CPAacademy.org | LEADER EVOLUTION: FROM FINANCIAL EXPERT TO STRATEGIC

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FROM FRAZZLED TO FREEDOM: MANAGING STRESS AND ACHIEVING PERSONAL WELLNESS
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GETTING BACK TO WHO YOU ARE: AUTHENTICITY
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CONFUSION TO CONNECTION: EFFECTIVE COMMUNICATION STRATEGIES FOR ACCOUNTANTS
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MAKING YOUR RESOLUTIONS WORK
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UNLOCK THE POWER OF SLEEP: 12 ESSENTIAL STEPS FOR IMPROVED REST & REJUVENATION
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Leader Evolution: From Financial Expert to Strategic Leader

Personal Development

LEADER EVOLUTION: FROM FINANCIAL EXPERT TO STRATEGIC LEADER

Cost Free

CPE Credits 1.0 hour

Subject Area 1.0 - Personal Development

CE Credits 0.0 hours

Course Level Basic

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who Should Attend Attorney
Bookkeeper
CFO / Controller
CPA - small firm
CPA - medium firm
CPA - large firm
Nonprofit Professional
Other
Real Estate Professional
Small Business Owner

Series: Leadership

Course Description

For most financial professionals, the move into leadership positions is sink or swim. Yes. There’s a better way.

Learning Objectives:

Discuss the four stages of leadership development

Describe the limits of technical-financial competence for long term career growth

Describe the additional two skill sets that propel financial professionals into financial leaders

Alan Patterson

Mentore
President
apatterson@mentore.com
(401) 965-8347

Dr. Alan Patterson has guided more than a dozen Fortune 500 companies in re-thinking how best to elevate their talent and drive effective organizational change. He has more than three decades of international consulting experience in change management, leadership development, and executive coaching. In 2006, he formed Mentoré, a consulting organization that focuses on aligning leadership, strategy, roles, and skillsets to major business shifts. Before Mentoré, Dr. Patterson worked as a partner for 20 years at Bryan Associates, Inc., a consulting group specializing in competency-based talent development initiatives.

Additional Materials

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Presentation Slides

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About Our Presenter

Mentoré’s sole purpose is to elevate the value of the organization by creating deeper and broader leadership capability. The focus is on developing leadership skills in the unique context of the business, the organization, the roles and responsibilities of the job. They teach, coach, and drive strategies to create an environment in which any goal can be achieved by leveraging the strength and depth of existing talent.