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Date / Time / Location

Thursday, September 26, 2019
8:30 AM - 12:00 PM
Registration: 8:00 AM

NJCPA Learning Center105 Eisenhower Parkway, Suite 300
Roseland, NJ 07068

CPE Credits

  • 4.00 CPE Credits in MT


  • $189.00 - Member
  • $239.00 - Non Member

Course Developer

The evolution of technical experts into a financial strategist requires a different perspective with a different set of skills. First, they accept financial expertise as a given. Second, they spend time to develop critical relationships throughout the organization. Third, they learn all there is to know about the business, its customers and the competition.

Designed For

Financial managers, directors and executives.


  • Identify the four stages of leadership development
  • Apply the 3 critical skills needed to build credibility and trust to real work situations
  • Determine where, how and why they spend time as coach and teacher for their team
  • Use the tools and techniques needed to gain the stature as a partner and strategist to the business


  • The diminishing role of technical expertise for financial leadership success
  • Building a base of credibility and trust
  • Influence as the defining skill for increasing personal impact
  • The difference between organizational alignment and execution
  • The leader as coach and teacher
  • How to operate at a strategic business level

Course Level



Management /Leadership experience.

Advance Preparation


Additional Notes

Course materials are distributed electronically. To access the materials visit Download to your laptop or tablet prior to the seminar, handouts are added as received.
Help Feed Those in Need
  • The NJCPA Emerging Leaders Council is hosting a Food Drive to benefit the Community FoodBank of New Jersey. Please bring your nonperishable items and canned goods to this event. Peanut butter and tuna fish are always needed.
Event Cancelled

We are sorry to inform you but this event has been cancelled.

Alan Patterson

Alan M. Patterson
AICPA/Professional Development Institute

Dr. Alan Patterson has guided more than a dozen Fortune 500 companies in re-thinking how best to elevate their talent and drive effective organizational change. He has more than three decades of international consulting experience in change management, leadership development, and executive coaching. In 2006, he formed MentorÉ, a consulting organization that focuses on aligning leadership, strategy, roles, and skill sets to major shifts in the business. Prior to MentorÉ, Dr. Patterson worked as a partner for 20 years at Bryan Associates, Inc., a consulting group specializing in competency-based talent development initiatives.

Dr. Patterson’s expertise has been tapped by many global and national organizations, including Anheuser-Busch, Biogen, Entergy, Federal Reserve Bank, Johnson & Johnson, Hewlett-Packard, Major League Baseball, Merck, Sea World, Shire Pharmaceutical and the United States Navy.

A published author, Dr. Patterson has been a featured speaker and workshop leader for several national associations, including serving as a national expert resource for the American Institute for CPAs (AICPA) and many state CPA associations. He holds a BA from the University of Wisconsin-Madison, an MA from University of North Carolina-Chapel Hill, and an Ed.D. from Boston University.

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Event Cancelled

We are sorry to inform you but this event has been cancelled.