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Financial Planning and Business Partnering

Finance teams across South Africa are being asked to move beyond monthly reporting into genuine business partnering, advising operational managers on decisions before they are made. This course builds the analytical and communication skills finance professionals need to translate data into insight, challenge assumptions constructively, and influence non financial colleagues, strengthening finance's role as a trusted partner rather than a scorekeeper.

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Register for this course

What you will be able to do

  • Distinguish business partnering from traditional financial reporting roles.
  • Translate financial data into insights relevant to operational decision makers.
  • Build rolling forecasts that support agile business planning.
  • Design management dashboards focused on decision useful metrics.
  • Facilitate constructive challenge sessions with non financial managers.
  • Communicate financial recommendations clearly to non specialist audiences.

Course outline

  1. 01The Shift From Reporting to Partnering
  2. 02Understanding the Operational Business
  3. 03Rolling Forecasts and Driver Based Planning
  4. 04Designing Decision Useful Dashboards
  5. 05Facilitating Business Review Meetings
  6. 06Constructive Challenge and Influence Skills
  7. 07Communicating Insight to Non Finance Managers
  8. 08Measuring the Impact of Partnering

Who should attend

Financial analysts, management accountants and finance business partners supporting operational departments.

Dates, venues and fees

DatesVenueDaysFeeCalendarRegister
28 to 30 Sep 2026Nairobi3US$1,500Closed
29 Sep to 1 Oct 2026Dar es Salaam3US$1,500Register
30 Sep to 2 Oct 2026Kigali3US$1,500Register
5 to 7 Oct 2026Kampala3US$1,500Register
6 to 8 Oct 2026Accra3US$1,500Register
7 to 9 Oct 2026Lagos3US$1,500Register
12 to 14 Oct 2026Cairo3US$1,500Register
13 to 15 Oct 2026Mauritius3US$1,500Register
14 to 16 Oct 2026Dubai3US$1,500Register
19 to 21 Oct 2026Online3US$900Register
11 to 13 Nov 2026Johannesburg3R13,000Register
16 to 18 Nov 2026Cape Town3R13,000Register
17 to 19 Nov 2026Durban3R13,000Register
18 to 20 Nov 2026Pretoria3R13,000Register
23 to 25 Nov 2026Windhoek3US$1,500Register
24 to 26 Nov 2026Gaborone3US$1,500Register
25 to 27 Nov 2026Maseru3US$1,500Register
30 Nov to 2 Dec 2026Mbabane3US$1,500Register
1 to 3 Dec 2026Lusaka3US$1,500Register
2 to 4 Dec 2026Harare3US$1,500Register
7 to 9 Dec 2026Lilongwe3US$1,500Register
8 to 10 Dec 2026Blantyre3US$1,500Register
9 to 11 Dec 2026Mozambique3US$1,500Register

Fees are per delegate. South African venues are priced in rand; other locations and online in US dollars. Fees exclude 15% VAT where applicable. Group bookings of three or more delegates from the same organisation qualify for a reduced rate; contact us for a quotation.

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