Ready, Set, Grow: The Starting Line of Strategic Planning
Success requires a clear strategy. Join Kassi Rushing Consulting and AICPA to learn how strategic planning drives growth, efficiency, and future readiness. Discover key elements to ensure your firm isn’t just running—but running with purpose.
Format
Webcast
Date
Sep 30, 2025
NASBA Field of Study
Business Management and Organization
Level
Basic
CPE Credits
1
Availability
3 months
Product Number
WC5038972
Success is not accidental—it’s the result of preparation, endurance, and a clear path forward. Just like in a race, accounting firms that start with a strong strategy gain the momentum needed to stay ahead of the competition. Without a plan, firms risk running in circles, losing steam, or falling behind in a rapidly evolving profession.
In this session, we’ll explore how strategic planning serves as your firm’s starting line, setting the direction and pace for sustainable growth, operational effectiveness, partner accountability, and future readiness. We’ll discuss key elements that ensure your firm isn’t just running—but running with purpose—with coordinated planning for talent, technology transformation, client service, business models, and succession planning.
Whether your firm is sprinting toward aggressive growth or pacing itself for long-term success, a strategic plan is the race plan to the finish line. Join Kassi Rushing Consulting and AICPA to learn how to position your firm for a strong start—and a winning future.
Key Topics
The Importance of a strategic plan
Balancing growth and long-term success
Planning for future readiness
Learning Outcomes
- Intermediate
Who Will Benefit
- Public Accounting Firms
PCPS members save 20%:
A promo code is required during checkout to receive the discounted price. Promo codes and other PCPS discount information can be found here.
Not sure if your firm is a member? Send an email and we’ll get right back to you! Or, learn more about PCPS membership!
Group ordering for your team
2 to 5 registrants
Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.
Start order6+ registrants
We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)
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