The Finance Business Partner - Public Development Programme
The essential skills and mindset to move your team fro Calculators to Coaches
Public development programme
Join our public finance business partner development programmes in London, Sydney, Dubai and more
Are you ready for the finance revolution?
The future of finance is robots, a small number of exception fixers, and commercially-focussed influencers.
Finance is changing fast
Over the next 5 -15 years automation will change finance, freeing up time for us to be better business partners and leaders.
Month end no longer exists as we know it, as transactions are live time. Forecasts are automated, continuous, rolling, as far out as you want. And with a rolling forecast the annual budget process is largely eliminated.
The future of finance is robots, a small number of exception ‘fixers’, and a small number of dedicated commercially-focussed people with financial expertise.
These pure business partners will be in demand and highly paid. Some will be very, very highly paid.
We call then Super Business Partners.
Prepare your team for the finance revolution by moving from Calculator to Coach and developing the 16 behaviours of World Class finance business partners.
The future of finance is automation and a small number of relationship-building influencers.
What is finance business partnering?
Building relationships, turning data into insights, and bringing numbers to life
FBP is about 3 things:
1 Building relationships
Influence starts with relationships. You can’t influence anyone if they don’t trust you. Accountants focus on systems, data & processes. Partners invest time in relationships.
2 Turning data into insights
Accountants deal in the data that tells us what has happened. Commercially-focussed finance partners focus on insight, by asking & answering the question so what?
3 Bringing numbers to life
Probably the worst way to communicate numbers is to use a table of numbers. Business partners bring their data to life by telling the story behind the numbers, and communicating simple, clear messages.
If you do those 3 things you'll influence decisions.
And that's the point of being a finance business partner - to influence commercial and operational decisons.
The myths of FBP
Conventional wisdom is to challenge the business, and make recommendations.
The myths of FBP
Here are the 3 biggest finance business partner myths that hold back our relationships and influence:
1 Be a critical friend
The easiest way to create resistance and damage your relationship is to criticise someone. Your chances of influencing them have just crashed.
2. Challenge the business
The best way to make a sales, marketing, or operations person defensive is to challenge their ideas. Instead we want to coach & sell the benefits of doing things differently.
3 Make recommendations
Recommendations also create resistance - especially recommendations from finance to non-finance. Better to explore options and scenarios.
We have all been senior finance leaders, where we subscribed to the conventional wisdom.
Then we moved outside of finance, had finance partnering us, and realised that this advice and thinking is not helpful.
The 16 behaviours of World class
The essential mindsets and behaviours that will move your team from Calculators to Coaches
The 16 behaviours of World class FBPs
The best FBPs have the 4 essential skills:
1. Build relationships
2. Turn data in insights
3. Bring numbers to life
4. Influence, sell & negotiate
And there are 4 maturity levels:
1. the CALCULATOR
2. the DASHBOARD
3. the COACH
4. the LEADER
Are you dealing in data or insight?
Data answers the question what. Information answers the question why. And insight answers the question so what.
How far up insight mountain are your team?
The 16 behaviours can be simplified into just 1 model - Insight Mountain.
Data answers the question what?
Information answers the question why?
And insight answers the questions: so what, what next, how could we improve?
Finance are great at telling people what happened and surface whys.
And poor at giving people commercial drivers and helping to answer the so what.
And that's the fundamental difference between an accountant who tells people that sales are 4% below budget due to customer X.
And a finance business partner who say, hey: here are 3 things we could think about to grow sales and margin.
We work with finance teams to move them from data to genuine commercial insight that influences decisions.
Public development programme
Public face-to-face workshops in London, Dubai, Barcelona, Sydney, Singapore, Johanessburg & New York.
Public Development Programmes
Transform your finance career in this 2 day interactive finance business partner workshop in major cities around the World.
You’ll learn how to build relationships, turn data into insights, bring numbers to life, and influence decisions.
You get full access to over 10 hours of online video lessons, to extend and embed the learning.
Choose to include email support from an experienced finance business partner.
Plus you can choose to add Skype or face-to-face 1:1 personal coaching sessions.
After the workshop you’ll:
Know how to future-proof your career and prepare for the finance revolution.
Know your personal development gaps and have a clear plan and tools to close them
Be able to turn data into genuine insight using a simple 3 step model
Be able to transform a table of numbers into an engaging dashboard in just 10 minutes
Be able to build rapport quickly with anyone, even difficult people
Feel confident presenting and communicating clear messages
Feel confident challenging elegantly & negotiating for win-win outcomes
Know how to sell your ideas and influence people
Who’s this workshop for:
Designed for all levels
Do you work in finance today, and do you want to future proof your career? If so, this workshop is for you.
The workshop is perfect for existing or aspiring finance business partners of all levels.
Perfect for senior finance
We also regularly get finance directors and CFOs that attend.
The course is great for leaders, looking to understand what behavioural change to lead in their teams.
Before the workshop:
Online module: The future of finance
You’ll take a 1 hour online video course exploring what finance leadership is, the future of finance, and the mindset that will future-proof your finance career.
You’ll take an online survey against our 16 behaviours of World Class finance business partners. You’ll get a personalised report showing you where you are today and how you can improve.
Colleague survey (optional)
You can also choose to send a quick online survey to your colleagues to find out their perspective on what you do well today and how you can be a better business partner in the future.
Day one outline
Session 1: The future of finance
You’ll explore the impact of automation & AI and what it means for the future of finance.
Session 2: Finance leadership
We’ll explore the Calculator to Coach business partner model and the 16 behaviours of World class finance leaders. You’ll compare yourself and identify your personal development gaps.
Session 3: FBP myth-busting
We’ll bust the most common finance business partner myths including why we don’t want to challenge, make recommendations, or be a critical friend.
Session 4: Turning data into insight
You’ll learn the difference between data, information and insight, and how to turn data into insight using a simple 3 step process. You’ll also learn about the systems ceiling that is holding your career back.
Session 5: Report transform
You’ll bring one of your real finance reports or presentations to the workshop and you’ll transform it into an interesting, engaging and fun dashboard. Your reports and presentations will never be the same again.
Session 6: Data visualisations
You’ll learn why most dashboards are no more than glorified data, and the top 10 data visualisations and when to use each one.
Session 7: Communication & presentations
You’ll learn the secret of communication and how to create powerful presentations using the same technique used by Steve Jobs. You’ll also learn a simple technique to improve your confidence and gravitas when you present.
Day two outline
Session 1: Fast-track rapport
Finance leadership means influencing decisions. You’ll learn that influence starts with relationships, and relationships start with rapport. So you’ll learn how to build instant, deep rapport with anyone.
Session 2: Power language
You’ll learn the words that create resistance and what words/phrases to use instead.
Session 3: The alternative to challenge
You’ll learn 1 simple technique that will help you building relationships, fix broken relationships, avoid conflict, generate new thinking, and negotiate for win-win outcomes. Yes, one technique achieves all these things!
Session 4: How to sell anything to anyone
You’ll learn the universal sales technique used by all professional sales people across the World, and how to apply it to selling your ideas.
Session 5: The magic of options
You’ll learn how to overcome resistance by giving people options and choices, rather than telling them what to do.
Session 7: Influencing decisions
You’ll learn 3 simple to remember and use techniques to help you influence decisions: the
Session 8: Land your perfect job
You’ll end the day learning how to land your perfect job, plus the number 1 technique to negotiate your salary.
After the workshop:
Tasking & support
You’ll be given 3 specific tasks to practice back in the real World, with full email support from one of the team here.
Online video courses
You’ll have full access to my full online video course – that’s 6 hours of online content, covering all the topics and more from the face-to-face workshop.
3 months after the workshop you’ll take the online capability assessment again, to measure your improvement and identify other areas to grow.
Public workshops are between £1199 and £1699 depending on the location, and all include:
Pre-capability assessment against our 16 behaviours of World class FBPs
Over 10 hours of on-demand video lessons to embed the learning
2 day interactive face-to-face workshop
Email support from an experienced finance business partner
You can also choose to add 1:1 Skype coaching sessions for just £200 per 45 minutes
Why listen to us?
We've been senior finance leaders, but our methodology comes directly from our experience in sales and marketing.
I’m Andy Shambrook. I used to be a finance business partner, struggling to build relationships and influence alongside reporting, budgeting, and forecasting.
When I became finance director I wanted to make time for genuine business partnering. So I put all reporting, budgeting and forecasting into a FP&A team. And created a few genuine, dedicated FBP roles.
Separating FP&A activities from FBP activities transforms finance's influence
Then I became a sales director. and saw a whole new perspective on finance business partnering.
In sales I learned to communicate clear messages, sell my ideas, and negotiate for win-win outcomes. I realised that these are the missing ingredients for finance influence.
In 2014 I founded The Finance Business Partner, and over the last 5 years I've worked with over 5,000 finance people and over 100 companies across the World in every sector.
All my partners are finance leaders with experience outside of finance, who train and consult from direct experience, not text books.
Andy Shambrook FCA, Founder and Managing Partner
Hi, I’m Iain Dewson. I’m a FCA and I’ve held senior finance roles across retail, investment banking, advertising, marketing services and insurance.
Most recently I was Head of Finance Academy at TUI (in the group HR L&D function) leading global finance learning for 3,500 people in 40 countries.
In 2019 I joined The Finance Business Partner, specialising in helping teams build better relationships, bring numbers to life and influence decisions.
Iain Dewson, FCA, Partner
Partner, Asia Pacific
Hi, I’m Andrew Jepson. I’m a CPA based out of Sydney, running the Asia Pacific region. I’ve held senior commercial finance roles, and also experienced life outside of finance as a general manager.
I wrote the book 'Compliance to Commercial: The QUIET Approach To Finance Business Partnering', and I run Australia's longest running public business partner workshops.
Having worked both in and out of finance, I can bring both perspectives to the table.
Andrew Jepson, CPA, Partner, Asia Pacific
Some of our clients
Over the last 5 years we've worked with over 5,000 finance business partners across over 100 companies all over the World.
You are more than welcome to contact any of our clients to get a first hand view of how we helped them.