Course ID: DICM

The Finance & Accounting Organization as Strategist and Partner 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 workshop explores how the finance and accounting organization positions itself to work as a trusted advisor to the business.


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

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

FIELD OF STUDY
Business Mgmt & Organization

PREREQUISITES
Management experience

COURSE PRODUCER
Business Learning Institute

CPE CREDITS
4.0

LEVEL
Intermediate

This course is available for your group as:

Group Live On-Demand Webcast
 

Let's Roll!

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Or, contact BLI: 888-481-3500 or learn@blionline.org