1.5 CPE This course helps anyone raise his or her level of influence in an organization. First we discuss how you can learn what outcomes you control are most important to those you must influence. We identify how your key stakeholders measure success and how to align your own success measures to these factors. We discuss how to shift your perspective to an organizational-wide approach so that you are seen as more valuable to the organization.
We then discover your communication preferences and how to analyze the communication preferences of your audience. We learn how to adjust your communication preferences to those you are attempting to influence so they can hear what you have to say. We discuss how to adjust your project update strategy to ensure others find your work important and value added. Finally, we discuss common traps to avoid that undermine your influence.
Learning Objectives
- Discover how to identify what is most important to your key stakeholders and executives
- Identify the key executive measures of success and discover how to align your outcomes to these measures
- Identify your communication preferences and the communication preferences of your target audience
- Discover how to adjust your communication approach to better meet the needs of those you must influence
- Identify how to adjust your project updates to ensure others find your work important and value added
- Explore common traps that undermine your influence and recognize how to correct your behavior and approach
Last updated/reviewed: August 25, 2023
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88 Reviews (354 ratings)
Reviews
Anonymous
(Senior Accountant)
I was hoping this would cover more everyday scenarios. It's led with the assumption that we're all making presentations as part of our role. It also feels like she was paid by the minute, because it's very drawn out. Sometimes it felt like she was talking to us like we were grade-schoolers. There were multiple times I worried my connection was having issues because she paused so long in between sentences.
Anonymous
(VP, WFM and BusTech)
This course served as a good refresher for applying critical thinking skills to properly identify your target audience as well as understanding their interests. The facilitator presented content in a meaningful way and included several examples to reiterate key concepts in the workplace. Good supporting materials were provided as well.
Anonymous
(CFO)
Great course! I am definitely going to go back and review the techniques taught in this course. The instructor explains how to influence different groups and types of people and lays out a framework for applying what she teaches. She also explains what not to do which is sometimes more important than what to do.
Anonymous
()
Educational and well presented. Presenter keeps it interesting through tone of voice and slides, not reading directly from slides, but expanding. Felt as if it was live which was great. Would recommend to anyone working with multiple levels of an organization and in a potential position of influence.
Anonymous
(Senior Accountant)
Very well laid out presentation approach on how to influence by knowing people's information processing mode; the key points to include in oral & written presentations; how to comport oneself with chain of command in the organization. Presenter had good examples to communicate the points.
Allyssa Gleason
(HR Generalist at .)
I really appreciated the tools provided in this course - how to evaluate if my initiative is really adding strategic value and how to communicate projects updates was really helpful. The presenter used real-life examples to illustrate her points which really brought concepts home for me.
KERREY LYNCH
(HR Director at Rippeon Equipment)
I enjoyed the videos on how to be seen as a strategic leader. Often in my role, I am so concerned with what I think priorities should be that I forget to focus on what executive leadership priorities are, as they might have a bigger picture than I do as to where the company is headed.
Anonymous
(Sr. HR Business Partner)
There was good information in this presentation. I originally thought that this would be a basic generic course, but I was pleasantly surprised by the content and the flow of the course. I would recommend this course to new and seasoned HR leaders.
Anonymous
(Senior Director AP)
Understanding your audience's communication preferences and tailor your presentation accordingly. Trying to understand their priorities and stressors that they may be experiencing. Manager level and above would benefit from this course.
Anonymous
()
This was a great class and I have great takeaways for daily practice. I am sometimes very concerned about presenting facts and don't necessarily stop to think about what is important to the people I am presenting to. Great information!
Andres Galdo
( at Vitol Inc)
Great course. Very well structured and easy to understand. It will help you become more aware when preparing presentations and ensure that you're covering important areas based on your target audience's interests.
Matt Riffe
(Chief Financial Officer at Eagle Fire Inc.)
Instructor provided real world examples which served to help me understand the topics being discussed. All of the material covered is very much applicable to my role, and I look forward to implementing ASAP.
John Checki
(CPA at John Checki Jr. CPA CFP CRC)
Wow, what a pleasant effective surprise. The presentation has sufficient detail to remind us of who wants Facts, Big Picture, Pros/Cons, etc. with diagrams and handy dandy Word guides. Well Done, Thanks.
Tai Whaley
( at Infrastructure Engineers)
The information presented was very useful and the instructor gave examples and offered suggestions that helps in the practical application which should increase my effectiveness when influencing up.
