Finance leaders increasingly expect more than accurate reporting—they expect finance professionals to clarify decisions, challenge assumptions, and influence outcomes. Yet many finance teams struggle to move from “being helpful” to being genuinely consultative, especially when requests are vague, stakeholders disagree, or the real issue is hiding behind the first question. Practical Business Partnering is a hands-on, workshop-style course built to close that gap. Instead of learning concepts in the abstract, you’ll bring a real project from your organization and work it through a practical partnering method: Diagnose → Reframe → Influence. You’ll learn how to run a strong intake conversation, define the real problem (not just the symptom), create options with clear trade-offs, and deliver a recommendation that leaders can act on. You’ll also build a stakeholder alignment plan so your insight translates into decisions—not just discussion. You will leave with a usable work product: a Business Partner Brief tailored to your project, plus toolkits you can reuse for future requests. If you want to increase your strategic value, build credibility with business partners, and move from “explaining the numbers” to shaping the decision, this course is designed for you.
This course is available for 4.0 – 8.0 CPE credits.