1.5 CPE Do you talk strategy with your clients? Why not?
This course gives you the keys to developing your ability to advise your clients, internal or external, on their business strategies. Instructor Blair Cook discusses strategic management principles in a practical context for small- and medium-sized business application, and focus on the essentials you need to know to participate, facilitate, and converse with your clients about their strategy. This is an outstanding opportunity to further add value to your client relationship.
We cover:
- How to assess your client's current and future strategy
- Strategy development
- Performance management
You learn to gather information, analyze data, and provide value-added advice to your clients. You also receive a turnkey strategic management toolkit that you can put to use right away with your clients, including the 20 key questions that all good strategies need to address.
Learning Objectives
- Recognize elements of your expertise that enable your client's strategic management process
- Define elements of a good strategic planning process
- Identify how to advise your clients on developing and executing strategy
Last updated/reviewed: August 13, 2023
32 Reviews (127 ratings)
Reviews
Jacob Rothman
(Portfolio Manager at Rothman Investment Management)
Good overview of strategy. Very basic, but still useful. It's nitpicking, but the instructor is a little difficult to listen to. I think he's trying to be enthusiastic, but it comes off as almost yelling the whole time and is rather annoying.
While a lot of discussion of very basic strategy concepts were discussed, there wasn't much on how to convince clients to hire us as strategy consultants.
Anonymous
(Independent Financial Consultant)
I worked for a company which said they had a strategic plan but then showed in many ways that they did not (through their seat of the pant decisions that were constantly moving them in many different directions - many of which did not work well together). Too bad they did not have a good strategic advisor working with them.
This course has been an eye opener to me and it will enable my firm to start offering value added services to our clients. In this new age offering only traditional services such as accounting, bookkeeping and tax services might not be enough and might be the reason why small firms struggle.
Radya Cherkaoui
(Business Account Manager at Intuit Inc)
I was able to follow along with the presenter and scroll through the slides at the same time which reinforced the learning of the information rich content. This is a great deal of very useful material that I can apply daily!
Anonymous
(Senior Accountant, Payroll)
The instructor's tone, while undoubtedly intended to be engaging, is distracting. The course feels like listening to an infomercial. But, it covers good material and includes a helpful toolkit.
Lawrence DeParis
(Founder & CEO at C-Level Solutions LLC)
Mr. Cook has done it again. An outstanding, non-intimidating overview of the entire strategic planning process in a well-structured 90 minute presentation.
Jonathan Hinkley
(SVP, Head of Linedata Gravitas at Linedata Gravitas)
Very thoughtful and articulate presentation of usable insights. The summary of a very difficult subject was well developed and the handouts are very useful.
Anonymous
(Owner)
A lot of information packed into this course! Blair Cook provides excellent insight into providing strategic management services to clients. Well done!
Anonymous
(President)
Very well presented and thoughtful. The supporting materials are a great takeaway and provide a lot of practical value after the course is finished.
Anonymous
(Finance Director)
Very interesting however I think more time should be spent on how to help clients and to give examples of strategy consulting for clients.
Mike Cornelsen
(Director, Operational Risk Management at Charles Schwab)
Very helpful - would like to see more trainings on how strategic thinkers with CPA background can add value to their organizations.
Anonymous
()
Great introductory course on strategy for businesses. I would highly recommend to those interested in the topic.
Anonymous
(CPA/Investment Advisor)
Fairly general and high level, but a good refresher course on SWOT/BCG Matrix/Porter's 5 forces, etc
Anonymous
()
overall it was a good course and i general, I appreciate all the courses from this professor
Anonymous
(Outreach Coordinator)
I do not work in the Financial Industry yet this information was very relevant to me.
Anonymous
(Controller)
This provided a good background to client advisory and the SWOT analysis was helpful.
MARTIN COBB
(CFO at FINANCIAL MANAGEMENT CONSUTING LLC)
Great course on strategic planning with a really useful and practical 2 page tool.
Steve Scheid
(Supply Chain Operations Mgr at Intuit)
The course reinforced the need to write down and communicate strategic plans
Kipp Yost, CPA
(Senior Tax Manager at EKS&H)
Enjoyed the class and especially appreciate the tools and materials provided
Anonymous
(Controller)
great course with helpful insights, thank you to the presenter and content
Anonymous
()
These tools are very useful. I plan to apply them in my organization.
Anonymous
(CFO)
great course --complex concepts but made interesting by instructor
Anonymous
()
Wet good overview of the topic with excellent support materials
Anonymous
(Finance)
very well organized and explained and informative. I loved it.
Kelsey Kozachuk
(Sr. Controller at Browne Consulting Group)
good overall overview and examples throughout the presentation
Anonymous
()
Really great course.This course will help me with my clients.
Anonymous
(Director, Compliance and Insurance)
Excellent overview, especially good for new team members.
Raul Cardona
(Senior IT Internal Auidtor at The Cosmopolitan of Las Vegas)
Slides with lots of information, but interesting topic.
Jacqueline LaFleur
(Finance Manager at Laureate International Universities)
nice review of strategic concepts
Anonymous
(Manager- Accounting & Finance)
excellent course!
Tim Philips
(Controller at Self)
Good thoughts
Anonymous
(Consultant)
Good content
Prerequisites
Course Complexity: Intermediate
Prerequisite: Business experience
Advanced Preparation: None
Education Provider Information
Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA
95113
Contact:
For more information regarding this course, including complaint and
cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to
.
Blair CookDirector of Clarke Inc
About Illumeo
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