Total Credits: 4 including 4 Business Management & Organization - Non-technical
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.
Important CPE Credit Information_READ BEFORE WEBCAST UPDATED (0.47 MB) | Available after Purchase | ||
Practical Strategic Planning Slides (2.49 MB) | 108 Pages | Available after Purchase | |
Practical Strategic Planning Handout (4.11 MB) | 222 Pages | Available after Purchase |
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.
Wed, Jan 27, 2021 - 11:00am to 02:42pm CST
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Wed, Feb 03, 2021 - 09:00am to 12:42pm CST
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Thu, Feb 18, 2021 - 06:00pm to 09:42pm CST
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Tue, Mar 16, 2021 - 09:00am to 12:42pm CDT
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Fri, Mar 26, 2021 - 10:00am to 01:42pm CDT
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Tue, Apr 13, 2021 - 03:00pm to 06:42pm CDT
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Thu, Apr 22, 2021 - 11:00am to 02:42pm CDT
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Wed, May 05, 2021 - 10:00am to 01:42pm CDT
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Thu, May 20, 2021 - 09:00am to 12:42pm CDT
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Tue, Jun 08, 2021 - 11:00am to 02:42pm CDT
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Wed, Jun 16, 2021 - 01:00pm to 04:42pm CDT
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Wed, Jul 14, 2021 - 03:00pm to 06:42pm CDT
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Fri, Jul 23, 2021 - 10:00am to 01:42pm CDT
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Tue, Aug 10, 2021 - 06:00pm to 09:42pm CDT
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Fri, Aug 27, 2021 - 09:00am to 12:42pm CDT
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Fri, Sep 10, 2021 - 11:00am to 02:42pm CDT
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Tue, Sep 14, 2021 - 01:00pm to 04:42pm CDT
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Mon, Oct 11, 2021 - 10:00am to 01:42pm CDT
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Thu, Oct 28, 2021 - 03:00pm to 06:42pm CDT
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Fri, Nov 12, 2021 - 09:00am to 12:42pm CST
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Tue, Nov 23, 2021 - 11:00am to 02:42pm CST
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Wed, Dec 01, 2021 - 01:00pm to 04:42pm CST
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Thu, Dec 16, 2021 - 06:00pm to 09:42pm CST
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