5 CPE This course is designed to grow the confidence, ambition, and strategic influencing skills of high potential financial professionals in business. Many financial professionals suffer from a lack of confidence as a whole, but also a lack of confidence in building relationships, communicating in a way other non-financial people understand, overcoming challenges, leading teams, and developing their personal brand.
This course teaches financial professionals how to build confidence and competency in the 6 traits executives need: Confidence, Relationship Building, Communication Skills, Resilience, Credible Leadership, and Personal Branding.
Learning Objectives
- Discover how to complete a competency-based assessment of your financial executive potential, explore how to unlock your full potential by recognizing your personal presence, and recognize how to tap into your personal power to unlock personal empowerment and empowerment of others.
- Identify ways to train your brain to recognize "showtime" moments to deliver executive-level performance, discover how to assess and develop your own level of emotional and social intelligence, and recognize how to read body language and facial expressions to improve your empathetic response.
- Explore how to navigate the dangerous minefield of office politics, discover how to make lasting first impressions that initiate positive, lasting long-term relationships.
- Explore how to have a conversation with anyone.
- Identify a proactive approach to establishing, building, and maintaining deep relationships with key contacts in your personal and professional lives.
- Discover Ethos, Logos, & Pathos and recognize how to incorporate the principles of persuasion into every important message to initiate action and response.
- Explore how to connect with your audience using storytelling.
- Discover how to improve your writing skills and recognize how to write like a business journalist to express your opinions with tact and clarity.
- Explore ways to strengthen your presentation skills to get a standing ovation the next time you present to an audience.
- Discover how to assess your own level of passion and perseverance.
- Recognize how to clarify your personal values and establish a fool-proof mechanism to live your values and move toward your personal goals every day.
- Identify the 4 ingredients of grittiness that help you persevere over long periods of time, and explore how to make deliberate practice and nudging a daily routine to achieve amazing results.
- Recognize the differences between managers and leaders, and explore how to let go of the manager mindset and become a leader.
- Discover the leadership effect, and identify ways to measure the results of leaders and their importance to every organization.
- Explore how to lead using your personal power in the absence of fancy job titles.
- Recognize how to protect and elevate your level of credibility with all your important stakeholders.
- Discover how to define your personal brand to stand out from an overly crowded marketplace, and recognize how to improve your appearance, look the part, and dress for success.
- Explore how to differentiate your brand and make it compelling and discover how to communicate your executive brand to the world.
Last updated/reviewed: August 9, 2023
- 1. Managing Through Corporate Politics
- 2. Building a Great LinkedIn Profile
- 3. 7 Essentials Elements for Optimum Performance
- 4. The Return On Investment For Employee Financial Literacy
- 5. 4 Secrets to Becoming a S.T.A.R. - How to Attain Success in Your Personal and Professional Life
- 6. Supervisor Skills - Coaching Staff to Stay on the Right Track
- 7. Your First 100 Days as CFO
- 8. Great Minds Don’t Think Alike: Use Your Thinking Style to Guide Your Life and Work
- 9. Types of Boards and Expected Level of Participation in Each
- 10. The CPA Office of Tomorrow
114 Reviews (493 ratings)
Reviews
Anonymous
(Client Service Executive)
this is a good information about leadership. Meaningful for me since I am a leader.
Evan Taylor
(Information Technology Analyst at Consulting)
Course includes good information. Presenters are personable. Course covers a good review of the importance of confidence, relationship building, communication, resilience, credibility, and personal branding. I was a little put off with 6ExY. My guess is that is a creative way of drawing attention implying the word sexy but not actually using the word. Women deserve so much more. In a society that focus on outward appearance, it would be nice to see more people focus on peoples character and the innate goodness of men and women's hearts, rather then ones outward appearance. You may consider changing your branding and let the content of your course be what people remember.
