Conferences Presenting

Hilton Head Conference
September 19, 2019
7:30AM - 1:00PM
Jim Lindell
Napa Conference
August 26, 2019
7:30AM - 1:00PM
Jim Lindell
Live Event
Accounting/ Bus Mgt & Org (3), Business Management & Organization (3)
There are no prerequisites for this course.

Course Description

How are your technical skills? Are you a traditional accountant or have you learned to expand your technical skills to move beyond 'what are the financial numbers?' to 'why did these financial results occur?' Are you able to use ratios to understand business dynamics and their implications in order to change course or take corrective action? Are the systems that you implement and operate best practices or merely stop-gap solutions? How are your business skills?Can you set a vision? Can you develop a strategy? Do you understand the macroeconomic environment of your organization? Can you lead a major project to a successful conclusion? This session will explore the role of business as opposed to tracking the results of the business.

How are your people and leadership skills? How good is your ability to influence others? How are successful are you negotiation skills? How well can you communicate? Are you a collaborator or a partner? Do you inspire staff or make them angry? Do you know why your staff work for your company and you? Do you understand what employees want from their position? Do you know how to deal with a difficult staff person? Can you lead difficult change? This section will help accountants understand that it is people skills that drive the overall success of the accounting operations and recognize what leadership is as opposed to what passes for day to day management.

Course Specifics

Accounting/ Bus Mgt & Org , Business Management & Organization
There are no prerequisites for this course.

Compliance Information

Qualifies for CA Fraud: No

Learning Objectives

Upon successful completion of this course participants will be able to: 

  • Understand what is necessary to Lead the organization as well as the Accounting/Finance department.
  • Identify tools that are available to improve leadership, business, people and technical.
  • Apply CGMA competency framework to each participant's skill level and develop a plan of action to obtain competency at all levels.

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