The Business Partnering Mindset

Business partnering today requires finance professionals to move beyond technical expertise and become trusted advisors who influence strategy and drive value. This module supports that transition by focusing on mindset, behaviours, and practical frameworks that elevate strategic impact. Participants will explore what exceptional business partnering looks like, develop the skills to build influence across the organisation, and create a personal development plan to grow into a high-impact finance leader.

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It was the best training / webinar I've attended for some time, it was up to date, relevant, interesting, well put together and well delivered.

Best webinar I have been to in years and Oli delivered a very thought provoking session.

Really informative and relevant 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

Facilitator

Susana Serrano-Davey

Susana is a Chartered Accountant (FCA) with over 20 years of international experience, having progressed to the C-suite, founded and sold a successful business, and established herself as a strong communicator and leader with a collaborative and entrepreneurial approach.

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

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