The Business Partnering Mindset workshop rewires finance pros to think, act, and be valued as strategic collaborators—not number-crunching bystanders.

Adopt the IMPACT mindset: pivot from reactive reporting to proactive influence, commercial alignment, sharp communication, and rock-solid trust.

Swap reputation killers for credibility builders: recognise behaviours that tank Finance’s image and replace them with empathy, clarity, curiosity, and other high-impact traits drawn from top Sales, Marketing, Ops, and HR playbooks.

Create a personal FBP roadmap: leverage the self-assessment to identify strengths, close skill gaps, and craft weekly actions that turn financial insight into tangible business value.

Field of Study Finance — 2 CPE Credits (2 CPD Hours)

Elevating Brand & Presence transforms finance professionals from background supporters into visible, sought-after strategic voices.

Targeted visibility, not vanity: map who actually needs to see your value, use the S.E.E.N. framework to pinpoint gaps, and commit to high-impact moves that make your expertise indispensable.

Craft a magnetic personal brand: build your “BRAND Shield” to clarify reputation, audience, narrative, and delivery—so every interaction consistently signals Insight, Influence, and Impact.

Activate influence in every room: practise real-world scenarios and the Strategic Spotlight game to show up, engage, and be needed before decisions are made, boosting confidence and presence across the business.

Field of Study Personal Development — 2 CPE Credits (2 CPD Hours)

This workshop helps finance professionals build collaborative relationships that drive influence and strategic outcomes.

Learn how to quickly build rapport and handle challenging conversations professionally

Explore techniques for managing conflict and fostering long-term collaboration

Map key relationships and create targeted engagement plans to build trust and alignment across the business

Field of Study Personal Development — 2 CPE Credits (2 CPD Hours)

Unlocking Powerful Data Insights turns raw numbers into laser-focused guidance that drives smarter commercial decisions.

Spot the real performance levers: isolate volume-price-mix and other key drivers, then bring them to life with “power dashboards” and the right chart for every story.

Move from “what” to “so what”: use the 3 Magic Questions, Funnel of Whys, and Volcano of Value to expose root causes and shape clear, action-ready insights.

Influence without friction: coach stakeholders, escalate issues diplomatically, and transform routine reporting into strategic conversations that steer the business forward.

Fields of Study:
Finance 1 CPE Credit (1 CPD Hour) and Management Services 1 CPE Credit (1 CPD Hour)

Financial Storytelling that Inspires equips finance professionals to turn dense numbers into concise narratives that spark understanding and decisive action.

Turn data into a three-part story: apply the Power of 3 to distil complex analyses into “what we saw, why it matters, what we recommend” that audiences remember and act on.

Connect through structured empathy: use the CARE framework and stakeholder maps to frame messages around real ambitions, concerns, and contexts—so non-finance partners lean in, not tune out.

Lead with a hero’s journey: structure presentations as a clear arc of challenge, struggle, and resolution, elevating your role from reporter of facts to storyteller who moves the business forward.

Field of Study Finance — 2 CPE Credits (2 CPD Hours)

Influencing Critical Decisions equips finance business partners to shape conversations that turn insight into action.

Shift mindsets, not just metrics: master persuasion tools to reframe resistance, earn trust fast and guide stakeholders from doubt to commitment.

Sell ideas that stick: apply proven sales and messaging frameworks so recommendations land clearly, emotionally, and memorably.

Drive confident decisions under pressure: diagnose the real sources of hesitation, tailor your challenge without triggering defensiveness, and move teams from analysis paralysis to decisive next steps.

Fields of Study:
Personal Development 1 CPE Credit (1 CPD Hour) and Communications and Marketing 1 CPE Credit (1 CPD Hour)

Delivering Strategic Impact turns finance professionals into strategy-shaping partners who move the business from insight to decisive action.

Think and coach strategically: flex the 5 Critical Muscles, use the LENS method, and facilitate S.O. WHAT conversations that reframe numbers into forward-looking choices.

Communicate hard truths with confidence: apply the BRAVE framework to deliver tough messages, justify trade-offs, and keep stakeholders engaged even when the news hurts.

Persuade with concise narrative: combine market insight, a 5-Slide Influence Deck, and practiced presentation techniques to sell recommendations and guide high-stakes decisions.

Field of Study Management Services — 2 CPE Credits (2 CPD Hours)