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Self-Study CPE
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Creatingstrategy sage

CREATING STRATEGY IN A SMALL FIRM

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Personal Development
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Series: Bookkeeper
Course Description

This session will be dedicated to the possibility that even small firms can create and execute meaningful strategic plans. Creating a well-defined strategy is hard work and not for everyone, as it requires us to begin to say "no" to stuff we usually say "yes" to. You are hereby invited to open a dialogue about how best to go about creating a strategy for your small firm by Ed Kless, Sage senior director of partner development and strategy, who will facilitate this session.

Linkedin

Ed Kless

Sage
Senior Director of Partner Development and Strategy
ed.kless@sage.com
(214) 675-8792

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Ed Kless joined Sage in July of 2003 and is currently the senior director of partner development and strategy for Sage Business Solutions in North America. He facilitates the Sage Leadership Academy, Sage Consulting Academy and is the liaison to the Sage Leadership Academy Alumni Association.

Before joining Sage Software, Ed worked with Tipping Point Advisors, an organization dedicated to software implementation in companies’ growth and development. Before that, he co-founded Third Wave Business Systems, a Microsoft Business Solutions Partner, in 1996, which grew to 20 team members and 5 million in revenue. At Third Wave, Ed developed the implementation methodology and managed the front and back office consulting teams.

Ed is a senior fellow at the VeraSage Institute, a think tank dedicated to eliminating billable hours in all professional organizations. He is a frequent contributor to industry publications and has spoken at many conferences worldwide. He is the co-host of VoiceAmerica’s radio show The Soul of Enterprise: Business in the Knowledge Economy, which spawned the book The Soul of Enterprise: Dialogues on Business in the Knowledge Economy, both with Ron Baker.
 

Additional Materials
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
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Presentation Slides
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NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) 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.

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About Our Presenter

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Our software manages accounting, ERP, HR, payroll, payments, assets, construction, and real estate. Our solutions travel with you or stay where you want us—in the cloud, on-premises, or both—giving you the freedom to work where you want. Our customers cover a wide range of small and medium-sized businesses. We support companies out of the home, small businesses with just a few employees, and larger enterprises that distribute across North America. All of our leaders have owned or been part of a small to medium-sized business and have deep roots in technology.