Business Management & Organization

Strategic Planning Process v1.1

Company executives operate their company in a constantly evolving competitive market with certain advantages and disadvantages of their organization. These executives need to continuously monitor changing industry and competitive dynamics while building their company's sustainability and shareholder value. This course provides an overview of how to evaluate a company's strategic position and future prospects.

Learning Objectives:

After completing this course, participants should be able to:

 

  • Recognize the importance of strategic planning, and the role of management in the strategic planning process.
  • Identify the methods used to assess a company's present competitive position, its best strategic direction, and its best actions to achieve its objectives.
  • Recognize frequently-used concepts and approaches to evaluate a company's industry and competitive environment.
  • Identify internal company and external industry drivers of the company's cost structure.


Prerequisites/Advanced Preparation:

None

Speaker / Author:

Mark D. Mishler, CPA, CMA, is currently CFO and Principal of CFO Resource Management, where he provides CFO leadership to growing companies.

Mark’s career includes Chief Financial Officer, Treasurer, Controller, and Chief Information Officer global finance and operating leadership roles with publicly traded and private equity companies. His prior companies include Breeze-Eastern, General Electric Healthcare, Fedders Corporation, Amcast Industrial Corporation, Witco, Siemens Medical, Dun & Bradstreet, and WR Grace.

With more than 29 years’ experience in finance and accounting for global manufacturing companies, Mark secured debt and equity financing, as well as wrote SEC Form S-1 and presented at equity road shows for an IPO. He led global information technology enterprise systems implementations, and developed and implemented activity-based costing. Mark managed finance and accounting for 40 plants in 30 countries simultaneously and led due diligence, negotiation, structuring, valuation, synergy realization, and integration for more than 25 acquisitions.

Mark leads financial planning and analysis, budgeting and forecasting; ensures financial integrity and regulatory compliance; partners with operating managers to improve profitability and cash flow, and optimize the balance sheet; raises debt and equity capital, and develops stakeholders’ confidence in the company. Functionally, he managed finance, financial and managerial accounting, auditing, treasury, tax, SEC reporting, SOX compliance, information technology, human resources, strategic planning, and risk management, including currency, raw materials, and interest rate swap hedging.

Mark has been an Adjunct Professor of Global Management, Finance, and Accounting for 19 years, teaching at the graduate and undergraduate levels. He has taught CMA review, graded the CMA exam, and written questions for the CPA exam. He has been published in finance and accounting journals, most recently in the March 2017 Journal of Accountancy writing about foreign currency’s impact on global business. In 2014, he was a finalist for New Jersey Biz magazine’s CFO of the Year.

Mark earned two bachelors’ degrees in chemistry and biology from Indiana University and his MBA from the University of Michigan. He is a Certified Public Accountant and a Certified Management Accountant.

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Price (USD)

Standard: $49.90

Details

Course Code : 99MIS01A

Release Date : 05/04/2023
Expire Date : 03/31/2025
Credits :
CPE 2.00
QAS 2.00

Length : 1hr 40min
Course Level : Overview
Course Type : QAS Self-Study
Passing Grade : 70%
Format Type : eLearning
Mobile Compatible
Field Of Study : Business Management and Organization

Theme : Strategic Planning Process

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