Critical "Soft" Skills for CFOs and Controllers (X4-7276760)

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Wednesday, June 17, 2026 Live Webcast

4:00 PM - 7:38 PM EDT

Vendor Platform

4 CPE Credits in MT

Accounting and finance managers and executives must demonstrate sound soft skills necessary for personal growth and organizational success. This course will provide insights into the most crtical personal skills critical for CFOs and Controllers - or those that want to be!

DESIGNED FOR

Current and aspiring CFO's and Controllers and/or Finance related professionals involved in teh budget process

BENEFITS

Define the budget process
- Understand varying budget cultures and choosing the right one for your organization
- Walk through a 12-step cure for the typical Budgetaholic
- Use Balanced Scorecard Budgeting
How to build a model that works
- How the right Chart of Accounts can simplify your work
- Building a volume sensitive model
- Budgeting to GAAP and for Board understanding
- Efficiently modeling payroll and benefits
- Identifying controllable and uncontrollable expenses
- Using variables to stress test your budget
Understanding core personality types
- Learning the type of person you are
- Managing and coping with the budget team
- Dealing with A, B and C players
- Connecting through disconnection
Identifying the ‘big picture” and your communications role
- Communicating so others can understand us
- Understanding a presentation’s anatomy
- Tips and tricks for budget presentation

HIGHLIGHTS

Defining the budget process
Common budgetary cultures and discussion of solutions
Does your budget need an overhaul or just a tune up?
How to make the budget flexible
Making a better budget and maybe even a better you (or at least improving the perception of the budget work itself)
How to build a flexible budget model that works?
What are the steps we can take to budget for economic and external factors beyond our control?
How the right Chart of Accounts can simply your work
Budget and GAAP are not the same and why they are fine not to be
Efficiently modeling payroll and benefits
Identifying controllable and uncontrollable expense
Using key variables to stress-test your budget
Understanding your own leadership tendencies and applying them to your strengths?
Understanding core personality types
Learning what type of person you are?
Managing and coping with the budget team
Effectively dealing with the A, B, C and other players?
Identifying the ‘Big Picture’ and your role in effective communication
Communicating so others can understand us
Understanding a presentation’s anatomy?
Tips and tricks for budget presentations

COURSE LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

None

Jennifer F. Louis, CPA

President

Emergent Solutions Group

Read bio

PRICING

$129.00 - Member

$159.00 - Nonmember

Note: Online pre-registration will close on June 17 at 3:30 PM.

ADDITIONAL OPTIONS

Remind me to register

Print a registration form

ALSO AVAILABLE

COURSE DEVELOPER

ACPEN

AREAS OF INTEREST

BUSINESS MANAGEMENT: Controllership & CFO issues

Critical "Soft" Skills for CFOs and Controllers (X4-7276760)

OVERVIEW

DESIGNED FOR

BENEFITS

HIGHLIGHTS

COURSE LEVEL

PREREQUISITES

ADVANCE PREPARATION

SESSIONS

INSTRUCTOR

Jennifer F. Louis, CPA

PRICING

ADDITIONAL OPTIONS

Request a Reminder

ALSO AVAILABLE

COURSE DEVELOPER

AREAS OF INTEREST

Data Alerts

Critical "Soft" Skills for CFOs and Controllers (X4-7276760)

OVERVIEW

DESIGNED FOR

BENEFITS

HIGHLIGHTS

COURSE LEVEL

PREREQUISITES

ADVANCE PREPARATION

SESSIONS

INSTRUCTOR

Jennifer F. Louis, CPA

PRICING

ADDITIONAL OPTIONS

Request a Reminder

ALSO AVAILABLE

COURSE DEVELOPER

AREAS OF INTEREST

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