Course ID: SSF

Strategic Skills for Finance

You know that strategy is important! According to a Deloitte survey, strategy setting has doubled in importance for CFOs. Yet 75% of CFOs indicate that their staff needs training to perform in a strategic role. So how do you change your focus from historical financial presentation to future strategic planning? Get your team prepared for the challenges by learning how to analyze data, define decision-making options, present effectively, gain consensus, and develop action plans.

Learning Objectives

  • Identify the major components of strategic planning including various methods for data analysis.
  • Review the components of a business case.
  • Develop effective financial presentation skills.
  • Understand how to create a successful implementation plan.
  • Practice consensus building.

Major Topics

  • Conducting financial analysis.
  • Preparing a business case.
  • The do’s and don’ts of financial presentations.
  • Strategic action planning.
  • Consensus building skills.

Advanced Preparations


Who Should Attend

Financial professionals who are team leaders.

Fields of Study

Communications & Marketing


Familiar with financial reporting and data analysis


Business Learning Institute Dulaney Center II

CPE Credits


This course is available for your group as:


Let's Roll!

To learn more or customize this course for your group, complete this form and a COCPA team member will get back with you shortly.

Or, contact COCPA: (800) 523-9082 or
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