Strategic Planning for Small and Medium Sized Businesses: Moving from Ideas to Action WEBCAST

Saturday, July 23 11:00am - 3:00pm PDT

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4.0 Credits

Member Price $129.00

Non-Member Price $159.00


Small and medium enterprises are faced will many challenges, and the development of a sound strategy could define how these challenges are met which, in turn, could mean the difference between success or failure of the enterprise. This course will walk you through the strategic planning process and explore how to move your ideas into action.


The integrated planning model. The strategic plan. Linkage with performance based management. Tracking success. Real world examples.


Knowledge of current events in the financial reporting field.

Designed For

CPAs and senior financial executives.


Strategic planning implementation for small businesses.






Leader Bios

William O'Brien

William F. O’Brien, MBA, CPA, is a financial management consultant and educator with over 40 years’ experience. He has held senior financial management positions with Intel and ROLM and served as CFO for several emerging, high technology companies. Bill has extensive experience in corporate planning, fraud assessment, control, financial analysis, cash management, managerial accounting, and financial reporting in both domestic and international settings. Bill has served on the faculties of Santa Clara University and San Jose State University.

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Non-Member Price $159.00

Member Price $129.00