August 19, 2020


8 Total CPE Credits


The Eight Hour MBA

  • Instructor

    Jennifer Elder

Learning Objectives

  • Gain a high-level but thorough understanding of the key elements and components of a traditional MBA
  • Recognize how to look strategically at an organization from a holistic perspective to improve business planning and decision-making
  • Discover how different business processes drive results
  • Identify the effective use of key performance indicators to motivate, measure, evaluate, and improve results

Major Topics

  • The 8hr MBA contains the following modules which can be mixed and matched according to customer needs:
  • Basics of Business Law: Corporate Management; Employee Handbook; Intellectual Property; Contract Law; Contract Components
  • Best Practices for Better Budgeting and Planning: Budgeting Best Practices; SWOT Analysis; The 80/20 Rule; Common budget problems; Rolling forecasts; Spontaneous assets and liabilities; The effects of bad data; Contigency opportunities
  • Faster Disaster Recovery: Common Disasters; Uncommon Disasters; Preparing for a Disaster; Disaster Recovery
  • Ferreting Out Fraud: Fraud Triangle; Fraud Risk Factors; Warning Signs of Fraud; Fraud Prevention
  • Insightful Financial Analysis: The financial analysis process; Corporate overview; Industry analysis; Business strategy; Ratio analysis; Cash sufficiency; DuPont analysis; Horizontal and vertical analysis; Continuity plan
  • Nuances of Negotiating: Using your network; Drafting a battle plan; Setting expectations; Closing the gap; Using "Yes and"; Don't give in
  • Business Benefits of Sustainability: Triple Bottom Line: Economy, Society, Environment; Bottom Line Impact of Sustainability; Creating a green team; Monitoring success
  • Creativity & Innovation: Creativity methods for generating ideas quickly; Breaking through mental barriers; Brainstorming; Innovation; Using the creative side of your brain
  • International Business: Business Models; Customs and Etiquette; Communication; Import/Export/Product liability; Guides/Interpreters; International markets
  • Masterful Marketing: Lead generation methods (referrals, direct marketing, publish a book, etc.): People business - people create the relationships that drive revenue; Differences between the various social media platforms
  • Risk Management: 5 Business Risk Truths; Risk Assessment Approaches (SWOTS & PESTLES); Risk Evaluation
  • Strategy for Success: Simon Sinek - "Start with why"; 5 Step Backcasting Process; Good & Bad Mission Statements
  • Emotional Intelligence: Benefits of emotional intelligence (EI); Steps to increase your emotional intelligence; Emotional intelligence to decision making; Active listening versus traditional listening
  • Essence of Entrepreneurship: Why current business plans that focus primarily on the numbers is the wrong approach; Components of the non-traditional business plan: People, Opportunity, Context, Risk and Reward; The dark side of being an entrepreneur; Lead Generation Strategies
  • Good Governance: Duty of Care; Duty of Loyalty; Increased Risk Factors; Minimizing Liability; Ethical Organization Strategies
  • Latest in Leadership: Principles of improvisation - respect, support, trust, listen, focus, adapt; Team building; Leadership attributes; Leadership styles
  • Smarter Decision-making: Decision- Making Bias; Decision- Making Styles; Solving Problems; Brainstorming and Brainswarming
  • Teamwork & High Performance Teams: Illustrate the principles of improvisation and how they relate to building a high performance teams; Demonstrate the positive effects of replacing Yes But with Yes And; Experiment with the improvisation concept of "listening to understand (listen)" and "being present (focus)"
  • Balanced Scorecard: Identifying a small number of strategic objects for each perspective; Four perspectives of the balanced scorecard (financial, customer, business process, learning & growth); Articulate the value that a balanced scorecard brings to an organization
  • Business Process Improvement: Benefits of Lean; Lean in a Service Organization; Flow Organization; Reducing costs; Maximizing productivity; Minimizing waste and re-work; Best practices; The lean business; Value and value stream; Pursuit of perfection; Employee empowerment
  • Excellent Customer Service: Internal vs External Customer Service; Servicing Customers Well; Customer Needs & Wants
  • Effective Change Management: Different personality traits;The five change management principles; Kotter's 8 step change model, Who Moved My Cheese and adaptive change as described by Jim Collins concept of the Big Hairy Audacious Goal (BHAG)
  • Performance Management: Key Elements of Developing People; Setting Performance Goals Steps; Employee Motivation Elements; Formal vs. Informal Compensation
  • Project Management: 5 groups that exist in a project management process (initiating, plan, execute, monitoring & controlling, and close); Identifying the 10 knowledge areas that exist in a project management process; Change management is an area that exists within a project management system
  • Communication in the Workplace: Characteristics, Strengths and Weaknesses of Personality Styles; Connecting with Personality Styles, Audience Demagraphics
  • Networking - Building a Stronger Professional Network: Types of Networks; Types of Influential People; Building Your Network; Clique versus entrepreneurial networks; Volunteerism
  • Powerful Presentation Skills: Using visualization; Practice is essential; Positive energy; Slide count calculation; A speech versus an experience; Fear of questions; Know your audience; Communication styles; Turn off the adrenaline; The power of a pause
  • Presenting Number for Impact: Presentation tips; Providing context with your numbers; Tables and charts; Using visuals; Formatting your information; WIFM
  • Success with Social Media: Forms of Social Media; Business Benefits; Getting Started in Social Media
  • The Art of Effective Writing: Formatting words for readability; Making your point; Active versus passive writing; Choosing words for understandability; Using emoticons and punctuation; Bad writing examples

CPE Credits Available

Total CPE
Management Services

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Management Advisory Services



Advanced Preparation


Intended Audience

CPAs, corporate finance teams, business leaders and other financial professionals


Business Learning Institute

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