GUIDE TO CFO SUCCESS - Samuel's CFO...
Transcript of GUIDE TO CFO SUCCESS - Samuel's CFO...
![Page 1: GUIDE TO CFO SUCCESS - Samuel's CFO Websitedergelcfo.com/wp-content/uploads/2015/06/FEI-Dallas-Secrets-to-CFO-Success.pdfguide to cfo success s a m u e l d e r g e l invest in your](https://reader033.fdocuments.in/reader033/viewer/2022060307/5f09c7227e708231d42873e2/html5/thumbnails/1.jpg)
CFO SUCCESS
SAMUEL DERGEL
S e c r e t s t oF E I D a l l a s – C a r e e r M a n a g e m e n t 2 0 1 5
J u n e 2 4 , 2 0 1 5C F O S u c c e s s
![Page 2: GUIDE TO CFO SUCCESS - Samuel's CFO Websitedergelcfo.com/wp-content/uploads/2015/06/FEI-Dallas-Secrets-to-CFO-Success.pdfguide to cfo success s a m u e l d e r g e l invest in your](https://reader033.fdocuments.in/reader033/viewer/2022060307/5f09c7227e708231d42873e2/html5/thumbnails/2.jpg)
SAMUEL DERGEL/ LEARN MORE
S A M U E L D E R G E L@ D e r g e l C F O / # C F O S u c c e s s
Bio: http://cfo.expert
CFO Moves: www.cfomoves.com
Samuel’s CFO Blog www.dergelcfo.com/blog
Book: www.guidetocfosuccess.com
![Page 3: GUIDE TO CFO SUCCESS - Samuel's CFO Websitedergelcfo.com/wp-content/uploads/2015/06/FEI-Dallas-Secrets-to-CFO-Success.pdfguide to cfo success s a m u e l d e r g e l invest in your](https://reader033.fdocuments.in/reader033/viewer/2022060307/5f09c7227e708231d42873e2/html5/thumbnails/3.jpg)
S A M U E L D E R G E L
Social Media Info
@ D e r g e l C F O / # C F O S u c c e s s
Presentation Links: http://bit.ly/cfosuccessdallas
Twitter: @DergelCFO
Hashtag: #CFOSuccess
![Page 4: GUIDE TO CFO SUCCESS - Samuel's CFO Websitedergelcfo.com/wp-content/uploads/2015/06/FEI-Dallas-Secrets-to-CFO-Success.pdfguide to cfo success s a m u e l d e r g e l invest in your](https://reader033.fdocuments.in/reader033/viewer/2022060307/5f09c7227e708231d42873e2/html5/thumbnails/4.jpg)
DISCUSSION TODAY/ Agenda
Some CFOs are more successful than others.
• What makes a CFO successful?
• What changes can you make that will improve your
personal career success?
• How can you be the best CFO for your current
employer as well as your next one?
S A M U E L D E R G E L@ D e r g e l C F O / # C F O S u c c e s s
![Page 5: GUIDE TO CFO SUCCESS - Samuel's CFO Websitedergelcfo.com/wp-content/uploads/2015/06/FEI-Dallas-Secrets-to-CFO-Success.pdfguide to cfo success s a m u e l d e r g e l invest in your](https://reader033.fdocuments.in/reader033/viewer/2022060307/5f09c7227e708231d42873e2/html5/thumbnails/5.jpg)
S A M U E L D E R G E L
WHAT MAKES A CFO SUCCESSFUL?
@ D e r g e l C F O / # C F O S u c c e s s
![Page 6: GUIDE TO CFO SUCCESS - Samuel's CFO Websitedergelcfo.com/wp-content/uploads/2015/06/FEI-Dallas-Secrets-to-CFO-Success.pdfguide to cfo success s a m u e l d e r g e l invest in your](https://reader033.fdocuments.in/reader033/viewer/2022060307/5f09c7227e708231d42873e2/html5/thumbnails/6.jpg)
WHAT MAKES A CFO SUCCESSFUL?/ 4 POINTS
Being part of a successful company (or story)
Making a difference
Being known on the outside
Relationships
S A M U E L D E R G E L@ D e r g e l C F O / # C F O S u c c e s s
![Page 7: GUIDE TO CFO SUCCESS - Samuel's CFO Websitedergelcfo.com/wp-content/uploads/2015/06/FEI-Dallas-Secrets-to-CFO-Success.pdfguide to cfo success s a m u e l d e r g e l invest in your](https://reader033.fdocuments.in/reader033/viewer/2022060307/5f09c7227e708231d42873e2/html5/thumbnails/7.jpg)
Being part of a successful company/ or story
Everyone loves a winner
Success attracts success
S A M U E L D E R G E L@ D e r g e l C F O / # C F O S u c c e s s
![Page 8: GUIDE TO CFO SUCCESS - Samuel's CFO Websitedergelcfo.com/wp-content/uploads/2015/06/FEI-Dallas-Secrets-to-CFO-Success.pdfguide to cfo success s a m u e l d e r g e l invest in your](https://reader033.fdocuments.in/reader033/viewer/2022060307/5f09c7227e708231d42873e2/html5/thumbnails/8.jpg)
Making a difference/
Being recognized internally
Making decisions
Being a leader among leaders
S A M U E L D E R G E L@ D e r g e l C F O / # C F O S u c c e s s
![Page 9: GUIDE TO CFO SUCCESS - Samuel's CFO Websitedergelcfo.com/wp-content/uploads/2015/06/FEI-Dallas-Secrets-to-CFO-Success.pdfguide to cfo success s a m u e l d e r g e l invest in your](https://reader033.fdocuments.in/reader033/viewer/2022060307/5f09c7227e708231d42873e2/html5/thumbnails/9.jpg)
Being known on the outside/
Today’s successful CFO is visible, inside & outside the organization
Visibility is hard work
What are you doing to be visible?
