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Developing and Executing Strategies for Growth & Profitability: The Return Driven StrategyTM

PRESENTER: Mark L. Frigo, Ph.D., CPA, CMA [Bio]

Cost: $525 for all CCFL State Society Members/$595 for Non-members

Core

 Program Overview

Situation: Many organizations have attempted to adapt strategic activities of “great” companies based on the latest best-selling business books.

Problem: What’s missing is a clear set of guidelines for evaluating, developing and executing your business strategy.

Solution: Return Driven Strategy® business planning provides clear guidelines and a roadmap to develop a business strategy aimed at achieving maximum long-term wealth creation for your company. This model shows you how to design, execute and evaluate superior strategies that position your company for breakthrough growth and profitability.

Return Driven Strategy® answers key questions such as:

• How can we focus our strategy on driving better returns and growth?

• How can we improve strategy execution?

• How can we improve the way strategy is communicated?

• How can we prioritize potential business initiatives?

• Are we focusing on the right customers and customer needs?

• What are our unique capabilities and how well are they being leveraged to create financial value?

• How executable is our strategy?

• How well are financial results and financial metrics linked to strategy planning?

• How do initiatives like Six Sigma, CRM and the Balanced Scorecard fit into our strategy?

• How can we incorporate risk and risk management into your strategic plans?

Immediate Applicability

You will leave with a solid understanding of the tools and framework needed for strategy assessment, development, and the applications for immediate implementation and usage in your business.

 Program Highlights

Strategy Execution Audit

• Conduct a strategy execution audit using best practices from high performance companies.

• Develop a strategy communication plan (the first step to strategy execution).

• Target the right customers and customer needs.

Guidelines for Successful Business Strategy

• Identify the strategic competencies at which every successful organization must excel.

• Recognize the traits of high performance companies and how they can be adapted in your organization.

Managing Risk and Opportunities in Forces of Change

• Capitalize on opportunities to create breakthrough growth and profitability.

• Identify how forces of change will affect your company.

Strategic Risk Management

• Use the Return Driven Strategy® framework for continuous strategic risk assessment.

• Develop risk countermeasures (Plan B) in your strategic plans.

• Incorporate risk management into your strategic plans.

Aligning Balanced Scorecards with Return Driven Strategy

• Improve results from Balanced Scorecards by focusing your business strategy on growth and profitability.

• Use Return Driven Strategy® in developing or focusing Balanced Scorecard initiatives.

Thursday, August 21, 2008 REGISTER [Online] [Fax/Mail]

Indianapolis, IN
Location: INCPAS Prof Dev & Conference Center, 8250 Woodfield Crossing Blvd., Suite #100, Indianapolis, IN 46240-4348
CPE Credits: 8 Hours
Registration: 8:00 a.m.
Program: 8:30 a.m. - 4:30 p.m.

Monday, August 25, 2008 REGISTER [Online] [Fax/Mail]

Houston, TX
Location: Houston Chapter Training Facility, 1700 West Loop S. #750, Houston, TX 77027-3005
CPE Credits: 8 hours
Registration: 8:00 AM
Program: 8:30 AM - 5:00 PM
Course Code: DBS01

Tuesday, August 26, 2008 REGISTER [Online] [Fax/Mail]

Dallas, TX
Location: City Place Conference Center, 2711 N. Haskell Avenue, Dallas TX
75204-2911
CPE Credits: 8 hours
Registration: 8:00 AM
Program: 8:30 AM - 5:00 PM
Course Code: DBS02

Thursday, November 20, 2008 REGISTER [Online] [Fax/Mail]

Chicago, IL
Location: Illinois CPA Society Education Center, 550 W. Jackson, Suite 900,
Chicago, IL 60661
CPE Credits: 8 Hours
Registration: 8:00 AM
Program: 8:30 AM - 4:30 PM
Course Code: C36282

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