AssociationReview - Stories tagged with Planning
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How to thrive in the new normal

posted by BillSheridanBillSheridan 52 days, 10 hours, 23 minutes ago
Monday, January 18, 2010 2:17:19 PM GMT
Welcome to 2010! Time to focus on how to survive thrive in these uncertain and turbulent times. (more)
category: Finance | clicked: 0 | comment | | source: www.cpasuccess.com
tags: accounting, CFO, CPA, economy, forecasting, leadership, MACPA, mckinsey, new normal, Planning, strategy, training
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Roth IRA conversion: Everyone into the pool!

posted by BillSheridanBillSheridan 146 days, 10 hours, 30 minutes ago
Friday, October 16, 2009 2:10:07 PM GMT
Heads up, financial planners: You've got more than a hangover to look forward to on New Year's Day. Jan. 1, 2010 will bring with it new rules that will govern who is eligible to convert their retirement assets to Roth IRAs. (more)
category: Finance | clicked: 0 | comment | | source: www.cpasuccess.com
tags: 401(k), benefits, conversion, finance, IRA, Natalie Choate, Planning, retirement, Roth IRAs, saving
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As flu spreads, so does advice for how to cope

posted by BillSheridanBillSheridan 148 days, 9 hours, 31 minutes ago
Wednesday, October 14, 2009 3:08:25 PM GMT
We all know the H1N1 drill by now, but there are a few new resources that may prove useful. (more)
category: Healthcare | clicked: 0 | comment | | source: www.cpasuccess.com
tags: advice, CPA, CPAs, disease, flu, H1N1, health, illness, MACPA, pandemic, Planning, prevention, resources
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H1N1: An ounce of prevention is ... priceless

published 153 days, 11 hours, 12 minutes ago posted by BillSheridanBillSheridan 160 days, 9 hours, 18 minutes ago
Friday, October 09, 2009 1:28:20 PM GMT Friday, October 02, 2009 3:22:18 PM GMT
It's no surprise that we're seeing a flood of flu-related advice and resources surface in the business community. Here are just a few. (more)
category: Healthcare | clicked: 0 | comment | | source: www.cpasuccess.com
tags: CPA, CPAs, disaster, flu, H1N1, illness, influenza, MACPA, Planning, swine flu, vaccine
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The Future of the Social Web: In Five Eras

published 304 days, 4 hours, 36 minutes ago posted by DanKreitzDanKreitz 313 days, 5 hours, 24 minutes ago
Monday, May 11, 2009 8:04:16 PM GMT Saturday, May 02, 2009 7:15:45 PM GMT
A pretty good vision for the direction of social media, complete with a couple of diagrams and a section on "How Brands Should Prepare." I particularly liked the last two bullets: - Evolve your Enterprise Systems (CRM + Social Media) - Shatter your Corporate Website (content from consumers) (more)
category: Technology | clicked: 0 | comment | | source: www.web-strategist.com
tags: Planning, social media
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10 Rules for Effective Strategic Planning

posted by DonDeaDonDea 321 days, 15 hours, 57 minutes ago
Friday, April 24, 2009 8:43:03 AM GMT
The definition. First things first. Strategic planning is any process meant to determine a company’s future direction, including its key goals, strategies for achieving them, and business plans. Executive owner and facilitator. You need a member of the executive staff to own the process from start to finish, plus an objective facilitator from outside the company with expertise in this sort of thing. The team. The team must be committed to participating in the entire process from start to finish. It’s usual... (more)
category: Leadership | clicked: 0 | comment | | source: blogs.bnet.com
tags: Planning