The Financial Impact of Your Strategic Initiatives

Craig Holm and Kurt Barwis are presenting a 50-minute concurrent session at this year's SHSMD Connections in person annual conference on the STRATEGIC PLANNING & BUSINESS DEVELOPMENT Track, held in San Antonio, September 19-21. Traditionally, strategic planning is completed with high level financial analysis. For some organizations, the deeper financial dive has become necessary with a merger of sorts between a Strategic and Financial Plan. The Strategic and Financial Plan incorporates two interdependent processes. This presentation will provide a high level description of the process involved as well as a case study of an organization that set out on this path, including the opportunities and challenges that were identified along the way.