Finance Business Partnering


Creating time to be a good Finance Business Partner is challenging with increasing day to day accounting complexity. This course considers the factors that a great Finance Business Partner should be focused on, enabling the simplification and streamlining of processes to create more time and add value. The course focuses on breaking down barriers and considers how Finance Business Partners interact with management, both as a team, and as individuals and the skills they require.

Venue details:  
Virtual Classroom, ,
Start date & time:  
11 November 2020 09:30
End date & time:  
11 November 2020 12:30
By registering for this course you have accepted the terms and conditions
Training ticket cost:  
9.00 Training Tickets accepted
CPD hours:  
Speaker details
First nameLast name
John McKenzie


Product type:  
CPD course
Strategic finance and management reporting

This course will be delivered over two half days via Zoom on Wednesday 11 November 2020 and Thursday 12 November 2020, from 9.30am to 12.30pm. The Zoom link will be emailed to participants the day before the course is due to take place.

Who should attend

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

Course overview

This course will follow the Virtual Classroom format and will encompass a full day's worth of learning. The online interactive live sessions will utilise the functionality of our online learning platform and will be an engaging collaborative manner of learning.

  • Four key roles of finance - Stewardship, Operator, Strategic Influencer, Catalyst
  • Understanding your internal business customer's needs and wants
  • Which 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, as well as business understanding and empathy
  • Making processes, such as budgeting, more management friendly
  • Focusing measurement on value creation

Key learning outcomes

By the end of this course, participants will be able to:

  • Recognise partnering structures that have been successful
  • Appreciate the skills required to become a good 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

John spent 30 years in finance and acquisition, manufacturing, sales, marketing and business development roles in the automotive and IT sectors. He is now pursuing freelance lecturing, consulting and writing. In 2008, John published his first book, ABC/M to the Max. He has spoken at over 400 public conferences and seminars worldwide and has worked with SMEs and blue-chip clients. John specialises in planning, budgeting and forecasting, strategic planning and management, business partnering.