实战训练营
财务经理人的软技巧
—全面提升领导力与影响力
课程收益:根据日常工作中“对上、对下、对外沟通”三大场景,定制可以被财务经理人实际应用的软技能课程。有效帮助财务负责人做好部门指挥者,实现跨部门有效协作,做到与管理层沟通顺畅,真正从“后勤”部门成为企业“核心”的业务伙伴。
F-Council调研反馈,80%的财务管理人员都有如下类似困惑:
部门内沟通中:
※如何把控与下属间的距离?是保持上位者的威严还是应该平易近人贴近员工生活?
※“人才流失率”一直是摆在财务高管们面前的一道难题,如何处理与老员工的关系?对于80,90后的员工,重不得轻不得让我实在很为难!
※内部管理不善,除了奖金之外是否还有更好的激励机制?
※整个团队的专业素质,业务能力层次不齐,有些团队成员的专业知识能够与管理能力相融合,有些成员则是专业领域特别优秀,拥有注册会计师,注册税务师等专业证书,但在于跨领域能力、管理能力、沟通协调能力,决策能力相对较弱。
跨部门沟通中:
※“这是专业问题,如果你想完全弄明白,恐怕不是一天两天的事”, 对于业务部门的不理解财务高管总有一种知音难觅的孤独感,也造成了许多业务无法顺利开展。
※与业务部门沟通时,由于各自的部门立场不同,往往会出现很大的意见分歧。在业务部门眼中财务人员工作死板,任何事物总是需要上级领导进行调节,导致延误商机。长此以往,不仅可能导致财务部门与其他部门之间的不合,甚至可能对公司的商业决策产生负面的影响。
※对外树敌太多,人际关系不善,以至于不被CEO视为晋升候选人,职业规划与晋升着实堪忧!
向上管理时:
※财务不懂业务,领导不懂财务,如何在交流过程中将晦涩难懂的财务专业术语以通俗易懂的方式传达给管理层?
※辛辛苦苦加班加点完成各种财务分析,但在工作汇报时,财务高管的分析却并不能令管理层满意,到头来高层做决策时认为无用不予以采纳。
※在F-Council与跨国企业、上市公司财税经理人沟通时发现,大多数财务负责人都认为,那些专业能力特别强的成员反而并不适合成为管理者,通常他们的业务视野较窄,做出的综合效果协调能力较差。
※如何更好地与最高管理层沟通是财税经理人成为企业优秀业务伙伴必备的素质之一。
※地区总部间交流时,信息不对称,文化差异巨大,沟通不畅导致对方无法确切明白想要表达传递的内容
导师介绍:
汪蔚青 女士
上海交通大学海外教育学院税务教研组组长,国家税务总局中国国际税收研究会学术委员、理事,上海市经信委财税评审专家,上海市税务局官方微博特约评论员,《国际金融报》、《东方壹周》税务专栏作家。经常做客CCTV-2、新华社、凤凰卫视等国内知名媒体。
汪老师讲课风格风趣幽默,善于将枯燥的财税法规融合在实际案例中来解析。主讲课程:《营改增最新税收政策解读及案例分析》、《企事业高管的情商管理和沟通技巧》软实力系列课程、《税务筹划与税务风险管理》、《教CEO节税》、《税收征管与纳税评估》、《非财务人员的财务管理》等。
导师对财务经理人软实力的自述:
于内,审慎自我,厚则为基;练好内功,修补端部。
于外,待人接物圆融通达;慧眼识势,内整外合。
课程大纲
一、修“身”:“千里马”如何养成的? ——发现自己、找到自己、训练自己
(一)改变思维方式:观大局,省自身
1)新模式,新产品,新技术对财务管理的要求
2)经济危机等外部经济系统体系风险对企业财务工作的考验
3)不同管理模式,企业文化对财务人员职业素养的要求
(二)塑造职业理念:CFO养成的理念
1)调整心情、快乐工作
2)敬业尽职、没有借口
3)执行意识、细节能力
(三)提升专业素养:专业技能是核心竞争力
1)做一个时间管理者
2)实训洞察力
3)发现问题与解决问题
4)创新创造思维
5)寻找外界事物与工作的联系
(四)财务人员的情商管理
1)“独行侠”时代的终结,合作共赢,在合作中追求卓越
2)播下种子才有收获,新人是航海的风帆
3)不要轻易制造“敌人”,善缘铺就成功路
4)真心赞美他人,增强你的亲和力
5)帮助别人就是帮助自己,借助他人力量,攀登事业高峰
(五)管理沟通之问题解析
1)沟通障碍和问题解析
2)影响沟通的不良心理
3)交流建立在信任的基础上
4)沟通要注意的场合和分寸
5)导致沟通障碍的原因:个体差异及沟通频道差异
(六)管理沟通之技巧训练
1)求同存异:说服还是共识?