Anonymous
(CFO)
Course provides a few good nuggets of information however, seems to be very slowly spoken making the course take much longer to go through than the volume of material would seem to support.
Anonymous
(Owner and Founder)
Not a bad presentation; great information about how to become a better influencer in the training department. Better to turn the objectives to the person and profitability of the company.
Lisa Taylor
(Manager at Charter Communications)
Understanding the Who and Why their objective, not yours is what's most important. How your key stakeholders process the information is key to understanding how you can influence them.
Anonymous
(Senior Accountant)
The instructor made me aware that you have to talk to people where they are and knowing who you are talking to will help in overall communication. A very insightful course.
Anonymous
(Corporate Controller)
I really liked this presentation, it was well prepared and outlined. It provided very good tips and approaches that I can use on my every day tasks. Thank you.
Anonymous
(Global Controller)
valuable insights and relevant to my career. particularly appreciated the advice to
wait patiently and prepare to shorten presentation if needed.
Deborah Tabacco
( at Transcend Technology, LLC)
I have taken several courses from this presenter and find that she consistently offers practical, real world advice in a simple and engaging manner.
Anonymous
(CFO)
Excellent presentation and discussion of how to be seen and heard as a strategic partner in an organization, with practical examples and insights.
Anonymous
(Adjunct Professor)
Great information for all employees, regardless of seniority level within the company. We can all do a better job of influencing those above us.
Anonymous
()
Excellent class with important information on knowing your audience. Class includes helpful tips when working with those in higher positions.
Anonymous
()
I think this was a good course with some helpful information. I would have liked it to be a little shorter and with more personal examples.
Alex Mickelson
(Accounting Manager at Short Elliott Hendrickson, Inc.)
Good information to recall. I plan to review this content on an annual basis and to incorporate my key takeaways into my one on ones.
Anonymous
(Director of Accounting)
Great course with handy graphic for attending/deciding preference types to guide presentation style when interacting with management.
Gary Garcia
(Manager Cash Applications at The Holly Frontier Companies)
This class was very well presented by the instructor. Class was informative and provided material that can easily be applied.
Anonymous
(Director of Institutional Effectiveness)
Information was valid and provided a framework to think through influencing. Some of it felt basic, but it was well laid-out.
Christopher Flowers
( at Environmental Remedies, LLC)
The course was a good reminder of considering your audience and their objectives rather than your preference and objectives.
Anonymous
()
Best course so far - very effective presenter, key takeaway points. I will be able to put this learning to immediate use!
Anonymous
(Accouting/HR Analyst)
This course is very through, and presents valid facts and arguments, the instructor is well read and easy to understand
Anonymous
()
Not much to like or dislike. not much surprised me. This was relevant... most should know this, but most probably dont
Brian Fleischer
( at NYC School Construction Authority)
I thought the communications preferences piece was new and surprising. I hadn't heard it broken down that way before.
Kimberly White
( at Mid-Atlantic Permanente Medical Group, P..)
I very much enjoyed this course. The content was helpful and clear. The supporting materials were helpful as well.
Anonymous
()
This is a decent course on influencing people but I think there may be one or two better courses in the listing.
Anonymous
(Compliance Officer)
This was a great presentation chocked full of useful and relatable examples to drive the main points home.
Michael Muchortow
(CPA at Muchortow & Associates)
Well packaged training that reinforces many things I knew but described it in a logical and systematic way.
Lisa Hubka
(Vice President, Finance at Alexium, Inc.)
The instructor was well-informed, had good recommendations, gave good examples and was an engaging speaker.
Anonymous
(Partner)
Great and simple reminders and guidance on how to influence based on the nature of your target audience.
Claudia Bogucki
(Revenue Accountant at Google)
Great course - very applicable information that users of any level can apply in their day to day work.
Brian Johnson
(Self Employed at Self Employed)
Very useful course with a great deal of practical, real-world information and recommendations.
Anonymous
(None)
The points made in this presentation would be very helpful to any member of any organization.
Anonymous
(Head)
Good advice for one to listen to to either learn or refresh about influencing up (and level).
George Laning
(CPA at George J. Laning CPA)
It was a good presentation and a unique insight in to the world of organizational leadership.
Jeff Spillane
( at Anslow Bryant Construction)
This course has good reminders of presentation approaches even if you are a senior executive.
Anonymous
()
Very good material, to include acronyms that are very useful when preparing for presentations
Debra Lindquist
(controller at SafeRide Health)
I thought the information provided was good but the seminar was longer than it needed to be.