What do you need to improve on to be a better outside facing
CFO?
S A M U E L D E R G E L@ D e r g e l C F O / # C F O S u c c e s s
![Page 10: GUIDE TO CFO SUCCESS - Samuel's CFO Websitedergelcfo.com/wp-content/uploads/2015/06/FEI-Dallas-Secrets-to-CFO-Success.pdfguide to cfo success s a m u e l d e r g e l invest in your](https://reader033.fdocuments.in/reader033/viewer/2022060307/5f09c7227e708231d42873e2/html5/thumbnails/10.jpg)
Relationships/
What is more important?
• IQ
• EQ
CFO Relationship Map
S A M U E L D E R G E L@ D e r g e l C F O / # C F O S u c c e s s
![Page 11: GUIDE TO CFO SUCCESS - Samuel's CFO Websitedergelcfo.com/wp-content/uploads/2015/06/FEI-Dallas-Secrets-to-CFO-Success.pdfguide to cfo success s a m u e l d e r g e l invest in your](https://reader033.fdocuments.in/reader033/viewer/2022060307/5f09c7227e708231d42873e2/html5/thumbnails/11.jpg)
CFO Relationship Map/
S A M U E L D E R G E L@ D e r g e l C F O / # C F O S u c c e s s
Figure 8.1 - Guide to CFO Success: Leadership Strategies for Corporate Financial ProfessionalsPublished by Wiley & Sons
© Samuel Dergel, 2014
![Page 12: GUIDE TO CFO SUCCESS - Samuel's CFO Websitedergelcfo.com/wp-content/uploads/2015/06/FEI-Dallas-Secrets-to-CFO-Success.pdfguide to cfo success s a m u e l d e r g e l invest in your](https://reader033.fdocuments.in/reader033/viewer/2022060307/5f09c7227e708231d42873e2/html5/thumbnails/12.jpg)
S A M U E L D E R G E L
CHANGES YOU CAN MAKE TO
IMPROVE YOUR SUCCESS
@ D e r g e l C F O / # C F O S u c c e s s
![Page 13: GUIDE TO CFO SUCCESS - Samuel's CFO Websitedergelcfo.com/wp-content/uploads/2015/06/FEI-Dallas-Secrets-to-CFO-Success.pdfguide to cfo success s a m u e l d e r g e l invest in your](https://reader033.fdocuments.in/reader033/viewer/2022060307/5f09c7227e708231d42873e2/html5/thumbnails/13.jpg)
What can you do?/
Changes you can make
• Plan for your success
• Steps you need to take
S A M U E L D E R G E L@ D e r g e l C F O / # C F O S u c c e s s
![Page 14: GUIDE TO CFO SUCCESS - Samuel's CFO Websitedergelcfo.com/wp-content/uploads/2015/06/FEI-Dallas-Secrets-to-CFO-Success.pdfguide to cfo success s a m u e l d e r g e l invest in your](https://reader033.fdocuments.in/reader033/viewer/2022060307/5f09c7227e708231d42873e2/html5/thumbnails/14.jpg)
S A M U E L D E R G E L
PLAN FOR YOUR SUCCESS
@ D e r g e l C F O / # C F O S u c c e s s
/ to be more successful
![Page 15: GUIDE TO CFO SUCCESS - Samuel's CFO Websitedergelcfo.com/wp-content/uploads/2015/06/FEI-Dallas-Secrets-to-CFO-Success.pdfguide to cfo success s a m u e l d e r g e l invest in your](https://reader033.fdocuments.in/reader033/viewer/2022060307/5f09c7227e708231d42873e2/html5/thumbnails/15.jpg)
How to plan for success/
How to get thereWing it
Plan
Success requires focus onEmployer ANDCareer
Personal challenge
S A M U E L D E R G E L@ D e r g e l C F O / # C F O S u c c e s s
% of Failure
% of Success
![Page 16: GUIDE TO CFO SUCCESS - Samuel's CFO Websitedergelcfo.com/wp-content/uploads/2015/06/FEI-Dallas-Secrets-to-CFO-Success.pdfguide to cfo success s a m u e l d e r g e l invest in your](https://reader033.fdocuments.in/reader033/viewer/2022060307/5f09c7227e708231d42873e2/html5/thumbnails/16.jpg)
How to plan for success/ continued
Yet, in my experience…
The THING TO REMEMBER is…
Planning • You know how to plan, but• Can you properly plan for yourself?
