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From Technical Expert to Financial Leader: How to Make a Critical Leap in Your Career Development

Author/Moderator: Alan Patterson
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When contemplating transitions in their careers, most individuals are uncertain about how to prepare for making these critical changes. This workshop describes a roadmap of the skills, competencies, and experiences needed to transition successfully from a Controller to CFO.


      • Describe the four major CFO leadership roles
      • Assess your current skills and competencies against those of the successful CFO
      • Create a plan for how to increase your credibility, visibility and value in your current position in order to position yourself for career advancement.

Major Topics:

      • Understanding why leadership is a unique set of skills that cannot be acquired simply through greater technical expertise
      • How to build a base of credibility and trust
      • Using effective influence and relationship building techniques
      • How to get support for your ideas and increase your impact on the organization
Prerequisite: Management experience

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Developed and offered by the Business Learning Institute.
Register for this course on the CPA2Biz/State CPA Society website. Note that your AICPA/CPA2Biz username will not be recognized on this website. Should you have questions, please contact LearnLive Customer Support directly at, or call 1-206-812-4700, Monday - Friday, 8AM - 8PM Eastern Time.

BLI CPEThe Business Learning Institute, Inc. 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 final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site:





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Videocourse Details

NASBA Field of Study: Business Management and Organization
Level: Intermediate
Recommended CPE Credit: 2
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