Karen Fischer
(Accounting Manager at Christus Health)
I wish I had taken a course like this 40 years ago! I really learned most of this through experience and a passion for knowledge, but it would have helped to have this road map at the start of my career. I have learned that self-confidence gained from competence, honesty, and compassion for others helps you be a leader. Always striving to do the best for the benefit of everyone will bring you success.
Anonymous
(President)
This course of 6 traits of executive leadership is a great refresher for the tools, skills, and habits you have to apply to be deliberate in the management of your career path. Some sections seemed somewhat sophomoric regarding how to dress professionally, but again may be great reminders for individuals earlier in their career. Overall good reminders.
Anonymous
(Director)
Blair and Jen cover a ton in this course and give the audience a lot of food for thought. There is so much good content you will need to take some time to digest, make a to-do list, prioritize, and then get to work! I will definitely be revisiting this course again and again over time as I continue to work on and develop my leadership skills.
John Ball
(controller at CPP)
I really liked this course as it brings together important life advice that cannot be understated. The concepts discussed permeate everything we do, but more often than not we have no time or ability to grasp them or focus on them due to busy schedule and work culture that demands immediate results to the detriment of long term development.
Anonymous
(-)
I thought this course spent a good amount of time discussing the various areas of executive presence. Someone that has been used to details and being responsible for the work but is going to a higher role would benefit greatly from this course and what it takes to get there.
Anonymous
()
This course is 6 stars out of 5 - the best and most thought provoking I have taken on Illumeo. I really enjoyed the links to psychological literature, and the action-oriented strategies and recommendations to improve these Executive traits. Take this course!
Thomas Simkiss
(Director of Cloud Solutions at Creoal Consulting)
What a great course. The materials were solid and on point, the summary workbook was of tremendous value and the PDFs are nicely summarized and good to reference. I would recommend this course to anyone who wants to make the move to an executive role.
Darren Leiman
(Senior Business Development Representati.. at FloQast)
Love this course! The two instructors gave a solid overview on how to act and become an executive with plenty of easy action items. The video and instructors were very engaging and I was happy to watch the video the whole time. Highly recommend!
Anonymous
(Risk manager)
The series courses are very difficult,and I spent a lot of time to repeatly study the courses. Both Blair and Jennifer are very experienced and funny，and they illustrated many examples to explained the theories, which helped my work a lot.
Lawrence DeParis
(Founder & CEO at C-Level Solutions LLC)
As with all of Blair and Jennifer's courses, this series on developing executive presence and effectiveness is full of powerful, ready-to-use insights. The slides and corresponding explanatory narrative are truly best-in-breed!
Mary Behnen
( at Jamul Casino)
There was a lot of good information and actionable ideas to help improve executive presence. There were some excellent video of great leaders and a variety of good ideas. Well tailored for financial executives.
Anonymous
(Senior Financial Analyst)
Enjoyed the course, thought a lot of the material was applicable to what I am doing now. Also appreciated that some of the topics are not usually covered in basic leadership courses, it felt real and tangible.
Anonymous
(Senior Accountant)
Time to change up your examples of role models in the Confidence section. Ellen isn't a good look. You also make your political preferences VERY obvious by including only well-known liberals. Try again.
Anonymous
(CPA)
A lot of great information to pack in.. and good resource materials for follow-up in order to review, revisit and re-think where these details can apply to our personal and professional lives. Thank you.
Larisa Demling
(Accounting Manager at Signature Flight Support)
This was a great course of self-reflection which is very helpful in today's work environment. The lessons were covered well with great examples, quotes, and stories that helped drive the point home.
Anonymous
(Controller)
The course covered the stated topics however much of the material seemed like trendy buzzword things that I've heard over and over again. Maybe I've just seen too much of this type of thing already.
Anonymous
(CFO)
Interesting course which includes many applicable and useful techniques and information. Some of the information I already knew but the presenters did a good job of tying the concepts together.
Anonymous
(Director)
Jen and Blair have packed this course with many good concepts and take aways. Anyone desiring self improvement along the pathway to career and leadership growth would benefit from this course.