Be honest with yourself• Mentor• Coach
S A M U E L D E R G E L@ D e r g e l C F O / # C F O S u c c e s s
![Page 17: GUIDE TO CFO SUCCESS - Samuel's CFO Websitedergelcfo.com/wp-content/uploads/2015/06/FEI-Dallas-Secrets-to-CFO-Success.pdfguide to cfo success s a m u e l d e r g e l invest in your](https://reader033.fdocuments.in/reader033/viewer/2022060307/5f09c7227e708231d42873e2/html5/thumbnails/17.jpg)
S A M U E L D E R G E L
STEPS YOU NEED TO TAKE
@ D e r g e l C F O / # C F O S u c c e s s
/ to be more successful
![Page 18: GUIDE TO CFO SUCCESS - Samuel's CFO Websitedergelcfo.com/wp-content/uploads/2015/06/FEI-Dallas-Secrets-to-CFO-Success.pdfguide to cfo success s a m u e l d e r g e l invest in your](https://reader033.fdocuments.in/reader033/viewer/2022060307/5f09c7227e708231d42873e2/html5/thumbnails/18.jpg)
Steps you need to take/ to be more successful .1
How successful are you, really?
Branding exercises sure help
Read: The Power of Personal Branding for Career Success, Karen
Wensley, CPA Canada, 2012
S A M U E L D E R G E L@ D e r g e l C F O / # C F O S u c c e s s
![Page 19: GUIDE TO CFO SUCCESS - Samuel's CFO Websitedergelcfo.com/wp-content/uploads/2015/06/FEI-Dallas-Secrets-to-CFO-Success.pdfguide to cfo success s a m u e l d e r g e l invest in your](https://reader033.fdocuments.in/reader033/viewer/2022060307/5f09c7227e708231d42873e2/html5/thumbnails/19.jpg)
Steps you need to take/ to be more successful .2
Assessment - Have you done one?
This is what I use for my Strong CFO Program
Read: Strengths Based Leadership: Great Leaders, Teams,
and Why People Follow, Tom Rath & Barrie Conchie, Gallup
Press, 2009
Go ahead: Read my personal Strengthsfinders assessment
S A M U E L D E R G E L@ D e r g e l C F O / # C F O S u c c e s s
![Page 20: GUIDE TO CFO SUCCESS - Samuel's CFO Websitedergelcfo.com/wp-content/uploads/2015/06/FEI-Dallas-Secrets-to-CFO-Success.pdfguide to cfo success s a m u e l d e r g e l invest in your](https://reader033.fdocuments.in/reader033/viewer/2022060307/5f09c7227e708231d42873e2/html5/thumbnails/20.jpg)
Steps you need to take/ to be more successful .3
Know what you need to do
Plan to get it done
Stay on track
Keep yourself on track
OR
Get help
S A M U E L D E R G E L@ D e r g e l C F O / # C F O S u c c e s s
![Page 21: GUIDE TO CFO SUCCESS - Samuel's CFO Websitedergelcfo.com/wp-content/uploads/2015/06/FEI-Dallas-Secrets-to-CFO-Success.pdfguide to cfo success s a m u e l d e r g e l invest in your](https://reader033.fdocuments.in/reader033/viewer/2022060307/5f09c7227e708231d42873e2/html5/thumbnails/21.jpg)
S A M U E L D E R G E L
BEING THE BEST CFO FOR YOUR CURRENT
AND FUTURE EMPLOYER
@ D e r g e l C F O / # C F O S u c c e s s
/
![Page 22: GUIDE TO CFO SUCCESS - Samuel's CFO Websitedergelcfo.com/wp-content/uploads/2015/06/FEI-Dallas-Secrets-to-CFO-Success.pdfguide to cfo success s a m u e l d e r g e l invest in your](https://reader033.fdocuments.in/reader033/viewer/2022060307/5f09c7227e708231d42873e2/html5/thumbnails/22.jpg)
S A M U E L D E R G E L
NEVER LOOK FOR ANOTHER JOB AGAIN
@ D e r g e l C F O / # C F O S u c c e s s
/
![Page 23: GUIDE TO CFO SUCCESS - Samuel's CFO Websitedergelcfo.com/wp-content/uploads/2015/06/FEI-Dallas-Secrets-to-CFO-Success.pdfguide to cfo success s a m u e l d e r g e l invest in your](https://reader033.fdocuments.in/reader033/viewer/2022060307/5f09c7227e708231d42873e2/html5/thumbnails/23.jpg)
Ideal State/ .1
Never be a CFO in Transition.
