Strategic Planning Essentials For Nonprofit And Small Businesses

Linda Lysakowski

Linda Lysakowski, LLC

  • CPA Canada
  • CFE
  • CMA
  • CPA

1.5 Credits


Subject Area

Specialized Knowledge

Webinar Qualifies For

1.5 CPE credit of Specialized Knowledge for all CPAs

1.5 CPE credit for Certified Management Accountants (CMA)

1.5 CPE credit for Certified Fraud Examiners (CFEs)

1.5 CPD credit (Verifiable) for Canadian CPAs

1.5 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Before starting this self study program, please go through the instructional document.


  • Why is Planning Important?
    2 mins
  • Stakeholders
    13 mins
  • Components of the Plan
    28 mins
  • The SWOT Analysis
    39 mins
  • Strategies
    52 mins

Course Description

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

Learning Objectives

  • 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”

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Bookkeepers & Accountants & Tax Preparers
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA