In this video, we're joined by former Caterpillar Group CFO David DeFreitas, who shares how finance leaders can build long, successful careers through situational leadership, operational experience, change leadership, and leveraging AI to future-proof the finance function!
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Timestamps:
0:00 Introduction
1:37 Building a 30-Year Career in Finance
4:15 The Power of Lateral Moves
8:35 Transitioning from Accounting to Operations
12:26 Situational Leadership & Leading at a Young Age
19:00 Manager vs. Leader: Key Differences
25:52 Change Leadership & Driving Improvement
29:39 Value Stream Mapping Explained
36:22 How AI Will Change the Finance Function
41:09 What Finance Education Gets Wrong
46:33 Communicating Finance to Non-Finance Stakeholders
50:28 Closing Advice & Life Outside of Finance