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

Author/Moderator: Alan Patterson
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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 course will review how to recognize and build business acumen and develop talent to enhance key relationships.


      • Be able to assess the current organization against the nine criteria needed for successful partnerships
      • Understand the process for developing talent and how it contributes to success in the business partner role
      • Know how to recognize and how to build business acumen and manage key relationships needed to achieve business partner status-a case study will be utilized

Major Topics:

      • Business partner best practices and skill sets
      • How to build a base of credibility and trust
      • Organizational structure that showcases the partnership role
      • The key elements of the talent development process
      • How to retain your best employees
Prerequisite: Management experience

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Developed and offered by the Business Learning Institute.
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BLI CPEThe Business Learning Institute, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site:





NASBA Field of Study: Business Management and Organization
Level: Overview
Recommended CPE Credit: 2
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