WIF Event – Realize Your Future – Create a Personal Strategic Plan

An FEI SFBA Chapter “Women in Finance” Event

What do you want in 2020? Are you working on a Big Idea? Do you want to pivot in, or advance, your career? We can get so caught up in the detail of day-to-day demands, and so busy helping other people, that we never really take the time to think about our own future goals.

But without a plan, you'll stay right where you are.  Kristi Royse, CEO of KLR Consulting, will show us how creating a written plan with measurable and achievable goals, along with a realistic timeline, will increase the likelihood of progress toward the future you want.  

Learning Objectives:
  • The strategic planning process including SWOT Analysis
  • How to apply the process to your choices
  • How to identify a personal vision
  • Why to identify core values
  • How to identify & articulate goals
  • Personal development skills
  • Tools to use immediately

Location:  Robert Half, 50 California Street, 10th Floor, San Francisco

Time:  5:30 PM Networking | 6:00 PM to 7:30 PM Speaker Presentation and Interactive Discussion

Registration Fee:  SFBA Chapter Members and Sponsors $0 | Non-Members $35*

CPE:  This session qualifies for one and a half (1.5) CPE credits.

Have Questions or Need Registration Support?  Contact Dalyte Kodzis, Chapter Administrator, at 510-685-6068 or chapter.admin@fei-sfba.org.

*Qualified non-member registrants must meet the criteria for membership in FEI.


Kristi Royse

KLR Consulting


1.50 CPE




Management Services, Technical



National Registry of CPE SponsorsFinancial Executives International (FEI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some states boards may differ on how many minutes constitute a credit hour. Contact your state board for more information. For more information regarding administrative policies such as complaint and refund, please contact our offices at 973.765.1029.