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Strategic Planning Essentials For Nonprofit And Small Businesses 1.5 Credits

Strategic Planning Essentials For Nonprofit And Small Businesses 1.5 Credits

  • Rating

    4.5
  • Reviewed on

    February, 2024
  • Subject Area

    Specialized Knowledge

Select your learning mode

  • Access the course at your convenience
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Mar 02, 01:00 PM ET

Learning Objective

  • To define the mission, vision, and values of the organization
  • To list the steps to be taken in the strategic planning process
  • To define goals, objectives, strategies, and action steps
  • To develop a “plan to plan”

Course Overview

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:

  • The Planning Process--Why it is Important
  • Who Needs to be Involved in Planning?
  • Mission, Vision, and Values
  • Setting Goals, Objectives, and Strategies
  • Assigning Budgets, Timelines, and Areas of Responsibility
  • Keeping the Plan Alive

Dive into the world of CPA CPE courses with MY-CPE. Our online courses are here to help you complete your CPA CPE credits seamlessly. We cover a wide range of topics delivered by professional subject matter experts. Forget the traditional way of learning with flexible scheduling and learn at your own pace. Join us and start your journey toward professional growth today!

  • 1.5 CPE Credit of Specialized Knowledge for Certified Public Accountants (CPA-US)
  • 1.5 General Credit of Business Mgmnt and Org for Accountant/Bookkeeper/Tax Professionals
  • 1.5 CPD Credit of Strategy and Governance for CPA in Canada
  • 1.5 CPE Credit of Business Mgmnt and Org for Certified Management Accountants (CMA)
  • 1.5 CPD Credit for Association of Chartered Certified Accountants (ACCA)
  • 1.5 CPD Credit for Chartered Accountant - ICAEW
  • 1.5 CPE Credit of Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA)
  • 1.5 CE Credit of Non-profit Planning for Chartered Advisor in Philanthropy (CAP)
  • 1.5 CPE Credit of Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA)
  • 1.5 CPE Credit of Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA)
  • 1.5 CPD Credit for Chartered Accountants - Scotland
  • 1.5 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1.5 CPD Credit for CPA - Ireland

  • 1 CPE Credit of Specialized Knowledge for Certified Public Accountants (CPA-US)
  • 1.5 General Credit for Accountant/Bookkeeper/Tax Professionals
  • 1.5 CPD Credit for CPA in Canada
  • 1.5 CPE Credit for Certified Management Accountants (CMA)
  • 1.5 CE Credit for Certified Wealth Strategist (CWS)
  • 1.5 CE Credit for Certified Fiduciary and Investment Risk Specialist (CFIRS)

Additional Information

Credits

1.5

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

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.

About Instructor

Linda Lysakowski|CPE/CPD Webinars for Candian CPAs & CMA
Linda Lysakowski

Owner, Linda Lysakowski, LLC

  • 4.3
  • rating
  • rating
  • rating
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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. 


On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course 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.

How are credits reported to governing bodies?

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.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.

What are the requirements to maintain compliance with live webinar courses?

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.

How can I access my webinar completion certificates?

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.

How are credits reported to governing bodies?

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.

Ratings and Review

4.5

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CW

Carianne Weston, CPA (US)

Great instructor - so knowledgeable!

DN

Debbie Newton, CPA (US)

I had to watch the video twice before it registered that I had completed the required time limits. I did not fast forward at all the 1st time, but yet it did not register.

Inclusions
  • Multiple Credits
    Multiple Credits

    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting
    Certifications & Reporting

    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 - fastest in the industry.

  • Credit Tracker
    Credit Tracker

    Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.

  • Certificate Vault
    Certificate Vault

    Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.

  • Compliance Reminders
    Compliance Reminders

    Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.

  • Mobile App Access
    Mobile App Access

    The myCPE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.

  • Live Support
    Live Support

    Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.

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