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The Finance and Accounting Organization as Strategist and Partner to the Business
Management Accounting
CPE Self-study

The Finance and Accounting Organization as Strategist and Partner to the Business

How have successful finance and accounting organizations shed the image as only compliance or transactional specialists to get a seat at the table with decision makers? This program explores how the finance and accounting organization positions itself to work as a trusted advisor to the business.

$35 - $45
Do you have an AICPA membership? Log in to apply your member discount.

Format

Online

NASBA Field of Study

Business Management and Organization

Level

Basic

CPE Credits

2

Author(s)

Alan Patterson

Availability

1 year

Product Number

BLI296680

 View  
 Business & partner 
Product Details

How have successful finance and accounting organizations shed the image as only compliance or transactional specialists to get a seat at the table with decision makers? First, they accept technical competence as a given. Second, they spend the time to develop critical relationships and understand what's important to these individuals. Third, they learn all there is to know about the business, its customers, and the competition. This program explores how the finance and accounting organization positions itself to work as a trusted advisor to the business. (Available as a 2-hour on-demand and webcast)

Who Will Benefit
  • CFOs, Controllers, Financial Directors, Financial Managers, Finance and Accounting Teams
Key Topics
  • Moving from the financial expert to partner and strategist role
  • The nine elements of effective partnerships
  • Creating a roadmap for increasing visibility and value to the organization
  • Developing key relationships throughout the organization
Learning Outcomes
  • Recognize how strategy differs from operational planning
  • Identify the criteria needed for successful partnerships
  • Describe the importance of managing critical relationships
Credit Info
CPE Credits
Online
2
NASBA Field of Study
Business Management and Organization
Level
Basic
Prerequisites
None
Access
Online
This is a digital product. With full paid access the content will be available to you for 1 year after purchase date.
For more information, please refer to CPE requirements and NASBA sponsorship information
Pricing
Do you have an AICPA membership? Log in to apply your member discount.
Nonmembers
Online
$45.00
AICPA Members
Online
$35.00

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Call us at 1-800-634-6780 (option 1) or email us at salessupport@aicpa.org

Contact us
Instructors
Alan Patterson
Dr. Alan Patterson has guided more than a dozen Fortune 500 companies in re-thinking how best to elevate their talent and drive effective organizational change. He has more than three decades of international consulting experience in change management, leadership development, and executive coaching. In 2006, he formed MentorÉ, a consulting organization that focuses on aligning leadership, strategy, roles, and skill sets to major shifts in the business. Prior to MentorÉ, Dr. Patterson worked as a partner for 20 years at Bryan Associates, Inc., a consulting group specializing in competency-based talent development initiatives. Dr. Patterson’s expertise has been tapped by many global and national organizations, including Anheuser-Busch, Biogen, Entergy, Federal Reserve Bank, Johnson & Johnson, Hewlett-Packard, Major League Baseball, Merck, Sea World, Shire Pharmaceutical and the United States Navy. A published author, Dr. Patterson has been a featured speaker and workshop leader for several national associations, including serving as a national expert resource for the American Institute for CPAs (AICPA) and many state CPA associations. He holds a BA from the University of Wisconsin-Madison, an MA from University of North Carolina-Chapel Hill, and an Ed.D. from Boston University.
Accessibility

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

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The Finance and Accounting Organization as Strategist and Partner to the Business
Select from the following options:
Online
$45.00
Nonmember Price
$45.00
Price excluding sales tax
$45.00
Do you have an AICPA membership? 
Log in to apply your member discount.
Shipping cost and sales tax will be added later during checkout

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