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If you want to be secure in your position as the "financial sheriff," you must be able to document your worth to the company's leaders by exhibiting the critical, advanced skills that help you add value and contribute to the success of the organization. Learn how to translate your firm's strategies with key performance. Improve your skills in the five key areas needed for success. Employ the balanced performance measuring scorecard. Align your firm's strategies with your internal reporting system. Become an advocate and develop into a powerful agent of change.
Objectives:
Prerequisite: Basic or Beginning Controllers course in lieu of experience
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Overview
You are the conscience of your organization. Unleash your power!
Course Objectives
If you want to be secure in your position as the Financial Sheriff, you must be able to document your worth to the company's leaders. At the same time, you are the head of a customer service team whose purpose is providing great service to your customers. This is a difficult and challenging position to be in.
In this advanced course, you will experience the ten critical skills that will help you add value to your company and boost your career so you quickly move to the next level of accomplishment.
After completing this course you should be able to
This workshop is designed for CFOs, Controllers, and Finance Directors with at least four years of experience and the desire for continued professional growth. An advanced level of knowledge and experience is required for this workshop (a basic or beginning Controller course may be substituted for experience).
This course will be very different from the type of CPE you are used to taking. The primary focus of this workshop will be in three areas:
This format will definitely be challenging to you and your peers. However, by the end of this workshop, you will have significantly enhanced your skills as a Leader. The reason you will spend so much time solving other people's problems is to give you confidence to tackle your own without engaging your normal protective rationalization.
Workshop Roles
Discussion Leader - To disseminate and explain the tools, ideas, and Best Practices.
Participants (you) - To contribute ideas, learn, explain, and apply the information.
Thank you for being present today!
Note. The companies and characters listed within this document are fictional characters.
Advanced Critical Skills
These are the ten specific skills, which you will experience in this workshop, that every CFO and Controller needs to be successful!
By being able to apply these ten skills daily for the organization that employs you, you will find that you suddenly have more power and influence than you ever thought possible! You will quickly become more comfortable in your role as the Financial Sheriff, who is basically the conscience for the organization. The business world demands that the Controller, CFO, or Director of Finance be the ultimate authority on what is ethical and beneficial for all the stakeholders of the company. Without confidence, assertiveness, accountability, and most importantly commitment you will be unable to fulfill this role. Therefore, the basic purpose of this course is to move you beyond your comfort zone and into the role as the organization's conscience.
Chapter 1 Step 1: Improve Your Change Leader Effectiveness by Looking Ahead
The pain of change comes from within - your need to face your own ego and self-imposed limitations!
Learning Objectives
In our role as the head of the accounting function, we often are so focused on our to-do lists, tasks, and deadlines that we do not take the time to look at the Big Picture. This first step is designed to give you a global view of where the role of the CFO, and by extension, the Controller is heading. You will quickly discover that the role we play must change or we will be left behind. The reasons for this are many and mostly because we are now in the global economy where speed, flexibility, and innovation are the coin of the realm!
After completing this chapter you should be able to
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Customer Service
Customer Service
Customer Service
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