CFO Series: Managing Others Who Don’t Think Like You
CFO Series: Managing Others Who Don’t Think Like You
CPE Credit:
2
Overview
Description:
Financial leaders are trained to think in precision, logic, and structure, but many of the leaders they support (including those in the C-suite) do not. This disconnect can create frustration, misalignment, and missed opportunities. To be successful, we must refine the ability to manage and communicate effectively with leaders who do not think like you do. Learn how to translate financial insights into strategic influence, align priorities with executive leadership, and become a trusted advisor. Participants will better understand themselves and others, allowing them to tailor communication and create alignment across the organization. Working cohesively will increase profitability.
Field of Study:
Business Management & Organization (2 CPE)
Instructor
Instructor:
Jane Mims, Ph.D.
Additional Details
Who should attend:
Financial leaders, financial managers, CEOs, CFOs, controllers, accountants, board members, advisors, and consultants; CPAs in public practice and CPAs in industry; business owners, entrepreneurs and professionals who are interested in realizing more value from the organization. Managers with staff.
Program Level:
Intermediate
Program Content:
The major topics that will be covered in this course include:
- Why do the other, non-financial leaders think differently, and why does that matter?
- How to explain financial information in a way that others understand
- Managing up effectively, influencing without formal authority
- Aligning with leadership priorities without losing perspective
- The cost of misalignment and poor communication at the leadership level
- Why feedback is so uncomfortable and how to make it easier
- How to deliver constructive and negative feedback that really does help without damaging relationships
- Common mistakes when giving feedback and how to avoid them
- Understanding various communication styles and tendencies
- Adapting your communication style and approach to improve outcomes and build trust
Learning Objectives:
After attending this presentation, you will be able to…
- Identify key differences in how financial and non-financial leaders think and make decisions
- Apply techniques to manage up and influence executive leadership effectively
- Deliver constructive and negative feedback in a way that drives performance improvement
- Communicate financial information more effectively to different audiences
- Adjust communication style to work more effectively with others
Prerequisites:
At least six (6) months of professional financial statement analysis experience and/or at least six (6) months of professional experience in preparing or reviewing accounting processes and reports; experience working with internal clients or external clients and business leaders.
Advanced Preparation:
None
Developed By:
The Knowledge Institute, LLC
Format:
Group-Internet-Based
Course Code:
CF27MOW2
Our Partners
NASBA Sponsor
CFO Series: Managing Others Who Don’t Think Like You
Course Code:
CF27MOW2
Program Level:
Intermediate
Description:
Financial leaders are trained to think in precision, logic, and structure, but many of the leaders they support (including those in the C-suite) do not. This disconnect can create frustration, misalignment, and missed opportunities. To be successful, we must refine the ability to manage and communicate effectively with leaders who do not think like you do. Learn how to translate financial insights into strategic influence, align priorities with executive leadership, and become a trusted advisor. Participants will better understand themselves and others, allowing them to tailor communication and create alignment across the organization. Working cohesively will increase profitability.
Program Content:
The major topics that will be covered in this course include:
- Why do the other, non-financial leaders think differently, and why does that matter?
- How to explain financial information in a way that others understand
- Managing up effectively, influencing without formal authority
- Aligning with leadership priorities without losing perspective
- The cost of misalignment and poor communication at the leadership level
- Why feedback is so uncomfortable and how to make it easier
- How to deliver constructive and negative feedback that really does help without damaging relationships
- Common mistakes when giving feedback and how to avoid them
- Understanding various communication styles and tendencies
- Adapting your communication style and approach to improve outcomes and build trust
Learning Objectives:
After attending this presentation, you will be able to…
- Identify key differences in how financial and non-financial leaders think and make decisions
- Apply techniques to manage up and influence executive leadership effectively
- Deliver constructive and negative feedback in a way that drives performance improvement
- Communicate financial information more effectively to different audiences
- Adjust communication style to work more effectively with others
Who should attend:
Financial leaders, financial managers, CEOs, CFOs, controllers, accountants, board members, advisors, and consultants; CPAs in public practice and CPAs in industry; business owners, entrepreneurs and professionals who are interested in realizing more value from the organization. Managers with staff.
Developed By:
The Knowledge Institute, LLC
Instructor:
Jane Mims, Ph.D.
CPE Credit:
2
Field of Study:
Business Management & Organization (2 CPE)
Prerequisites:
At least six (6) months of professional financial statement analysis experience and/or at least six (6) months of professional experience in preparing or reviewing accounting processes and reports; experience working with internal clients or external clients and business leaders.
Advanced Preparation:
None
Format:
Group-Internet-Based
OR
Register By Phone: Call 877.370.2220 and press “1” for the webinar hotline to register
Price
Single Registration
$89.00
Upcoming Dates
- 6/18/2027 @ 11:00 AM
All times are Eastern Time Zone
