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Strategic Planning For Small and Medium-Sized Businesses: Moving from Ideas to Action

Total Credits: 4 including 4 Management Services - Technical

Average Rating:
ACPEN Industry Institute |  Practice Management
William F. O’Brien, MBA, CPA
Course Levels:
4 Hours
Access for 30 day(s) after program date.

Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


The fast-paced, global economy in which we operate demands timely strategic execution from all participants.  Effective and efficient performance is the key to success in this environment of rapid change.  Cutting-edge firms not only monitor their operations through the use of Performance Based Measurement, they also link it to their strategies and their Financial Plans.  

Basic Course Information

Learning Objectives

*Discover how to generate an effective Strategic Plan (SP) in your business

*Learn the basics of Performance Measurement (PM)

*Create strategically driven Critical Success Factors (CSF’s)

*Discover how to integrate SP and PM with the Balanced Scorecard (BSC)

*Gain insight on how to build a strategically-correct Financial Plan ($P)

Major Subjects

*A simple but effective approach to Strategic Planning

*Current approaches to performance measurement

*Linking strategic planning with performance measurement

*Using critical success factors to align strategy with action

*Exercise: creation and critique of CSF’s

*Linking CSF’s with the Balanced Scorecard

*Tying the Financial Plan to the Strategic Plan

*Integrated performance metrics success stories: real progress in the real world

*Exercise: Putting it all together-building an integrated balanced scorecard

Course Materials


William F. O’Brien, MBA, CPA Related seminars and products: 3

WILLIAM F. O’BRIEN, MBA, CPA, is a financial management consultant and educator with over 40 years of experience. He has held senior financial management positions with Intel Corporation and ROLM Corporation and served as CFO for several emerging high technology companies. Mr. O’Brien has extensive experience in corporate planning, financial analysis, cash management and managerial accounting in both domestic and international settings. He has served on the faculties of Santa Clara University and San Jose State University and is a frequent financial seminar speaker in both the U.S. and abroad. 


Tue, Apr 07, 2020 - 11:00a to 02:42p EDT
Mon, Apr 27, 2020 - 11:00a to 02:42p EDT
Sat, May 02, 2020 - 08:00a to 11:42a EDT
Fri, May 22, 2020 - 12:00p to 03:42p EDT

Additional Info

Basic Course Information


Prior experience in some aspect of business planning

Advanced Preparation


Designed For

CPAs in practice and Members in Industry

Original Recording Date


Yellow Book


Course Developer

Bill O'Brien

Date Added to Catalog


Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints.

Official Registry Statement

Business Professionals' Network, Inc. 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 through its website:

Instructional Delivery Method

Group Internet Based

Course Registration Requirements

Online Registration 

Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 

Promo Video



Overall:      4.4

Total Reviews: 64

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