Thinking and Acting Strategically as CFO (CPA)

Estimated Time: 1.5 hours


Earn 2 Points for Completing

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CPAs and financial professionals might not always have the largest role in determining organizational strategy, but it’s important to have the skills to contribute whenever necessary. Because if only a few individuals at the top of the corporate structure know and understand the long-term goals of the company, the employees carrying out the plan don’t know what they’re aiming for. This course focuses on developing mission, vision and values to as they relate to the strategy formulation process, so business professionals at any level of the organization can help contribute to their organization’s overall strategic plan. Course Type: Video. Worth 2 CPE Credits (CPA/NASBA).


2 CPE Credits
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Learning Objectives

  • Articulate how to appropriately develop organizational mission parameters
  • Define corporate vision and values
  • Demonstrate how to conduct situational analysis
  • Explain the process of formulating and executing an organizational strategy

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Field of Study: Business Management & Organization - Prerequisites & Advanced Preparation: None - CPE Credit Type: Non-technical - Delivery Method: QAS Self Study - For more information regarding administrative policies such as complaint and refund, please contact our Customer Success team at or visit our Help webpage.

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CPA: VTR 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: This program is valid for 2 CPEs.