If you are looking for a dynamic, interactive, educational and fun session to kick-start your thought process, this is the place to be!
Most finance leaders agree that the wide array of activities they perform in the course of their day-to-day functions, like talent recruiting, employee development, performance management, business development, client relationships, expertise delivery, brand marketing and financial results delivery all require one thing in common – an understanding and demonstration of inclusive leadership skills when it comes to all stakeholders, many of whom may not directly report to them.
Yet, when we ask what inclusive leadership means, these decision makers respond differently, capturing some elements of the concept, but not others. This full-day workshop will explore multiple facets of being an inclusive leader and how to improve knowledge and skills in inclusive leadership by focusing on its two primary components, leadership and inclusion.
Join us for a day to connect with other financial professionals in Idaho, consider issues from a new angle and re-energize yourself.
Financial leaders, when well equipped with strong leadership skills, can act as catalysts for growth for their companies and careers. This summit, designed with the needs of financial leaders in mind, features a range of timely topics geared towards:
- Cultivating ideas which will improve your company's business processes.
- Developing strategies and policies for future growth and success of your business.
7:30 – 8:00 AM - Welcome & Networking
8:00 – 11:45 AM - Session 1: The CTR Factor Leadership Quotient
8:00 – 9:10 AM - Apprehension
- Thought Experiment #1 & #2
- Currencies Of Influence
- CTR Factor Model
9:10 - 10:35 AM - Assessment
- Self Assessment
- CTR Factor Leadership Profiles
- Strengths & Opportunities
10:35 - 11:45 AM - Action
- Corporate Cultures
- Constituency-based Cultures
- CTR Factor Styles
11:45 AM – 12:45 PM - Networking Lunch
12:45 – 4:30 PM - Session 2: Cultural Dexterity
12:45 – 1:55 PM - Credibility Norms
- Definitions & Caveats
- Time Orientation
- Change Orientation
- Work Orientation
- Bridging Techniques
1:55 - 3:20 PM - Trust Norms
- Relationship Orientation
- Communication Orientation
- Bridging Techniques
3:20 - 4:30 PM - Respect Norms
- Hierarchical Orientation
- Group Orientation
- Bridging Techniques
- Cultural Profile Histograms
4:30 - 4:45 - Wrap Up
LEADERSHIP – THE CTR FACTOR LEADERSHIP QUOTIENT
Leadership is an ultimate, magnificent act of free will on the part of those who follow. The awesome, magical secret of great leaders is that they have figured out how to make that act happen consistently and predictably. Our findings indicate that they do so by earning three Currencies of Influence - Credibility, Trust & Respect (C-T-R), building three Assets of Impact - Results, Relationships, & Resources, and making three Investments of Intention - Capabilities, Character, & Competencies. Understanding and leveraging this CTR Factor Model will enable CFOs and senior finance leaders to increase their influence and impact with all stakeholders and constituencies, even those that may not report to them.
This morning session will cover three modules regarding the CTR Factor Model – Apprehension, Assessment and Action. At the end of the session, participating finance leaders will be more aware of their Credibility Quotient, Trust Quotient, and Respect Quotient, their CTR Factor Leadership Profiles, as well as the strengths and opportunities in their profiles. They will also be equipped with specific tactics and techniques to advance and enhance their CTR Factor Leadership Quotient.
INCLUSION – CULTURAL DEXTERITY
While the CTR Factor Leadership Model applies to leaders of all backgrounds and constituencies, different demographic groups based on race/ethnicity, gender and generation earn the CTR factor currencies differently based upon cultural norms that might be deeply held, but often subliminal. A precise knowledge of one's own cultural norms and those of others can help leaders adapt and adjust their style appropriately based upon the diversity in their environment, thereby exhibiting cultural dexterity, and being more inclusive towards those around them.
This afternoon session will cover three modules regarding Cultural Norms – Credibility Norms like Time Orientation, Change Orientation and Work Orientation, Trust Norms like Relationship Orientation and Communication Orientation, and Respect Norms like Hierarchical Orientation and Group Orientation. At the end of the session, participants will be more aware of their own profiles on these norms and those of others around them, the cultural trends and trajectories exhibited by various diverse constituencies, the cultural norms of their own organizations, and the associated inter-personal and inter-cultural gaps . They will also be equipped with specific tactics and techniques to bridge across these gaps to create a more inclusive environment.
- Finalize pre-conference "homework"
Surinder is the CEO and Co-founder of the CTR Factor Inc., an advisory services firm in leadership, diversity, and inclusion, serving publicly and privately held corporations, associations and non-profits, universities and foundations.
In addition to the above role, Mr. Surinder also serves as the CEO of QuantumFly and as CEO of MyRequest US, two startups revolutionizing the talent management and property management spaces.
Mr. Surinder has developed the techniques and concepts he teaches during a long and successful business career spanning 30 years as an executive, consultant, board member, author, entrepreneur and professor As part of this journey, he has served as Chief Learning Officer of Kaleidoscope Group, a highly respected full service D&I provider with a distinguished history of serving diverse clients for 25 years.
He has also been Chief Learning Officer at ALPFA, the nation's largest Latino professional organization with 72,000 members and 190+ chapters in cities across America. In this role, he led the development of strategic relationships, and design and delivery of learning programs for clients such as Walmart, PwC, Santander, MassMutual, Voya, Disney, New York Life, Kaiser Permanente, P&G, HJ Heinz, JB Hunt, and Accenture.
His entrepreneurial experience includes serving as Global Head of Consulting Services at Diversity MBA magazine, and Founder & President at Systems & Statistics Group. His corporate experience spans multiple industries, and companies like Pfizer, Verizon, McKinsey, Centurylink, Capital One, and Barclays. He has held C-level roles running billion dollar P&Ls and large global functional groups.
He is the author of the forthcoming book, The CTR Factor: How high is Your Leadership Quotient, former board member of three boards, and former Adjunct Professor of Strategic Management at the City University of New York. In 2011, he was recognized as one of the Top 100 Senior Executives under 50 by Diversity MBA magazine.
Mr. Surinder holds a BS in Civil Engineering, an MS in Structural Engineering and an MBA in Marketing.