In this state you have
Developed your Brand
Have visibility
An excellent Network
S A M U E L D E R G E L@ D e r g e l C F O / # C F O S u c c e s s
![Page 24: GUIDE TO CFO SUCCESS - Samuel's CFO Websitedergelcfo.com/wp-content/uploads/2015/06/FEI-Dallas-Secrets-to-CFO-Success.pdfguide to cfo success s a m u e l d e r g e l invest in your](https://reader033.fdocuments.in/reader033/viewer/2022060307/5f09c7227e708231d42873e2/html5/thumbnails/24.jpg)
Ideal State/ .2
Being a “Great CFO” does not make you a “Great CFO In
Transition”
Can only do this if you focus on your Career AND your Employer
S A M U E L D E R G E L@ D e r g e l C F O / # C F O S u c c e s s
![Page 25: GUIDE TO CFO SUCCESS - Samuel's CFO Websitedergelcfo.com/wp-content/uploads/2015/06/FEI-Dallas-Secrets-to-CFO-Success.pdfguide to cfo success s a m u e l d e r g e l invest in your](https://reader033.fdocuments.in/reader033/viewer/2022060307/5f09c7227e708231d42873e2/html5/thumbnails/25.jpg)
Catching up from behind/ .1
Outplacement Services
Action Plan should identify
What your next role should look like
Your daily schedule
Track your contacts and follow up
Targets and metrics
S A M U E L D E R G E L@ D e r g e l C F O / # C F O S u c c e s s
![Page 26: GUIDE TO CFO SUCCESS - Samuel's CFO Websitedergelcfo.com/wp-content/uploads/2015/06/FEI-Dallas-Secrets-to-CFO-Success.pdfguide to cfo success s a m u e l d e r g e l invest in your](https://reader033.fdocuments.in/reader033/viewer/2022060307/5f09c7227e708231d42873e2/html5/thumbnails/26.jpg)
Catching up from behind/ .2
Time Wasters
Resume
Recruiters
S A M U E L D E R G E L@ D e r g e l C F O / # C F O S u c c e s s
![Page 27: GUIDE TO CFO SUCCESS - Samuel's CFO Websitedergelcfo.com/wp-content/uploads/2015/06/FEI-Dallas-Secrets-to-CFO-Success.pdfguide to cfo success s a m u e l d e r g e l invest in your](https://reader033.fdocuments.in/reader033/viewer/2022060307/5f09c7227e708231d42873e2/html5/thumbnails/27.jpg)
Focus on/
Branding
Visibility
Networking
S A M U E L D E R G E L@ D e r g e l C F O / # C F O S u c c e s s
![Page 28: GUIDE TO CFO SUCCESS - Samuel's CFO Websitedergelcfo.com/wp-content/uploads/2015/06/FEI-Dallas-Secrets-to-CFO-Success.pdfguide to cfo success s a m u e l d e r g e l invest in your](https://reader033.fdocuments.in/reader033/viewer/2022060307/5f09c7227e708231d42873e2/html5/thumbnails/28.jpg)
Accepting your next CFO role/
Fit
Location
Due diligence
Multiple opportunities
Gut check
S A M U E L D E R G E L@ D e r g e l C F O / # C F O S u c c e s s
![Page 29: GUIDE TO CFO SUCCESS - Samuel's CFO Websitedergelcfo.com/wp-content/uploads/2015/06/FEI-Dallas-Secrets-to-CFO-Success.pdfguide to cfo success s a m u e l d e r g e l invest in your](https://reader033.fdocuments.in/reader033/viewer/2022060307/5f09c7227e708231d42873e2/html5/thumbnails/29.jpg)
S A M U E L D E R G E LG U I D E T O C F O S U C C E S S
INVEST IN YOUR SUCCESS/ Read GUIDE TO CFO SUCCESS
/ Share THIS PRESENTATION
/ Buy THIS BOOK FOR YOUR FAVORITE CFO
/ Share YOUR FAVORITE QUOTE
/ Implement A CHANGE IN YOUR CAREER
/ Tell me HOW THIS GUIDE MADE A DIFFERENCE
G U I D E T O C F O S U C C E S S / WWW. G U I D E T O C F O S U C C E S S . C O M
YOUR SUCCESS IS
MY SUCCESS
/ QUOTE
Find me ON LINKEDIN or TWITTER (@DergelCFO)