TGIF - Transform Grow Innovate in Finance

Overview:

Not only are organizations under fire to keep up with internal and external forces that require adaptation and change, so too are the finance functions that support the organization. This course guides you though a journey of self-evaluation, reflection and strategic planning to propel your finance organization forward.

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 it’s 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.

Course Content:

In this course, you will gain knowledge about the following topics:

• Personal transformation
  • Your strategy
  • Personal SWOT
  • Interpreting a SWOT
  • Maturity model for finance organizations
• People transformation
  • Assessing maturity
  • Functional SWOT
  • Structuring finance
  • People transformation
  • Coaching & mentoring
• Team transformation
  • Process transformation
  • Process transformation
  • Business process improvement
  • Close process transformation
• System transformation
  • Changing systems
  • Emerging technology
  • Transforming reporting
  • Transformative dashboards
• Making transformation happen
  • Plot your TGIF plan
  • Change management

Learning Objectives:

Upon completion of this course, you will be able to: 

• Assess personal and finance team strength and weaknesses
• Identify improvement opportunities for financial leadership and team development
• Develop an approach for process and system improvement opportunities
• Deliver and execute a plan for finance transformation 

Who Will Benefit: 

All finance professionals and leaders within the finance team.