Most organizations have a disjointed planning process with some executives doing the strategic planning and others carrying out the budgeting activity. Often, the end result is that the processes are not correctly tied together, resulting in silos and employee distrust in the process.
In this 3-part series of practical webinars, you will learn how to improve the planning process by integrating the process through all parts of your organization. The result is an enjoyable planning process that achieves alignment among all parts of the organization.
Upon successful completion of this series, you will be able to:
- Determine the pros and cons of traditional planning and budgeting.
- Identify huge inefficiencies in the organization caused by traditional budgeting.
- Describe and create a business plan that goes beyond obtain financing.
- Develop a business model that is up to date with the market.
- Implement several models that are used for strategic planning.
- Critically analyze the individual parts of the planning process.
- Plan revenue more accurately using simple statistical methods.
- Avoid conflict with revenue planning and incentive systems.
- Build a technical plan that is aligned with the strategic plan.
- Remove office politics from planning.
- Develop a system that benefits from fewer, rather than more employees in departments.
- Develop a capital plan with proven financial techniques that aligns with the strategic plan.
- Settle the debate between present value and return on investment as a way to measure investments.
- Objectively evaluate equipment purchases, such as computers and automobiles.
- Establish a debt plan that the banks will love.
- Find the “sweet spot” with financial leverage.
Program Level: Intermediate
Field of Study: Business Management & Organization
Arthur Pulis served for 20 years in the banking industry, holding executive positions with several banks in the New York and New Jersey area. He also previously served as the Executive Vice President and Chief Operating Officer of Horizon Creditcorp, the world's largest yacht finance company. He now serves as an award-winning speaker and consultant in the fields of banking, finance, planning, and leadership. Mr. Pulis has authored several books on finance and banking and has been asked to testify before the U.S. Congress. He holds a BA degree from Colgate University and an MBA from New York University.
You will receive credit for each session that you attend.
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Clear Law Institute 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: www.learningmarket.org. For more information regarding administrative policies such as complaint and refund, please see the tab above on our Money-Back Guarantee or contact us at 703-372-0550.
CPE Credit - Maximum Credit Hours: Please see above. You must attend at least 50 minutes to obtain credit. Fields of Study: Please see above. Teaching Method: Lecture. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state’s regulatory board.
Clear Law Institute has registered with the Texas State Board of Public Accountancy as a CPE Sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE Program.
What is a webinar?
A webinar is simply a seminar that you attend online. You either watch a live video feed of the speaker or listen to the speaker through your computer, tablet or phone’s audio. You see the speaker’s slides, videos, and other presentation materials on your screen.
Can I ask questions during the webinar?
Yes. During the live webinar, you may submit questions and comments and the speaker will respond verbally. For a recorded webinar, your questions will be emailed to the speaker. You will typically receive a response from the speaker within two business days.
Can I attend using a tablet or smartphone?
Yes. You may attend a webinar using a computer, tablet or smartphone.
If I can’t attend a webinar live, can I view the recording later?
Yes. Shortly after each live program ends, we send all webinar registrants a link to the webinar recording. You can view the recording as many times as you like after the live webinar for up to 12 months.
What is an on-demand webinar?
An on-demand webinar is a previously recorded webinar that you may view at any time after your purchase for up to 12 months.
Can I stop a recorded webinar and start it later at the same point?
You can stop a recording and later log back in and navigate to any point in the webinar. The system will not force you to view the entire recording from start to finish.
Can I listen to recorded webinars on a tablet or smartphone?
Yes. You will be able to listen to any of our on-demand webinars on your computer, tablet, or smartphone.
Do the webinars qualify for Continuing Education Credit?
Almost all of our webinars are approved for continuing education credit, including CLE (in all states), CCB, CPE, HRCI, IRS and SHRM credit. Unlike many providers, we don’t charge you any additional fee to process your credit. If you have specific questions, please call us at 703-372-0550 or contact us.
Can I still receive Continuing Education Credits if I view the webinar recording instead of the live presentation?
In most cases, the answer is yes. Recorded webinars are not eligible for CLE credit in the following states: AR, KS, MS, NE, and RI. In all other jurisdictions, recorded programs are eligible for credit. In addition, CPE credit is not available for recorded webinars. Please note that recorded webinars are only eligible for a certain period of time based on the jurisdiction. To ask about your specific type of Continuing Education Credit or the requirements in your jurisdiction, please call us at 703-372-0550 or contact us.
Will I receive a certificate of completion after the course?
Yes. A certificate of completion will automatically be uploaded to your Clear Law Institute account after completing the live or on-demand webinar.
Do I need to be a member to receive a certificate of completion?
No. An account will automatically be created for you when registering for a webinar. You will then be able to access your certificate of completion after completing a webinar.
How do I determine my states’s CLE requirements.
Please find your state listed here with instructions for calculating the number of credits in your state.
How will I submit my attendance to receive CLE credit in my state?
Please find your state listed here with instructions for confirming your CLE attendance.
How does the money-back guarantee work?
Clear Law Institute stands behind all of its courses with a no-risk, money-back guarantee. If you are not satisfied with the quality of a webinar, we will fully refund your money—no questions asked. If you purchase an annual all-access membership, you can cancel within 14 days for a full refund.
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