Strategic Planning & Goal Setting – FOR RESULTS!

A Live 100-Minute Webinar - 2 CPE Credits

June 5, 2012 - Noon Eastern; 11 AM Central; 10 AM Mountain; 9 AM Pacific

 

This webinar captures the proprietary approach used by Marc Rosenberg, for over 20 years, in guiding CPA firms in strategic planning. Two overarching goals have driven Marc's approach: Keep it simple and GET RESULTS.

Presenter, Marc Rosenberg, works with firms in partner compensation, retirement and succession planning, mergers, facilitating retreats, strategic planning and practice management reviews.

View the course syllabus.

 

Who Should Attend

  • Partners
  • Managers
  • Key Administrative positions such as COO, marketing director, etc.

What You Learn

  • How to create a vision
  • How to create formal, written goals
  • How to link the vision with the goals

Benefits of Attending

  • How to create a strategic plan
  • How to create formal, written goals

Program Level: Basic

Prerequisite: None

Advanced Preparation: None

This is a group Internet-based offering. The instructional method is lecture with active group participation and visual aids.


Join as a Professional Flex Member
for $329 and you or any one other person in your firm can attend webinars free. Also review our group plans.


And ask us about getting free seats for your clients. Contact us at [email protected].

 
 
 
 
 

CPA Leadership Institute, Inc. is registered with the National Association of the State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of the individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.