The Trusted Finance Business Partner

Finance Business Partnering Training Course

Becoming an indispensable financial partner

Become the go-to adviser for management. Finance is so much more than analysing data and creating nice reports and dashboards. As a finance professional, your role is to improve your organisation’s financial literacy. As the budget holder makes the decisions, it is your role to become a trusted advisor, a true finance business partner, even if that is not your role title.

To become a trusted finance business partner, you must understand your stakeholders. What decisions do they need to make? What factors do they need to take into account? How do they prefer to receive information? What’s the strategic context for the information they need?

In this Finance Business Partnering training workshop, you will learn how to engage with stakeholders and probe for information so you can provide business intelligence that adds value. You will also practise presenting this information through powerful financial storytelling, making you an indispensable finance business partner.

Duration

1 day

We typically tailor the Finance Business Partnering program to a full-day workshop or can accommodate any other duration that suits you. It is also available as a Skill Shot or Learning Bite: a short interactive presentation.

Learning outcomes

In this Finance Business Partnering training course, participants learn how to:

Understand the value of the finance business partner role
Analyse stakeholders and understand their communication preferences
Listen out for the wants and needs of stakeholders
Influence stakeholders in a one-on-one situation
Deliver messages that influence through understanding the stakeholders’ points of view
Present insights through financial storytelling
Deliver undesirable messages and handle tricky situations
Become a trusted finance business partner.

Target audience

This program is designed for groups of finance professionals in your organisation, aiming to enhance their finance business partnering skills.

Location

We come to you. We deliver this finance business partnering course to groups in your organisation at your offices or virtually via Zoom or Teams.

Frequently Asked Questions

What is Finance Business Partnering?

Finance Business Partnering involves finance professionals partnering closely, proactively and strategically with other departments to provide financial insights, support decision-making, and drive organisational performance.

Who should attend the Finance Business Partner course?

This program is designed for all kinds of finance professionals, including financial analysts, controllers, finance managers, CFOs, and any finance professional who wants to enhance their strategic partnering skills. Note that ICML specialises in training groups in organisations.

What are the key learning objectives of the course?

Participants will learn how to build strong relationships with internal stakeholders, provide strategic insights, and influence business decisions to drive organisational success.

What topics are covered in the course?

Topics typically include communication skills, strategic planning, presenting financial information, and influencing skills.

How long is the course?

The duration of the course can vary, but it is usually offered as a one-day workshop or a series of shorter sessions over a week or more.

Are there any prerequisites for the course?

There are no prerequisites for the program. Nevertheless, the workshop will be most successful if the group participants have experience dealing with internal stakeholders.

What is the format of the course?

The program consists of an interactive workshop with case studies, group discussions, and practical exercises referencing the organisation’s financial reports. We also include workshop preparation and if clients allow for budget and time, we include follow-up group coaching sessions.

Will I receive a certification upon completion?

We provide a certificate of completion.

How can I apply the skills learned in the course to my job?

The skills learned in the course can be applied when advising on business decision-making and building strong partnerships with other departments.

How do I enrol in the course?

This is a program delivered to groups in your organisation. If you are interested in organising this program, ask us a question or request a quote.

Live virtual workshop testimonials

Loved the use of Zoom features to keep the session engaging and Terry was a great teacher and host! Format was great, kept me engaged, time went by really quickly!
Bondi Sands – Meg
Terry was very engaging and understandable. Excellent. I enjoyed it and learnt ALOT.
Garden Village – Taryn
Great stuff Terry. Will highly recommend anyone who needs to better understand what makes a business tick on the inside to attend your course!
Ruralco - Luke
Engaging and interactive. Well done for a tricky subject. I got so much out of this and was apprehensive about starting with little grasp on finance and accounting. I really enjoyed this and feel so much more confident! Thankyou. Would definitely recommend this to new leaders.
Banyule City Council – Maddi
Terry was very informative and explained in a clear manner. Gave lots of good examples that were relevant to Zoos Victoria. It was beneficial to see how everything flows through into the financial statements.
Zoos Victoria – Lisa
Very good explanation and examples. Terry is a wonderful trainer and helped to answer all our questions.
City – Jess
Terry was funny, easy going and experienced facilitator. Great paced course. Tailored the course so it was extremely relevant to the group. Excellent!
Zoos Victoria - Angie