Financial Leadership and Decision Making Amid Complexity Course


Financial Executives International (FEI ) and TRI Corporation present Financial Leadership & Decision Making Amid Complexity, a simulation-driven course delivered in an action-packed team style across the span of three and one half days, hosted in conference and corporate learning environments, such as Cisco, GE, Boeing, Dell and Stanley Black & Decker.

The course, sponsored by Deloitte, will take teams of participants through six simulation rounds, each representing a fiscal quarter, that present real-world business challenges in role-play scenarios with faculty. Navigating the interrelationships of core competencies including leadership, exploration, adaptability, organization, receptivity, creativity, discrimination, and communication, participants will improve decision making and leadership outcomes that will translate into their real-life work.

Interspersed with the simulation rounds will be plenaries, team and universe debriefs, a world operations review and risk assessment, and shared learnings. Participants will also benefit from guest speakers throughout the week and opportunities to network with other top-tier and emerging leaders from a range of organizations – public and private, national and global.

Participating organizations can expect their leaders to emerge from the course with the skill set to:

  • Make decisions under uncertainty (limited and uncertain information, time pressure, divergent opinions, scarce resources) from a system’s perspective;
  • Develop, coach and motivate team members;
  • Understand the uncertainty and change in global, regulatory, competitive and customer landscapes;
  • Act as a valued business partner to all functions and deal with their inter-dependencies;
  • Have technical proficiency of all aspects of operating, investment and financial decisions;
  • Understand competencies - when to be receptive, communicative, exploratory, or adaptable when in key management and leadership roles; and
  • Create long term growth from a responsible mindset in meeting commitments, accountability and prudent risk taking.

The interpersonal and leadership skills critical for emerging leaders and future CFOs and other financial executives will be measured and coached using the IPSP™ Integral Psychology Profile Leadership Assessment. The IPSP offers a dynamic way to rethink how to solve complex problems beyond temperament; that is it offers an analytical way to discover necessary core competencies required in today’s complex organizations such as:

Leadership | Receptivity | Communication | Creativity
Exploration | Organization | Adaptability | Analysis

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The course consists of several ways to build cross-functional dynamic financial leadership using the above core competencies throughout the experience of operating a business - with the help of others - the knowledge is acquired “in doing the work” with teams throughout the journey.

Course Assessment and Faculty Overview »

During these action-filled days, participants will also learn how to understand the relationship that one competency has with other competencies that will help increase successful decision-making or leadership outcomes during the simulation, and have relevancy upon returning to work.

The program will offer high engagement opportunities during class, plenary accomplished guest speakers through the week, and opportunities to network with other top tier leaders and emerging leadership team members from public and private, national and international organizations.

Registration Includes: Course materials, breakfast, lunch, breaks daily and dinners on Tuesday & Wednesday nights. Participants may enjoy Thursday evening to explore Morristown.

Financial Executives International (FEI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Instructional method: Group-Live
Recommended CPE Credits: 39.5 credits, field of Finance
Experience Level: Basic
Prerequisites/advance preparation: None

For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some state boards may differ on how minutes constitute a credit hour. Contact your state board for more information. Questions or comments? Contact FEI via email or phone, 973.765.1099.


Thank you to our event sponsor


Dr. Thomas Conine Jr.

Tri Corp.

Ms. Deb Gerstenfeld

TRI Corp.

Mr. Mike Guarnieri

TRI Corp.

Mr. Carlo Peratoner

CEO and Co-Owner
TRI Corp.

Dr. Dennis Rebelo

Chief Learning Officer
Financial Executives International