CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Becoming a Cherished Advisor®: The Leadership Skills Needed to Help Your Organization Succeed and Thrive

Icon_Webcast
Webcast
Icon_Level
Basic
Credits
CPE Credits
1 Credits: Business Management & Organization

Course Description

As business professionals, you strive to improve your company with the information you provide them. Yet many of you still spend the majority of your time writing reports and meeting deadlines, which doesn’t leave enough time in your day to advise your company leaders on how to improve the business at a holistic level. With technology’s gift of more time, you can learn to create the value your company leaders desire by clearly communicating and analyzing information in a way that helps them succeed and thrive. As a result, you can earn a seat at the table when decisions are being made, rather than finding out after the fact. Becoming a Cherished Advisor means that your company and department leaders consider you a strategic, highly valued partner whom they can’t imagine living without when making key business decisions.

Learning Objectives

Learning Objectives:

  • Explore how to re-tool to create a differentiated experience for your internal stakeholders, and develop the soft skills needed to build collaborative relationships;
  • Learn how to create value by going beyond the data by telling the story behind them to help business leaders make informed  decisions;
  • Become an integral part of your company’s real-time decision-making processes, in a proactive, rather than reactive way; and,
  • Gain an understanding of the mindset shift and skills needed to become better connected to your internal team, and be considered a “Cherished Advisor” by the business leaders you work with.

Course Specifics

Course ID
WC1620218877
Original Release Date
October 7, 2020
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220

Course Instructor

Amy Vetter

Amy Vetter, CPA.CITP, CGMA, is the CEO of The B3 Method Institute and Drishtiq Yoga, a keynote speaker, corporate advisor, board member, author, and host of the podcast, Breaking Beliefs. As a CPA and Yogi — who specializes in Technology Innovation –- Amy provides a unique perspective. She inspires financial professionals to incorporate mindfulness into their daily lives as well as implement and use technology in a thoughtful way so that it does the heavy lifting, freeing them to develop collaborative, lasting relationships. Amy’s speaking programs encompass transformative topics on digital transformation, mindfulness, leadership, employee engagement, company culture, change management …

Amy Vetter Read More »

Becoming a Cherished Advisor®: The Leadership Skills Needed to Help Your Organization Succeed and Thrive

Expert Instructors
CPE CREDITS
1 Credits: Business Management & Organization

$49.00

Icon_Webcast
Webcast
Icon_Level
Basic
Credits
CPE Credits
1 Credits: Business Management & Organization

Course Description

As business professionals, you strive to improve your company with the information you provide them. Yet many of you still spend the majority of your time writing reports and meeting deadlines, which doesn’t leave enough time in your day to advise your company leaders on how to improve the business at a holistic level. With technology’s gift of more time, you can learn to create the value your company leaders desire by clearly communicating and analyzing information in a way that helps them succeed and thrive. As a result, you can earn a seat at the table when decisions are being made, rather than finding out after the fact. Becoming a Cherished Advisor means that your company and department leaders consider you a strategic, highly valued partner whom they can’t imagine living without when making key business decisions.

Learning Objectives

Learning Objectives:

  • Explore how to re-tool to create a differentiated experience for your internal stakeholders, and develop the soft skills needed to build collaborative relationships;
  • Learn how to create value by going beyond the data by telling the story behind them to help business leaders make informed  decisions;
  • Become an integral part of your company’s real-time decision-making processes, in a proactive, rather than reactive way; and,
  • Gain an understanding of the mindset shift and skills needed to become better connected to your internal team, and be considered a “Cherished Advisor” by the business leaders you work with.

Course Specifics

Course ID
WC1620218877
Original Release Date
October 7, 2020
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220

Course Instructor

Amy Vetter

Amy Vetter, CPA.CITP, CGMA, is the CEO of The B3 Method Institute and Drishtiq Yoga, a keynote speaker, corporate advisor, board member, author, and host of the podcast, Breaking Beliefs. As a CPA and Yogi — who specializes in Technology Innovation –- Amy provides a unique perspective. She inspires financial professionals to incorporate mindfulness into their daily lives as well as implement and use technology in a thoughtful way so that it does the heavy lifting, freeing them to develop collaborative, lasting relationships. Amy’s speaking programs encompass transformative topics on digital transformation, mindfulness, leadership, employee engagement, company culture, change management …

Amy Vetter Read More »

Becoming a Cherished Advisor®: The Leadership Skills Needed to Help Your Organization Succeed and Thrive

Expert Instructors
CPE CREDITS
1 Credits: Business Management & Organization

$49.00