Total Credits: 4 including 4 Business Management & Organization - Non-technical
Almost 50% of businesses that started five years ago are no longer in operation today. Controllers and CFOs can and must influence the longevity of their organization to improve their success rate. Jim will help you be aware and understand the answers to these issues:
Can you describe the financial health of your company?
Can you also explain what the financial health of your industry is?
Do you know your Business Cycle compared to the industry business cycle?
Do you have an executable plan?
Do you know what the competitive, legal and technological landscape is currently, and for the future?
Is your organization aligned and incentivized to be successful?
Jim has developed his groundbreaking Business Longevity concept as a keynote and a workshop, and would be happy to speak to your organization on this topic. This session will focus on assessment (financial health, competitive environment), determination (effective business planning, including the future landscape), and execution (gettin’ it done!)
Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (0.47 MB) | Available after Purchase | ||
Business_Longevity_Handout (4.5 MB) | Available after Purchase |
James (Jimmy) T. Lindell is President of a Wisconsin-based provider of strategic and financial consulting, professional speaking, training, and executive coaching. Jim has an extensive background in senior management including positions as Chief Financial Officer, Corporate Controller and Corporate Assistant Controller. Jim has worked with a variety of industries including: manufacturing, health care, not-for-profit, distribution, and food processing. He has participated in more than 50 M&A projects.
Jim is a CPA with public accounting experience at several local and regional accounting firms. He is a recipient of the Certified Speaking Professional designation, the highest designation that can be earned by a member of the National Speakers Association. He is a TEC/Vistage Chairman (The Executive Committee). He is a member (and instructor) of the American Institute of CPAs and the Wisconsin Institute of CPAs and a member of the National Speakers Association.
Jim is the author of the AICPA book Controller as Business Manager, and author of the AICPA courses: AICPA’s Annual Update for Controllers, Analytics and Big Data for Accountants, Strategic Planning: A Simplified and Workable Approach for Private Companies, and AICPA's Controllership: 25 Critical Lessons from the Trenches. Jim also authored and was part of the AICPA video and course, Minimizing the Effects of a Recession on Your Business. He is a contributing author of the AICPA course The Fast Close, Soft Close, Virtual Close? Now Days, Not Weeks.
Jim is a seven-time recipient of the AICPA’s Outstanding Discussion Leader Award.
Jim is a member of the folk music group Deep Pool, retired coach of a boys’ high school rugby club, and still plays “old boys” rugby.
Fri, Feb 26, 2021 - 12:00pm to 03:38pm MST
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Thu, Mar 04, 2021 - 10:00am to 01:38pm MST
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Wed, Mar 17, 2021 - 09:00am to 12:38pm MDT
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Tue, Apr 06, 2021 - 08:00am to 11:38am MDT
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Thu, Apr 22, 2021 - 10:00am to 01:38pm MDT
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Tue, May 18, 2021 - 09:00am to 12:38pm MDT
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Wed, May 26, 2021 - 10:00am to 01:38pm MDT
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Thu, Jun 17, 2021 - 11:00am to 02:38pm MDT
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Wed, Jun 30, 2021 - 02:00pm to 05:38pm MDT
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Tue, Jul 13, 2021 - 11:00am to 02:38pm MDT
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Fri, Jul 23, 2021 - 08:00am to 11:38am MDT
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Thu, Aug 12, 2021 - 09:00am to 12:38pm MDT
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Mon, Aug 23, 2021 - 12:00pm to 03:38pm MDT
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Thu, Sep 09, 2021 - 08:00am to 11:38am MDT
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Wed, Sep 22, 2021 - 09:00am to 12:38pm MDT
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Mon, Oct 04, 2021 - 08:00am to 11:38am MDT
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Thu, Oct 21, 2021 - 12:00pm to 03:38pm MDT
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Mon, Nov 08, 2021 - 10:00am to 01:38pm MST
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Wed, Nov 17, 2021 - 09:00am to 12:38pm MST
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Thu, Dec 02, 2021 - 10:00am to 01:38pm MST
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Wed, Dec 22, 2021 - 12:00pm to 03:38pm MST
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