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Complimentary Webinar: The Secrets of Successful Strategic Planning

Presented by:
Raymond Kogan, AIA,  President, Kogan & Company
Andrew D. Mendelson, FAIA, Senior Vice President, Chief Risk Management Officer, Berkley Design Professional

Thursday, December 5, 2019
11:00 am – 12:30 pm Pacific Daylight Time
1.5 AIA CES LUs
Berkley DP policyholders who participate in this program can qualify for a 15% Risk Management Education credit. Contact your agent for further information*

Without a firm’s success as a business, the lofty goals of any firm can dwindle to little more than reality-dampened frustrations. Strategic planning has proven to be the single most powerful and highly-leveraged tool to guide firms toward future growth and prosperity. This webinar will demonstrate what it takes to make strategic planning work for a firm, provide meaningful tips for the planning process, and identify common pitfalls to avoid.

In this webinar, you’ll

  • Gain a more comprehensive understanding of how a strategic plan can be employed as a roadmap to define and guide the future of their firm
  • Be able to develop the seven basic building blocks of a complete strategic plan.
  • Understand how to leverage a strategic plan that lends itself to successful implementation
  • Identify potential stumbling blocks within their own firm to implementing their strategic plan

Earn Learning Units
This program is registered for learning units:
1.5 AIA CES Learning Units

*Each policy year, firms that participate in one or more Berkley DP education programs qualify for a single 15% risk management education credit that will be included in rating and reflected in the firm’s next policy quotation. Please note that the education credit opportunity applies only to primary policies; excess policies are not eligible.