Finance Business Partnering Program

The Finance Business Partnering Boot camp is an intensive program designed to equip you with the skills and knowledge to excel as a strategic finance leader. In this course, you’ll learn how to move beyond traditional accounting roles and become a true business partner, driving decision-making, influencing business strategy, and improving financial performance. Through practical exercises, real-world case studies, and expert insights, you’ll master the art of communication, collaboration, and financial analysis, enabling you to build strong relationships with stakeholders and become a trusted advisor to the business.

Next Live Workshop Dates

Workshop: The Business Partnering Mindset

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.

Workshop: Elevating Brand & Presence

This helps finance leaders develop an intentional and authentic personal brand aligned with their professional values and aspirations. Through interactive exercises and practical examples, participants learn how to increase visibility, enhance credibility, and navigate internal perceptions. Whether your goal is to gain influence, secure promotion, or lead with greater confidence, this module equips you with the tools to show up with purpose and polish.

Workshop: Building Collaborative Partnerships

In today’s fast-paced business environment, the ability to build strong, collaborative relationships is essential for finance professionals who want to influence decision-making and drive strategic outcomes. This equips participants with the tools and confidence to fast-track rapport, engage in challenging conversations with professionalism, and manage conflict constructively.

Workshop: Unlocking Powerful Data Insights

This equips finance professionals with the mindset and tools to move beyond traditional reporting and unlock the real value of data. Explore the Insights Mountain—a practical framework designed to help you transform raw data into meaningful information and actionable insights.

Workshop: Financial Storytelling that Inspires

Learn how to apply three powerful storytelling structures to financial insights, select from ten high-impact charts to support their message, and avoid the five chart types that commonly confuse or mislead. The focus is on simplicity, clarity, and strategic alignment—enabling finance teams to communicate with greater impact, build trust with stakeholders, and influence key decisions across the business.

Workshop: Influencing Critical Decisions

Equips participants with practical tools to influence outcomes and drive alignment across the business. Drawing from proven sales and marketing psychology, you’ll learn a universal 5-step influence framework to gain buy-in, navigate objections, and communicate ideas with impact. Whether you’re pitching a strategy, presenting data, or leading change, this will help you become more persuasive, confident, and effective in critical decision-making moments.

Workshop: Delivering Strategic Impact

Delivering Strategic Impact helps finance professionals evolve from insight providers to strategic influencers. In this interactive module, participants sharpen their ability to think long-term, communicate difficult messages with clarity, and guide commercial conversations that drive change. The session blends strategic thinking models, stakeholder engagement tools, and a real-time simulator to rehearse decision-making under pressure.

Course Testimonials

Made a refreshing change to step away from the numbers and look at what finance business partnering really means for the business.

Brilliant, engaging and fun! Thank you for a fantastic training opportunity.

The business partnering boot camp was a great success and our team took a lot out of it.

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.

Course Overview

What we Cover:

Sharing Powerful Data Insights, Influencing Other People, Supporting Decision-Making, Presenting with Confidence

The Challenges:

Building strong cross-functional relationships, generating value, presenting data insights, influencing other people, supporting timely decision making.

The Barriers:

Talking finance to non-finance people, interpreting complex data, overcoming fear of presenting, gaining stakeholder trust, engaging your audience.

Learning Outcomes:

On completion of the Finance Business Partnering Program, your team will excel in creating engaging financial presentations, transforming data into actionable insights, and building strong professional relationships. Teams will also gain skills in storytelling, influence, and confident communication, enabling them to drive strategic decisions and foster collaboration across the organization.

Business Benefits:

Greater Collaboration, Improved Accuracy, Strategic Insights, Better Decision-Making, Increased Buy-In

Course Facilitators

Oliver Deacon

Course Facilitator

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.

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.

Paul McKoen

Paul is an experienced CFO with a broad background across startups and large corporates, navigating diverse sectors, cultures, and ownership structures—including family-owned and private equity-backed businesses. He brings hands-on expertise in M&A, restructuring, and fundraising, having led multiple deals with both private equity and banks.

Kevin Appleby

Kevin specialises in helping you transform your organisation. He is GrowCFO’s lead business change and strategy mentor and can guide you through strategy development and execution in your organisation. Kevin will help you formulate your strategy and communicate the business plan across your business. Beyond this, he will help you to put an execution plan in place that will turn your strategic imperatives into reality.

Ashley Vukovits

Ashley is an Executive Mentor and former public company CFO based in Indiana, with over 30 years of experience in finance and leadership. She began her career at KPMG, earned her CPA, and spent two decades in senior finance roles—culminating in leading a $1.4 billion sale as CFO. Today, she co-leads LiftBridge CXO, offering fractional CFO services to tech companies.

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

TBC

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