Finance Business
Partner Course

Everything you need to know to become a great finance business partner

Download the Finance Business Partner Course Brochure

Next Cohort Starts: 18 September 2024

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Hosted By

Oli Deacon

Oli is an ICAEW FCA based out of the UK, a PCC certified coach with ICF and a former Microsoft Finance Director.

Enroll onto the next Cohort Now

$1270 / £995 / €1150

Your investment is 100% risk-free

If you attend the sessions, actively participate, and still don’t find the course valuable, we’ll happily refund your full payment until 7 days after the end of the course.

Finance Business Partnering Course Overview

Transitioning from accountant to top-notch finance business partner goes beyond number crunching. It’s about influencing decisions, nurturing relationships, and providing insightful guidance. Our course teaches you the skills to excel in this role, forging strong partnerships with the business.

Non-finance professionals recommend additional skills like sales, presentation, negotiation, and conflict management for finance professionals. We demystify these techniques and show you how to employ them, allowing you to effectively influence decisions and shape your unique career trajectory.

Our course lets you practice these skills in your day-to-day responsibilities. By mastering these competencies, you’ll set yourself apart and position yourself for accelerated financial success.

Rethink Your Approach: Transform Financial Communication with Investor Relations Techniques

When it comes to presenting numbers, Investor Relations teams have a different strategy. They don’t overwhelm shareholders with tables of complex data and expect them to figure it out. Instead, they focus on highlighting the most crucial number and making it prominent.

In this course, you’ll learn how to adopt the proven techniques used by top Investor Relations teams. You’ll discover how to make your most important number stand out, effectively communicate its significance, and convey its implications for the future.

By mastering these techniques, you’ll elevate your team’s perception and become an indispensable function within your organization. Join us on this journey to transform your financial communication and support your business in a more impactful way.

Who the FBP course is for?

Finance
Professionals

This course is meticulously crafted for finance professionals who aim to advance their careers and take on the role of a finance business partner (FBP). Whether you’re an accountant, financial analyst, or a finance manager, this program provides the essential skills and knowledge required to transition from a traditional finance role to a dynamic, strategic FBP role.

Progressive Finance
Teams

Finance teams looking to elevate their performance and impact within their organizations will benefit immensely from this course. It equips your team members with the tools and techniques necessary to transform into proactive partners who can influence and guide key business decisions.

Forward-Thinking
Finance Leaders

By participating in this course, you’ll cultivate a culture of innovation and collaboration within your finance department, positioning your organization for sustainable growth and competitiveness in today’s rapidly evolving business landscape.

After completing the Finance Business Partner course, your team will…

Tools Your Team Will Learn on the
Finance Business Partner Course

We don’t do text-book learning of what we should be doing.


We already probably know what we should be doing.


The problem is we don’t really know how to do it! And that’s where we come in.


We’ll show you the exact same tools that other professionals use to influence. We’ll show you how they work in the commercial world, with real-life examples.


More importantly, we’ll show you how to apply the exact same tools to your day-to-day functional role at all levels. Super simple, easy to remember, and easy to use, that will transform your influence immediately.

The Communicator's Secret

You'll learn how to take a huge amount of data and quickly turn it into 3 key messages that get your message across in just 90 seconds.

Fast-Track Rapport

Learn how to build instant rapport with anyone in just 2 minutes, even difficult people.

Elegant Challenge

Learn how to say no without saying no and challenge without damaging your relationship. No more difficult conversations needed.

Naughty Words / Magic Words

You'll learn the language most people use that kills influence, and the small changes you can make that have a huge impact instantly.

Power Dashboards

You'll learn how to take a boring table of numbers and turn it into a one-page dashboard that's interesting, engaging, and fun!

5 Step Influencing

Every salesperson on the planet uses the same 5 step model. You'll learn how to apply it so you can influence - from cost savings to internal controls.

Heroes & Villains

You'll learn how to position your ideas as heroes (solutions) that solve your stakeholders’ biggest problems (villains).

