How to Facilitate a Strategic Planning Retreat CPD | CPE E-book Course

Welcome to myCPE

How to Run a Strategic Planning Retreat

CPA (US)

CMA

CPA in Canada

Accountant/Bookkeeper/Tax Professionals

Free (Only Today)

1.5 Credits

Subject Area

Specialized Knowledge

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Course Description
Course Qualification
Presenter
FAQ

Course Description

Purposeful strategic planning is critical to the success of any organization. As a leader, the most important activity of your position is to set and achieve your organization’s annual strategic plan.
One of the best opportunities to align your team around a shared purpose is during your annual strategic planning retreat.
Giving your team's time to step away from their day-to-day routines allows them to focus on the big picture and how they contribute to the overall purpose and mission of the organization.
If you want your staff all on the same page and your non-profit to move forward and grow then you need to make or update your strategic plan.
A good strategic plan pinpoints where your non-profit is now, sets goals for where you want to go, and outlines how to get you there. More than a document sitting in your computer, a well-written strategic plan gives you direction, unites your organization, and gets your non-profit to where you want it to be.
So, how do you get started with strategic planning?
This CPE E-book on How to Run a Strategic Planning Retreat gives you a step-by-step blueprint for running a productive strategic planning retreat that gives you results.
In this E-Book for CPAs the Author Linda Lysakowski has discussed the following major topics:
Who needs to be involved in the planning?
How to structure an effective plan?
How do you implement your plan so that your agency moves ahead?
If you don't know where you're going, you'll be sure to get there. Have a destination. Create a strategic plan. The first step in planning a retreat. In this CPE E-book, we dive into the mechanics of planning that retreat(s).

Learning Objectives

To discuss how to best prepare for the plan so that you get the most out of the strategic planning experience.
To identify the key stakeholders who should be involved in your retreat.
To organize the retreat so that it is productive and leads to real change.
To analyze the structure of the plan so that it gets implemented.

Course Qualification

Webinar Qualifies For

1.5 CPE Credit of Specialized Knowledge for Certified Public Accountants (CPA-US)
1.5 General Credit of Specialized Knowledge for Accountant/Bookkeeper/Tax Professionals
1.5 CPD Credit for CPA in Canada
1.5 CPE Credit for Certified Management Accountants (CMA)

Additional details

Course Level :

Basic
Credits :

1.5
Pre-requisites :

None
Advance Preparation :

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of 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 individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Presenter

About Presenter

Linda Lysakowski

Owner, Linda Lysakowski, LLC

I am one of approximately 100 people world-wide who hold the coveted Advanced Certified Fundraising Executive (ACFRE) designation. I have been in the fundraising profession for 25+ years and have written numerous books on successful fundraising. I do virtual consulting, webinars, training and a mentor to authors.

I have trained more than 30,000 professionals in Mexico, Canada Bermuda, and Egypt as well as in almost all of the fifty states in the United States. I have led numerous web conferences and audio conferences for AFP, Charity Channel, Affinity Seminars, Junior Achievement, The Philanthropy Journal and many others.

I also serve as Acquisition Editor for CharityChannel Press and For the GENIUS Press.

I would love to talk to you about publishing your book and serving as a mentor.

Faq

FAQs content

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Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
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As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
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Ratings and Review

4.1

Excellent

Very Good

Average

Poor

Terrible

Jackie Compton, CPA (US), CGMA

I like the ebook format for review and note taking

Lawrence Mcmanus, CPA (US)

Agree with author

Xuan Jin, Accountant/Bookkeeper/Tax Professionals

good

Jordan Robare, CPA (US)

This course was helpful and provided an excellent guideline to a successful retreat or leadership offsite. Albeit continuous reference to "Non-profit", this was applicable to corporate setting as well.