The Finance and Accounting Organization as Partner and Strategist to the Business


How have successful finance and accounting organizations shed the image of policeman even in the wake of added controls to become partners and strategists to the business? It is because they accept technical competence as a necessity. The added value they bring is they spend more time developing and managing critical relationships in order to learn all there is to know about the business, its customers, and the competition. This session explores how the finance and accounting organization positions itself to work as a trusted advisor to the business.

Learning Objectives

* Identify key components of the partner and strategist role
* Recognize how strategy differs from operational planning
* Identify the criteria needed for successful partnerships
* Describe the importance of managing critical relationships

Major Topics

* Business best practices * The partner and strategist role * The nine elements of effective partnerships * Operating at a strategic business level * The power of dialog * Creating a roadmap for increasing visibility and value to the organization * Developing key relationships throughout the organization

Course Level
Professional Area of Focus
T Shaped Professional Communication
T Shaped Professional Integration and Collaboration
T Shaped Professional Anticipating and Serving Evolving Needs
CPE Field of Study
Who Should Attend

CFOs, Controllers, Financial Directors, Financial Managers, Finance and Accounting Teams

Alan Patterson

Management Experience

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Oct 17, 2019
11:00 am - 1:00 pm EDT
Total CPE Credits


$ (% off)


$ (% off)

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The Finance and Accounting Organization as Partner and Strategist to the Business

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