Finance creates greater value when it moves beyond reporting results and helps shape the decisions that produce them. This opening session examines the shift from technical expert to trusted advisor, from explaining variance to influencing action, and from finance accuracy alone to enterprise value creation. Participants will explore the behaviors that build credibility with business leaders, apply the Finance Business Partnering Framework, and identify the most important change in posture they need to make.
Course ID: FBPC1
FBP – From Scorekeeper to Trusted Advisor: Redefining Finance’s Role
Learning Objectives
- Distinguish traditional finance activities from the behaviors of an effective finance business partner.
- Identify the behaviors that build trust, credibility, and constructive partnership with business stakeholders.
- Recall the Finance Business Partnering Framework to identify a priority shift in personal partnering practice.
Major Topics
- Finance’s evolving role: from reporting results to shaping decisions
- The posture shift from technical expert to trusted advisor
- Behaviors that build trust, credibility, and constructive partnership
- The Finance Business Partnering Framework
- Connecting financial expertise and insight to business priorities, decision-making, and enterprise value
- Identifying a priority shift in personal partnering practice
Who Should Attend
CPAs, accounting professionals, and finance professionals at all organizational levels who want to move beyond traditional reporting and control responsibilities to become more effective trusted advisors and strategic business partners.
Fields of Study
Management ServicesPrerequisites
None