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Live Webcast Replay

Business Longevity: Stabilize, Strengthen, and Succeed


Total Credits: 4 including 4 Business Management & Organization - Non-technical

Average Rating:
Not yet rated
Categories:
ACPEN Industry Institute |  Practice Management
Faculty:
James T. Lindell, CPA, CSP, CGMA, MBA
Course Levels:
Intermediate
Duration:
4 Hours
License:
Expires 30 day(s) after program date.

Dates
Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


Description

Almost 50% of businesses that started five years ago are no longer in operation today. Controllers and CFOs can and must influence the longevity of their organization to improve their success rate.  Jim will help you be aware and understand the answers to these issues:

Can you describe the financial health of your company?

Can you also explain what the financial health of your industry is?

Do you know your Business Cycle compared to the industry business cycle?

Do you have an executable plan?

Do you know what the competitive, legal and technological landscape is currently, and for the future?

Is your organization aligned and incentivize to be successful?

Jim has developed his groundbreaking Business Longevity concept as a keynote and a workshop, and would be happy to speak to your organization on this topic. This session will focus on assessment (financial health, competitive environment), determination (effective business planning, including the future landscape), and execution (gettin’ it done!)

Basic Course Information

Learning Objectives
  • Critically assess where your company is right now in terms of strategic, financial operation success
  • Determine the strategic plan for the company to achieve its goals
  • Successfully implement and monitor the path to get there
  • Identify critical weaknesses that threaten your organization
  • How to use ChatGPT (Generative AI) to increase the longevity of your organization

Major Subjects
  • Business Management 
  • Strategic Planning
  • The role of AI in Business

Course Materials

Faculty

James T. Lindell, CPA, CSP, CGMA, MBA's Profile

James T. Lindell, CPA, CSP, CGMA, MBA Related Seminars and Products

President

Thorsten Consulting Group, Inc.


Jim Lindell is President of Thorsten Consulting, a strategic and financial consulting firm that offers professional speaking, training, and executive coaching. Over the past two decades, Jim has delivered over 5,000 hours of C-suite executive coaching. His professional experience includes Chief Financial Officer, VP-Finance, Corporate Controller, and Corporate Assistant Controller. Industries include manufacturing, healthcare, not-for-profit, distribution, and food processing.

Jim is a CPA and has received the Certified Speaking Professional designation, the highest earned designation from the National Speakers Association. Jim is a Vistage Chairman (Executive Coach and Facilitator) and responsible for two groups in the Milwaukee area.

Jim has authored Controller as Business Manager, Controllers Annual Update (Best Seller,) Analytics and Big Data for Accountants, and many other courses on strategic and financial leadership. Jim has been published by the AICPA and Wiley.

Jim is a twelve-time recipient of the AICPA’s Outstanding Discussion Leader Award.


Dates

Wed, Jul 02, 2025 - 8:00 AM to 11:43 AM CDT
Tue, Jul 15, 2025 - 1:00 PM to 4:43 PM CDT
Thu, Jul 31, 2025 - 8:00 AM to 11:43 AM CDT
Tue, Aug 05, 2025 - 9:00 AM to 12:43 PM CDT
Tue, Aug 12, 2025 - 12:00 PM to 3:43 PM CDT
Wed, Aug 20, 2025 - 5:00 PM to 8:43 PM CDT
Wed, Sep 03, 2025 - 8:00 AM to 11:43 AM CDT
Tue, Sep 23, 2025 - 9:00 AM to 12:43 PM CDT
Tue, Sep 30, 2025 - 12:00 PM to 3:43 PM CDT
Tue, Oct 14, 2025 - 8:00 AM to 11:43 AM CDT
Tue, Oct 21, 2025 - 12:00 PM to 3:43 PM CDT
Wed, Nov 12, 2025 - 9:00 AM to 12:43 PM CST
Wed, Nov 19, 2025 - 12:00 PM to 3:43 PM CST
Tue, Nov 25, 2025 - 9:00 AM to 12:43 PM CST
Tue, Dec 09, 2025 - 2:00 PM to 5:43 PM CST
Sat, Dec 13, 2025 - 10:00 AM to 1:43 PM CST
Sat, Dec 27, 2025 - 8:00 AM to 11:43 AM CST
Wed, Jan 07, 2026 - 2:00 PM to 5:43 PM CST
Thu, Jan 15, 2026 - 12:00 PM to 3:43 PM CST
Wed, Jan 21, 2026 - 10:00 AM to 1:43 PM CST
Wed, Feb 11, 2026 - 8:00 AM to 11:43 AM CST
Wed, Feb 18, 2026 - 12:00 PM to 3:43 PM CST
Tue, Mar 17, 2026 - 2:00 PM to 5:43 PM CDT
Wed, Mar 25, 2026 - 2:00 PM to 5:43 PM CDT
Mon, Mar 30, 2026 - 8:00 AM to 11:43 AM CDT
Wed, Apr 08, 2026 - 9:00 AM to 12:43 PM CDT
Wed, Apr 15, 2026 - 2:00 PM to 5:43 PM CDT
Wed, Apr 22, 2026 - 9:00 AM to 12:43 PM CDT
Wed, May 13, 2026 - 8:00 AM to 11:43 AM CDT
Sat, May 23, 2026 - 12:00 PM to 3:43 PM CDT
Wed, May 27, 2026 - 10:00 AM to 1:43 PM CDT
Wed, Jun 10, 2026 - 2:00 PM to 5:43 PM CDT
Sat, Jun 13, 2026 - 9:00 AM to 12:43 PM CDT
Wed, Jun 24, 2026 - 1:00 PM to 4:43 PM CDT
Tue, Jun 30, 2026 - 8:00 AM to 11:43 AM CDT

Additional Info

Basic Course Information

Prerequisites

None


Advanced Preparation

None


Designed For

CPAs and professionals that are in management roles at companies and firms


Original Recording Date

May 2025


Course Developer

Jim Lindell


Date Added to Catalog

3/28/25


Yellow Book

No


Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199). 


Official Registry Statement

Business Professionals' Network, Inc. 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: www.nasbaregistry.org


Instructional Delivery Method

Group Internet Based


Course Registration Requirements

Online Registration


Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 


Promo Video

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