November 1, 2022


CPE Compliance Disclosure:


Associations have moved beyond event-centric strategic planning to ongoing strategic management.  In such cases association leaders are always strategically focused and routinely engage in strategic thinking as they perform their various roles.  The strategic planning process becomes a periodic activity to step back, rethink and reassess the association’s mission and the relevance of goals and strategies currently in play.


  • Learn if your strategic plan is meaningful to your organization.
  • Hear comparisons on internal v.s. outside Consultants.
  • Learn if your organization created an “opportunity fund” or similar, how it could be successful.

INSTRUCTOR(S): Co-moderated by Jen Brearey, Chief Financial and Operating Officer, AdvaMed; and Dave Keen, Chief Financial Officer, APTA.

DELIVERY METHOD: Group Internet-Based


LEVEL: Intermediate

NASBA CATEGORY: Business Management & Organization

Subject Domain: Organizational Strategy

PREREQUISITES:  C-Level Management Experience

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour.

U.S Transactions Corp. (CPE Sponsor ID: 138278) 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: