Strategic Decision-Making, Risk Management, and Implementation
This program integrates the analytical, financial, and organizational dimensions of strategy, guiding participants through how strategic alternatives are evaluated, risks are managed, and plans are effectively implemented. Participants learn to apply marginal and investment analysis to decisions such as adding or discontinuing products, allocating capital, or pursuing new initiatives. Emphasis is placed on both quantitative tools, such as NPV, IRR, and scenario planning, and qualitative factors like supplier reliability, workforce impact, and organizational learning. The program then explores enterprise risk management (ERM) and its integration with strategic planning, emphasizing how to identify, assess, and mitigate business, financial, operational, and strategic risks using frameworks such as COSO ERM. Participants also examine leadership, communication, and cultural alignment as critical drivers of strategy execution. By connecting strategic goals to financial forecasts, risk systems, and change management practices, participants develop the ability to craft decisions that are analytically sound, risk-aware, and organizationally sustainable.
Learning Objectives:
- Define key concepts in marginal analysis, risk management, and strategic implementation.
- Explain how financial, operational, and human factors influence strategic decision-making and risk outcomes.
- Use decision tools such as marginal analysis, discounted cash flow, and scenario planning to evaluate strategic alternatives.
- Assess organizational risks, leadership effectiveness, and alignment between tactics, strategy, and culture.
- Judge the effectiveness of enterprise risk management and communication systems in supporting strategic objectives.
- Design integrated strategic plans that align financial forecasts, leadership practices, and change management approaches to achieve long-term organizational success.
| When: |
Sunday, February 8th, 2025. 10:00 AM to 12:00 PM EST |
| Where: |
Your home or office |
| Speaker: |
William Kline, Ph.D., CFA, CSCA |
| CPE Credits: |
2 Business Management and Organization CPE |
| CLE Credits: |
2 Substantive CLE |
| Program Level: |
Basic |
| Prerequisites: |
None |
| Advanced Preparation: |
None |
| Delivery Method: |
Group Internet-Based |
The Presenters:
William Kline, Ph.D., CFA, CSCA, is an Assistant Professor of Management at Pennsylvania State University - Harrisburg. He received his Ph.D. in Strategic Management from the Fox School of Business at Temple University. He has received four awards for teaching excellence including the Beta Gamma Sigma Professor of the Year Award (PSU – Harrisburg), the Dean’s Award for Faculty Excellence and Stanley Fuchs Award (Fordham University), and the Award for Excellence in Teaching by a Doctoral Candidate (Temple University).
Dr. Kline’s primary research interests include strategic decision-making and executive compensation. He has been published in 9 peer-reviewed journals including the Academy of Management Perspectives, the Journal of International Management, and the Journal of Strategy & Management.
Prior to entering academia, Mr. Kline was a manager at PricewaterhouseCoopers where he completed valuations for mergers and acquisitions, business planning, as well as tax and financial reporting. Mr. Kline also spent time consulting at CBIZ Valuation Group, Inc. and Curtis Financial Group, a regional investment bank.
About CPE/CLE:
The ALA issues CLE credits as an accredited provider of CLE in Pennsylvania (PA CLE Provider # 5963). For additional information, please visit http://www.pacle.org/. It is the responsibility of each attorney to determine whether their state accepts CLE credits from a Pennsylvania-accredited provider. Acceptance of these credits varies by jurisdiction, and state-specific requirements may apply. Attorneys are encouraged to review their state’s CLE rules and regulations, including reciprocity policies, credit approval processes, and any submission requirements for out-of-state programs. The Accountant-Lawyer Alliance cannot guarantee CLE credit approval outside of Pennsylvania. For further guidance, please contact your state’s CLE regulatory body.
The Accountant-Lawyer Alliance, LLC 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site:www.nasba.org.
