Effective Business Partnering


Being a finance business partner is a challenge. Breaking down "them and us" barriers requires us to think about how we interact with management both as a team and as individuals and the skills we possess. Creating time to be a good partner is challenging with increasing day to day accounting complexity. We consider "what should a great F& A business partner be focused on?" can we simplify and streamline our processes to create more time and value.

Venue details:  
Chartered Accountants House, , Dublin
Start date & time:  
04 December 2019 09:30
End date & time:  
04 December 2019 17:00
Price: €300.00  (€240.00 Member price)
By registering for this course you have accepted the terms and conditions
Training ticket cost:  
CPD hours:  
Speaker details
First nameLast name
John McKenzie


Product type:  
CPD course
Finance, management reporting and analysis

Who should attend

This course is suitable for finance staffs at all levels ranging from the finance director through to "front line" finance staff and is also suitable for operational staffs from senior director level down to budget holder or cost centre manager.

Course overview

  • 4 key roles of finance - Stewardship, Operator, Strategic Influencer, Catalyst
  • Understanding your internal business "customer's" needs and wants
  • What partnering structures have proved successful and essential role clarity
  • Freeing up resources to partner well - getting the basic accounting right and leaner
  • Human factors to be considered - How are we perceived as individuals and do we communicate well?
  • Building essential skills and business understanding and empathy
  • Making processes such as budgeting more management friendly
  • Focusing measurement on value creation

Key learning outcomes

  • Recognise partnering structures that have been successful
  • Appreciate the skills required to become a good finance business partner
  • Understand the importance of human factors in partnering
  • Have a better understanding of how they are seen as individuals and team players
  • Assess opportunities to improve finance processes to make them leaner and more attuned to management

Speaker Bio

He spent 30 years in F & A, manufacturing, sales, marketing & business development roles in automotive & IT sectors, now pursuing freelance lecturing, consulting and writing. In 2008, his first book, ABC/M to the Max was published & has spoken at over 400 public conferences & seminars worldwide. He specialises in planning, budgeting & forecasting, strategic planning & management, ABC/M, business partnering, cost management & performance measurement & has worked with SME's & blue chip clients.