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Ready-Aim-Fire: The Role of the Financial Professional in a Competitive Environment

Author/Moderator: Anthony LaRusso, CMA
Publisher: AICPA
Availability: In Stock
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Description

Discover ways to gain and maintain an edge on your competitors by developing a step-by-step strategy of navigating a business for the entrepreneur in all of us. Update your understanding and practice of the basic functions of management in today's fast paced global environment. Learn how to place more emphasis on establishing an environment that fosters continuous learning and improvement as a means of successfully competing and managing change. View management as three phases: Ready (think, plan, lead and communicate), Aim (focus and organize), and Fire (commit, implement and keep everyone involved).

Objectives: 

  • Explore the current competitive environment and similarities of successful organizations
  • Develop tools and techniques for continuous learning and improvement
  • Redefine the use and purpose of controls
  • Identify alternative views of organizational structures
  • Outline the process to prepare for and introduce Lean Management

Prerequisite:  Experience in financial management of a medium or small company

Table of Contents

  • Overview
    • Course Objectives
    • Introduction
    • Turbulent Environment
    • Role of the Financial Professional
    • References
  • Chapter 1- Successful Organizations
    • Learning Objectives
    • Introduction
    • Need for Role Models
    • Common Characteristics
    • Shared Purpose
    • Updating Views
      • What Can You Do?
      • Exercise 1-1
    • Communications
      • Exercise 1-2
      • What Can You Do?
    • Value of Competitive Information
      • Lessons Learned
      • What Can You Do?
    • References
    • Questions
  • Chapter 2 - The Role of Planning, Market Analysis, and Self-Evaluation in Decision Making 2-1
    • Learning Objectives
    • Introduction
    • What Should Planning Provide?
      • Discipline/Focus
      • Structure
    • Mission/Purpose – Where Are You Going?
      • Objectives
      • Strategies
      • Exercise 2-1
    • Strategy Evaluation
    • Contingency Planning
      • What Can You Do?
    • Market Dynamics
    • Tracking Products
      • What Can You Do?
    • Self-Evaluation
      • What Can You Do?
    • References
    • Questions
  • Chapter 3 - Controls – Means to Improvement and Competitive Advantage
    • Learning Objectives
    • Introduction
    • Project vs. Process
      • Exercise 3-1
      • A System Approach
    • Integrating Controls
      • Control What?
      • Locate Controls – Where?
      • Direct Behavior
      • What Can You Do?
    • References
    • Questions
  • Chapter 4 -Organization Structure
    • Learning Objectives
    • Introduction
    • Plan vs. Evolution
    • Structural Clarity
    • A Delivery System
    • Customer Focus
    • Lessons from Start-Ups
    • What Can You Do?
    • References
    • Questions
  • Chapter 5 - Moving Toward a Lean System
    • Learning Objectives
    • Introduction
    • Short-Term – Take Action
    • Analytical Tools
      • Mapping
      • Pareto Diagrams
    • Homework – Financial Closing
      • Exercise 5-1
    • People – Summary Thoughts
    • Case 5-1 – Shop & Eat Restaurants
      • Your Task
    • References
  • Chapter 6 - Ethics Focus: Business and Industry
    • Ethics Overview
    • Recent Developments
    • Key Ethical Dilemmas
    • Addressing Ethical Dilemmas
    • Available Resources
  • Chapter 7 - Latest Developments

Excerpts

Videocourse Details

NASBA Field of Study: Finance
Level: Intermediate
Recommended CPE Credit: 4
Ready-Aim-Fire: The Role of the Financial Professional in a Competitive Environment
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Product# 733241
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