Course ID: FTETL

From Technical Expert to Trusted Leader

Progressing into senior roles requires more than technical expertise—accountants must also lead, influence, and think strategically. This course equips finance professionals with the leadership capabilities needed to navigate change, build credibility, and drive impact at a higher level.

In-person and live webcast CPE credit: up to 12.0

Learning Objectives

Upon completion of this course participants will be able to:

  • Categorize the leadership behaviors and mindset shifts required to transition from technical specialist to strategic leader.
  • Interpret techniques to communicate effectively with senior stakeholders and cross-functional teams.
  • Evaluate methods for influencing decision-making in complex or ambiguous situations.
  • Assess common barriers to strategic thinking and evaluate ways to overcome them.
  • Formulate a personal leadership action plan to build trust, credibility, and impact within their organization.
Major Topics
  • Strengthen strategic thinking, communication, and influencing skills to lead with confidence.
  • Develop the mindset and behaviors needed to transition from technical expert to trusted organizational leader.
Who Should Attend

The course is designed for accountants or finance professionals who have taken on leadership or managerial responsibilities.

Fields of Study
Personal Development
Prerequisites

Delegates should have some experience of leading or managing others within the workplace, or be preparing for a role involving these responsibilities.

CPE Credits
12.0
Level
Advanced

This course is available for your group as:

 

Let's Roll!

To learn more or customize this course for your group, complete this form and a BLI team member will get back with you shortly.

Or, contact BLI: or team@blionline.org
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