Engage with the Top Table
Engaging with the top table is a pivotal step for any finance leader aspiring to become a true strategic partner. This module unpacks how CFOs can elevate their role by building credibility with the CEO and Board, communicating value beyond numbers, and aligning finance with corporate strategy. Through real-world examples and executive-level insights, participants will learn to position themselves as trusted advisors, capable of influencing boardroom discussions and guiding long-term direction.
Learn how to engage with the top table in order to take you through the journey from being a respected finance leader to becoming a trusted board member. Participants will understand what your CEO and Board really want from their CFO, learn how to manage these critical relationships and master the challenges of stepping up to support your CEO and Board
- Tuesday, September 30, 2025
- 4:00 pm - 6:00 pm BST (11:00 am - 1:00 pm EDT)
- Field of Study: Management Services 1 CPE Credit (1 CPD Hour) Communications and Marketing 1 CPE Credit (1 CPD Hour)
Course Testimonials







Course Overview
What we Cover:
- Understanding the expectations of CEOs and Boards
- Navigating boardroom dynamics and leadership influence
- Building a personal brand as a credible finance leader
- Communicating strategic value through financial insights
- Shifting from technical operator to strategic partner
The Challenges:
- Translating financial data into compelling strategic narratives
- Managing tension between short-term pressures and long-term vision
- Building trust and influence in senior leadership circles
- Establishing a proactive rather than reactive finance function
- Overcoming imposter syndrome and self-doubt at the top level
The Barriers:
- Limited board exposure or experience
- Over-reliance on operational finance skills
- Difficulty in articulating commercial impact in strategic terms
- Misalignment between finance language and board priorities
- Lack of visibility or confidence in high-stakes environments
Learning Outcomes:
Upon completing this module, participants will:
- Understand the mindset and expectations of the CEO and Board
- Strengthen their ability to influence high-level decision-making
- Communicate complex financial insights with clarity and conviction
- Build executive presence and credibility at the board level
- Develop a strategic action plan to position finance as a value driver
Business Benefits:
- Greater alignment between strategy and finance
- More confident and proactive CFOs and finance leaders
- Improved communication between finance and executive stakeholders
- Enhanced board reporting and decision-making readiness
- Stronger leadership bench for future succession planning
Course Facilitator

Susana Serrano-Davey
Facilitator
Susana is a Chartered Accountant (FCA) with over 20 years of international experience, having progressed to the C-suite, founded and sold a successful business, and established herself as a strong communicator and leader with a collaborative and entrepreneurial approach.
Prerequisites: No Prerequisite knowledge is required to be successful in this course
Advanced Preparation: No advanced preparation is required
Program Level: Basic
Delivery Method: Group Live
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- September 30, 2025
- Included in Premium Membership
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