Anonymous
(Internal Audit Manager)
Overall some good concepts and thoughts to keep in mind along with some good points from MB
Steven Whitehead
( at Neighborhood Health Plan)
Excellent Course. Some essential concepts here for anyone new to presenting to executives.
Paul Niebrugge
(Director of Capital Accounting at Charter Communications)
The class provided good advice on approaching leaders with written and oral communication.
Lorene Johnson
( at SeaOne Holdings)
Good information and presented well, presenting to audience in a personality type focus.
Anonymous
(Accounting Manager)
I like the way the Briggs Myers personality traits were incorporated into the training.
danie hachey
(internal auditor at assumption life)
Great information and examples. straight to the point and very effective communication.
Carla Mashinski
(CFO at Cameron LNG)
Best insight and practical applications on being a strategic partner that I have seen.
Anonymous
(Finance & Accounting Consultant)
Great presentation overall with good tips and reminders on presenting to executives.
Anonymous
(Sr. Program Manager)
Great training. The Acronyms used for presenting and providing updates will be useful.
Alexandra Jimenez
(Reinsurance Accounting Manager at Clear Blue Insurance Group)
Great tips to consider in order to communicate more effectively to senior management.
Susan Hertz
(Hospital Lab Finance Director at Raleigh Pathology Assoc @WakeMed)
This course provides real-life examples and practical tools to apply in my workplace.
Anonymous
(Director)
The course is okay. There are few tips that you can apply to be a better presenter.
Anonymous
(-)
This course provies great techniques to manage and communicate effectively upwards .
bev stenger
(CPA owner at Stenger Consulting)
Carlann hit a home run on this course. I will be speaking out other courses of hers.
Anonymous
(Accounting Manager)
Useful information on how to better prepare yourself for presenting information.
Corey Masters
(Accountant, Internal Auditor, Risk Speci.. at Self)
A very good class. I think it is very relevant in my new role as a controller.
Daiane Pereira
(Controllership Analyst at Novelis)
Great course with great material. I was able to learn a lot in a short time :)
Anonymous
(CFO)
Very clear lay out of the process, practical tools and good use of example.
Antoaneta Tasheva
( at European University Institute)
Overall a good course, the instructor is clear and the class well organized
Anonymous
(Senior Accountant)
Presenter used her own real life situations as examples to support concepts
Joshua Thomas
(Senior Auditor at CBP DHS GOV)
Great insights especially the concept of Formality and Detail. Good course!
Anonymous
()
very good class. I really enjoyed taking it. I hope to take more like it.
Anonymous
(-)
I found this course very helpful with detailed actionable recommendations
ERICA CARPER
( at a)
Great topic and presenter is very well-spoken. Examples were useful too.
Anonymous
()
I greatly enjoyed attending this course. It was engaging and informative.
Ningjie Tang
( at Dentsu China Investment Limited)
a bit general though. Wish to have some more in-depth courses afterwards.
Anonymous
(Controller)
overall a good course with some good real life examples.................
Anonymous
(Manager, Financial Shared Services)
Excellent course. Would lend itself to a longer, more in-depth course.
Anonymous
(Accounting Manager)
A fun short course, self explanatory about meetings and the structure.
Judy Silverman
(CFO at Kino Lorber Media Group)
Excellent presentation that is valuable to every business professional
Anonymous
(CFO)
Presentation provided several learning lessons and gave great examples
Amy Miller
(MANAGER, ENERGY COST MGMT at Charter Communications)
great course thx the honesty of being formal in some setting helps
Anonymous
(Business Controller, Waze)
Good overview and reference material to keep and refer back to
Vanessa Eriksson
(Controller at Google)
Helpful tips. I could take the test using the slides.
Anonymous
()
New concepts, interesting. Learned contrasting items.
Anonymous
(Private Wealth Advisor)
Great class on influencing and great tips to consider!
Kassie Spencer
(Senior Director, Finance and Administrat.. at University of Notre Dame)
Great presentation! Very informative and relevant.
Anonymous
()
good course, interesting insight for practical use
Richard B. Walser
(Controller at SASCO)
Very applicable. Liked format.
Anton Chornyi
(Group Internal Audit Officer at Ferrexpo)
Very insightful training.
Prerequisites
Course Complexity: Foundational
No advanced preparation or prerequisites are required for this course.
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
.
Carlann FergussonLeader Accelerator, Propel Forward LLC
About Illumeo
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- Email: info@illumeo.com
- Phone: 408-400-3993
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- Av #221, Campbell, CA 95008
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