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Strategy: Crafting the Right Strategy Based on Purpose and Core Values

March 3, 2026 @ 1:00 pm - 2:00 pm EST

Course Description: 

Strategy is about strong topline revenue growth.

Can you state your firm’s strategy simply – and is it driving sustainable growth in revenue and gross margin?

Strategies are developed from the Core Purpose, Core Values and Core Competencies and integrated into your Brand Promise and planned around three- and one-year objectives. All stakeholders (governance, leadership, employees, customers, suppliers and community at large) need to be aligned with where you intend to grow and how you plan to get there.

 

Learning Objectives:

Explain how to anchor strategy in purpose and core values.

Differentiate between a growth story and true strategic growth.

Translate strategy into a clear, memorable statement.

Align stakeholders around the organization’s strategic direction.

Strategy: Crafting the Right Strategy Based on Purpose and Core Values (NASBA/CAE/CPE Course Credit Information)

Level Intermediate
NASBA (Field of Study) Business Management & Organization
CAE (Subject Domain) Organizational Strategy
Prerequisites and advance preparation needed 1 years operations experience. No advance preparation required
Reviewer Wade Tetsuka, CPA
CPE/CAE Credits 1.0
Cost Free
Delivery Group Internet Based
Course ID W701

As a CAE Approved Provider educational program related to the CAE exam content outline, this program may be applied for CAE credits toward your CAE application or renewal of professional development requirements.

U.S Transactions Corp. 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.NASBARegistry.org.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour.

(National Registry Sponsor Nr: 138278)

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INSTRUCTORS
Jane-Scott Cantus
Principal Member at ILEX Leadership Associates LLC
For more than 25 years, Jane-Scott Cantus has advised Boards, CEOs, and founders on the governance, strategy, and leadership required to navigate inflection points and…
Michele Barry
Business Coach at Assured Strategy
Michele brings 30 years of diverse experience, including over 13,000 hours of coaching as well as expert facilitation to C-level executives, leadership teams, Boards of…