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

Personal Development

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: 888-481-3500 or learn@blionline.org
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