2)调频:进入对方的世界
3)聚焦:专注于双方的差异
4)留白:沟通后留给对方时间和空间
5)换位思考
6)不仅是赞美,批评有时候也是一种高超的技巧
7)“借力打力”的管理思维
二、齐“家”: 塑造领导风格,打造高效财务团队——合适的才是最好的
(一)打造高效的财务团队
1)人才的“选用育留”战略
2)把控与下属关系,保持上位者的威严Vs.平易近人
3)财务部的管理意识和凝聚力建设
4)绩效目标的制定与考核
5)团队合作与团队士气的提升
6)团队管理中高情商及优秀沟通能力的展现
(二)领导艺术与风格的选择
1)领导风格诊断:我该如何改进我的领导风格?
2)自我反省:
3)案例分析及研究:领导风格的选择
4)领导力提升实训:案例演练
(三)小组讨论:通过模拟找答案
三、“治国、平天下”:对内跨部门沟通,对外整合资源——成为有价值的业务伙伴
(一)跨部门沟通
1)提高配合度,做人际关系的“债权人”
2)用“非财”的思考方式和语言沟通:“杜甫写诗法”
3)巧妙化解冲突:“它山之石可以攻玉”
4)做好准备是沟通的前提:良好的沟通从来不是突发性的
5)实战训练:情节模拟分析
(二)向上管理
1)了解老板的想法,站在CEO的高度才能做好CFO
2)影响力取决于个人的价值的体现
3)扎实的专业知识是价值的体现
4)成为一个“好用”的人才
(三)对外资源整合:从“成本中心”到“利润中心”的转变
1)做有心人,用智慧的眼睛去发现资源
2)关系在于维护
3)成为资源的枢纽
案例分享:实际案例贯穿,吃透每一要点
Soft Skill Training
----Improve the leadership and influence comprehensively
Curriculum Benefit:
According to the “communicate with leader, communicate with subordinate and communicate with external environment” these three kinds of situations in daily working, we arrange the course customized for finance managers. This course can be applied into work, and help finance managers to be a good leader and get effective communication. Finance managers can deliver the information to senior executive smoothly, and be the “central department” of company.
According to the feedback of F-Council research, 80% finance managers have the confusions like:
Department Communication:
※How to control the distance between me and my subordinate? Should I be serious of approachable?
※“Brain Drain” is a difficult question to senior executive. How to deal with the relationship with senior staff? What kind of situation should I use to the 80s, 90s employees?
※Can I have any other motivations for my subordinates besides bonus?
※The quality of my team members are not in the same level. Some of them can combine the academic knowledge with management ability; the others have outstanding finance and accounting knowledge and skill, but have weakness in management ability and decision-making power.
Trans-department Communication
※“It is an academic question, if you want to figure out, I am afraid it may cost long time” Some finance managers feel alone that they cannot do communication with other departments leaders. This issue also makes business development be difficult.
※When I have communication with business department, many different ideas may appear due to the different standpoints. Additionally, business employees believe that finance employees are inflexible, and they need to report everything to leader. This will cost time, and delay the business opportunities. If the thing continues this way, it will not only lead the conflict between finance department and business department, but also makes negative impact on enterprise decision.
※I have made too many enemies during work, and the interpersonal relationship is very bad, so CEO did not put me on the promotion list. I am worried about my career.
Leader Communication:
※Finance staff does not have idea of business, and leader does not understand finance. How to transfer the unintelligibility to simple message and deliver to leader?
※Work hard to finish various financial analyses. However, leader believes the result is useless and does not accept the suggestions.
※During the communication with many CFO, finance managers and directors of international companies, most people think these people who are very good at finance skills may not suitable to be managers. Usually their views are limited in finance area.
※Grasp the communication skill is one of the most important factors to be a professional finance manager.
※When I communicate with regional headquarters, the information is not equal. As the result, the opposite cannot understand the content I would like to deliver.
Trainer Introduction:
Mrs. Wang
※Shanghai Jiao Tong University overseas college tax learning and research group leader
※Academic committee member and member of council of State Bureau of Taxation CITRI
※Assessment expert of Shanghai economic and information commission
※Special commentator of Shanghai tax bureau official micro blog
※Tax column writer of “International Finance News”, “The week”
※Usually be the guest of famous media such as CCTV-2, the Xinhua News Agency and Phoenix Satellite Television
※She is an elegant woman with a fine sense of humor. She can combine the boring tax and finance knowledge with real cases. Her main courses have: “the latest policy of VAT Reform recovery and cases analysis”, “EQ Management for enterprise senior executive and communication skill”, “Tax Planning and tax risk management”, “Tax saving for CEO”, “Taxation and the assessment of taxation”, ”Finance management for non-finance staff” etc.
