The Business Partnering Mindset
Business partnering is no longer about simply being a functional finance expert—it’s about becoming a trusted advisor who influences strategic decisions and drives value across the organisation. This module helps professionals shift from transactional roles to impactful business partners by focusing on mindset, influence, and value creation. Participants will define what “great” looks like in business partnering and build a personal development plan to elevate their strategic impact.
This is designed to help finance professionals evolve from technical experts into strategic business partners. Through guided reflection and practical frameworks, explore what exceptional business partnering looks like and how to adopt the mindset, behaviours, and communication styles that drive influence and impact.
- TBC
- TBC
- Field of Study: Finance (2 CPE Credits) 2 CPD Hours
Course Testimonials
Course Overview
What we Cover:
- The role and mindset of a strategic business partner
- Influencing without authority
- Building trust and credibility across the organisation
- Personal development planning for business partnering
- Defining and identifying value creation opportunities
The Challenges:
- Moving beyond reactive, transactional finance work
- Gaining buy-in from stakeholders
- Making the shift from numbers to narrative
- Aligning personal development with business impact
The Barriers:
- Limited exposure to strategic conversations
- Functional silos and communication gaps
- Lack of clarity around what great business partnering looks like
- Insecurity or imposter syndrome in cross-functional environments
Learning Objectives:
On completion of The Business Partnering Mindset module, participants will:
- Understand the mindset and behaviours of exceptional business partners
- Be able to articulate the value they bring beyond technical finance skills
- Build a personal development plan to grow influence and impact
- Gain tools for proactive relationship-building and strategic collaboration
Business Benefits:
- Stronger finance-business collaboration
- Increased strategic influence from finance professionals
- Enhanced leadership development pipeline
- More effective decision support and value creation across teams
Course Facilitator
Catherine Clark
Course Facilitator
Catherine is a highly experienced CFO, Director, and business leader with over 25 years of experience working in global commercially focused organisations, with over 10 years at Board level.
Prerequisites: No Prerequisite knowledge is required to be successful in this course
Advanced Preparation: No advanced preparation is required
Program Level: Basic
Delivery Method: Group Live
Unlock Full Access with Premium Membership
- A vast library of on-demand courses
- Interactive simulators for hands-on practice
- Exclusive live workshops
- Join today and start learning instantly!
