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

  • Tuesday, October 20, 2020

    11:00am – 1:00pm
  • 2
    Business Management and Organization

How have successful finance and accounting organizations shed the image of policeman even in the wake of added controls to become partners and strategists to the business? It is because they accept technical competence as a necessity. The added value they bring is they spend more time developing and managing critical relationships in order to learn all there is to know about the business, its customers, and the competition. This session explores how the finance and accounting organization positions itself to work as a trusted advisor to the business.


* Identify key components of the partner and strategist role

* Recognize how strategy differs from operational planning

* Identify the criteria needed for successful partnerships

* Describe the importance of managing critical relationships

Additional Information

Designed For

CPAs, corporate finance teams, business leaders and other financial professionals.


American Institute of CPAs


2.00 Business Management and Organization

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Level of Knowledge


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