Anonymous
(CFO)
Each module of this course provides insight into how and why these steps work. You get a better understanding of how to think about other people - audiences, staffs, teams - beyond yourself.
Erin Carle
(Senior Energy Cost Management Analyst at Charter Communications)
Several of the course materials would not open. The presentations were very well done, but it would have been nice to have access to all of the materials that were supplied for the course.
Doug Slaybaugh
( at The CPA Coach)
Great focus on leadership and breaking it down into actual ways to measure and assess leadership skills. I greatly appreciate the focus on personal branding and import of relationships.
Anonymous
(Finance)
It's easy to get distracted with deadlines, projects, deliverables and staffing. This is course is a good way to zoom out from day to day tasks and refocus on key leadership tenets.
Rene Galvan
(Broker at RGV Realty)
Very well presented. I like the appropriate use of video format. By having the split screen of speaker and powerpoint, it was more engaging. Wish more instructors used this method.
Anonymous
(Director of FInance)
This course was very good and spends a good amount of time discussing executive presence. The presenters were great and easy to follow. The concepts discussed were on the mark.
Anonymous
(Director - Data Analytics, Sales and Pri..)
I appreciated that this could be broken down into multiple sections so it could be completed over multiple days/sessions. Enjoyed all of the topics and presenters did a great job.
Anonymous
()
This is a really powerful course series. Very similar to working with a private executive coach if you apply the exercises in the course materials & really put effort into it.
Anonymous
(Audit Manager)
This is a great topic for self awareness, improvement, and growth. I have learned a lot and excited to apply all that I learned. Great training and easy to follow. Thank you!
Anonymous
(Director of Capital Accounting)
Jen and Blair offer insight by sharing personal examples of challenges faced in their career path.. the course offers relevant information to build a path for success.
Anonymous
()
Excellent presentation of important "soft" skills. So many have technical abilities, but good leadership is hard to find. This course addresses that development.
Anonymous
()
This was a great course to remind you that success in the workplace is comprised of so many different elements that we may forget about in our day to day tasks.
Anonymous
()
This course really helped me think about my executive presence qualities holistically. All of the elements are equally important, and they all work together.
Anonymous
(Controller)
Excellent review of the key traits of executives and specific steps to achieve them. Embedded video along with presentation made for a more engaging course.
Anonymous
()
Course was helpful. I did not like that the first 3 minutes of each of the modules was the same. Exercises were good reinforcement of the material.
Christi Schaefbauer
( at University of Mary)
Very good course on leadership skills and what to focus on to improve those skills. It was a good review of several books I've read on the subject.
Nikita Patel
(Consultant at DLC Group)
I really enjoyed this course and think the concepts and examples will be relevant for where I am at in my career now, as well as in the future.
Anonymous
(Retired)
The instructors too often seem to too focused on following a script and pronouncing the words correctly, instead of presenting the information.
Renee Hornbaker
( at Storey & Gates)
The various topics were thoroughly presented and included stories, examples and workbook exercises. It was both interesting and enlightening.
Tyler Whitlock
( at Christensenarms)
I enjoyed the course. The instructors were interesting. It's a good into to moving from a technical role to a more general leadership role.
Anonymous
(Sr Manager)
Great content. The examples are specific and practical which makes it easier to understand and visualize the situation and act accordingly.
Anonymous
(Senior Accountant)
This is a great deep-dive into the soft skills we're told are so very important, but rarely have a chance to learn in a scholastic setting.
Anonymous
()
This was a very helpful course for finance professionals looking to level up and understand how to be a better leader. Highly recommend!
Todd Williamson
( at CPChem)
The information was excellent and immediately applicable. I enjoyed the tag-team approach of two presenters both of whom did a great job.
Michelle Analyst
(Financial Analyst at City of Detroit)
Course was insightful and carefully thought out with great insights. Anyone aspiring to be an executive should take these six courses
Robert Stellato
( at DS Smith)
There were many useful bits of information in this course.. I don't quite buy all of it, but it was definitely worth the time spent.
