Business Longevity - Is Your Business Wobbling?
4.00 Credits
Member Price $129
Non-Member Price $159
Overview
Almost 50% of businesses that started five years ago are no longer in operation today. Controllers and CFOs can and must influence the longevity of their organization to improve their success rate. Jim will help you be aware and understand the answers to these issues:
Can you describe the financial health of your company?
Can you also explain what the financial health of your industry is?
Do you know your Business Cycle compared to the industry business cycle?
Do you have an executable plan?
Do you know what the competitive, legal and technological landscape is currently, and for the future?
Is your organization aligned and incentivize to be successful?
Jim has developed his groundbreaking Business Longevity concept as a keynote and a workshop, and would be happy to speak to your organization on this topic. This session will focus on assessment (financial health, competitive environment), determination (effective business planning, including the future landscape), and execution (gettin’ it done!)
Highlights
- Business Management
- Organization
Prerequisites
None
Designed For
All CPAs
Objectives
- Critically assess where your company is right now in terms of strategic, financial operation success
- Determine the strategic plan for the company to achieve its goals
- Successfully implement and monitor the path to get there
Preparation
None
Leader(s):
Leader Bios
James Lindell, ACPEN Business Professionals Network
James (Jim) Lindell, CPA, MBA is the President of a Wisconsin based provider of strategic & financial consulting, professional speaking, training, and executive coaching. Jim has an extensive background in senior management including positions as Chief Financial Officer and Corporate Assistant Controller. Jim has worked with a variety of industries including: manufacturing, health care, not for profit, distribution and food processing. He has been involved in more than 50 M & A projects. James Lindell is a Certified Public Accountant with public accounting experience at several local and regional accounting firms. He is a TEC Chairman (The Executive Committee). He is a member (and instructor) of the American Institute of CPA’s and the Wisconsin Institute of CPA’s and a member of Wisconsin Chapter of National Speaker Association. Jim is the author of the AICPA course “AICPA’s Annual Update for Controllers”, “Strategic Planning: A Simplified and Workable Approach for Private Companies” and “AICPA’s Controllership: 25 Critical Lessons from the Trenches.” Jim also authored and was part of the AICPA video and course, “Minimizing the Effects of a Recession on Your Business”. He is a contributing author of the AICPA course “The Fast Close, Soft Close, Virtual Close? Now Days, not Weeks”. Jim is a 2-time recipient of the AICPA’s Outstanding Discussion Leader award and most recently is a 2012-13 recipient of the AICPA Outstanding Instructor Award.
Non-Member Price $159
Member Price $129