Course ID: DICM

The Finance & Accounting Organization as Partner and Strategist to the Business

How have successful finance and accounting organizations shed the image as only compliance or transactional specialists to get a seat at the table with decision makers? First, they accept technical competence as a given. Second, they spend the time to develop critical relationships and understand what’s important to these individuals. Third, they learn all there is to know about the business, its customers, and the competition.

This program explores how the finance and accounting organization positions itself to work as a trusted advisor to the business.

(Available as a 2-hour on-demand and webcast)

Learning Objectives
  • Describe the role of strategist and partner
  • Define the criteria needed for successful partnerships
  • Describe how to move from a transactional specialist to business strategist
  • Practice the techniques for an on-going dialogue with your business partners

Major Topics
  • Moving from the financial expert to partner and strategist role
  • The nine elements of effective partnerships
  • Creating a roadmap for increasing visibility and value to the organization
  • Developing key relationships throughout the organization

Who Should Attend

CPAs and financial specialists, finance teams, finance managers and directors, and business leaders

Fields of Study
Business Management & Organization


Management experience

Business Learning Institute

CPE Credits


This course is available for your group as:


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