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FEI-BDO Summer Series - That Vision & Strategy Thing

June 09, 2015
8:30 AM to 10:00 AM EST

BDO Houston Office
2929 Allen Parkway
20th Floor
Houston, TX 77019
get directions

Diane Hill
(713) 960-1706
  • Summary
  • Agenda
  • CPE Information
  • Presenters
This third annual FEI-BDO summer series will focus on the strategic, financial, and operational imperatives every leader of a forward-thinking company should consider as they look beyond the next month’s financial closing or the next quarter’s product introduction.

CFOs must have a seat at the table when the corporate dialog comes to establishing a vision & strategy for long-term success.  Session 1 will discuss how effective strategy is not only developed (the easier part), but how it becomes imbued in the corporate DNA (the hard part).  Further discussion will involve having the right team in place, and the impact of branding, marketing and product develop as tools for future growth.
7:30 AM to 8:00 AM – Registration and Breakfast

8:00 AM to 9:00 AM – Session
Upon completion of this seminar, participants will be able to:
  • Demonstrate understanding the differences between vision and strategy
  • Avoid the most common pitfalls in developing and more importantly, executing  a strategic plan
  • Recognize the optimal role for a middle market CFO in the strategic planning process
Delivery: Group Live
Prerequisites: None
Advanced Prep: None
Credits: 1 CPE credit in the field of Business Management & Organization
Program Level: Basic
BDO USA, LLP 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: www.nasbaregistry.org
Ron Martin, Texas Managing Partner, BDO USA, LLP

Robert Chapman, Strategic Advisor & Founding Partner, KCB Consulting Group

Jackie Dryden, Purposeologist, Savage Brands

Darrin Straughan, President, James Coney Island