From Technical Expert to Financial Leader: How to Manage and Broaden Your Career

Technical expertise is a necessary requirement for professional development, particularly because it contributes to building your base of credibility. Beyond a certain point in your career, however, managing relationships and strategic thinking become more critical. Even in high level individual contributor roles, selling ideas and influencing others, the heart of leadership, are the competencies that define long-term career growth.

Learning Objectives

  • Describe a blueprint for the roles, responsibilities, skills and competencies needed for success in leadership positions
  • Assess your current level of competency against leadership standards.
  • Develop a plan to improve your leadership effectiveness.

Major Topics

  • Four leadership roles needed for organizational success
  • How to increase visibility and credibility in the organization
  • Building a base of power
  • Effective influence and persuasion techniques
  • Developing relationship management strategies
  • Managing across and up in the organization
  • Creating a professional development plan

Who Should Attend

First-time managers * Individual contributors moving into management / leadership positions * Project managers with cross-functional responsibilities * Managers and directors in “player-coach” roles * Newly promoted managers with little or no formalized leadership training * Controllers aspiring to CFO positions

Fields of Study

Personal Development




Business Learning Institute

CPE Credits




This course is available for your group as:


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