How to Move from a Financial Expert to a Partner and Strategist to the Business

The evolution of technical experts into a financial strategists requires a different perspective with a different set of skills. First, they accept financial expertise as a given. Second, they spend time to develop critical relationships throughout the organization. Third, they learn all there is to know about the business, its customers, and the competition

Learning Objectives

  • Identify the four stages of leadership development
  • Apply the 3 critical skills needed to build credibility and trust to real work situations
  • Determine where, how, and why they spend time as coach and teacher for their team
  • Use the tools and techniques needed to gain the stature as a partner and strategist to the business

Major Topics

  • The diminishing role of technical expertise for financial leadership success
  • Building a base of credibility and trust
  • Influence as the defining skill for increasing personal impact
  • The difference between organizational alignment and execution
  • The leader as coach and teacher
  • How to operate at a strategic business level

Who Should Attend

Financial managers, directors, executives

Fields of Study

Business Management & Organization


Management /Leadership experience


Business Learning Institute

CPE Credits




This course is available for your group as:


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