CFO/Controller Best Practices

Leading the Long-Range Planning Process

Course Overview:
This course familiarizes the user with the long-range planning process within an organization. The course explains the importance of setting a goal and developing a plan that considers issues such as resource alignment, customer satisfaction and sales activity.

Learning Objectives:

After completing this course, participants should be able to:
  • Identify the issues to be considered when developing a long-range plan for your organization, including the goals the organization wants to achieve and the processes the organization seeks to change.
  • Determine the steps an organization should take when putting together a long-range plan.

  • Prerequisites/Advanced Preparation:


    Speaker / Author:

    Bernie Brown, The Power of We's CEO, has over 25 years' experience advising companies in CFO and VP of Treasury roles for both public companies and family-owned businesses. A Delaware licensed CPA, Bernie has worked with companies experiencing fast growth, reorganization, recapitalization, acquisition and divestiture.

    Bernie now runs his own consulting company that helps small to midsize organizations improve their financial performance, forecasting, internal controls, and cash management. He has helped organizations improve efficiencies through information selection and implementation processes. He also helps bring management teams together through team building and financial education sessions.


    Price (USD)

    Standard: $24.95


    Course Code : 99BRO10

    Release Date : 02/24/2015
    Expire Date : 03/01/2022
    Credits :
    CPE 1.00
    QAS 1.00

    Course Level : Basic
    Course Type : New Standards
    Length : 50min
    Passing Grade : 70%
    Field Of Study : Finance
    Theme : CFO/Controller Best Practices

    Format Type : eLearning
    Mobile Compatible

    Returning Subscribers

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