#226: 9 Habits to Bring Out the Best in Finance professionals with Katharine Halpin


Our Guest Mentor:

Katharine is an author of Alignment for Success: Bringing Out the Best in Yourself, Your Teams and Your Company and an expert in driving results. Building on her CPA career, she developed a proprietary method to build alignment into corporate cultures. Her book is available on Amazon.

Katharine is a Leadership Strategist who brings energy and enthusiasm to every conversation. The Halpin Companies is a boutique consulting firm who only works with select clients who are mission-driven, values-based. Our clients want to have an impact on the economy, their industry, their people and leave their community better. She is a graduate of BS Business Administration at the University of Texas at Dallas, CPA and Master Certified Coach.

Key Quotes From the Episode: 

“If you don’t have accurate and timely financial statements then what you have is a hobby, not a business.”[06:28]

“We can only be successful as our team can be successful.”[15:49]

“It’s not what you know, it’s whom you know.”[27:56]

“When he saw leaders not being successful, it wasn’t because they were not leading their team but because they were not leading themselves.”[34:47]

(Other resources and how to connect with Katharine below).

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Key Points From the Episode: 

  • Staying passionate to the finance and accounting profession by having personal core values.
  •  For those aspiring for the CFO position, then start with the basics and harness those skills.
  • 9 habits to building more white space in your calendar

1. 20 minute break between meeting

2. Personal, family, community and work

3. Update your calendar

4. Commitment review

5. Prepare for meeting

6. Project work time

7. Delegate work effectively

8. Problem solving

9. Creative tension

  • Investing time in building relationship can be as simple sending greeting cards.

Time Stamped Show Notes

[03:43] – Katharine shares her career journey back when her father brought her to work at Mississippi when she was 9 years old. Finished her accounting degree and got her CPA license then worked in oil

and Gas Company in Dallas. Experienced working with Big 8 accounting firm, non-profit and in government services to which she also seen QuickBooks and mainframe accounting system. The passing of her father makes her passion to be more strategic in accounting.

[06:01] – Staying passionate to the finance and accounting profession and by having a personal core values.

[09:11] – Defining the strengths and attributes suitable for aspiring F&A professionals with the aid of technology.

[11:22] – More awareness in F&A profession compared in the 80’s and nowadays it’s easy to be successful in their career.

[12:28] – Aspiring for CFO position, then start with the basics and harness those skills.

[13:05] – Finding the best CFO’s, try using Gallup StrengthsFinder or Core Value Index. People skills are crucial as you up the ladder of your career.

[15:34] – Getting the best out of our team and be successful by practicing the 9 habits.

[19:01] – 9 habits to building more white space in your calendar

1. 20 minute break between meeting

2. Personal, family, community and work

3. Update your calendar

4. Commitment review

5. Prepare for meeting

6. Project work time

7. Delegate work effectively

8. Problem solving

9. Creative tension

[26:06] – Reaping the rewards on gender differences and nurturing relationship.

[28:00] – Investing time in building relationship as simple sending greeting cards.

[29:44] – The best advice Katharine ever received

[32:29] – Putting the big rocks in your life first followed by the sand.

[33:12] – Resources Katharine recommend to our audience to check.

[35:03] – Best way to connect to Katharine

[37:01] – Katharine parting thoughts to our audience on valuing ourselves.

Resources Mentioned:

Books:

Paperback

Alignment for Success: Bringing Out the Best in Yourself, Your Teams, and Your Company 1st

Edition by Katharine https://www.amazon.com/Alignment-Success-Bringing-Yourself-Company/dp/069228723X

Peter M. Senge Books https://www.amazon.com/Peter-M.-Senge/e/B000AQ8R86%3Fref=dbs_a_mng_rwt_scns_share

Ram Charam Books http://www.ram-charan.com/books/

Bill George Books https://www.amazon.com/Bill-George/e/B001ILOB8M%3Fref=dbs_a_mng_rwt_scns_share

Connect with today’s guest:

LinkedIn Profile: https://www.linkedin.com/in/katharinehalpin/

Company Website: halpincompany.com

Phone Number: 602-266-1961

Email: k.halpin@halpincompany.com


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