
This course is part of the Las Vegas, NV – October 2025 Conference. Click the link below to view the conference page.
$399.00
Availability: 25 in stock
Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.
Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)


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CPE Credits
2 Credits: Communications & Marketing
Event Date: October 28, 2025 7:30 am
Course Level
Overview
Format
Conference
Course Description
This compelling program transforms technical financial professionals into influential business partners whose guidance is actively sought and valued throughout the organization. Recognizing that expertise alone doesn’t guarantee impact, this session provides practical frameworks for building the relational capital essential for advancing initiatives and driving change.
Through interactive scenarios and practical applications, Yvette demonstrates how emotional intelligence combines with strategic influence to elevate your organizational standing—whether you’re a CFO seeking board approval, a controller implementing new processes, or an emerging professional establishing credibility.
The course reveals:
• Seven core competencies that distinguish highly effective financial managers
• Trust-building methodologies that position you as a valued strategic advisor
• Distinct approaches for managing, coaching, mentoring, and leading—and when each is most effective
• Five influence “currencies” you can leverage to gain support for critical initiatives
• Emotional intelligence techniques that enhance professional relationships and team dynamics
• Strategic goal-setting frameworks aligned with organizational priorities
• Talent management approaches for both in-office and virtual team environments
• Relationship-building strategies that maintain engagement and retain top performers
Perfect for: Financial executives, firm owners, controllers, internal audit leaders, accounting managers, and professionals seeking to enhance their organizational influence. This course provides essential leadership skills that complement your technical expertise and position you as a strategic contributor.
Need Flexibility?
Purchase now, choose later. Your credits are ready whenever you find the perfect courses for you.
Learning Objectives
Upon completion of this course, participants will be able to:
Identify and apply seven core competencies that distinguish highly effective financial managers
Use trust-building methodologies to position themselves as valued strategic advisors within their organizations
Differentiate and utilize managing, coaching, mentoring, and leading approaches based on situational needs
Leverage five key influence “currencies” to gain support for critical financial and organizational initiatives
Employ emotional intelligence techniques to strengthen professional relationships and improve team dynamics
Develop strategic goals aligned with broader organizational priorities to drive impactful outcomes
Implement talent management strategies suitable for both in-office and virtual team environments
Build and sustain relationships that enhance engagement and help retain top-performing team members
Course Specifics
25CLasVegasOct-LE424467
None
Compliance Information
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.
Meet The Experts

Being the youngest of seven children, she has been a negotiator and mediator from the cradle. As a first-generation Hispanic university graduate and single mother attaining an advanced degree, Yvette knows what it takes to overcome challenges. Yvette’s problem-solving skills and passion for peaceful conflict resolution led her to embark on a self-discovery and professional growth journey. After 20 years of professional experience working in both the public and private sectors, along with a unique academic background, Yvette has mastered key methodologies and techniques in the field of human relationships. Yvette is an Instructor for the University of California, Santa …