Course ID: 30ROLES

Strategic Roles for Finance

The world has changed, but has your finance department changed with it or are they doing the same things the same way they always have? Being technically competent is no longer enough; you have to be able to connect with people throughout your organization. In this session, we will cover definition and characteristics of strategic leadership. We will review 30 roles to enhance: your position in the organization, your interactions with other departments, and your strategic role in your organization. These strategic roles will help move you and your department into the future; go from being a disliked cost center to an appreciated, value-adding resource within your organization. This course is designed to build on what you are already doing right and add specific steps you can implement immediately to have a positive impact on your organization’s future.

Learning Objectives
  • Define what it means to be strategic
  • Evaluate your current strengths
  • Identify opportunities to add value throughout your organization
  • Describe the 8 characteristics of strategic leaders
  • Develop active listening skills
  • Describe an effective delegation process
  • Discover tips for hiring and developing a strategic team
  • Identify roles to enhance your strategic skill set and improve how others see you in the organization
  • Identify roles for developing strategic skills in your subordinates, team-mates, and coworkers

Major Topics
  • Characteristics of strategic leaders
  • Strategic roles for moving to the future
  • Roles to enhance your strategic skill set
  • SWOT Analysis
  • Active listening skills
  • Effectively delegating
  • Hiring
  • Developing a strategic team

Who Should Attend

Finance professionals with decision-making responsibility

Fields of Study
Personal Development


Management experience

Business Learning Institute

CPE Credits


This course is available for your group as:


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