Agenda:
Topic | Value Proposition | |
Self-cultivation The Cultivation of Talents | (A)Change the Way of Thinking: Observe the Overall Situation, Reflect Self 1)The requirements of new model, new products and new technology to finance management 2)The test to enterprise finance work from external economic system 3)Different management styles have different requirements to the quality of finance staff | √Adjust thinking method, widen sight √Observe the overall situation with unique view |
(B)Create Professional Idea: the idea of becoming a CFO 1)Mood adjustment, happy work 2)Devote to work, no excuse 3)Perform awareness, ability of details | √Keep clam and carry on | |
(C)Improve the professional quality: academic skill is the core competence 1)Be a time manager 2)Insight Practice 3)Question discovery and solution 4)Creative Thinking 5)Find the relevance between external and work | √Academic skill is the core competence | |
(D) EQ Management for Finance Staff 1)The time of “Lone Ranger” ends, now is looking for “double-win” 2)No pay no gain 3)Do not easily make “enemies”, good margin help you to success 4)Praise others sincerely, strengthen your appetency 5)Helping others is helping oneself | √Favorable EQ stands for excellent soft skills √Improve relationship, outshine others √Cultivating personality charm | |
(E)Communication Issues Analysis 1)Communication barriers and issues analysis 2)Bad psychology may bring negative to communication 3)Communication is based on the trust 4)Pay attention to the occasion and propriety 5)The factors cause the communication barriers: Differences of individual and thinking methods | √Analysis communication barriers √Seek for the personal reasons may cause no effective communication | |
(F)Practice of Communication Skills 1)Seeking sameness but keeping difference: persuasion or consensus? 2)Adjust: stay in the same world of opposite side 3)Focus: concentrate on the differences 4)Copy Space: leave the space and time after communication 5)Transposition consideration 6)Criticism is a kind of superb skills as well as praise 7)“Borrow the power from others” | √Communication Skill Practical Training √Close the Distance between Both Sides √Get the Effective Communication |
”Family-regulating” Build the leadership style, create efficient finance team---- Suit is Best | (一)Create Efficient Finance Team 1)Strategy of talent choose 2)Control the relationship with subordinate: Keep the majesty or be approachable 3)Management consciousness and build cohesion 4)KPI set and evaluation 5)Team work and team morale promote 6)The performance of EQ and outstanding communication skills | √Control and relationship between subordinate √Hold 80s and 90s √Promote the competitiveness of team √Reduce the talent drain |
(二)Choice of Leadership Style 1)Leadership Style judgment: How to improve my leadership style? 2)Self reflection 3)Cases analysis and research: choice of leadership style 4)Cases analysis through practice training | √If you cannot change yourself as well as the environment, just find a balance between them √Keep personality, embody your values, find the best leadership for yourself | |
(三)Group Discussion: find the answers through simulation | √The Actual Scene, Simulated Training √Tutor Suggestions √Truth from the practice |
State Ordering and Land Governed Trans-department Communication in Internal, and Resource Integration External—be the valued business partner | (一)Trans-department Communication 1)Promote coordination ability, oblige to others 2)Communication and thinking by “non-finance” 3)Resolve the conflicts cleverly: advice from others may help one overcome one 's shortcomings 4)Make preparation is the precondition of communication: Effective communication is not a emergent behavior 5) Practice: scenario simulation | √Have the initiative in hands during the interpersonal communication √Abandon “narcissistic”, use general language to deliver information √Learn to de-conflict, reduce your enemies |
(二)Leader Management 1)Understand ideas of your boss, consider the issues like a CEO 2)Your influence is depended on your value 3)Solid academic skill is the embodiment of value 4)User-friendly | √Realize the thinking method and style of your boss √Express personal value, and get focus | |
(三)Integration of Resources: Transfer the Finance Department from “Cost Center” to “Profit Center” 1)Be a man of intention; use intelligent eyes to find resources 2)Relationship needs maintaining 3)Become the hub of resources Cases Sharing: Review and strengthen the key points through cases | √Have more “additional value” besides finance skills |
姓 名:Judy Jin | 客服热线:400 820 2536 |
非会员报名邮箱:/ | 会员报名邮箱:cs@fcouncil.com |
银行名称:招商银行股份有限公司
开户行:招商银行股份有限公司上海虹桥支行
帐户:121908638710202
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