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

Friday, August 5 7:00am - 11:00am PDT

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4.0 Credits

Member Price $129.00

Non-Member Price $159.00


The fast-paced, global economy in which we operate demands timely strategic planning to stay competitive. This course will walk you through how to create a strategic plan and help you discover 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