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6EXY: Mastering the Six Traits of Executive You

  • Accountant
  • CPA (CA)
  • CFE
  • CPA (US)
  • CA - ICAEW
  • CFA
  • HRCI
  • SHRM
  • ACCA
  • CPFA
  • CIPM
  • FPAC
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • CFIRS
  • CWS

Published: January, 2022

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Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • Confidence
    3 mins
  • Appropriate Audiences
    33 mins
  • Return on Relationships
    62 mins
  • Rules of incorporating humor
    93 mins
  • How do you cope with failure?
    129 mins
  • Credible Leadership
    161 mins
  • Inspirational
    187 mins

Course Description

Few financial professionals even consider the importance of building their executive presence and then they wonder why they don't have a seat or a voice at the executive boardroom table. In this webinar of 6 sessions, you will learn how to elevate your own executive presence and achieve high levels of influence, leadership, and make a strategic contribution inside your organization. Each of these sessions provides an invaluable insight towards developing a trait that can help to master Executive You. The details regarding the sessions are mentioned in each session. They are as follows:

Session 1: Confidence

Many financial professionals suffer from a lack of confidence, not a lack of competency. This session is designed to grow the confidence, ambition, and strategic influencing skills of high potential financial professionals in the business. The desired outcome is to elevate your level of personal presence and confidence to deliver information with the executive command. To walk into any situation and deliver a performance that realizes and demonstrates the full extent of your capabilities.

Session 2: Relationship Building

Many financial professionals suffer are not confident at relationship building in their professional careers.  This session is designed to grow the confidence, ambition, and strategic influencing skills of high potential financial professionals in the business. The desired outcome is to establish strategic people networks across the organization and externally through stronger, deeper relationship building.

Session 3: Communication Skills

Many financial professionals struggle with communicating in a way other non-financial people understand – one of the six traits of executive presence.  This webinar is designed to grow the confidence, ambition, and strategic influencing skills of high potential financial professionals in the business. The desired outcome is to speak and write with precision, clarity, and persuasion to convey important financial insights to those able to act and respond.

Session 4: Resilience

Many financial professionals face a continuous barrage of challenges. Seeing your way through these challenges and succeeding in the face of adversity is resilience – one of the six traits of executive presence.  This session is designed to grow the confidence, ambition, and strategic influencing skills of high potential financial professionals in the business. The desired outcome is to increase your level of perseverance and resilience enabling you to see through important, challenging long-term initiatives.

Session 5: Credible Leadership

Many financial professionals face a continuous barrage of challenges. Seeing your way through these challenges and succeeding in the face of adversity is resilience – one of the six traits of executive presence.  This webinar is designed to grow the confidence, ambition, and strategic influencing skills of high potential financial professionals in the business. In this session, you will learn how to recruit, retain, and develop a strong team of financial professionals increasing the capabilities and capacity of the finance function to support the business. You will learn the approaches to raising and protecting the level of financial credibility, allowing conversations to focus on the implications of numbers and less on the numbers themselves.

Session 6: Personal Branding

Many financial professionals suffer from a weak presence, not from a lack of competence, but because the finance discipline is so complex and analytical in-nature. This session of the webinar is designed to grow the confidence, ambition, and strategic influencing skills of high potential financial professionals in the business. After taking this webinar, you will know how to strengthen your personal brand and consistently deliver on that brand promise each and every day.

Learning Objectives

  • To complete a competency-based assessment of your financial executive potential and recognizing your personal presence.
  • To tap into your personal power to unlock personal empowerment and empowerment of others, and assess and develop your own level of emotional and social intelligence.
  • To read body language and facial expressions to improve your empathetic response to navigate the dangerous minefield of office politics.
  • To make lasting first impressions that initiate positive, lasting long-term relationships such that it supports to develop a proactive approach to establishing, building, and maintaining deep relationships with key contacts in your personal and professional lives.
  • To connect with your audience using storytelling in your writing and presentation to express your opinions with tact and clarity, and incorporate the principles of persuasion into every important message to initiate action and response.
  • To assess your own level of passion and perseverance and clarify your personal values and establish a fool-proof mechanism to live your values and move toward your personal goals every day.
  • To identify and implement the 4 ingredients of grittiness that help you preserve over long periods of time, and assist in making a deliberate practice and nudging a daily routine to achieve amazing results.
  • To let go of the manager mindset and becoming a leader by measuring the results of leaders and their importance to every organization.
  • To protect and elevate your level of credibility with all your important stakeholders by applying practical skills such as defining personal brand by dressing for success.
  • To differentiate your brand, make it compelling, and communicate your executive brand to the world.

Who Should Attend?

  • Accountant
  • Accounting Managers
  • Accounting Practice Owners
  • Accounts Director
  • Bookkeepers & Accountants & Tax Preparers
  • Cloud Accountants
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 5 CPE Credit of Personal Development for Certified Public Accountants (CPA-US)
  • 5 CPD Credit of Personal Development for Chartered Professional Accountant (CPA Canada)
  • 5 PDC Credit of Business Acumen for SHRM Professionals (Approval No. 22-5NRE7)
  • 5 RCH Credit of Business for Human Resource Certification Institute (HRCI) (Approval No. 583611)
  • 5 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 5 CE Credit for Certified Wealth Strategist (CWS)
  • 5 General Credit for Accountant/Bookeeper
  • 5 CPD Credit for CA - ICAEW
  • 5 CPD Credit for Chartered Certified Accountants (ACCA)
  • 5 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 5 CPD Credit for Chartered Accountants - Scotland
  • 5 CPD Credit for CPA - Ireland
  • 5 CE Credit for Certified Plan Fiduciary Advisor (CPFA)
  • 5 CPE Credit of Personal Development for Certified Fraud Examiner (CFE)
  • 5 PL Credit for Chartered Financial Analyst (CFA)
  • 5 PL Credit for Certificate In Investment Performance Measurement (CIPM)
  • 5 CRE Credit for Certified Corporate FP&A Professional (FPAC)

Additional details

  • Course Level :
    Basic
  • Credits :
    5
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
    None
  • Advance Preparation :
    None

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MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Presenter

About Presenter

Blair Cook, CPA (US), CA - ICAEW, MBA

Partner, Executive Finance Partner Inc.

Blair is a many-time and active financial executive, corporate director, author, speaker, and thought leader.  His educational videos of accounting and finance have million of views on YouTube. He has keynoted and spoken at national conferences from New York to Toronto. Along with Jen, he co-hosts CPA Canada’s podcast series “CPA Success Podcast.” He works with real businesses experimenting with theories and best practices to share his experiences and stories with others of what works, what doesn’t, and what was learned.  He is the author of The Illiterate Executive: An Executive’s Handbook for Mastering Financial Acumen.


About Company

Executive Finance Partner Inc.

www.executivefinance.ca/

Executive Finance Partners is a globally focused professional development, strategic consulting, and thought leadership firm. We are a group of passionate financial executives and professional corporate directors focused on development of aspiring finance executives.

Faq

FAQs content

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Ratings and Review

4.4

40 Ratings

Excellent

20

Very Good

18

Average

1

Poor

0

Terrible

1

SLL

Stephanie Lau-chen Lau-chen, SPHR

Jan 29th, 2022

Really great webinar. Lots of practical strategies and tangible actions that I can take away and apply immediately. I wish I had viewed this 2 years ago. But so glad I found it now.

GM

Gregory Martin, SHRM - SCP

Nov 11th, 2021

Interesting and informative presentation with great examples and thought provoking issues.

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