GCAS – How to Move from a Financial Expert to a Partner and Strategist to the Business


The evolution of technical experts into a financial strategists requires a different perspective with a different set of skills. First, they accept financial expertise as a given. Second, they spend time to develop critical relationships throughout the organization. Third, they learn all there is to know about the business, its customers, and the competition

Learning Objectives
  • Identify the four stages of leadership development
  • Apply the 3 critical skills needed to build credibility and trust to real work situations
  • Determine where, how, and why they spend time as coach and teacher for their team
  • Use the tools and techniques needed to gain the stature as a partner and strategist to the business
Major Topics
  • The diminishing role of technical expertise for financial leadership success
  • Building a base of credibility and trust
  • Influence as the defining skill for increasing personal impact
  • The difference between organizational alignment and execution
  • The leader as coach and teacher
  • How to operate at a strategic business level
Business Learning Institute
Course Level
Professional Area of Focus
Business & Industry
CPE Field of Study
Business Management & Organization
Who Should Attend

Financial managers, directors, executives

Alan Patterson

Management /Leadership experience

Register Now
Jan 19, 2022
7:00 pm - 11:35 pm EDT
Total CPE Credits
Live Webcast

Register for this Event

GCAS – How to Move from a Financial Expert to a Partner and Strategist to the Business

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