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Live Webcast Replay

Practical Strategic Planning


Total Credits: 4 including 4 Business Management & Organization - Non-technical

Average Rating:
   4.5
Category:
ACPEN Industry Institute |  Industry
Faculty:
James T. Lindell, CPA, CSP, CGMA, MBA
Course Levels:
Basic
Duration:
4 Hours
License:
Access for 30 day(s) after program date.

Dates
Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


Description

Welcome to a strategic planning course that will help company managers achieve operational and financial goals. Learn a simplified and workable approach to creating, implementing, monitoring and revising strategies to promote greater company success.  Walk through the major strategic management steps to run an organization. Explore issues related to overall strategic management, the business plan, the strategic plan, budgeting, corporate culture, review and monitoring of performance. Learn about a full range of techniques from simple to complex planning models.   

Basic Course Information

Learning Objectives
  • Understand the overall strategic management process
  • Create a workable and usable business plan, whether it be a simplified one-page plan or a more complex multi-page detailed plan
  • Create a workable and usable strategic plan – simplified or detailed
  • Understand how corporate culture, leadership and staff development can energize or destroy strategic management principles

Major Subjects
  • management strategies
  • strategic planning

Course Materials

Faculty

James T. Lindell, CPA, CSP, CGMA, MBA Related seminars and products: 9

President

Thorsten Consulting Group, Inc.


James (Jimmy) T. Lindell is President of a Wisconsin-based provider of strategic and financial consulting, professional speaking, training, and executive coaching. Jim has an extensive background in senior management including positions as Chief Financial Officer, Corporate Controller and Corporate Assistant Controller. Jim has worked with a variety of industries including: manufacturing, health care, not-for-profit, distribution, and food processing. He has participated in more than 50 M&A projects.

Jim is a CPA with public accounting experience at several local and regional accounting firms. He is a recipient of the Certified Speaking Professional designation, the highest designation that can be earned by a member of the National Speakers Association. He is a TEC/Vistage Chairman (The Executive Committee).  He is a member (and instructor) of the American Institute of CPAs and the Wisconsin Institute of CPAs and a member of the National Speakers Association.

Jim is the author of the AICPA book Controller as Business Manager, and author of the AICPA courses: AICPA’s Annual Update for Controllers, Analytics and Big Data for Accountants, Strategic Planning: A Simplified and Workable Approach for Private Companies, and AICPA's Controllership: 25 Critical Lessons from the Trenches. Jim also authored and was part of the AICPA video and course, Minimizing the Effects of a Recession on Your Business. He is a contributing author of the AICPA course The Fast Close, Soft Close, Virtual Close? Now Days, Not Weeks.

Jim is a seven-time recipient of the AICPA’s Outstanding Discussion Leader Award.

Jim is a member of the folk music group Deep Pool, retired coach of a boys’ high school rugby club, and still plays “old boys” rugby.


Dates

Wed, Feb 03, 2021 - 10:00am to 01:42pm EST
Thu, Feb 18, 2021 - 07:00pm to 10:42pm EST
Tue, Mar 16, 2021 - 10:00am to 01:42pm EDT
Fri, Mar 26, 2021 - 11:00am to 02:42pm EDT
Tue, Apr 13, 2021 - 04:00pm to 07:42pm EDT
Thu, Apr 22, 2021 - 12:00pm to 03:42pm EDT
Wed, May 05, 2021 - 11:00am to 02:42pm EDT
Thu, May 20, 2021 - 10:00am to 01:42pm EDT
Tue, Jun 08, 2021 - 12:00pm to 03:42pm EDT
Wed, Jun 16, 2021 - 02:00pm to 05:42pm EDT
Wed, Jul 14, 2021 - 04:00pm to 07:42pm EDT
Fri, Jul 23, 2021 - 11:00am to 02:42pm EDT
Tue, Aug 10, 2021 - 07:00pm to 10:42pm EDT
Fri, Aug 27, 2021 - 10:00am to 01:42pm EDT
Fri, Sep 10, 2021 - 12:00pm to 03:42pm EDT
Tue, Sep 14, 2021 - 02:00pm to 05:42pm EDT
Mon, Oct 11, 2021 - 11:00am to 02:42pm EDT
Thu, Oct 28, 2021 - 04:00pm to 07:42pm EDT
Fri, Nov 12, 2021 - 10:00am to 01:42pm EST
Tue, Nov 23, 2021 - 12:00pm to 03:42pm EST
Wed, Dec 01, 2021 - 02:00pm to 05:42pm EST
Thu, Dec 16, 2021 - 07:00pm to 10:42pm EST

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For Anyone wanting to know more about management and planning
Original Recording Date 02/07/2018
Yellow Book No
Course Developer James T. Lindell
Date Added to Catalog 02/01/2018

Additional Information

Complaint Resolution Policy Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Instructional Delivery Method Group Internet Based
Course Registration Requirements Online Registration
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.

Reviews

5
4
3
2
1

Overall:      4.5

Total Reviews: 83

Comments

Carrie L

"This is the second presentation that I've watched by James Lindell and can say that I've enjoyed both. He's a great presenter and extremely knowledgeable. Thank you."

Nancy C - Jonesville, Louisiana

"Instructor was excellent."

Nicholas R

"Good course!"

Robert J

"Great materials!"

Susan B

"Excellent Instructor!!"

John N

"Jim does a very nice job."

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