Finance Business Partnering: The Essentials

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  • Date/Time
    • Aug 29, 2019
    • Sign In: 7:45am (Mountain Time)
    • Program: 8:00am - 3:45pm (Mountain Time)
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  • Location
    • Center of Influence
      805 W Idaho St Suite 400
      Boise, ID 83702
    • Map
  • Credits
    • 8.00
  • Credit Type(s)
    • Business Management & Organization (8.00)
  • Prerequisites
    • An open mind and a willingness to admit you don't know everything

  • Vendor
    • AICPA
  • Level
    • Overview
  • Fields of Study
    • Management
  • Message
    • 1/2 hour lunch included

Description

This course builds on your current knowledge and experience to help you successfully navigate and drive value for your business during a time of disruptive, technology-led change. You will learn how to stay relevant and future-focused while building your competencies in critical areas including communication, influencing, and business acumen. This course also delivers strategies and best practices to support your ability to enable strategic decisions to drive business forward.

Designed For

Finance professionals of any level who would like more insight into developing skills required for finance business partnering.

Objectives

  • Recognize the importance of successful finance business partnering to an organization’s success and sustainability.
  • Identify the core finance business partnering competencies necessary for today’s finance and accounting professionals.
  • Recognize the importance of the interconnectivity of technical, business, people, and leadership competencies.
  • Illustrate how an organization or the finance function can prepare to deal with key challenges to business partnering success.

Highlights

  • The shift in focus toward value-added activities as traditional transactional accounting roles increasingly become automated, outsourced, or consolidated in shared service
  • Technological advancements that lead to increased efficiency, creating the capacity for finance to add greater value
  • The finance function’s evolving and integrated role as adviser and driver of strategic decisions, and the role of technology and data analytics to drive this change
  • Commercial acumen assisted by data analytics and data visualization
  • People and leadership skills – influence and communication
  • Key concepts related to business acumen, communication, and relationship-building
  • Future of finance – the skills necessary for a person to remain relevant in a digital world
  • How the structure of the finance function is changing (the “barrel” analogy)
  • Techniques to overcome challenges to the traditional perception of finance
  • Initiatives the broader business can embrace to enable the success of the finance business partner and drive value for the business
  • Advanced Prep

    Download manual and test usability prior to morning of seminar

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    Leaders

    Ron Rael

    Ron Rael

    Ron Rael is an award-winning speaker, trainer, and facilitator who applies advanced learning techniques to deliver measurable, bottom line results within forward-thinking organizations. His custom-fit training systems; along with his effective and fun skill-building approaches enhance the performance and effectiveness of all employees. A CPA as well as an experienced executive and manager, Ron facilitated and mentored accounting teams in several of the northwest's leading companies. As both a Controller and CFO, Ron designed and installed systems for budgeting, reporting, costing and human resource functions. Ron is also a published author, one book on customer service culture and his second titled: "13½ Strategies for Winning the Budget Wars." His latest book on how leaders can build a culture of integrity and ethical behaviors will be published in 2004.

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