1 - 1.2 CPE 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: March 9, 2024
39 Reviews (144 ratings)
Reviews
Anonymous
(Chief Financial Officer)
I am completing my second year in the CFO role, and I appreciated the perspective of this course. I found the exercises very helpful and came away with deeper thoughts about my role within my organization and the need to understand, and articulate, my brand.
Madan Aggarwal
(VP Operations at Unify Square, Inc.)
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.
Jeffrey Kirsch
(CFO / VP Finance at Kirsch CFO Advisor)
I really enjoyed Mac Martirossian's "The CFO's Role from the CEO Chair" as I'm a practicing CFO. TMac's instruction really hits home for me and I see this very much as added value knowledge for my career.
Scott Warren
( at BMO)
This is a great course that brings awareness to a new CFO of the nuances that exist within the CEO/CFO relationship. Of course, not all relationships are equal, but it's great perspective to provide.
Anonymous
(CFO)
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.
Anonymous
(CFO)
Practical overview - great for promoting thought about how to start thinking both strategically and tactically about the relationship with the CEO on an individual level.
Anonymous
(Assistant Vice President, Finance at 1st..)
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.
Jaime Murillo
(Chief Financial Officer at Aliaxis Latinoamérica)
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.
Keith Johnson
(Director SOX Compliance at Waterjet Holdings)
This course provides inside information and perspective on the workings and relationship of Sr Mgmt. A great guideline to follow for career advancement.
Lorri Jongeneel
(CPA at n/a)
Really great presentation - truly challenged and created thought activity.
References could have more depth.
The exam questions could be reviewed.
Anonymous
(Regional Controller, North America)
This course was very personal as it made you think about your own brand and what sets you apart from others in your organization.
Anonymous
(Controller)
A very interesting perspective on the CFO's role from the CEO's chair that will provide an opportunity for personal reflection.
Alex Ristevski CTP, CRC
(VP, Portfolio Manager at SunTrust Bank)
Unique course that deals with industrial psychology and emotional intelligence. Presenter provided good examples and insights.
Anonymous
(Accountant)
Interesting overview. I particularly enjoyed the exercises included and the 10 tips to closing the gap in expectations.
Anonymous
(CFO)
great perspective for early and late career CFOs or for anyone that needs to be in a role as a constructive advisor
Dinah Njoroge
(Finance Director at AAHI)
understanding the gap of CFO and CEO. what i dinot like is requesting me to understand the DNA of the CEO.
Carla Mashinski
(CFO at Cameron LNG)
Great exercises and examples to think about expectations of a CEO and becoming a trusted advisor to the CEO.
Scott Anderton
(CFO at HCA)
Appreciated the reminder that we should have differing views at times and stand firm when necessary
Anonymous
(Sr Director of Accounting and Finance)
Great course with really some invaluable insight from someone who has personal real life experience
Anonymous
(CPA)
Excellent course. Very well developed, prepared and presented with practical examples and insights.
Anonymous
()
Great ideas on how to evaluate yourself as a CFO and how to consider your role to that of the CEO.
Anonymous
(CFO)
Excellent insights and interesting anecdotes. Refreshing concepts coupled with valuable advice.
Basic ideas. Course seems a bit dated. Nice to see activities for improvement within a course.
Anonymous
(Owner)
Great course and thanks for the personal exercises they helped me organize the concepts.
Grant Brannum
(Agent at Treasury)
Was not real clear on points and did not relate stories to subject very well.
Kevin Murray
(Business Partner - Strategic Projects at The Wesson Group)
Very good information on understanding the value and expectations of a CFO.
TOMOAKI TOGO
( at Canadian Solar Japan)
I am finance controller and would like to know how I should behave as CFO
Anonymous
(Finance Director)
Very good course to understand the expectations of the CEO from a CFO.
Todd Thayer
(Director of Finance at Geistlich Pharma)
A valuable lesson for finance leaders aspiring to be business leaders.
Jennifer Rowland
(CFO at Pellucere Technologies)
this was a pretty boring / silly course. not a lot of meat on the bone
Anonymous
(Finance Manager)
Personal branding was a great insight - highly recommend this course
Patty Holley
( at HOLLEY FINANCIAL)
learned some communication tips. have to keep writing to get cert
Anonymous
()
very good, quick course, great thoughts and ideas about the topic
Anonymous
(-)
Interesting juxtaposition of viewpoints.
Anonymous
(Farm and Nursery Manager)
Nicely done presentation
Anonymous
(Chief Financial Officer)
Good info. Nice exercise
Andrew Snyder
(Analyst at AFS)
Excellent presentation.
Baris Arslan
(Internal Audit Director at Freelance)
loved the presentation!
Anonymous
(VP, Finance)
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
.
Course Questions and Answers(5 Questions)
Mac MartirossianBoard Member
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- Email: info@illumeo.com
- Phone: 408-400-3993
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how do i get to learn and understand my CEO DNA or perspective. particularly if he thinks you are opinionated or domineering.
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.
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?
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).