Behavioral Skills for High Performing Finance Teams

Overview

The statement of cash flows is an important financial statement as it offers a detailed account of a company’s cash inflows and outflows from operating, investing, and financing activities, helping stakeholders assess the firm’s liquidity, operational efficiency, and overall financial health. Megan Schoeps, Director in CFO Advisory with Wiss & Company, joins this segment to discuss the importance of the statement of cash flows. This includes discussion of the key sections of the statement of cash flows, working capital and non-cash considerations, cash flow ratios and metrics, as well as forecasting techniques.

Highlights

Prerequisites

Work experience in a corporate staff environment, or an introductory course in personal development.

Objectives

• Identify the four Birds Model archetypes (eagle, parrot, dove, owl) and describe how they align to DISC behavioral styles.
• Distinguish how each bird style typically communicates, makes decisions, and responds under pressure in finance and accounting settings.
• Recognize strategies to improve collaboration, manage conflict, and tailor communication across cross-functional stakeholders.
• Select appropriate techniques to balance precision and efficiency'especially when coaching detail-driven "owl" behaviors during deadline-driven work.

Preparation

None.

Notice

This is a self-study/on demand course offered by a 3rd party vendor and will NOT be accessible in the My Upcoming CPE section of the ISCPA website. Course access information will be emailed directly to you by CalCPA. The course expires one year from the purchase date. Format = Online Self-Study.