Consulting For Impact!

Professional Development Programs for CPAs

Markets have shifted and change has changed. This means that there are new opportunities for CPAs to expand their influence and increase their impact on the organizations that they serve...but how and in what arenas? CPAs today are being asked to provide advice and insight on the financial and non-financial performance of an organization's operational and strategic processes through broad business knowledge and judgment. CPAs are being looked to as Management Consultants for the organizations they serve. The Consulting for Impact series is designed to help CPAs develop a consulting perspective and framework for analyzing specific business problems, developing impactful, implementable solutions, and achieving results.

All workshops are offered nationally to State CPA Societies as part of their continuing education program and to corporations and firms for in-house use.

Consulting For Impact

Courses Offered

	CPE - Consulting for Impact Series… for CPAs in the corporate environment The Consultant's Mindset Business Process Management
	CPE - Consulting for Impact Series…for CPAs in public practice The Consultant's Mindset Business Process Management
	About the Instructors
	Sample Catalog Write-ups

Consulting for Impact – The Consultant’s Mindset introduces critical strategies and thinking skills that will help you move your organization forward, expand your existing skills, and keep your career on track. You’ll see how forward thinking accounting professionals who have functioned as internal consultants, have led their organizations into new markets or increased profitability. Thought-provoking concepts set the stage for specific strategies, skills, and actions required for transforming vision into reality and capitalizing on change.

This skills and strategies based offering helps you identify and build the personal skills and perspective to effectively provide consulting services to your organization. Real examples and engaging classroom activities reinforce learning points. Designed for CPAs who are part of the corporate community. This offering is one in a series designed to support of The New Finance Professional!

The Consultants Mindset – What is consulting? What is the consulting cycle and how does it work? How do we ever figure out what the problem is? Learn how highly successful consultants identify problems, find solutions and sell their ideas.

Understanding the Organization – Some organizations grow and grow and others grow and die! But why? All organizations go through various stages of growth. Depending on the phase, individuals and organizations must demonstrate specific skills and behaviors to achieve long term success. Learn how to identify where your organization falls on the growth curve and the corresponding strategies and skills required for achieving sustained success. Organizations who have succeeded over long periods of time have certain things in common. Learn what these are and see how to apply these insights to your organization in your role as an internal consultant.

Using Strategic Planning, Vision, Mission, and Values, to achieve results – See how these tools are all closely related and why they are important. Understand how successful organizations and internal consultants use these tools to create synergy and momentum for organizations. Learn how to evaluate the usefulness and effectiveness of current vision, mission, and value statements and current strategic plans. Learn specific techniques for helping organizations develop effective mission, vision, and value statements and insightful strategic plans.

If you are a CPA with general management or financial responsibility and part of the corporate community, then this is for you! Learn how to use Business Processes Management tools to increase the bottom line profit of your organization. See how to take better advantage of the skills and experience within your organization and increase both customer and employee satisfaction. Gain insight into expanding, refining, and creating new products and services. Uncover opportunities to extend your existing market and enter new markets while developing a solid foundation for making long- and short-term business decisions. This course helps you identify your critical business processes and apply methods for communicating, measuring, and managing the performance of these processes. Transform your thinking about how people work, what managers do, and how businesses compete.

This skills and strategies based offering helps you identify and build the personal skills and perspective to effectively implement Business Process Management in your organization. Real examples and engaging classroom activities reinforce learning points. Designed for CPAs who desire to expand their influence on their organization and their value to their organization. This offering is one in a series designed to support of The New Finance Professional!

Topics:

• Linking Business Process and Strategy – Applying different approaches to the planning process in a changing business environment. Maintaining organizational health by linking process and strategy.

• Moving Toward Process Centering – Understanding and applying the four cornerstones of business process management. Developing the skills and strategies required for success.

• Shifting Views and Skills – Altering perspectives on organizational structure, communication, performance, skills, and traditional roles. Examining the new roles of managers, employees, and process owners and how they will work differently.

