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PRAC2301P. Own Your Firm’s Future: Strategic Planning

AICPA PCPS and the Business Learning Institute have partnered to bring you the PCPS Strategic Planning toolkit designed to help firms of all sizes effectively create a “shared by all” vision for the future of your organization, one that can be known and understood by everyone. While the process is standard, your outcomes will be personal. You'll leave this session armed with the tools you need to design a strategic planning process for your firm including the theory and importance of building a strategic plan as well as practical considerations to help ignite meaningful conversations amongst your team members to create an actionable and inspiring plan.


Learning Objectives:

  • Identify how to design your firm's strategic planning process
  • Identify the importance of casting a vision for your future
  • Identify the differences between mission, vision, purpose and core values
Date/Time
CPE Credits
1.0
NASBA Field of Study
Business Management & Organization
Level
Intermediate
Prerequisites
1 - 2 years
Advanced Preparation
Would help to familiarize yourself with the PCPS Strategic Planning Toolkit, but not necessary.