Strategic finance partners help leaders decide not only how to execute, but where the organization should compete, invest, and grow. Participants will connect mission and vision to strategic objectives, value drivers, measures, and initiatives. Using a strategy map, they will examine cause-and-effect relationships, test whether resource allocation reflects stated priorities, and evaluate a strategic trade-off involving financial implications, competitive advantage, and organizational capacity.
Course ID: FBPC8
FBP2 – From Advisor to Strategist: Shaping Where the Business Goes
Learning Objectives
- Determine how finance can support strategic decision-making by connecting financial analysis and business priorities to organizational mission and vision.
- Analyze the components of a strategy map to identify relationships among strategic objectives, value drivers, and organizational priorities.
- Calculate strategic alternatives and trade-offs by considering competitive advantage, resource allocation, financial implications, and organizational priorities.
Major Topics
- Finance’s role in shaping organizational direction
- Mission and vision alignment with strategic objectives
- Strategy maps, value drivers, measures, and initiatives
- Cause-and-effect relationships among strategic priorities
- Resource allocation and strategic consistency
- Competitive advantage, trade-offs, and organizational capacity
Who Should Attend
Experienced CPAs, finance business partners, controllers, and finance leaders who want to connect financial insight to strategy, resource allocation, competitive advantage, and organizational priorities.
Fields of Study
Business Management & OrganizationPrerequisites
Completion of Finance Business Partnering Series 1 or equivalent foundational knowledge and experience with business partnering is recommended.