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Planning and Strategy Formulation for Your Organization's Financial Success (TDE4)

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Self-Study SELECT STARTING AT $79 (On Demand)

Downloadable PDF

Credits: 4

Qualifies For: CPE

$79

Textbook

Credits: 4

Qualifies For: CPE

$139
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Planning and Strategy Formulation for Your Organization's Financial Success (TDE4)

  • Customer Rating
    Not Yet Rated
  • Field of Study
    Management Services (Technical)
  • Level
    Intermediate
  • Credits
    4
  • Qualifies for

    CPE

Overview

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.

Major Topics:

  • 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

Learning 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

Designed for:

CFOs, controllers, and finance professionals

Prerequisite:

Experience in financial management of a small or midsize company

Advanced Preparation:

None

Interested in bringing this course into your firm?

PRIVATE WEBINARS AND LIVE ON-SITE COURSES ARE AVAILABLE. LEARN MORE.
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+Excludes: ETDE, AFTR, ETTX, Certification Courses, and select Surgent Interactive games (MTT2, MTT4, MTT5, MTT6, MTT7, SAU1, SAU2, SAU4, SAU5, SAU6, BDV1, and RPA1)

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Qualifies for

CFP CFP® Board-approved CE for Certified Financial Planners


CMA IMA-approved CE for Certified Management Accountants

CPE NASBA-approved CPE for Certified Public Accountants


CTEC California Tax Education Council-approved CE

IRS IRS-approved CE for Enrolled Agents and the AFSP


YB GAO-fulfilling Yellow Book audit requirements

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