Anonymous
(Consultant)
The videos were good but I learn more from reading. I think the materials could be more detailed and there were quite a few typos.
Anonymous
(VP of Finance and Accounting)
Good overview for both the new and experienced executive, as well as the manager trying to transition into a true leadership role.
Anonymous
(Manager - Compliance and Risk Management)
Very lively session and instructors. Great reminders and tips, especially as a reinforcement and
to pass on to upcoming leaders.
Lauren Reid
(Senior Accounting Manager at People.ai)
I enjoyed the incorporation psychological of theories and application to the workplace. Interesting notes on how to lead as well.
Anonymous
(CFO)
Course was informative and helpful in developing leadership skills. Particularly liked the videos that supported the material.
Anonymous
(Owner)
Good information, clearly explained. Unfortunately, there was repetitive information at the beginning of each video section.
Mahira Sheikh
(Accounting Manager at DLC Group)
Wasn't impressed with the organization of the supporting material however important traits for success are communicated.
Nichole Karr
(Director - Audits at BMM Testlabs)
The course provided great detail about the 6 traits. It was easy to follow and the exam questions followed the material.
Anonymous
()
This was a very thought provoking course that has encouraged me in my quest to move from manager to the executive level.
Anonymous
()
I loved relearning about Ethos, Pathos, and Logos, and how they all are connected when creating a presentation or speach.
David Walker
(Consultant at DRWalker Consulting)
Really enjoyed the instructors. They were very knowledgeable about the subject and I enjoyed their sense of humor.
Samantha Hollibone
(Consultant at DLC Group)
great course! more examples will be great! It was very helpful to learn different soft skills vs technical skills.
Anonymous
(-)
I enjoyed the presentation of the material by the presenters. The exam questions however were not too difficult.
Anonymous
(N/A)
This course was very thorough and informative. I learned various aspects of my leadership that I could improve.
Anonymous
(Director - A/P)
This is a good course to go over the various aspects of management and what people encounter in the workplace.
Anonymous
(Director, Accounting)
I thought the course did a good job of highlighting the main points to focus on and communicated them well.
Anonymous
()
There are some really good tips. This is not an overnight change course, but good ideas for the long term.
Anonymous
()
This is a very thorough an encompassing model for improving yourself to pursue executive leadership roles.
S Marie Vernon
(- at --)
The presentation videos had duplicated information. The course would have been better if more concise.
Karin Williams
(None at self)
I enjoyed the course as it was informative. We finance people tend to focus too much on "hard" skills.
Anonymous
()
Enjoyed the course. Covers a wide range of topics and gave me some things to take away and think about.
Anonymous
(Director, Corporate Controller)
Great deal of practical solutions to enhancing executive presence. Solid examples by the instructors.
Katherine Hall
(Chief Financial Officer at Winstead PC)
Good course content. The presenters kept the content moving and interesting. Knowledge is powerful.
Anonymous
(Consultant)
This was an excellent course because it provided tactical ways to implement the information provided.
Anonymous
(-)
This is one of the more useful and practical lessons I have utilized. Very well done. Thank you!
Anonymous
()
Appreciated the high level concepts to mull over and think about how to implement in my career.
Brad Nielsen
(None at None)
Blair and Jennifer provided good examples and stories that were relevant to their presentation.
George Laning
(CPA at George J. Laning CPA)
This was a very useful class with a lot of good insight towards forward movement in ones career.
Corrina Edwards
( at Hilti, Inc.)
Very engaging lessons that really made me reflect on the kind of Financial leader I want to be.
Anonymous
(accountant)
Relevant and thought provoking. The only critique is that the pdfs were no labelled properly
Anonymous
(Senior Accountant)
Great course, really appreciate the insights and will work on some of these points. thank you.
Anonymous
()
Great course on this topic. The presentation materials were particular helpful and read well.
Anonymous
()
This course was challenging and beneficial for my understanding of various leadership traits.
