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How to Move from a Financial Expert to a Business Partner and Strategist
Business Management and Organization

HOW TO MOVE FROM A FINANCIAL EXPERT TO A BUSINESS PARTNER AND STRATEGIST

Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 18, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaBusiness Management and Organization
Course LevelBasic
Who Should AttendBookkeeper
CPA - small firm
CPA - medium firm
Other
Course Description

The evolution of financial experts into business strategists requires a different perspective with a different skill set. This webinar explores how finance and accounting professionals position themselves to work at a strategic business level.

Learning Objectives:


  • Recognize how to accept technical competence as a given

  • Identify how to spend the time to develop critical relationships and understand what’s important

  • Identify all there is to know about the business, its customers, and the competition

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Alan Patterson

Mentore
President
[email protected]
(401) 965-8347

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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.

About Our Presenter

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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.