Career Path for Financial Professionals

1
Career Path for Financial Professionals

• 2007 Annual Conference
• May 23, 2007
• Diane Reichard, CPA, CGFO

2
Agenda

• Introduction
• Getting to Know You
• Part I
• Interview
• Part II
• Conclusion

3
Dress for Success

• Dress for who you want to be
• Appearance shows you care
• Perception is reality
• Stick with the times, but be conservative

4
Respect Others

• You dont command respect, you earn it
• Everyone doesnt know finance like we do
• Explain terms so you are communicating
• on their level
• Listen to needs and meet those needs
• Using people will be seen as a fault

5
Get the Right Tools

• Education
• Masters degree
• FGFOA training (technical)
• Professional certification
• Develop
• Managerial and analytical skills
• Integrity
• Reputation motivated energetic
• Find mentor

6
Be Available

• Willing to tackle any task
• Ask questions from the best
• Train others to know what you know
• Watch how the Finance Director handles the
  situation

7
Get Involved

• Build relationships with others
• Broaden your knowledge to all areas
• Be a member of the local chapter and state
  organization
• Use information from seminars to make an
  impression at your office

8
Be Honest

• Management may not always like the answer
• Confirm that you provide accurate numbers
• Research information to be sure you understand
  what you are presenting
• Fake it till you make it doesnt work- Finance
  professionals can read through that
• Knowledge provides a comfort level of accuracy

9
Provide Yourself

• Step up to the plate if asked
• Dont step on people while going up, you may fall
  on them when coming down
• Be faithful in the little things
• Being critical does not prove you are better
• Provide solutions

10
Focus On

• How to Motivate
• How to Manage
• How to Mentor

11
Sayings

• Treat every day as if it were your last
• Surround yourself with good people
• Make yourself valuable
• Seek for win-win solutions
• Find solutions to problems

12
Finally

• Seek out the best
• Read and learn all you can
• As opportunities arise, take the challenge
• Work hard toward your goal, and
• ONE DAY YOU WILL REAP THE
• DESIRED RESULTS!!!!

13
Questions
14
Contact

• Diane Reichard, CPA, CGFO
• Finance Director
• City of Temple Terrace
• 813-989-7103
• dreichard_at_templeterrace.com