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Influencing Up – How to be Seen and Heard as a Strategic Partner

Carlann Fergusson

Propel Forward, LLC

Monday, January 20, 2020 | 11:00 AM EDT

  • CPA

1.5 Credits


Subject Area

Personal Development

Course Description

This course helps anyone raise his or her level of influence in an organization.  First, we discuss how you can learn what outcomes you control are most important to those you must influence. We identify how your key stakeholders measure success and how to align your own success measures to these factors. We discuss how to shift your perspective to an organizational-wide approach so that you are seen as more valuable to the organization. 

We then discover your communication preferences and how to analyze the communication preferences of your audience. We learn how to adjust your communication preferences to those you are attempting to influence so they can hear what you have to say. We discuss how to adjust your project update strategy to ensure others find your work important and value-added. Finally, we discuss common traps to avoid that undermine your influence.

Learning Objectives

  • Discover how to identify what is most important to your key stakeholders and executives
  • Identify the key executive measures of success and discover how to align your outcomes to these measures
  • Identify your communication preferences and the communication preferences of your target audience
  • Discover how to adjust your communication approach to better meet the needs of those you must influence
  • Identify how to adjust your project updates to ensure others find your work important and value added

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Accounts Director
  • Business Owner
  • Chief Accounting Officer
  • Cloud Accountants
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Senior Accountant
  • VP Accounts
  • Young CPA