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Who should attend CFO to Trusted Advisor: Gaining the Trust of the CEO and the Board Webinar - By Compliance Global Inc
CEO, CFO, Financial Managers, New and Existing Financial Executives looking to grow their level of influence inside their organization and become trusted advisors to their CEO and/or Board of Directors
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Seminar Summary:

Deepen your trust from CFO to trusted advisor with the CEO and Directors by developing team and relationship building (see full course description)

 
 
 

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Training Course Syllabus:


CFO to Trusted Advisor: Gaining the Trust of the CEO and the Board

Overview:

The evolving role of the CFO is becoming more strategic and more leader oriented than it ever has in the past. The CFO is becoming a critical lynchpin that holds the organization together and helps it grow in directions set by the CEO and the Board of Directors. But a CFO is not granted this trust automatically, it must be built.

This webinar will explore how CFO’s deepen their relationships and increase their level of trust. There are key leadership skills that CEO’s and Board’s alike are seeking out in the next CFO they hire. Learn what these are and how you can develop these communication skills and business acumen. Whether you are seeking career advancement in the future or looking to fulfil your existing role better using leading practices and thinking, interested in team building or relationship building this webinar will uncover these answers.

Why Should You Attend:

Often in finance, we find ourselves lagging the cadence of the rest of the organization. The accounting department’s label as the “back office” has often magnified this narrow focus of the role finance plays across the organization and at the executive table.

If you struggle with making a meaningful, value-added contribution at your organization, then this webinar will give you ideas and a path for enhancing your level of influence with your peers, your CEO, and your Board of Directors. It will help to provide you with actionable steps and the confidence you need to break free of the “back office” and fulfil a higher value mission.

Areas Covered in this Webinar:

In this webinar, we will cover the nine levels of the CFO trust pyramid. This model suggests that the CFO must first establish financial planner integrity before moving onto higher value added best financial advisor roles across the organization. As the CFO gains the trust and a deep level of understanding of all the various facets of the organization, this enables the CFO to play more strategic, leadership and trusted financial advisor oriented roles.

Technical competencies in the areas of accounting, tax, and treasury have become largely assumed of CFOs. What distinguishes great CFOs from good ones, is the strong expression of executive and leadership competencies. Competency in such areas as communication skills, business acumen, team building, relationship building, strategic management, among others. These competencies leverage the data-driven knowledge and the integrated perspective that finance has at their fingertips, to influence conversations at the highest level.

We will identify and discuss each of these key executive competencies and share ideas with participants about how higher levels of proficiency can be achieved through training, experience, and awareness.

Learning Objectives:

Identify and describe how a CFO can proactively evolve their role to become a trusted advisor to the CEO and the Board of Directors
Identify and plan for development key executive skills that foster the deepening of a high trust relationship

Who Will Benefit:

CEO
CFO
Financial Managers
New and Existing Financial Executives looking to grow their level of influence inside their organization and become trusted advisors to their CEO and/or Board of Directors


Level:

Intermediate

Speaker Profile:

Jen is a dynamic, versatile financial professional with over 20 years of leadership experience.Jen brings to the classroom a broad skill set and experience in all key facets of an organization including operations management, strategic planning, business development, finance, accounting, investor relations, human resources, and project management. Jen has a passion for making finance more attainable, whether its working to articulate strategy in a financial context or bringing clarity to financial communication. Jen’s career epitomizes the diverse experiences and roles that CPAs play in industry – from financial to operational leadership.

Seminar Summary:

Deepen your trust from CFO to trusted advisor with the CEO and Directors by developing team and relationship building (see full course description)

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