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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
Last updated/reviewed: August 19, 2023
74 Reviews (275 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”.

4
Anonymous Author
The instructor is very good and very engaging. He also showed that he is very knowledgeable of the topic and he displayed expertise of the subject matter. The topics included and the order it was presented is very helpful. The examples provided are also very helpful. This course is highly recommended. The financial leadership is very well explained.

5
Anonymous Author
Outstanding! One of the best I’ve ever taken. This course is a must for anyone looking to drive meaningful change within their organization. I’ve taken this course twice and have gotten something out of it each time I’ve taken it. It is not only informative but very inspiring too.

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
I really enjoyed the experience of the instructor. Financial people are usually technical and lose sight of other roles within the organization and how they contribute to the overall success. Kulesza was very knowledgeable.

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

5
Anonymous Author
I found this course to be rich in real life examples and illustrations that speak to everyone. As an internal auditor, I would like to learn more about how make SOX work more valuable to the organization.

3
Anonymous Author
There were interesting points that were covered however I think it would be extremely helpful if there were more illustrative examples especially regarding how to engage finance staff.

5
Member's Profile
This was a great course. The speaker was engaging, and he presented an approach that is critically needed in today's Finance department. The course material was also very well done.

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
Found the course to be interesting and was able to come away with some very good information about the subject. Material was presented in a constructive format.

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.

5
Anonymous Author
A good financial leadership course that covers a lot of useful information and was based on experience that is relatable and relevant to many organizations.

5
Anonymous Author
Great course that covered the subject matter in detail and challenged me as a learner. I would honestly enjoy the training just for the amazing content.

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
The course is packed with helpful ideas and concepts. Will have to listen to it again. The speaker gives us many insights into his own experiences.

5
Anonymous Author
Bud is a very engaging speaker, knowledgeable and easily communicates the information in the presentation. Very much enjoyed his presentation.

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 material which provided excellent insights into financial leadership. I would definitely recommend this course.

5
Member's Profile
Great course - very informative. I would recommend this to all executives to re-align their strategies and goals.

4
Member's Profile
I found this to be a good roadmap for being part of the financial leadership making change within an organization.

5
Member's Profile
Bud provided a great overview on Financials Leadership, an area that can become stale and often overlooked.

4
Anonymous Author
Good course with engaging instructor. The instructor kept my attention and provided excellent insights.

5
Member's Profile
It was an very interesting course even without relevance to my current position with my organization.

4
Anonymous Author
An emphasis on gap analysis and the process by which to conduct such an exercise was enlightening.

5
Member's Profile
This was the BEST course yet and I have taken a lot. Thank you Bud for a tremendous 2 1/2 hours.

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
Member's Profile
Requires you to consider your organizations role in the leadership of your company.

3
Anonymous Author
Clear explanations. Very useful for Accounting and A2C functions. Good exemples.

4
Anonymous Author
Chalked full of good information to consider; a little dry with lots of dialogue

4
Anonymous Author
Insightful course but the lessons are a little long and draggy at some points

4
Anonymous Author
this course was succinct in its teaching of how to drive financial leadership.

5
Anonymous Author
Good course on leadership and Finance. Good info on getting people involved.

5
Member's Profile
Fantastic course. I recommend to senior level as a blueprint for action.

5
Anonymous Author
Really good, useful content on this topic that I will use in my business.

5
Member's Profile
Really great course. Instructor is very engaging and easy to listen to.

4
Member's Profile
Good Course on Finance leadership. I recommend all to take this course.

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
Anonymous Author
very interesting topic, well organized and insightful presentation

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.

4
Anonymous Author
Very good course. I enjoyed it immensely. Thank you, next.

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
interesting

4
Anonymous Author
Good course

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 .
Instructor for this course
Course Syllabus
INTRODUCTION AND OVERVIEW
  Introduction to Financial Leadership7:34
Lessons in Creating a Culture of Financial Leaders
  Leadership vs. Financial Leadership20:32
  Barriers and Benefits 14:40
  Value Creation10:35
  Assessing Readiness 15:28
  Engagement 17:40
  Evaluating Performance Identifying Gaps20:19
  Preparing The Organization 15:02
  Identifying Areas of Opportunity 14:17
Final Lesson and Course CONCLUSION
  Follow Through and Follow Up9:09
Continuous Play
  Creating a Culture of Financial Leadership 2:23:57
SUPPORTING MATERIALS
  Slides: Financial LeadershipPDF
  Financial Leadership Glossary/IndexPDF
REVIEW & TEST
  REVIEW QUESTIONSquiz
 FINAL EXAMexam