Instructor for this course
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The first rule to success is learning how to understand expectations from those we serve.  Often times, there is a wide gap between our perception of the role we play in finance and the expectation from the corner office. 

Participants learn how to define their personal brand within their organization and understand the differences between the profile of a CFO and that of the CEO.  More importantly, participants gain insight on how to become more effective in their role as a confidant and a valuable asset to the CEO. The course provides actionable and repeatable processes and real-world examples, including best practices and mistakes to avoid.

The completion of this course will close the gap in what the CEO expects from the finance organization and will strengthen the working relationship between CEO and CFO, thus making the CFO position an even more valuable asset to the organization.

Learning Objectives

  • Explore how to define your Brand
  • Explore how to develop a personal human capital Balance Sheet
  • Recognize the differences in the DNA of CFOs and CEOs
  • Recognize the expectations of the CEO for the office of the CFO
  • Explore the 10 tips to bridge the expectations gap
Last updated/reviewed: July 29, 2017

21 Reviews (84 ratings)Reviews

5
Member's Profile
1. An excellent program with focus on career enhancement for CFOs. 2. Some of the Examples in exercise 1 specially about pricing being linked to a conscientious citizen was not understood. 3. Good references for further improvments.
4
Anonymous Author
The concept of Minding the Gap is right on point. There will be gaps between the CFO and the CEO and the ability to bridge these gaps allows the CFO to become a trusted advisor.
3
Anonymous Author
During the course that activities did not seem to match the stated objective, however, looking back at the end of the course in whole the speaker brought them together.
4
Member's Profile
I would add some specific tips depending on the type of CEO. Different bosses might have different priorities or preferences. Overall is a very good course.
5
Member's Profile
This course provides inside information and perspective on the workings and relationship of Sr Mgmt. A great guideline to follow for career advancement.
4
Anonymous Author
A very interesting perspective on the CFO's role from the CEO's chair that will provide an opportunity for personal reflection.
4
Member's Profile
Unique course that deals with industrial psychology and emotional intelligence. Presenter provided good examples and insights.
5
Anonymous Author
great perspective for early and late career CFOs or for anyone that needs to be in a role as a constructive advisor
4
Member's Profile
understanding the gap of CFO and CEO. what i dinot like is requesting me to understand the DNA of the CEO.
5
Anonymous Author
Excellent insights and interesting anecdotes. Refreshing concepts coupled with valuable advice.
4
Member's Profile
Basic ideas. Course seems a bit dated. Nice to see activities for improvement within a course.
5
Anonymous Author
Great course and thanks for the personal exercises they helped me organize the concepts.
3
Member's Profile
Was not real clear on points and did not relate stories to subject very well.
4
Member's Profile
Very good information on understanding the value and expectations of a CFO.
5
Anonymous Author
Personal branding was a great insight - highly recommend this course
5
Anonymous Author
Interesting juxtaposition of viewpoints.
5
Anonymous Author
Nicely done presentation
4
Anonymous Author
Good info. Nice exercise
5
Member's Profile
Excellent presentation.
5
Member's Profile
loved the presentation!
5
Anonymous Author
Great insights

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 .

5 QuestionsCourse Questions and Answers

User picture

how do i get to learn and understand my CEO DNA or perspective. particularly if he thinks you are opinionated or domineering.

Member's Profile

Thank you for your question. It is no easy task to understand the CEO's perspective because their make up is indeed unique to their post and differs from that of a Finance Leader. The best approach is to gain their trust and respect, (particularly if he or she thinks you are opinionated or domineering) by being multi-dimensional and bringing them solutions.

Member's Profile
User picture

Many start up high tech companies are pressured by Investors to hire a CFO who will report to a CEO, a Techie who are not well versed with management skills and do not appreciate the high road you have taken in the presentation. How to get ahead in such organizations?

Member's Profile

Thank you for your query. You are correct; I have seen this case often. My best counsel would be to gain the trust of the tech-oriented CEO (often times a young executive) and then help them grow into their leadership position by coaching them in management skills. In order to do so, you must first win their confidence by being a solutions provider in such areas as growing sales (not just cutting or managing costs).

Course Syllabus
INTRODUCTION AND OVERVIEW
Balancing the Personal
  8:58Personal Inventory
  4:56Personal Balance Sheet
CEO - CFO
  6:37Yin and Yang
  8:23Expectations of a CEO
Value and Resources
  6:37Adding Value
  7:02Resources
CONCLUSION
  8:30The Trusted Advisor
Continuous Play
  53:27The CFO’s Role from the CEO’s Chair
SUPPORTING MATERIALS
  PDFSlides: The CFO’s Role from the CEO’s Chair
  PDFThe CFO’s Role from the CEO’s Chair Glossary/Index
REVIEW & TEST
  quizREVIEW QUESTIONS
 examFINAL EXAM