CPE Webinars

Leading the Long-Range Planning Process (August 23, 2021, 9:00 - 10:00 AM CST)

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:

Participants will be able to:

  • Identify the issues to be considered when developing a long-range plan for an organization, including 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

Speaker / Author:

John M. Fleming, CPA, MBA, is currently the Director, Content Development for SmartPros LTD, a division of Kaplan Professional Education. SmartPros is an international educational and training company specializing in accounting, finance and ethics educational programs. John previously served as President and Director of Accounting and Auditing for LOSCALZO ASSOCIATES, a division of SmartPros for twenty-eight years. John retired as President of Loscalzo Associates on January 1, 2014.

John’s prior practice experience includes audit, tax, consulting, office management, and human resource responsibilities with Deloitte LLP, Richard Eisner & Company LLP, and Ernst & Young LLP. John is a graduate of LaSalle and Drexel Universities with degrees in accounting and finance.

John, a Pennsylvania CPA, served as the 1999/2000 President of the 8,300 member Greater Philadelphia Chapter of the Pennsylvania Institute of Certified Public Accountants (PICPA) and currently serves as a member of the Institute’s Accounting and Auditing Technical Committee. In 2006, the PICPA recognized John as a Joseph E. Sterrett Fellow for his contributions to the accounting profession and in 2007, the Philadelphia Chapter recognized John with their Champion Award for his contributions to the PICPA, Chapter, profession and community. John has also served as the 2002/2003 President of the American Accounting Association’s Mid-Atlantic Region.

John and his wife Marge live in Medford, New Jersey.

Software & Hardware Requirements:

  • 56k or Greater Internet Connection

Event Dates


Course Code : ACE-19091_LZ

Expire Date : 08/24/2021
Credits :
CPE 1.00

Length : 1hr

Course Type : Group Internet-Based
Format Type : Webinar
Field Of Study : Finance

Event Date : 08/23/2021 09:00 AM

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