Finance Business Partnering Essentials

Zoe Allen · September 5, 2024

Next Live Workshop Dates

Workshop: The Business Partnering Mindset

📅 18th September 2024

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

📅 25 September 2024

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

📅 9 October 2024

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

📅 16 October 2024

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)


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.


Jackie Colvin,
Head of Tax & Treasury, Lotus Cars


Course Facilitators

Catherine Marks

Finance Team Training Director

Catherine led the O2 FP&A team through its merger with Virgin Media.

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.​

Module Content

Expand All

Finance Business Partnering Essentials

About Instructor

Zoe Allen

13 Modules

Not Enrolled
or 8

Module Includes

  • 1 Topic
  • 1 Lesson