The Finance and Accounting Organization as Partner and Strategist to the Business
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.
Lessons
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 1. The Finance and Accounting Organization as Partner and Strategist to the Business
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Objectives
Upon completion of this course, participants will be able to:
- 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 Topics:
- Business best practices
- The partner and strategist role
- The nine elements of effective partnerships
- Operating at a strategic business level
- The power of dialog
- Creating a roadmap for increasing visibility and value to the organization
- Developing key relationships throughout the organization
Field of Study: Business Management & Organization
Recommended CPE Credit Hours: 2.0
Course Level: Management Experience
Prerequisites: None
Designed For: CFOs, Controllers, Financial Directors, Financial Managers, Finance and Accounting Teams
Instructor: Dr. Alan Patterson
Publication Year: 2018
Expiration Date: Course content is reviewed annually and revised with neccessary changes or else the course is removed.
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Alan's Biography:
Dr. Alan Patterson has guided more than a dozen Fortune 500 companies in re-thinking how best to elevate their talent and drive effective organizational change. He has more than three decades of international consulting experience in change management, leadership development, and executive coaching. In 2006, he formed MentorÉ, a consulting organization that focuses on aligning leadership, strategy, roles, and skill sets to major shifts in the business. Prior to Mentore, Dr. Patterson worked as a partner for 20 years at Bryan Associates, Inc., a consulting group specializing in competency-based talent development initiatives.
Dr. Patterson’s expertise has been tapped by many global and national organizations, including Anheuser-Busch, Biogen, Entergy, Federal Reserve Bank, Johnson & Johnson, Hewlett-Packard, Major League Baseball, Merck, Sea World, Shire Pharmaceutical and the United States Navy.
A published author, Dr. Patterson has been a featured speaker and workshop leader for several national associations, including serving as a national expert resource for the American Institute for CPAs (AICPA) and many state CPA associations. He holds a BA from the University of Wisconsin-Madison, an MA from University of North Carolina-Chapel Hill, and an Ed.D. from Boston University.
The Finance and Accounting Organization as Partner and Strategist to the Business