We are operating in a VUCAS world - volatile, uncertain, complex, ambiguous, and speedy. Your organizations need more than a budget to guide them into a successful future - they need well-defined planning strategies - a business GPS. A well prepared strategic plan, just like a GPS, will identify multiple routes to achieve goals, track progress, warn on risks and re-route to avoid obstacles. Unfortunately traditional forecasting is limited in its value - more like a paper map than a GPS. This session will introduce you three different approaches to planning: Mission-based planning, Keep-Stop-Start, and to the process of back casting - a strategic planning approach that begins with the end in mind.
Strategic Planning. Post-Pandemic Planning. Mission Statements. Forecasting. Back-casting. The One-Page Plan.
CPAs, accounting staff, enrolled agents and tax practitioners.
Identify the characteristics and behaviors of strategic thinking. Recognize the elements of the Keep-Stop-Start method of planning. Apply the five-step back-casting process.
This is a FlexCast (no exam required) and may be viewed only Monday - Saturday, 5am - 5pm PT. You may take up to one year from the date of purchase to complete the course. Pause your FlexCast and resume at a convenient day during the hours above. Partial credit for 2+ credit courses: If you are unable to complete the course in one sitting, partial credit can be awarded (minimum of one credit). To earn the remaining credits, you must return later and start the course from the beginning. Use chat to ask questions of a subject matter expert during the program.
Jennifer Elder, Business Learning Institute (BLI)
Jennifer Elder is a CPA, CMA, CIA, CFF with a Master’s in Organizational Leadership. She has worked in accounting and finance for the past 25 years in a variety of industries including manufacturing, residential construction and development, and angel investing. She spent five years in public accounting, seven years as the Accounting Department Chair of a community college, and the previous ten years in the role of CFO. Recently, Jennifer started her own business, The Sustainable CFO, providing business consulting, on-demand CFO services, and business coaching services. Their target market is small and medium-sized businesses looking to improve their bottom-line and overall performance. In addition Jennifer teaches finance in the Green MBA program at Antioch University New England. She is also a contributing writer for the National Association of Home Builders and TriplePundit, and a frequent presenter for the Maryland Association of CPA’s, the Institute of Management Accountants, and the Society for Human Resource Management.
Non-Member Price $113.00
Member Price $98.00