Evaluation, Control, and Ethical Governance
This program emphasizes how organizations assess performance, maintain accountability, and align ethical conduct with strategic intent. Participants explore the importance of evaluation and control systems for monitoring progress toward strategic goals, including the development and use of critical success factors (CSFs) and key performance indicators (KPIs). The program examines how tools such as annual budgets, feedback loops, and management by exception function as control mechanisms to ensure that operations remain consistent with long-term objectives. Participants learn to apply the balanced scorecard and strategy map frameworks to translate strategic priorities into measurable outcomes across financial, customer, process, and learning dimensions. The course also addresses benchmarking as a means of continuous improvement and introduces agency theory to explain governance challenges between managers and stakeholders. Further, participants analyze how incentive systems, organizational structures, and ethical leadership contribute to sound decision-making. The program concludes with discussions on corporate social responsibility and sustainability, highlighting how responsible practices can create both societal and competitive value.
Learning Objectives:
- Define evaluation and control concepts, including KPIs, CSFs, and balanced scorecard perspectives.
- Explain how feedback, accountability, and measurement systems support strategic performance.
- Use frameworks such as the balanced scorecard, strategy map, and benchmarking to evaluate organizational effectiveness.
- Examine the effects of structure, incentives, and governance on decision-making and performance outcomes.
- Assess ethical dilemmas, agency conflicts, and corporate responsibility issues within strategic contexts.
- Design integrated performance and governance systems that align ethical behavior, social responsibility, and strategic success.
| When: |
Sunday, February 15th, 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.
