The Finance and Accounting Organization as Partner and Strategist to the Business Webcast | 4173548A


Date :
March 13, 2018 8:00 AM - 10:00 AM
Location :
Facility :
Webcast Event
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 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.


* 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 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:

Pay the lowest price and save up to 60% with the CalCPA Education Foundation’s discount programs.
Level of Difficulty:
Field of Interest:
Business Management and Organization
Management Experience
Designed For:


Alan Patterson
No Agenda or Materials posted.