CFO Series: Managing Others Who Don't Think Like You

Overview

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.

Highlights

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

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 clie

Designed For

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 valu

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

Preparation

None