The Finance and Accounting Organization as Partner and Strategist to the Business | 4194202D

Date :
March 26, 2020 12:00 PM - 2:00 PM
Location :
Facility :
Webcast Rebroadcast
Level of Difficulty :
Member Price :
Nonmember Price :
CPE Credits :
CPE 2.00
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How have successful finance and accounting organizations shed the image as only compliance or transactional specialists to get a seat at the table with decision makers? First, they accept technical competence as a given. Second, they spend the time to develop critical relationships and understand what’s important to these individuals. Third, they learn all there is to know about the business, its customers, and the competition. This workshop explores how the finance and accounting organization positions itself to work as a trusted advisor to the business.


* Describe the role of strategist and partner
* Define the criteria needed for successful partnerships
* Describe how to move from a transactional specialist to business strategist
* Practice the techniques for an on-going dialogue with your business partners

Major Subjects:

* Moving from the financial expert to partner and strategist role
* The nine elements of effective partnerships
* Creating a roadmap for increasing visibility and value to the organization
* Developing key relationships throughout the organization

Advanced Prep:


Misc. Information:

Level of Difficulty:
Field of Interest:
Business Management and Organization
Management experience
Designed For:
CPAs and financial professionals


No Instructors listed.


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