Business Longevity: Stabilize, Strengthen, and Succeed
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!)
Delivery Method: Individual webcast
CPE Credit: Business management & organization
Program Level: Intermediate
Highlights
- Business Management
- Strategic Planning
- The role of AI in Business
Prerequisites
None
Designed For
CPAs and professionals that are in management roles at companies and firms
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
- Identify critical weaknesses that threaten your organization
- How to use ChatGPT (Generative AI) to increase the longevity of your organization
Preparation
None
Leader(s):
Leader Bios
James Lindell, AICPA
James T. Lindell, CPA, M.B.A., is president of Thorsten Consulting Group, Inc., a Wisconsin-based provider of strategic and financial consulting, professional speaking, training and executive coaching. He has an extensive background in senior management, including positions as CFO and corporate assistant controller. Lindell has worked with a variety of industries, including manufacturing, health care, nonprofit, distribution and food processing. A chair for The Executive Committee (TEC), he is an American Institute of CPAs (AICPA) member and instructor, Wisconsin Institute of CPAs (WICPA) member and Financial Executives Institute (FEI) member. Author of the AICPA course “AICPA’s Annual Update for Controllers” and a contributing author of the AICPA course “Fast Close, Soft Close, Virtual Close – Now Days, Not Weeks,” Lindell is a faculty member of the American Management Association and the Center for Professional Education.
Non-Member Price $159.00
Member Price $129.00