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Soft Skills for Financial Professionals

Virtual Seminar


Thursdays, July 18 - August 8, 2019
1:00 PM - 2:30 PM Eastern Time

$500 | $600
Personal Development
Register Now

Join us for an exciting 4-part seminar designed to increase your personal effectiveness in the finance field and beyond. 

Session 1: Improving Your Emotional Intelligence
Thursday, July 18, 2019

What do Jeff Bezos and Warren Buffet have in common, besides truckloads of money? They both have very highly developed emotional intelligence. Research shows that emotional intelligence is the most significant factor in predicting a person's performance, accounting for nearly 90% of people's ascent up the corporate ladder. It affects our management style, how we interact socially, and even our decision making.

While science shows that the lion's share of success is driven by emotional intelligence, most professional training focuses on technical skills. This may be because of a common perception that how people handle emotions is hard-wired, but emotional intelligence involves competencies that can be learned. This course will unpack some myths and realities of emotional intelligence and equip you to start improving yours.

Session 2: Understanding Cross-Cultural Communication 
Thursday, July 25, 2019

Being able to effectively communicate with people from a variety of cultures is an increasingly valuable skill set as businesses operate on a more global basis. Diversity has shown tangible benefits with culturally diverse organizations outperforming their less diverse peers by being six times more likely to innovate and twice as likely to meet or beat financial goals. These realities are driving cultural diversity initiatives at many organizations and research shows that while over 70% of organizations say they want cultural diversity in their workforce only 12% feel they have accomplished this goal.

The advantages of multi-cultural workplaces come with challenges not experienced in less diverse settings. Through awareness and training, we can capitalize on the benefits of cultural diversity while side-stepping potential stumbling blocks presented by cross-cultural communication.

Session 3: Using Data Visualization to Improve Communication
Thursday, August 1, 2019

People understand visual information quicker and more easily than numeric information, yet many professionals who work with large volumes of data routinely present information and analysis using numbers in a tabular format like an Excel spreadsheet. In a recent survey, more than 56% of respondents said they want to not only see data presented visually, but they want more types of visualizations to choose from and over 70% said they want more interactivity with the data. Visualizations help people spot trends, anomalies, exceptions and outliers. However, we are not naturally good at presenting data visually. This course will provide a grounding in basic data visualization concepts.

Session 4: Developing Insights from Data: Connecting Dots Others Don’t to Improve Business Performance
Thursday, August 8, 2019

A recent study showed that 79% of large company executives think that companies that don’t manage big data properly will get left behind. But, data alone is not what businesses are after. They’re after what they think data can do for them. They’re really after the insights they can glean from data that will help them improve their decision making and the actions they take to move their businesses forward.

The value derived from delivering insights far outweighs the value of reporting data or delivering information. Insight helps solve difficult problems by taking a different approach than simply analyzing data. Analysis is valuable to the degree that it helps decision makers make actionable decisions that move business forward.


Learning Objectives

After completing this session you will be able to:

1. Define Emotional Intelligence

  • Describe the components of emotional intelligence

  • List ways to improve your emotional intelligence

2. Explain how to deal with differences in how cultures approach context

  • Describe strategies for dealing with different cultures’ decision making styles

  • Implement tactics for handling different cultural approaches to handling disagreements

  • Define and properly use para-language

3. Define data visualization and explain common visualization goals

  • Describe the six elements of Gestalt principles of visual perception

  • Explain how to choose the right chart type for your purpose

  • Describe how context affects perception

4. Explain why insights are becoming increasingly more valuable

  • Differentiate between data and insight

  • Describe a systematic way to develop insights

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Sanchez (003) John Sanchez
Managing Director, The FPA Group

John Sanchez has more than 20 years’ experience and is Managing Director of the training and consulting firm FPA Group. After earning his bachelor’s degree in accounting from The Florida State University, John started his career at a top ten international accounting firm and transitioned to mergers and acquisitions work for several Fortune 500 companies. He also held significant roles in financial planning and analysis for world-class organizations including Royal Caribbean Cruises and AutoNation. John’s role at AutoNation included developing and managing the strategic plan financial model for a business unit that generated $11 billion in annual revenue.


When he started his consulting practice, AutoNation was John’s first client and he has since served a clientele including solo start-ups and multi-billion dollar conglomerates in an eclectic array of industries. Since 2011, his work has included training assignments for diverse audiences from all over the world.