Behavioral Skills for High Performing Finance Teams ON DEMAND

Overview

Technical expertise alone doesn’t create high-performing finance teams. In this session, Joe Witte of Velocity Advisory Group introduces the Birds Model, a practical framework that helps accounting and finance professionals understand how behavior influences communication, decision-making, and performance under pressure. Through four simple archetypes, participants learn how to adapt their approach to reduce friction, improve collaboration, and balance accuracy with efficiency in today’s fast-paced accounting environment.

Highlights

Improving collaboration. Managing conflict. Behavior.

Prerequisites

Work experience in a corporate staff environment, or an introductory course in personal development.

Designed For

Everyone.

Objectives

Identify the four Birds Model archetypes (eagle, parrot, dove, owl) and describe how they align to DISC behavioral styles. Distinguish how each bird style typically communicates, makes decisions, and responds under pressure in finance and accounting settings. Recognize strategies to improve collaboration, manage conflict, and tailor communication across cross-functional stakeholders. Select appropriate techniques to balance precision and efficiency, especially when coaching detail-driven owl behaviors during deadline-driven work.

Preparation

None.

Notice

None.