FBP Advance with CPA Ontario

Join FBP Advance with CPA Ontario. Everything you get from our flagship in-house programme, with up to 16 people from different companies.

You’ll learn how to build relationships, turn data to insights, bring numbers to life and influence more decisions.

With 7 hours of on-demand video lessons, 4 x 3 hour live virtual workshops, and at office tasking, you’ll also qualify for up to 4 days CPD for CPA Ontario, ICAEW, CIMA, ACCA and more.

Sign up today for immediate access to your video lessons to get started right away. Live virtual workshops start dates below.

You’ll get:

FBP Ignite personal development plan

7 x 1 hour on-demand video lessons with self-study exercises, case-studies & templates to download and use

4 x 3 hour live virtual workshops to apply the video learning to your situation

Tasking to apply the learning in your role at work

Over 4 days of output CPD

It’s undeniable that organisations make better commercial decisions when finance is involved. But if that’s the case, then why do so few businesses involve finance in commercial decisions? The simple answer is relationships.

Relationships are the bedrock of finance business partnering. People accept advice from people they know, like and trust. You could be the most technically brilliant accountant, but if you can’t influence key decision makers, communicate financial concepts to a non-finance audience, or build strong relationships with others, you’ll face resistance when trying to advise other departments.

This course teaches finance professionals how to become world-class finance business partners by showing them how to build stronger relationships, transform their data into commercial insight and bring their numbers to life. If finance wants to lead change and add value to the business, developing business partnering skills is the most effective way.
 

Course structure

FBP Ignite development plan

Whether you choose FBP On Demand or FBP Advance you’ll start with an online psychometric profile questionnaire and receive an in depth analysis into your current FBP style. FBP Ignite is based on the four types of world-class FBP we identified in our research and the four key behavioural areas each exhibit. Participants will be assessed against these 16 behaviours, and will receive feedback on how they can maximise their full FBP potential.

Learning outcomes

Rapport is everything

Learn how to build sustainable relationships with anyone quickly, whether they’re in the room or online.

Lead with insight, not data

Businesses are overwhelmed with data and are suffering from decision paralysis. Learn how to extract the insight from your data, reducing the time spent on reports while increasing the impact and actionability.

Inject ‘life’ into your numbers

Lengthy reports are boring and disengaging. Learn how to present and communicate a crystal clear message with the confidence of a top Chief Marketing or Sales Executive; tell the story behind the numbers and hook the business to act.

Negotiate for win-wins

Too often, collaboration between finance and the business ends with the perception that someone has lost. Learn how to challenge and influence others elegantly and sell your ideas by considering the business context to produce effective outcomes.

7 on-demand video lessons

Course 1 – What is FBP?
Learn what great looks like and create your personalised development plan
Course 2 – Bring numbers to life
Learn how to make your finance reports interesting, engaging, and fun!
Course 3 – Turn data to insight
Learn how to translate data (what) into information (why) and insights (so what)
Course 4 – Relationships
Learn how to build fast-track rapport, challenge elegantly, and deal with any conflict
Course 5 – Secrets of influence
Apply the secrets of influence from sales and marketing to the finance World
Course 6 – Tell stories with data
Learn 3 storyline structures, the top 10 finance charts, and the 5 charts not to use
Course 7 – Present with confidence
Learn how to engage your audience, and feel confident presenting

4 live virtual workshops

The live virtual workshops are aligned to the video courses. You learn the theory and principles in the video course and then we help you apply it in your context in the live workshops. Plus we’ll answer your questions and help you overcome your specific challenges.

Workshop 1 - BRINGING NUMBERS TO LIFE

You’ll turn a boring table of numbers into an interesting, engaging and fun dashboard. Plus you’ll add context and meaning, and move your analysis from month end to trends.Learn how the CEOs, politicians and CFOs communicate crystal clear messages using a simple technique

Workshop 2 - RELATIONSHIPS & CHALLENGE

You’ll learn how to build fast-track rapport, and how to challenge elegantly using the agreement-negotiation frame. Plus you’ll learn how to manage difficult conversations with ease.

Workshop 3 - INFLUENCE & PERSUASION

You’ll apply the 5 step sales process to SSE situations and see how you can use it influence. Plus you’ll get to grips with the heroes & villains storyline to gain buy in for your ideas and plans.

Workshop 4 - PRESENTING & COMMUNICATING

You’ll learn the presentation secrets of Steve Jobs and how to apply them. Plus you’ll learn the communication secrets normally reserved for CEOs & politicians.

Facilitators

Your video lessons are presented by our founder, Andy Shambrook. Iain Dewson, Amanda Carlyle, Oli Deacon or Damian Smith will facilitate the live workshops.

Andy

Amanda

Iain

Oli

Damian

Logistics

Sign up today and you’ll get immediate access to your video lessons so you can started right away.

Live virtual workshops in November 2023.

Session 1 13th Nov 9:00 – 12:00 EST Iain
Session 2 16th Nov 9:00 – 12:00 EST Iain
Session 3 20th Nov 9:00 – 12:00 EST Iain
Session 4 23rd Nov 9:00 – 12:00 EST Iain

 

Further courses starting March, June, September and December 2024, please contact us to find out more.

£999

Get to know you

What's your influence style?

Calculator, Dashboard, Coach, or Leader?

Take our FBP Ignite survey to learn more about your FBP style and create your personalised development plan