Mobile Edition

Strategic Planning For Small and Medium-Sized Businesses: Moving from Ideas to Action (ACSPSM12)

Date:Tuesday, September 17, 2019
Time:9:00 PM - 1:00 AM
(Registration at 8:30 PM)
Facility:Webcast or Webinar, Online
CPE Credit:4.0 Technical Business
Instructor: William F. O'Brien
Course Level:Intermediate
Early Bird Price:$129.00 FICPA Members, $159.00 Non-Members


The fast-paced, global economy in which we operate demands timely strategic execution from all participants.  Effective and efficient performance is the key to success in this environment of rapid change.  Cutting-edge firms not only monitor their operations through the use of Performance Based Measurement, they also link it to their strategies and their Financial Plans.  


  • Discover how to generate an effective Strategic Plan (SP) in your business

  • Learn the basics of Performance Measurement (PM)

  • Create strategically driven Critical Success Factors (CSF’s)

  • Discover how to integrate SP and PM with the Balanced Scorecard (BSC)

  • Gain insight on how to build a strategically-correct Financial Plan ($P)

    Major Topics:

  • A simple but effective approach to Strategic Planning

  • Current approaches to performance measurement

  • Linking strategic planning with performance measurement

  • Using critical success factors to align strategy with action

  • Exercise: creation and critique of CSF’s

  • Linking CSF’s with the Balanced Scorecard

  • Tying the Financial Plan to the Strategic Plan

  • Integrated performance metrics success stories: real progress in the real world

  • Exercise: Putting it all together-building an integrated balanced scorecard

    Who Should Attend:
    CPAs in practice and Members in Industry

    Prior experience in some aspect of business planning

    Advanced Preparation:


    If listed below, select the appropriate sessions or options to continue with your purchase.

    Registration Status: CLOSED - Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.