Finance partnering workshop 2021 - Live online


18 - 20 May, 2021

9:00 am - 1:45 pm BST


Finance partnering workshop 2021 - Live online

Location: Virtual

  • Format


  • Type


  • Duration

    3 half days

Future proof your career with this online workshop over three mornings which will focus on the skills and techniques that are essential to be an effective finance business partner.

Product information


Professional development

All learning resources available in the CGMA Store qualify for CPD for CIMA members.

Duration:3 half days
Access:This is a live event. You will receive information about the location, materials, and attendance after purchasing.

Return and refund policy

Programme outline

The needs of businesses today are evolving at an accelerated rate, something industries have never seen before, and as a result so is the role of the finance professionals to include finance business partnering.

Finance business partnering begins after standard reports and analysis have been produced. At this point the focus shifts from accounting to management; applying the disciplines of management accounting are applied in the business, and insights developed to inform decisions and improve performance

Providing effective finance business partnering is still proving to be a challenge for many businesses. There are capacity constraints and accountants may not be recognised as having the business acumen or soft skills required. It is important that businesses and accountants address this challenge*.

To be an effective business partner, accountants need to complement their technical skills with additional analytical skills to include business understanding and emotional intelligence.

This workshop will build on the skills and techniques that are essential to be an effective finance business partner. It will help you acquire a broad, strategic understanding of finance and accounting, organisational and management issues.

Who should attend?

  • Finance and accounting managers
  • Management accountants
  • Finance business partners
  • Finance controllers
  • Performance managers

What will you gain?

This workshop will cover a variety of topics that are relevant to your role and count towards or even fulfil your annual CPD requirements. It is designed to be a relaxed, interactive and informative three morning workshop.


  • Sean Purcell BA ACMA CGMA, Wise Up Now
  • Olwyn Merritt, Pure Potential Development Ltd
  • Andi Lonnen, Finance Training Academy Ltd
  • Kush Shukla, ARIVU Ltd

Read the full speaker biographies here


The Finance Partnering workshop will run over three mornings, 18 - 20 May 2021. Connection details and a delegate pack will be sent a few days before.


Book before the 30th April 2021 - £499 + VAT (Special Early Bird rate. Early bird savings will be shown in your shopping cart.)

Book from the 30th April 2021 - £549 + VAT

Payment: To pay by invoice please complete and return this booking form

Click here for the full programme outline.

Booking information

  • 18 - 20 May, 2021 / 9:00 am - 1:45 pm BST

    Location: Zoom

    Price: £549.00 (CIMA members only)


    VAT calculated based on event location