Finance Transformation Boot Camp
Next Live Workshop Dates
Workshop: Core Concepts and Best Practice
đź“… Wednesday, 22 January 2025
⏰ 9:00 am – 11:00 am GMT (4:00 am – 6:00 am ET)
Discover what a great finance transformation looks like and how to successfully implement this within your organization to ensure that finance fully delivers your business requirements.
This workshop covers core concepts and best practices required for delivering a game-changing finance transformation project.
Fields of Study:
Finance 1 CPE Credit (1 CPD Hour)
Management Services 1 CPE Credit (1 CPD Hour)
Workshop: Strategic Planning
đź“… Wednesday, 29 January 2025
⏰ 9:00 am – 11:00 am GMT (4:00 am – 6:00 am ET)
Find out how to effectively implement your finance transformation initiatives within your desired timetable.
The workshop covers the 90-day project planning model. The design, build and implement phases within it, and the key things that need to happen in each phase.
Fields of Study:
Management Services 2 CPE Credit (2 CPD Hour)
Workshop: Process Optimization
đź“… Wednesday, 12 February 2025
⏰ 9:00 am – 11:00 am GMT (4:00 am – 6:00 am ET)
Learn how to develop process maps, evaluate current performance, and create solutions that drive efficiency and productivity.
This workshop shows you how to identify, design and implement process enhancements that support effective digital transformation, streamline operations, and increase efficiency.
Fields of Study:
Management Services 2 CPE Credit (2 CPD Hour)
Workshop: Technology and Automation
đź“… Wednesday, 19 February 2025
⏰9:00 am – 11:00 am GMT (4:00 am – 6:00 am ET)
Discover how to identify and implement technologies that drive efficiency, increase accuracy, reduce costs and improve results.
You’ll master the practical, step-by-step approach to selecting the right technology solutions, so you can make sound investment decisions with maximum ROI.
Field of Study: Information Technology 2 CPE Credits (2 CPD Hours)
Workshop: Data Integration and Analytics
đź“… Wednesday, 12 March 2025
⏰ 9:00 am – 11:00 am GMT (5:00 am – 7:00 am ET)
Learn how to leverage data-driven decision-making to identify improvement opportunities and use analytics to measure current performance and manage outcomes.
You’ll become a data guru, understanding the 7 V’s of big data and leveraging its power to tell stories that draw crowds, influence stakeholders, and advance strategies.
Field of Study:
Finance 1 CPE Credit ( 1 CPD Hour)
Management Services 1 CPE Credit ( 1 CPD Hour)
Workshop: Change Management
đź“… Wednesday, 19 March 2025
⏰ 9:00 am – 11:00 am GMT (5:00 am – 7:00 am ET)
How to lead and facilitate successful change initiatives, develop communication plans and measure success.
You’ll master the 8-step model for planning and executing effective change management, so you can lead compelling initiatives with maximum success.
Field of Study: Management Services 2 CPE Credits (2 CPD Hours)
Workshop: Case Studies & Practice
đź“… Wednesday, 26 March 2025
⏰ 9:00 am – 11:00 am GMT (5:00 am – 7:00 am ET)
Consolidate your learning from the previous 6 workshops and see how it combines to provide successful outcomes in real life case studies
You’ll examine proven transformation models, success factors and key lessons learned from leading organizations.
Field of Study:
Finance 0.5 CPE Credits (0.5 CPD Hours)
Management Services 1 CPE Credits (1 CPD Hours)
Information Technology 0.5 CPE Credits (0.5 CPD Hours)
Course Overview
What we Cover:
By participating in this course, you will gain the tools, techniques, and action plan to automate mundane tasks, freeing up valuable time to create a more significant impact within your role and revolutionize your finance function.
The challenges:
Research reveals that the majority of finance transformations fail to deliver expected results within the required timeframes, potentially harming our reputation and burdening our teams. Therefore, this program is specifically designed to teach essential skills that may have been overlooked during our finance careers.
The Barriers:
Common barriers to a successful finance transformation include resistance to change, skill gaps among personnel, outdated technology, and budget limitations. Without addressing these challenges, organizations risk delayed progress, inefficiencies, and misaligned objectives. Overcoming these barriers is crucial to ensure a smooth transition, maximize benefits, and achieve lasting success.
Learning Outcomes:
On completion of these Finance Transformation Boot Camp modules, you will master strategic planning, process optimization, and technology integration. Gaining proficiency in data analytics, automation, and change management. These skills will enable your team to implement effective financial strategies, optimize processes, leverage technology, and lead impactful organizational change.
Business Benefits:
A successful finance transformation delivers multiple benefits, including improved efficiency through automated processes, significant cost savings, and access to real-time data for better decision-making. Enhanced compliance and risk management ensure regulatory adherence, while strategic alignment strengthens the finance function’s role in achieving organizational goals. By modernizing financial processes, businesses gain a competitive edge, drive growth, and position themselves for long-term success.
‘The finance transformation course was well structured and provided content that is relevant and applicable regardless of industry sector or size of organisation. The course materials were useful and Oli was an excellent facilitator who articulated the key course concepts in an engaging way.’
Phil Blazey,
Finance Director, Discogs
Course Facilitator
Oliver Deacon
Course Facilitator UK, Europe, Middle East and Africa
Oli is an ICAEW FCA based out of the UK, a PCC certified coach with ICF and a former Microsoft Finance Director.​
Prerequisites: Candidates will be expected to have a good understanding of the activities undertaken in their own finance function, the roles and responsibilities of the people undertaking them, and the processes and systems used.
Advanced Preparation: No advanced preparation is required
Program Level: Basic
Delivery Method: Group Internet
This course is worth 14 CPD Hours / CPE Credits in the following fields of study:
- Finance 2.5 Credits
- Management Services 9 Credits
- Information Technology 2.5 Credits
Module Content
About Instructor
Module Includes
- 1 Topic
- 1 Lesson
