Course Details


Course Name: Transform Grow and Innovate in Finance
CPE Credits: 4
Type: Online/Video
Exam: Passing grade (70%)
Price: $60


Description:
This is a course in finance transformation. In fact, it’s more than a course, it’s a guided journey of self-evaluation, reflection and strategic planning to propel your finance organization forward. Not only are organizations under fire to keep up with internal and external forces that require adaptation and change, so to are the finance functions that support the organization.

The modern finance function has never had as great an opportunity as it has today to play a strategic advisory role inside any organization. Yet, most finance leaders and those working in the finance organization find themselves still buried in transactional processing. This course shares with you a path forward by first understanding where you as a finance leader or aspiring finance leader, and your finance organization stand today. From there, you will learn for yourself the end goal, whether its to be a partner in business or a trusted advisor internally and externally on behalf of management. Through the exercises included with this course, you will plot a course forward to transform finance.


Topics:
now thyself
Your strategy
Personal SWOT
Interpreting a SWOT
Maturity model for finance organizations
Assessing maturity
Functional SWOT
Structuring finance
People transformation
Coaching and mentoring
Team transformation
Process transformation
Business process improvement
Close process transformation
The problem with Excel
System transformation
Changing systems
Emerging technology
Transforming reporting
Transformative dashboards
Plot your TGIF plan
Change management







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