BTA Business Planning Workshop Scheduled for April
KANSAS CITY, Mo. — The Business Technology Association (BTA) and Strategy Development, a management consulting and advanced sales training firm, will present the association’s BTA Business Planning Workshop on April 12-14 in Phoenix.
Taught by Jim Boulden, Tom Callinan and Ed Carroll of Strategy Development, this two-and-a-half-day educational workshop's purpose is to set the framework for each dealer attendee’s team to develop an operational business plan. Using the case study approach, attendees will learn how to use the Strategy Development Scorecard, industry statistics and a company’s SWOT analysis as the foundation of the planning process. Once the foundation is in place, the Strategy Development team will teach attendees how to layer in detailed and quantifiable actions to accomplish revenue and profit growth goals. The team will also help identify the resources needed to implement goals and identify ways to manage the needed resources through effective inventory, accounts receivable and cash-flow planning. The final step in the training will be how to put in place a monthly operational process to ensure attainment of the goals or, where necessary, mid-course adjustments.
Workshop topics include: benefits of a plan; Strategy Development Scorecard; the three major financial statements; importance of productivity; cash management; relevant industry trends; conducting SWOT analysis and using the data; launching new initiatives; process engineering; developing CADs (commitment action documents); and operationalizing the plan.
The workshop is intended for dealership principals, leaders of finance, operations, sales and service — any management member involved in the composition of the annual business plan.
Boulden, a consultant with Strategy Development, has more than 30 years of industry experience with 25 years in finance and operations. Boulden's primary role with IKON Office Solutions was as director of financial operations in both the Boston marketplace as well as south Florida. He was responsible for cash flow, asset management, leasing, back office technology, operational effectiveness and budgeting.
Callinan is the founding principal of Strategy Development. From 1998 to 2005, he was an executive with IKON Office Solutions, most recently vice president and general manager of IKON's largest business unit with revenue of $1.4 billion. Prior to IKON, he was the founder and CEO of Copifax Inc.
Carroll joined Strategy Development in 2008 as a partner. For more than 20 years, he has led large, mid-size and small companies through successful turnarounds and growth cycles. He has served as vice president of IKON's Capital Marketplace, and as chairman and CEO of CyLex Systems Inc., a venture-funded document management company. He also served at Panasonic, where he was president of Panasonic Document Imaging Co. as well as president of Panasonic Document Systems Co., the direct operation.
For more information or to register for the workshop, visit www.bta.org/BusinessPlanning or call 800-843-5059.
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