D13 - Practice the Art of Strategic Business Planning to Maintain Sustainability

Tuesday, May 2, 2023

2:15 PM – 3:15 PM

Location: 304 ABC, Level 2, LACC

None of the planners/faculty, unless otherwise noted, for this educational activity have relevant financial relationship(s) to disclose with ineligible companies whose primary business is producing, marketing, selling, re-selling, or distributing healthcare products used by or on patients.

Relias, LLC and National Council for Mental Wellbeing guarantee this educational conference is free from bias.

Workshop Presenter(s)

Aparna Mekala, MPH

Managing Director
CohnReznick LLP
new york, New York

Slides
Alicia McFarlane, JD

Chief Program and Legal Officer
Samaritan Daytop Village
Briarwood, New York

Learn the key components of a business plan and the activities and resources required internally to support these functions on an ongoing basis. We will review use of market assessments, financial feasibility studies and performance metrics that are useful to staff who comprise program, operations and finance – the key departments in creating a sound business plan. A C-suite executive will share their experience using the practice of business planning to transform their agency to become a multi-service provider.

*NASBA Knowledge Level: Intermediate
Prerequisites: Some knowledge of business planning
Advanced Preparation: None

Learning Objectives:

Define key elements of a strategic business plan and internal processes.
Identify the types of data required for the strategic business planning process.
Formulate financial projections to support a go vs. no-go decision for strategic initiatives.