Mark Edoff
(Principal at MNE Solutions LLC)
Great relevant content- delivered in a manner that is easy to understand and to action upon.
Lindsay Dillon
( at Bloom Healthcare)
I was not impressed by the course handouts. They were hard to follow and not well organized.
Anonymous
(MANAGER, ENERGY COST MGMT)
many different parts, very helpful for long term career, thankful for these set of courses.
Mark Jenkins
(Self Employed at Mark Jenkins)
Great Course. Very Motivating. Makes you think about what kind of leader you want to be.
Anonymous
(solo)
Great course. Good breakdown into sections made it easy to digest one trait at a time.
Anonymous
()
Nothing new. Not particularly engaging. Some outdated ideas (women should wear makeup...)
Zakiya Warren
(Sr. Program Manager at McKesson Corporation)
This was an excellent training! Both instructors are knowledge via personal experience.
Kirit Kapadia
( at Kirit KapadiaCPA)
Good insight in personalities and leadership. Excellent explanations of human behavior
Anonymous
(CFO)
Fantastic course to help the CFO or the want to be CFO succeed as a effective leader
Shamina Lavingia
(Accountant at Shamina lavingia)
Excellent insights into leadership skills that are difficult to recognize and master.
Anonymous
(Senior Accountant)
Overall, it was a good series with helpful tips to better yourself professionally.
Becky Williams
(Senior Manager, Finance at Stryker)
Thanks for the course. Very informational and useful in current business practice.
Anonymous
(Controller)
This training is very inciteful for what it takes to make it to the C-level.
Anonymous
(Director Finance)
Over message was very good. The supporting documents were harder to follow.
Anonymous
()
Well structured course which met objectives. Well structured and presented.
John Poole
(Director at Department of Veterans Affairs)
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Anonymous
()
Interesting content, I especially liked the brand differentiators section.
Bonnie Tomei
(CFO at Spectra7)
A great course that financial executives at any level could learn from.
Anonymous
(Risk Analyst)
Good information and references. Would recommend this course to others.
Anonymous
(CPA, CFE, MBA)
Great course, really enjoyed the information, very practical and useful.
Anonymous
()
lots of relevant topics that are useful at many points in your career
Oksana Sofron
(Accountant at none)
Wonderful course. Interesting and engaging speakers. Great examples.
Debra Lindquist
(controller at SafeRide Health)
Good refresher of a course. Nice to hear about impostor syndrome!
Anonymous
()
This gave me a lot to think about and actionable items to improve.
Sahar Khan
(Sr Manager, General Accounting BPIL at Stryker)
Loved it! It was great to learn techniques to improve yourself.
Anonymous
()
Interesting course, good information in an easy to follow format.
Anonymous
()
Lots of practical details to serve as small actionable changes.
Anonymous
(Financial Analyst)
I'm ready to be a leader! This was a very insightful course!
Anonymous
(Manager, Financial Shared Services)
Excellent course. Good coverage of the different elements.
Izumi Yamamoto
( at Apergy)
Excellent! To the point, great examples, & entertaining.
Michael Savino
(COO-Owner at ITSco.com)
Great course. Great course. Great Course. Great Course
Steven Patterson
( at Private)
Excellent Course! Speakers were clear and concise.
Scott Anderton
(CFO at HCA)
Great content and exercises to drive home the point.
Anonymous
()
Good points that executives could all benefit from.
Anonymous
()
great course, good insight and useful information.
Prerequisites
Course Complexity: Intermediate
No advanced preparation or prerequisites are required for this course, but managerial experience is beneficial.
Education Provider Information
Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA
95113
Contact:
For more information regarding this course, including complaint and
cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to
.
Blair Cook and Jennifer NicholsonCPA, CA CPA (Ill) MBA
About Illumeo
Platform
Resources
Contact Us
- Email: info@illumeo.com
- Phone: 408-400-3993
- Adress: 1608 W Campbell
- Av #221, Campbell, CA 95008
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