CFO - Leading and Reporting

Overview

We all aspire to be great leaders, enhance organizational effectiveness, and create impactful reports. In this discussion, we’ll cover how to improve management skills, identify dishonesty, and drive cultural change. We will also provide insights into creating clear and actionable reports. What new skills will CFOs need for success in 2035? The best leaders continuously seek to strengthen themselves and their organizations.

Highlights

Many management reports are misunderstood or poorly utilized. If your audiences are missing the message, learn how to capture their attention and deliver actionable insights. Discover “The Trifecta” and five secrets for effective reports and presentations that will resonate with your audience. This seminar will provide valuable insights to help management understand financial reports. Become the hero who delivers clear, informative reports with practical examples of best practices. Every organization, team, and family have its own unique culture, and each member has their own perspective. We’ll explore different types of culture, what makes them effective, what can weaken them, and how to adapt actions for transformation? You’ll learn to change culture without major personnel shifts, reduce resistance to change, and foster a low-fear, high-confidence environment that boosts productivity and lowers turnover. Strong culture attracts top talent. Culture matters. Trust is the foundation of all relationships but lies undermine trust and reduce productivity. Can we recognize deception and protect ourselves from being misled? Learn effective ways to discern lies and discover a proven process to uncover the truth. The role of today’s financial leader extends beyond traditional stewardship to encompass agility, innovation, crisis management, and strategic foresight. This seminar will highlight the essential skills needed to thrive in 2025 and beyond. Effective leaders are innovation champions, technology advocates and change agents. Adaptability is crucial for true leaders. This seminar will equip you with the tools and insights to confidently navigate the evolving demands of financial management.

Prerequisites

At least six (6) months of professional financial statement analysis experience.

Designed For

Corporate financial leaders, managers, CEOs, CFOs, accountants, board members, and business professionals should focus on improving report creation, change management, detecting misinformation, and acquiring skills essential for a successful CFO in 2035.

Objectives

Recognize that some recipients of financial reports may struggle to understand them. How to create clear, effective reports and discuss useful examples. Acknowledge cultural differences within departments and the organization. Identify suitable cultural dynamics and implement change for optimal buy-in. Recognize that lies are a part of human nature. Learn a working process to help uncover the truth. To gain a deeper appreciation of newer duties and roles of today’s leaders, and to learn the skillsets required to succeed.