Managing People in Finance

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For many businesses, people are the largest cost. This course will help you to get everyone lined up and enthusiastic about achieving the organisation’s goals, and ensure they are as productive as they can be.

£100 +VAT

4 CPD hours

120 days’ access

Use ACPD101 for 10% off any purchase.

Managing People in Finance

£100 +VAT

4 CPD hours 120 days’ access
Use ACPD101 for 10% off any purchase.

Managing People in Finance

This course is not currently available. To find out more, please get in touch.

This course will enable you to

  • Provide personal leadership to your team and financial leadership to your colleagues
  • Align your team with the organisation’s strategy to get them focused on the right outcomes, encouraging team cohesion for hybrid and remote workers to keep them on track
  • Become an effective coach, motivating your team and improving their performance through constructive coaching, understanding that people are motivated differently generationally
  • Strike an appropriate balance between managing and doing, deciding how to delegate effectively, using available technology and AI to improve personal and team efficiency

About the course

For many businesses, people are the largest cost. So, it makes sense that we should apply the same rigour to our investment in them as we do to an investment in a new project or plant and equipment. Despite our changing corporate landscape with hybrid and remote working now the norm for many, this course will help you to get everyone lined up and enthusiastic about achieving the organisation’s goals, and ensure they are as productive as they can be.

The course focuses on two key concepts: alignment – how to get everyone pushing in the same direction – and productivity – increasing the productivity of your team by helping them get as good as they can be, making use of rapidly evolving AI and all the technological tools available to aid development and efficiency. The course will help you to grow as a leader, a coach and an effective member of the team.

Contents

Management

Management in finance
The meaning of management
Organisational structure

Leadership

Leadership in finance
The meaning of leadership
What makes a good leader?
Leadership styles

Alignment

Alignment and goal translation
The art of creating alignment
Our role in creating alignment
Mission statements, goals and objectives
Be SMART about objectives

Setting expectations

Performance criteria in finance
Defining accountabilities
The importance of accountabilities
Setting standards
Standards in practice
Competencies
Utilising competencies in feedback
Personal development plans
Aligning personal development with company goals

Coaching

The manager as coach
The importance of coaching
Motivation – which theory works for you?
What makes us tick?
Motivating people

Effective feedback

Providing feedback
The power of feedback
Feedback pitfalls
Structuring a formal feedback session
A different perspective
Root causes of performance problems
Dealing with difficult situations

Leading from within the team

Doing vs managing
Balancing your workload
Rules for effective delegation
Being a role model
Communication – the key skill of every manager

Performance appraisals

Handling performance appraisals
Don’t mess it up – tips on handling appraisals

How it works

Author

Alan Nelson

Alan Nelson

Alan Nelson is the founder of accountingcpd and has a keen interest in economics and in management skills training in the accountancy profession. He has been Chair of ICAEW’s Practice Assurance Committee, and a member of ACCA’s SME Committee and of IFA’s Regulatory Committee. He is currently a member of the Bank of England’s Decision Making Panel.