Cross-Functional Finance Manager Skills

The Client Need


"To help our first-year managers succeed in their new role, we wanted to bring them together and provide them with soft-skills training specific to their finance role. They needed skills refinement in storytelling, cross-functional collaboration, and risk management. It was important to us to create learning that was immersive and authentic."

- Fortune 100 Firm

 

The Design


A two-day, in-person, immersive experience in which learners analyze and solve multiple real-life case scenarios while building their internal collaborative network.

Audience: First and second-year finance managers - U.S. and India
Skills in Focus: Storytelling; teaming and cross-functional collaboration; risk management
Features: Observe and Critique; Story-Centered Learning; Immersive Simulation; Instructor-Led Training (ILT); Gamification

 

The Details


  • Learners critique a peer’s (fictional) presentation to an internal leader. Working in teams, they revise and present an updated version and receive feedback from peers and expert facilitators.

  • A card game stimulates discussion on storytelling best practices to reinforce lessons learned while also facilitating face-to-face networking.

  • Learners analyze 3 internal finance-related situations that went awry. Teams recommend resolution strategies to fictional leaders who throw curve balls, requiring learners to think on their feet and practice newly acquired skills.

  • Participants are grouped into mixed job-function teams to discuss additional authentic scenarios that benefit from cross-functional teaming, and present recommendations they can use themselves in the future.

 

The Awards


AWARD-WINNING PROGRAM: Brandon Hall Excellence Awards recognize the best organizations that have successfully deployed programs, strategies, modalities, processes, systems, and tools that have achieved measurable results.

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