Strategic Planning Essentials For Nonprofit And Small Businesses 1.5 Credits
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Every organization needs to plan, but sometimes implementing the plan is a challenge. In this webinar we will discuss the steps to developing a workable strategic plan and how to assure that the right people are involved in the planning process. We will talk about the process and the product; and discuss ways to avoid “Analysis Paralysis,” assuring that your plan is a living breathing, vital part of your organization's life.
Key topics:
| License details | Credits | Status |
|---|---|---|
| Specialized Knowledge for Certified Public Accountants (CPA-US) | 1.5 CPE | Approved |
| Strategy and Governance for CPA in Canada | 1.5 CPD | Eligible |
| Business Mgmnt and Org for Certified Management Accountants (CMA) | 1.5 CPE | Eligible |
| Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) | 1.5 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1.5 CPD | Eligible |
| Chartered Accountant - ICAEW | 1.5 CPD | Eligible |
| Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) | 1.5 CPE | Eligible |
| Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) | 1.5 CPE | Eligible |
| Non-profit Planning for Chartered Advisor in Philanthropy (CAP) | 1.5 CE | Eligible |
| Chartered Accountants - Scotland | 1.5 CPD | Eligible |
| Chartered Accountants - Ireland (CAI) | 1.5 CPD | Eligible |
| CPA - Ireland | 1.5 CPD | Eligible |
| License details | Credits | Status |
|---|---|---|
| Specialized Knowledge for Certified Public Accountants (CPA-US) | 1.5 CPE | Approved |
| Strategy and Governance for CPA in Canada | 1.5 CPD | Eligible |
| Business Mgmnt and Org for Certified Management Accountants (CMA) | 1.5 CPE | Eligible |
| Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) | 1.5 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1.5 CPD | Eligible |
| Chartered Accountant - ICAEW | 1.5 CPD | Eligible |
| Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) | 1.5 CPE | Eligible |
| Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) | 1.5 CPE | Eligible |
| Non-profit Planning for Chartered Advisor in Philanthropy (CAP) | 1.5 CE | Eligible |
| Chartered Accountants - Scotland | 1.5 CPD | Eligible |
| Chartered Accountants - Ireland (CAI) | 1.5 CPD | Eligible |
| CPA - Ireland | 1.5 CPD | Eligible |
| License details | Credits | Status |
|---|---|---|
| Specialized Knowledge for Certified Public Accountants (CPA-US) | 1.5 CPE | Approved |
| Strategy and Governance for CPA in Canada | 1.5 CPD | Eligible |
| Business Mgmnt and Org for Certified Management Accountants (CMA) | 1.5 CPE | Eligible |
| Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) | 1.5 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1.5 CPD | Eligible |
| Chartered Accountant - ICAEW | 1.5 CPD | Eligible |
| Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) | 1.5 CPE | Eligible |
| Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) | 1.5 CPE | Eligible |
| Non-profit Planning for Chartered Advisor in Philanthropy (CAP) | 1.5 CE | Eligible |
| Chartered Accountants - Scotland | 1.5 CPD | Eligible |
| Chartered Accountants - Ireland (CAI) | 1.5 CPD | Eligible |
| CPA - Ireland | 1.5 CPD | Eligible |
| License details | Credits | Status |
|---|---|---|
| Specialized Knowledge for Certified Public Accountants (CPA-US) | 1.5 CPE | Approved |
| CPA in Canada | 1.5 CPD | Eligible |
| Certified Management Accountants (CMA) | 1.5 CPE | Eligible |
| Certified Wealth Strategist (CWS) | 1.5 CE | Eligible |
| Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1.5 CE | Eligible |
Credits
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
KC
Absolutely fabulous! Couldn't have asked for a more practical set of guidance for creating and implementing a strategic plan for a non-profit organization!
GC
Very clear and concise. Quite enjoyed listening to her past and experience in the non profit world.
Jan 22, 12:30 PM ET
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