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From Financial Expert to Strategic Business Leader: Leader EvolutionFrom Financial Expert to Strategic Business Leader: Leader Evolution

$50.00 (USD)

Most individuals who move into leadership positions experience the modern day version of trial by ordeal -it’s sink or swim. To reduce the learning curve and create a more effective process, this course will offer a pragmatic approach for self-motivated individuals to take control of their professional development by giving them the concepts, tools, techniques, and assignments to develop their leadership effectiveness where it counts the most -on the job.

Credits: 2
Estimated Length: 2 hour(s)
Valid for: 12 Month(s)


Name View Schedule
Online Lesson1. From Financial Expert to Strategic Business Leader: Leader Evolution -


  • Identify four stages that expand personal competencies

  • Identify the critical skills and behaviors need to operate at a higher, more strategic level  

Major Topics:  

  • On-the-job application

  • How to enhance technical expertise and personal competence

  • Critical skills and behaviors required to operate at a higher, more strategic level  

Field of Study:  Personal Development 

Recommended CPE Credit Hours:  2.0

Course Level: Overview 

Prerequisites:  None 

Designed For: While highly relevant to new and existing managers, this presentation is ideally suited for technical professionals and leaders in technical organizations looking to develop critical leadership skills distinct from technical expertise.  

Instructor: Dr. Alan Patterson 

Publication Year:  2017

Expiration Date:  Course content is reviewed annually and revised with neccessary changes or else the course is removed.


Alan's Biography: 

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.

Dr. Alan Patterson
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