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S301: Non-Profit Strategic Plans – Best Practices & Key Pitfalls

November 30 @ 10:00 am - 11:00 am EST

COURSE DESCRIPTION:

Associations of all shapes and sizes engage in strategic planning that often results the creation of a multi-year strategic plan. A meaningful strategic plan sets the Association’s priorities and focuses the leadership and staff on execution of those priorities.  Many associations are so focused on the creation of the plan itself that the plan loses meaning and often aren’t executed. Through the implementation of best practices and the avoidance of common pitfalls every organization can create a meaningful strategic plan through a process that is right sized to fit their organization.

 

LEARNING OBJECTIVES:

  • Understand key factors in developing and communicating a strategic plan.
  • Discussion on the impact your board composition can have on your strategic plan design and funding.
  • Discuss different ways strategic plans are funded.
Level Intermediate
NASBA (Field of Study) Information Technology
CAE (Subject Domain) Administration
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

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INSTRUCTORS
David Keen
Chief Financial Officer/ Business Development at American Physical Therapy Association
Dave has been the Chief Financial Officer for the American Physical Therapy Association (APTA) since 2020.  In his role he oversees financial operations and business…
Jennifer Brearey
Chief Financial and Operating Officer at AdvaMed
Jennifer Brearey is the Chief Financial & Operating Officer and the Executive Director of AdvaMed Advance and AdvaMed Women’s Executive Network. She was appointed chief financial officer of AdvaMed in March…

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