• Innovation, Diversification, Conversion, and Expansion – Capitalizing on existing processes and employee skill and experience to explore new markets and offer more or different goods or services.

Agenda:

Setting the Stage – Discover the linkages between business process management and strategic planning. See why conventional approaches to strategic planning can deplete the health of an organization, especially in an environment of constant change. Learn why it is not enough to just hire good people, give them financial incentives, and make capital expenditures.

Moving Toward Process-Centering –Understanding the four cornerstones of business process management and the skills needed for success in each area:

• Identifying your processes and naming process owners
• Communicating to everyone in the organization why process and its success is importance to the health of the organization
• Measuring the performance of processes
• Actively managing the process

Learn the New Finance Professionals view of how people work, what managers do, and how businesses compete. We see how successful organizations and individuals apply these vehicles to ensure their continued success.

Techniques for Developing Business Strategies – Learn how a company can capitalize on existing processes that can expand and strengthen the organization’s capabilities for offering goods and services. Examine the risks and rewards of creating new processes to meet the demands of current customers or new markets.

Wrap-up – We conclude the day by asking participants to develop a specific plan of action. This results in going back to their organizations and engaging in a manner that truly makes a Difference. Participants share their thoughts about the day with the group. This stimulates thinking, builds enthusiasm, and positions everyone to take meaningful actions.

This is a one-day offering. Each of the modules consists of multiple elements. Examples of elements are:

• An interactive presentation using animated graphics
• An engaging workshop activity
• A entertaining video-tape example
• A group discussion resulting in conclusions and action plans

These elements are combined in a very powerful way. They show participants how to apply what is learned in the workshop to their respective corporate environments. These elements also allow participants to actually experience and practice new skills and behaviors. Inherent in the module design and implementation is an approach that continually brings out a need to rethink the conventional approach to strategic planning. It demonstrates that process-centering begins with examining what the company does well, and then looks to see if it’s worth doing. The topics described and the exact implementation may vary due to class size, available time, or changing and additional requirements.

Consulting for Impact – The Consultant’s Mindset introduces critical strategies and thinking skills that will help you move your organization forward, expand your existing skills, and keep your practice on track. You’ll see how forward thinking accounting professionals who have functioned as consultants for their clients, have led organizations into new markets or increased profitability. Thought-provoking concepts set the stage for specific strategies, skills, and actions required for transforming vision into reality and capitalizing on change.

This skills and strategies based offering helps you identify and build the personal skills and perspective to effectively provide consulting services to your clients. Real examples and engaging classroom activities reinforce learning points. Designed for CPAs who engage in public practice. This offering is one in a series designed to support The New Finance Professional!

The Consultants Mindset – What is consulting? What is the consulting cycle and how does it work? How do we ever figure out what the problem is? Learn how highly successful consultants identify problems, find solutions and sell their ideas.

Understanding the Organization – Some organizations grow and grow and others grow and die! But why? All organizations go through various stages of growth. Depending on the phase, individuals and organizations must demonstrate specific skills and behaviors to achieve long term success. Learn how to identify where your client falls on the growth curve and the corresponding strategies and skills required for achieving sustained success. Organizations who have succeeded over long periods of time have certain things in common. Learn what these are and see how to apply these insights to your clients business in your role as a consultant.

Using Strategic Planning, Vision, Mission, and Values, to achieve results – See how these tools are all closely related and why they are important. Understand how successful organizations and consultants use these tools to create synergy and momentum. Learn how to evaluate the usefulness and effectiveness of current vision, mission, and value statements and current strategic plans. Discover specific techniques for helping organizations develop effective mission, vision, and value statements and insightful strategic plans.

