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.

  • Content Partner:

    SmartPros Ltd.

    SmartPros Ltd. is a leader in online and offline continuing education for
    accounting, finance and engineering professionals. With over 2,000 hours of
    content, SmartPros has been providing mandatory continuing education
    products since 1981. SmartPros provides services and content to its
    professional and corporate clients, in a variety of media including Web, CD
    ROM, and video. In the accounting market, SmartPros also has a predominant
    news and information portal which receives 200,000+ visits per month and
    provides services to over 100,000 subscribers. SmartPros' customers include
    50% of the Fortune 500, as well as the major firms and associations in each
    of its professional markets.


    Prerequisites/Advanced Preparation:

    None

    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.

    Software & Hardware Requirements:

    • 56k or Greater Internet Connection
    • Adobe Acrobat® Reader for the .pdf files
    • Adobe® Flash® Player 9 or higher
    • Modern DHTML Compatible Browser
    • Ram: 256 MB minimum
    • Sound card with speakers/headphones
    • Windows or Mac OS

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    Price (USD)

    Standard Rate: $24.95

    Details

    Course Code : 99BRO10

    Release Date : 02/24/2015
    Expire Date : 03/01/2020
    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

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