Course ID: NGLRELATE

NextGen Leadership: Mastering the Art of Relationship Building

Careers are built on relationships. “Mastering the Art of Relationship Building” is a highly practical session designed for accounting and finance professionals who are dedicated to advancing their influence and impact through strategic networking, trust-building, and effective stakeholder engagement. The session explores the tactical skills required to transition from a technical expert to a business partner, with a focus on maximizing networking impact, leveraging both in-person and virtual connections, and communicating credibly across organizational silos. Real-life case studies and role-play exercises will be used, ensuring an engaging experience where attendees gain actionable techniques to immediately strengthen workplace and client relationships, overcome barriers to influence, and deliver measurable results.

In-person and live webcast CPE credit: 2.0 – 4.0 hours
Webcast and On-Demand CPE credit: coming soon

Learning Objectives
  • Apply proven networking and stakeholder management practices to build professional trust within and beyond the organization.
  • Identify and differentiate between the essential communication strategies for virtual and face-to-face relationship building.
  • Use analytical and behavioral diagnostic techniques to adapt influence approaches with diverse internal and external clients.
  • Select effective methods for presenting ideas, gaining buy-in from leadership, and overcoming barriers to influence through case-based scenarios.
Major Topics
  • Key distinctions between prospecting and networking and their role in relationship development.
  • Critical networking fundamentals: conversation openers, active listening, and building a trusted brand.
  • Communication traits (warmth, competence) and non-verbal tactics for both virtual and in-person interactions.
  • Power dynamics (formal/informal), trust signals, and leveraging social media for professional credibility.
  • Advanced strategies for stakeholder analysis, information management, and business partnering.
  • Real-life scenarios for influencing, presenting to CFOs, and selling strategic ideas.
  • Tools for transitioning from traditional financial roles to strategic partners focused on business objectives.
  • Interactive role-plays and group activities using case studies for skill-building and practical application.
Advanced Preparations

None

Who Should Attend
  • Controllers and Finance Managers: Professionals responsible for internal partnerships and leading cross-functional projects.
  • Accounting Leaders and Senior Accountants: Individuals seeking to build networks and maximize influence with executives, clients, and colleagues.
  • Business/Financial Analysts or FP&A Professionals: Analysts working with diverse stakeholders and aiming to deliver insights and drive change through strategic relationships. Ideal participants are finance professionals looking to move beyond technical tasks and become strategic, influential business partners through advanced relationship-building skills.
Fields of Study
Personal Development
Prerequisites

Experience in the accounting and finance field.

Provider
Business Learning Institute
CPE Credits
4.0
Level
Intermediate

This course is available for your group as:

 

Let's Roll!

To learn more or customize this course for your group, complete this form and a BLI team member will get back with you shortly.

Or, contact BLI: or team@blionline.org
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