Webinar Details
Course Description

Let's boost 2024 planning with a look at several powerful templates that will help you plan the year ahead with clarity. Taking a Vision-first approach, we will focus on Scaling Up's One-Page Strategic Plan and Entrepreneurial Operating Model's Vision/Traction Organizer. Using these tools we'll consider various initiatives in categories spanning people, growth, and operations. We'll address KPIs that are top of mind for finance and accounting leaders and see how KPIs can make their way into annual objectives. Come prepared for a CFO brainstorming session to help finesse your plans for the new year. 

Learning Objectives
  • Discover powerful planning templates to architect and communicate vision, goals, initiatives, and objectives
  • Examine the difference between an initiative and an objective
  • Consider various categories of initiatives, such as people, growth, and operations
  • Identify how certain KPIs can be included in annual objectives
Who Should Attend

Finance and accounting leaders seeking to serve their teams with fresh ideas and best practices.

Advanced Preparation

You are invited to reflect in advance on 1) Top organizational challenges you have observed in 2023, 2) Aspirations for change in 2024 - areas for growth, team dynamics, and tools that would help work flow more seamlessly

Presenter Details
  • Liz Briggson (NetSuite)
    • Speaker

    Liz Briggson joined the Encoursa team in 2017, bringing a unique mix of accounting, finance, and sales experience.  Liz is passionate about education and helping people reach their potential. 

    Liz's corporate finance experience includes progressive finance roles with Kellogg Company, Amway, and Open Systems Technologies. At Amway, Liz was responsible for management reporting for Amway’s portfolio companies and financial planning & analysis for Amway’s finance and executive divisions. Prior to that, Liz served clients in the utilities, insurance, and manufacturing industries in the assurance practice at PricewaterhouseCoopers.

    Liz is a licensed CPA in the state of Michigan. She leads Partnerships & Education... Read more

NASBA Sponsor
  • National Registry of CPE Sponsors for the QAS self-study delivery method
    Encoursa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBAregistry.org.
Date & Time
Thursday, December 7, 2023

12:00 PM EST (see additional timezones)

  • Webinars: CPE certificates will be accessible through your dashboard 1 hour after a webinar concludes.

    Self-Study: CPE certificates will be accessible through your dashboard immediately after passing the qualified assessment.

    For specific instructions on accessing your CPE, please see our FAQ section on our support page.

  • Multiple Attendees on Webinars: Each attendee should register separately for the webinar. If more than 1 attendee participated from the same device, please contact us after the event to let us know. For group signups for paid events, please contact us.

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