Next Live Workshop Dates
Workshop: The Business Partnering Mindset
📅 Tuesday, 21 January 2025
⏰ 3:00 pm – 5:00 pm BST (10:00 am – 12:00 pm ET)
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.
Field of Study: Finance 1 CPE Credit (1 CPD Hour) Personal Development 1 CPE Credit (1 CPD Hour)
Workshop: Bringing Numbers to Life
📅 Tuesday, 28 January 2025
⏰Time: 3:00 pm – 5:00 pm BST (10:00 am – 12:00 pm ET)
Learn how to take a boring table of numbers, and in less than 10 minutes make it interesting, engaging and even a bit of fun!
Field of Study: Finance 1 CPE Credit (1 CPD Hour) Communications and Marketing 1 CPE Credit (1 CPD Hour)
Workshop: Turning Data into Insights
📅Tuesday, 11 February 2025
⏰ 3:00 pm – 5:00 pm BST (10:00 am – 12:00 pm ET)
Learn how to turn data, into information, into insights. Explore Insights Mountain and ensure you are in the BP playground.
Field of Study: Finance 1 CPE Credit (1 CPD Hour) Management Services 1 CPE Credit (1 CPD Hour)
Workshop: Relationships
📅 Tuesday, 18 February 2025
⏰ 3:00 pm – 5:00 pm BST (10:00 am – 12:00 pm ET)
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: Secrets of Influence
📅 Tuesday, 11 March 2025
⏰ 3:00 pm – 5:00 pm BST (10:00 am – 12:00 pm ET)
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: Storytelling
📅 2Tuesday, 18 March 2025
⏰Time: 3:00 pm – 5:00 pm BST (10:00 am – 12:00 pm ET)
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: Present with Confidence
📅 Tuesday, 25 March 2025
⏰ 3:00 pm – 5:00 pm BST (10:00 am – 12:00 pm ET)
Learn how to engage your audience, and feel confident presenting face to face, remotely and digitally.
Field of Study: Communications and Marketing 2 CPE Credit (2 CPD Hour)
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 Boot Camp, 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
‘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.’
Jackie Colvin,
Head of Tax & Treasury, Lotus Cars
Course Facilitator
Oliver Deacon
Course Facilitator UK, Europe, Middle East and Africa
Oli is an ICAEW FCA based out of the UK, a PCC certified coach with ICF and a former Microsoft Finance Director.
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 Internet