Strategic Planning for the Finance Professional

More Courses

SPFP4-SC  |  In Person Training  |  Intermediate  |  Scheduled

Special Notes

  • IMPORTANT: ISCPA CPE course manuals are now all paperless. No printed copies will be distributed onsite. eMaterials will be available to download 5-7 days prior to the course in the My CPE Tracker section of the ISCPA website. Learn more here.


Hear what other ISCPA attendees have to say about this class and the instructor, Jim Lindell, in 2018:

  • "One of the best classes I have attended in 25 years!"
  • "Enjoyed the interaction and Jim's ability to get all to participate. Half-day session was ideal. Got some great ideas for things to use with my team."
  • "Jim was knowledgeable and has a passion for this topic. Nice job!"


  • Business Management & Organization
  • Management

Designed For

CPAs and other business professionals.


To help managers achieve operational and financial goals.


  • Learn a simplified and workable approach to creating, implementing, monitoring and revising strategies to promote greater organizational success.
  • Review of the overall strategic management process.
  • Creating a business plan, whether it be a simplified one-page plan or a more complex multi-page detailed plan.
  • How corporate culture, leadership and staff development can energize or destroy strategic management principles.
  • Other issues related to the strategic plan.
Registration for this event has closed. If you have any question or concerns please give us a call at 515-223-8161 or send us an e-mail at


James T. Lindell

Show Bio

James (Jim) T. Lindell is the 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 and Corporate Assistant Controller. He has worked with a variety of industries including: manufacturing, health care, not for profit, distribution and food processing. Jim has been involved in more than 40 M& A projects. He is a Certified Public Accountant with public accounting experience at several local and regional accounting firms. He is a TEC Chairman (The Executive Committee). Jim is a member (and instructor) of the American Institute of CPA's and the Wisconsin Institute of CPAs and a member of Wisconsin Chapter of National Speaker Association. Jim is the author of the AICPA course "AICPA's Annual Update for Controllers", "Targeting the Bottom Line: Taking the Guesswork out of Financial Management". He is a contributing author of the AICPA course "The Fast Close, Soft Close, Virtual Close? Now Days not Weeks".

Register for this course