Course ID: TFEBP

Transitioning from Financial Expert to Business Partner

It’s time to move the finance department from a cost center to a value-added business partner. The financial expert prepares financial statements, budgets, variance analysis and other financial reports. The value-added business partner provides more than a financial product they provide excellent customer service with advice, insight, and recommendations to help individuals and departments function more effectively and profitably. Learn what it takes to position yourself as a contributing member of the management team and strategic partner throughout your organization.


Learning Objectives
  • Define your internal network
  • Connect with others in your organization
  • Develop relationships
  • Provide excellent customer service
  • Build your creative muscles
  • Present information in a persuasive manner

Major Topics
  • Becoming a value-added business partner to your organization
  • Connecting with individuals and departments within your organization
  • Using advice, insight, and recommendations to help individuals and departments function more effectively and profitably
  • Positioning yourself as a contributing member of the management team

Who Should Attend

All CPAs and Finance and Accounting Professionals


Fields of Study
Business Management & Organization

Prerequisites

Management experience


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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