(CPE Savers) Planning and Strategy Formulation for Your Organization’s Financial Success

Code: CS-TDE4

Date Wednesday, July 31, 2019
Time 8:30am - 12:00pm
Central Time
Location Minnesota Society of CPAs
1650 W 82nd St Ste 600
Bloomington, MN 55431-1458
Map & directions
CPE credits CPE 4.0
of study
Management Services - Technical (4.0)
Instructor Jeffrey Johnson, CPA,MBA
Standard member fee $99.00
checkmarkStandard nonmember fee $129.00

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Take a fresh look at one of the most important processes your company undertakes to achieve financial success: planning and strategy formulation. Gain new perspectives on different planning initiatives, including the marketing plan, the technology plan, the capital plan, the five-year operating plan and more. Leave with ideas to more effectively plan and execute your strategies in today's dynamic economic environment.

This course is part of the CPE Savers program, seminars led by new MNCPA instructors.

Who should take this program?

CFOs, controllers and finance professionals

Major subjects

  • Differences between planning and budgeting
  • The business model
  • Strategic plan
  • Marketing plan
  • Financial forecasting
  • Financial risk analysis
  • Five-year operating plan

Learning objective(s)

  • Develop strategies for the organization that make an impact
  • Avoid the political pitfalls that often come with the planning process
  • Maximize the usefulness of the different plans developed for the organization
  • Identify the differences between strategic and incremental planning
  • Implement strategic planning at the department level
  • Make the planning process enjoyable and painless for the entire organization
  • Be familiar with the results of the case studies and exercises that reinforce key learning points


Course code Code CS-TDE4
Sponsor MNCPA
NASBA ID#: 139884
Level Intermediate
Format Group Live
Prerequisites Prereq. Experience in financial management of a small or medium-sized company recommended.