CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS
Conference

The Art of Influence: Mastering Persuasion in Finance

This course is part of the Las Vegas, NV – October 2025 Conference. Click the link below to view the conference page.

View Conference

Individual
Teams

$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)

 Secure Transaction
 Secure Transaction

Please fill out the form below and we will reach out as soon as possible.

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.

Show More
Show Less

Need Flexibility?

Purchase now, choose later. Your credits are ready whenever you find the perfect courses for you.

MOST POPULAR

20 Credits

Was $980 Now $637

You Save $343 (35% Off)

40 Credits

Was $1960 Now $1176

You Save $784 (40% Off)

BEST VALUE

80 Credits

Was $3920 Now $1960

You Save $1960 (50% Off)

40 Credits

Was $1960 Now $1176

You Save $784 (40% Off)

60 Credits

Was $2940 Now $1617

You Save $1323 (45% Off)

BEST VALUE

80 Credits

Was $3920 Now $1960

You Save $1960 (50% Off)

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

Show More
Show Less

Course Specifics

Course ID
25CLasVegasOct-LE424467
Prerequisites

None

Advanced Preparation

Compliance Information

NASBA Provider Number: 103220

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 …

Related Courses

No items found