Instructor for this course
more

The success or failure of an organization is more determined by the financial leadership within an organization than its strict adherence to accounting rules and regulations. Technical competency is a requirement, however organizational influence on the use of financial information (Financial Leadership) is what moves the organization. This Course focuses on how to create a culture of Financial Leadership within your organization.

This course is designed by a CFO for corporate finance leaders. While the engagement of all levels of finance staff are required to build a culture of financial leadership it is the CFO, their staff, and commitment at the C-suite level that will empower the creation of a sustainable financial leadership culture.  This course will benefit those who have a solid understanding of the competency requirements of financial personnel, a knowledge of organizational structure and a desire to leverage that knowledge to create a financial leadership culture as a means of maximizing organizational performance. 

Learning Objectives

  • Distinguish the difference between Leadership and Financial leadership
  • Perform a quick assessment of your organization’s inclination for implementation
  • Identify barriers to implementing a financial leadership culture in organizations
  • Identify various approaches to prepare the organization for a culture of financial leadership
  • Develop the next steps for implementing a financial leadership culture in your organization

47 Reviews (171 ratings)Reviews

5
Member's Profile
Mr. Kulesza is definitely an expert in his field. His presentation was very engaging especially as he shared his own lived experiences which were very helpful in confirming the concepts of his discussion. I believe this course is a must for every financial professional at all levels in an organization as Mr. Kulesza put it in this session by saying “from entry level accountant to the chairman of the board”.
5
Member's Profile
I am generally a fan of the Illumeo courses, however this was at another level. Outstanding! This is what we should all strive for as accounting and finance professionals, and Bud Kulesza provides an excellent course with perfect delivery. Thanks Bud!!!
5
Member's Profile
Solid framework and simple yet relevant concepts. Too often finance professionals focus too much on the technical aspects of their jobs but the "softer" skills like leadership are just as, if not more important
5
Member's Profile
I usually don't write reviews but in this case I will. I really enjoyed listening to this presenter. He is very knowledgeable and interesting and well worth my time taking this course. Thank you. Kim
4
Member's Profile
I really liked how this course was specific and actionable. Specific to finance and a road map on how to specifically implement a finance culture in an organization.
5
Member's Profile
There's a lot of good content in this course, and taken together, all of the course's elements constitute a good reminder of the foundations of financial leadership.
4
Member's Profile
Great course. Good to have a perspective that is sometimes difficult to find, when you're in the weeds. Appreciate the thoughts and process behind the course.
4
Member's Profile
This was a good course, just a little repetitive. I took a lot of great ideas away from it though. My boss and I are about to make this a key initiative.
4
Member's Profile
Valuable information about team building and how to increase usefulness of financial function. More learning time or otherv example could increase value
4
Anonymous Author
I enjoyed the use of the author's real corporate experience to illustrate the application of the theory presented in this course.
5
Member's Profile
Course was well done. Anyone looking to build teamwork and transparency in their organization would benefit from this course.
5
Anonymous Author
Great class. I learned many tips which I can use immediately to enhance the financial leadership culture at my company.
4
Member's Profile
Good review and use of slides. Nice short course on building a culture of leadership. A lot of insightful comments.
5
Member's Profile
Great course - very informative. I would recommend this to all executives to re-align their strategies and goals.
4
Anonymous Author
An emphasis on gap analysis and the process by which to conduct such an exercise was enlightening.
4
Member's Profile
Great course, good perspective on the topic. Feel as though I have some good takeaways.
4
Member's Profile
Overall helpful good tool for helping all areas understand the value of fin. Leadership
3
Member's Profile
Material is solid, not an innovative approach, but good high level business thoughts
4
Anonymous Author
Insightful course but the lessons are a little long and draggy at some points
5
Member's Profile
Fantastic course. I recommend to senior level as a blueprint for action.
5
Anonymous Author
Fantastic course founded in sound financial and business principles.
4
Anonymous Author
Interesting course. Content is applicable for any financial leader.
4
Member's Profile
I liked the way review questions and quiz were designed the most.
3
Anonymous Author
Extremely detailed, informative and difficult course, great job!
5
Member's Profile
Great! It broadens my idea on Financial Leadership. Good job!
3
Anonymous Author
Helpful course for a quick refresher to on leadership skills.
5
Member's Profile
Enjoyed this course very much, thank you for a great course.
5
Member's Profile
This was a great course for new or seasoned finance staff
5
Anonymous Author
Great perspective on how to drive value for the business
5
Member's Profile
Very informative, well presented and relevant course
5
Member's Profile
Great course! Very informative and helpful.
4
Member's Profile
Good course. Informative and interesting.
4
Anonymous Author
Very thorough and insightful.
4
Anonymous Author
Excellent in-depth course.
5
Member's Profile
Very enlightening course.
5
Anonymous Author
like this presenter
4
Member's Profile
Great information!
4
Anonymous Author
very informative
5
Member's Profile
Great Course...
5
Member's Profile
great course!
5
Anonymous Author
Great insight
5
Anonymous Author
great course
5
Anonymous Author
Excellent!!
4
Anonymous Author
Good course
4
Anonymous Author
interesting
4
Member's Profile
Very Good
5
Member's Profile
Good

Prerequisites

Course Complexity: Intermediate

Prerequisite: Finance leadership experience

Advanced Preparation: None

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 .
Course Syllabus
INTRODUCTION AND OVERVIEW
Lessons in Creating a Culture of Financial Leaders
  20:32Leadership vs. Financial Leadership
  14:40Barriers and Benefits
  10:35Value Creation
  15:28Assessing Readiness
  17:40Engagement
  20:19Evaluating Performance Identifying Gaps
  15:02Preparing The Organization
  14:17Identifying Areas of Opportunity
Final Lesson and Course CONCLUSION
  9:09Follow Through and Follow Up
Continuous Play
  2:23:57Creating a Culture of Financial Leadership
SUPPORTING MATERIALS
  PDFSlides: Financial Leadership
  PDFFinancial Leadership Glossary/Index
REVIEW & TEST
  quizREVIEW QUESTIONS
 examFINAL EXAM