Synergy Group 财税经理人的软技巧——第一期：探索如何提升领导力与影响力

Synergy Group

财税经理人的软技巧
（第一期）
探索如何提升领导力与影响力

议程安排：
13:00-13:30 签到
13:30-14:00 Part  One: 现场Benchmark：与会同行个人及公司介绍, 需求及学习期望
　　　　　　此环节主要目的是由于每位与会者来自各行各业，范围较广，其财务部在
                   企业内部职能及地位也各不相同，先了解背景，再牵出共性部分进行探讨。
　　　　　　●强势财务：“钦差大臣”角色，传达总部意见，行驶总部职权，Push各
                       部门执行。
　　　　　　●弱势财务：“大内总管”角色，为当地业务发展作支持性工作。
　　　　　　●无论是强势财务还是弱势财务，财务的角色定义在不断变换中，是否抓对
                      工作重点？来自共同属性的同行，他们的工作重点是什么？工作重点的改变
                      对于其职能的完善或者对于增加财务部在企业中的bargaining power有何
                      帮助？

14:00-15:00 Part Two: 跨部门沟通问题分析及方案探讨
　　　　　　此环节主持人将会先介绍自己在跨部门沟通中遇到的实际问题与解决
                    思路等，然后组织大家进行讨论，最后点评解决类似问题的方法及需要
                    避免的风险点与注意事项等
　　　　　　探讨要点：
　　　　　　●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。
　　　　　　●“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”, 业务
                       部门不理解财务语言，造成了许多业务无法顺利开展。
　　　　　　●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！
　　　　　　●其他（您的问题与困扰）
15:00-15:15 茶歇
15:15-16:45 Part Three :向上管理问题剖析及方案探讨
　　　　　　此环节为探讨分享，参会同行可以发表自己的观点，与其它参会同行头脑
                    风暴，一起探索“向上管理”的解决方案
　　　　　　探讨要点：
　　　　　　●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。如何让
                       领导Buy-in你的意见？
　　　　　　●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
　　　　　　●其他（您的问题与困扰）
16:45-17:00 对下一期SG活动内容的期许

相关活动：
7月24-25日 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
http://www.fcouncil.com/cn/event_register.asp?hd_id=917

Synergy Group

Soft Skills Series -- Explore the way to improve leadership and influence

Key Point:
※Explore the issues that finance directors may meet during the career development, and have deep understanding of the finance function.
※Peer will help you to analysis the issues, and give suggestions about external communication and leader communication.
※Experience can be used in practice

Opinion from facilitator--Why the soft skills are the shortage of finance staff?
※Function of Finance Department: Traditionally, the function of finance department is to set up rules and inspection.
※The Requirements of Finance Staff: the strict behavior of finance staff may cause the lack of the skills for interpersonal relationship.
※Demands may change within the career development: Generally, the reason for promoting basic finance staff is good academic skill. However, promotion of finance manager may not need such high requirements of academic skills. In this situation, finance staff will lack soft skill training.

It is no doubt that soft skill is one of the most important professional qualities for finance staff. According to the demand of senior finance manager, F-council open up “Improve the leadership and influence comprehensively” series of activities, in order to help peer rise the leadership and influence.

Guests:
Apple Huang, Global 500 Germany Enterprise CFO
Experience:
Formerly worked in Colgate, GE, MAN, VW etc. 500 Global, had position of Finance Director, CFO. He had 20 years working experience of senior finance management.
Skilled Field:
Finance, internal control management, finance management, insurance, project management, IT ERP etc.

Agenda:
13:00-13:30 Register
13:30-14:00 Part One: Benchmark: Self and company introduction, demand and expectation description
The guests are from various industries, and the functions of their finance department are also different. Through the introduction, guests may find the common topic and have discussion..
Powerful Finance Department: “Imperial Envoy”, deliver the message of headquarters, execution of headquarter power
Weakness Finance Department: “Housekeeper”, do some support work.
Whatever the powerful or weakness finance department, the definition of finance is transforming. Is the work emphasis correct? In same industry, are the finance department has the common work emphasis? Will the change of work emphasis bring the benefits or give the help to finance department in bargaining power?

14:00-15:00 Part Two: Issues of Trans-department Communication Analysis and Discuss
In this step, emcee will share some issues that he met during the trans-department communication and solve methods. Then, guests can have some discussion, and finally offer some comments about this issue.
Discussion Point:
　　　　●During the communication with business department, as the different standpoints, the opinions will be disagreement. In the view of business staff, they 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.
　　　　●“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.
　　　　●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.
　　　　●Else (Your ideas and confusions?)

15:00-15:15 Tea Break
15:15-16:45 Part Three: Issues of leader Communication and analysis and discussion
In this step, guests can present their own opinion, have brainstorming, and explore and find the way to leader communication.
Key Point:
　　　　●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.
　　　　●Else (Your ideas and confusions?)
16:45-17:00 Expectations for next activity