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Strategic Planning: Fine-Tuning The Corporate Blueprint

 Strategic Planning: Fine-Tuning The Corporate Blueprint
CPE Credit

Program Type: Recorded Webinar (Audio, PPT Presentation)
Program Level: Intermediate
Prerequisites: Previous training or research on subject matter being taught.
Advanced Preparation: None
Delivery Method: Group Internet-Based
CPE Credits: One (1) Hour
Fields of Study: Accounting
Item Number: 16PMA0914
Shipping Weight: 0lbs. 0oz.
Price: $80.00
Program Description

Organizations use strategic planning to assess and adjust their direction in response to a changing environment. It is a disciplined process which provides an opportunity to set priorities, allocate resources, strengthen operations, and ensure that all stakeholders are working toward common objectives with a common understanding of the intended outcomes and results. This webinar explores how advisors can assist clients with the strategic planning process to create an effective roadmap along with the decisions and actions that will shape and guide the organization, articulate the actions needed to make progress, and define how success will be measured.

Learning Objectives

After completing this webinar, attendees will be able to:

- Identify the major elements of an effective corporate strategic plan
- Articulate best practices in defining the framework that organizations use to define their future
- Outline the key tools to manage a strategic plan
- Advise clients on how to properly evaluate their internal and external environments

Who Should Attend

Investment bankers, M&A advisors, investment and financial analysts, CPAs, financial officers, CEOs, CFOs, transaction lawyers


Enrique C. Brito, MBA, CFA, CVA, CM&AA
Mr. Enrique C. Brito is Partner and Practice Leader of Corporate Advisory Services at Tatum, an executive advisory firm in the Washington DC area. He is also Managing Director at Kaizen Consulting Group, an M&A advisory firm based in Reston, Virginia. Previously, he was Senior Managing Director at The McLean Group, LLC, a national middle market investment bank in Washington DC.

Mr. Brito focuses on advising owners of middle market businesses on how to maximize and harvest business value through the implementation of growth strategies (acquisitions, capital formation, value enhancement) and transition plans (preparation for sale, transaction structuring and negotiation).

Mr. Brito has more than 25 of experience in investment banking and corporate finance and has been involved in transactions in the U.S. and in several Latin American countries including Mexico, Venezuela, Colombia, and Peru. He is a national instructor in M&A, negotiation and business valuation topics and is a regular contributor to local business publications as well as a speaker at national conferences on M&A topics.