doesn't work? It might seem that way. But, obviously some organizations survived far better than others due to their ability to handle unexpected change. Sick and tired of taking CPE that has no practical application or just regurgitates the same information over and over? Join us for this practical course, which will present a fresh approach to planning and strategy formulation for your organization. Often thought of as a painful process, planning and strategy formulation is probably one of the most important processes any organization undertakes in order to achieve financial success. We'll explore this fresh approach to many different planning stages, including the marketing plan, the technology plan, the capital plan, the five-year operating plan and much more! The pandemic has shown us that our planning process must be far nimbler and allow our organization to shift rapidly. Today's dynamic economic environment requires much more careful planning and strategy execution. Come find out how to make that happen for your organization.Highlights
Differences between planning and budgeting Building change into the planning process The business model Strategic plan Marketing plan Financial forecasting Financial risk analysis Five-year operating plan
Prerequisites
Experience in financial management of a small or midsize company
Designed For
CFOs, controllers, and finance professionals
Objectives
Develop strategies for the organization that make an impact Avoid the political pitfalls that often come with the planning process and inhibit change Maximize the usefulness of the different plans developed for the organization Identify the differences between strategic and incremental planning Implement strategic planning at the department level Make the planning process enjoyable and painless for the entire organization Be familiar with the results of the case studies and exercises that reinforce key learning points throughout the course
Preparation
None
Leader(s):
Leader Bios
Joann Cross
Joann Noe Cross is an Emeritus Professor of Accounting at the University of Wisconsin-Oshkosh. Her research interests are in accounting history and the uses of financial information. Joann is a member of numerous professional and academic organizations. She is also active in her community, having served in the past as Treasurer of the local United Way and currently serving on the Board of several small charities. In addition, Dr. Cross presents numerous accounting and auditing seminars around the country, speaks at various conferences throughout the year, and maintains an active consulting practice. In 2015 and 2016, she received the Surgent Outstanding Discussion Leader Award because of her consistently high evaluations for knowledge and presentation skills. Joann received her B.S. in Mathematics from the University of Wisconsin-Madison and her Ph.D. in Accountancy from the University of Illinois-Urbana.
Non-Member Price $234.00
Member Price $169.00