Oscar-Winning Storytelling

Storytelling isn’t about making stuff up. It’s about crafting your story so it’s memorable. We will give you a simple technique Hollywood uses and apply it to your world.

Course Reviews

Craig Chapman
Craig Chapman
CFO, Financial Conduct Authority
Read More
The business partnering boot camp was a great success and our team took a lot out of it.
Jackie Colvin
Jackie Colvin
Head of Tax & Treasury, Lotus Cars
Read More
Great content and covered lots of things in a short time. Very accessible, memorable and valuable use of time. Good to use lots of breakout exercises. This is a worthwhile investment for the whole finance team.
Catherine Wilson
Catherine Wilson
Financial Controller, Salad Money
Read More
Made a refreshing change to step away from the numbers and look at what finance business partnering really means for the business.
Kennedy Spaxman
Kennedy Spaxman
Financial Controller, Group Lotus
Read More
Brilliant, engaging and fun! Thank you for a fantastic training opportunity.
Previous
Next

An Illustrative Timetable

WORKSHOP 1
THE BUSINESS PARTNERING MINDSET

Wednesday 18 September 24
4-6pm BST / 11am-1pm EDT 

Learn what great looks like and leverage your own personal development plan. This isn’t about being a better functional expert, it’s about being a great Business Partner.

Fields of Study:
Finance 1 CPE Credit (1 CPD Hour)
Personal Development 1 CPE Credit (1 CPD Hour)

WORKSHOP 2
bringing numbers to life

Wednesday 25 September 24
4-6pm BST / 11am-1pm EDT 

Learn how to take boring table of numbers, and in less than 10 minutes make it interesting, engaging even a bit of fun!

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

WORKSHOP 3
turn data into insights

Wednesday 9 October 24
4-6pm BST / 11am-1pm EDT 

Learn how to turn data, into information, into insights. Explore Insights Mountain and ensure you are in the BP playground.

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

WORKSHOP 4
relationships

Wednesday 16 October 24
4-6pm BST / 11am-1pm EDT 

Learn how to build fast track rapport, challenge elegantly, and deal with conflict. Map out your relationships and make a plan.

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

WORKSHOP 5
secrets of influence

Wednesday 13 November 24
4-6pm GMT / 11am-1pm EST 

Apply the secrets of influence used by sales and marketing professionals. Learn the universal 5 step sales process and how to apply it in your world.

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

WORKSHOP 6
storytelling

Wednesday 20 November 24
4-6pm GMT / 11am-1pm EST 

Learn how to tell stories behind the data, using 3 storyline structures, the top 10 charts and the 5 charts not to use.

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

WORKSHOP 7
present with confidence

Wednesday 27 November 24
4-6pm GMT / 11am-1pm EST 

Learn how to engage your audience, and feel confident presenting face to face, remotely and digitally.

Field of Study:
Communications and Marketing 1 CPE Credit (1 CPD Hour)

Successful Course Participants

In recent years, this course has been delivered to over
8,000 business partners across over 150 companies all over the world.

Meet Your Facilitator

Oli Deacon

Associate Facilitator
UK, Europe and US

Oli is an ICAEW FCA based out of the UK and a PCC-certified coach with ICF. He is also a former Microsoft Finance Director, where he business partnered marketing, product and software engineering teams with a $4.5BN P&L.

He was ACA qualified at Deloitte, followed by a variety of industry roles leading multinational finance teams at Carphone Warehouse and Best Buy Europe.

Benchmark Your FBP Skills
in Just 15 Minutes!

Are you ready to transform your Finance Business Partnership skills? Do you want to know where you stand compared to your peers?


Our unique Finance Business Partner Competency Framework is designed to evaluate your skills in three critical areas:


Finance Fundamentals
Collaborative Partnerships
Storytelling and Data Visualization



You’ll receive a detailed PDF report highlighting your current position and offering actionable steps to enhance your FBP skills.

Enroll onto the next Cohort Now

$1270 / £995 / €1150

Your investment is 100% risk-free

If you attend the sessions, actively participate, and still don’t find the course valuable, we’ll happily refund your full payment until 7 days after the end of the course.