 If you are a CPA in public practice, and are looking for new ways to provide additional value to your clients and are seeking new services to offer, then this is for you! See how to leverage the financial knowledge you have of your client’s business to expand the size of your engagements and improve the bottom line profitability of the organizations you serve. Gain insight into expanding, refining, and creating new products and services for your clients. Uncover opportunities to extend your existing market and enter new markets. Help clients take better advantage of the skills and experience within their organization and increase both their customer and employee satisfaction. Uncover opportunities to help your clients extend existing markets and enter new markets while developing a solid foundation for making long- and short-term business decisions. Learn how to use Business Processes Management tools to increase the bottom line profit of your practice. This course helps you engage with your clients to identify their critical business processes and apply methods for communicating, measuring, and managing the performance of these processes. It will transform your thinking about how people work, what managers do, and how businesses compete.

This skills and strategies based offering helps you identify and build the personal skills and perspective to assist you effectively implement Business Process Management in the businesses you serve. Real examples and engaging classroom activities reinforce learning points. Designed for CPAs who desire to expand their influence on the businesses they serve and make additional progress toward functioning as management consultants. This offering is one in a series designed to support  The New Finance Professional!

 Topics:

• Linking Business Process and Strategy – Applying different approaches to the planning process in a changing business environment. Maintaining organizational health by linking process and strategy.

• Moving Toward Process Centering – Understanding and applying the four cornerstones of business process management. Developing the skills and strategies required for success.

• Shifting Views and Skills – Altering perspectives on organizational structure, communication, performance, skills, and traditional roles. Examining the new roles of managers, employees, and process owners and how they will work differently.

• Innovation, Diversification, Conversion, and Expansion – Capitalizing on existing processes and employee skill and experience to explore new markets and offer more or different goods or services.

Agenda:

Setting the Stage –Discover the linkages between business process management and strategic planning. See why conventional approaches to strategic planning can deplete the health of an organization, especially in an environment of constant change. Learn why it is not enough to just hire good people, give them financial incentives, and make capital expenditures. Understand how management consultants engage with clients in this strategic area.

Moving Toward Process-Centering –Understanding the four cornerstones of business process management and the skills needed for success in each area:

• Identifying your processes and naming process owners
• Communicating to everyone in the organization why process and its success is importance to the health of the organization
• Measuring the performance of processes
• Actively managing the process

Learn the New Finance Professionals view of how people work, what managers do, and how businesses compete. We see how successful organizations and individuals apply these vehicles to ensure their continued success.

Techniques for Developing Business Strategies – Learn how a company can capitalize on existing processes that can expand and strengthen the organization’s capabilities for offering goods and services. Examine the risks and rewards of creating new processes to meet the demands of current customers or new markets.

Wrap-up – The day is concluded by asking participants to develop a specific plan to market business process management to a current client in a manner that truly Makes a Difference to their client. Participants are asked to share their thoughts with the group. This stimulates thinking, builds enthusiasm, and positions everyone to take meaningful actions.

This is a one-day offering. Each of the modules consists of multiple elements. Examples of elements are:

• An interactive presentation using animated graphics
• An engaging workshop activity
• A entertaining video-tape example
• A group discussion resulting in conclusions and action plans

These elements are combined in a very powerful way. They show participants how to apply what is learned in the workshop to their respective corporate environments. These elements also allow participants to actually experience and practice new skills and behaviors. Inherent in the module design and implementation is an approach that continually brings out a need to rethink the conventional approach to strategic planning. It demonstrates that process centering begins with examining what the company does well, and then looks to see if it’s worth doing. The topics described and the exact implementation may vary due to class size, available time, or changing and additional requirements.

Sample Catalog Write-ups

The following are representative write-ups used by some CPA Societies to describe these offerings in their annual catalog. We hope these are helpful. Additionally, we have sample brochures, news releases and newsletter write-ups which you may find helpful in publicizing these offerings to your members. Text and graphics are available from us in various desk-top publishing formats. Please contact us for this additional material.

(Consulting Series)

(Consulting Series)

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