It took a pandemic to uproot those of us working in accounting and finance. In the span of a few years, all of us lived through transforming how and where we worked. That experience positions you well to tackle the future.

In this course, you learn about the future of finance and the challenges that lay ahead. You will peer into the future to answer how, why and where the finance organization will succeed and add value by leveraging people and technology. You will learn about emerging imperatives of sustainability and data as the next frontiers of finance. Finally, you will explore the new skillsets and communication mindset you need to adopt to ensure stakeholder understand the value proposition offered by the “new” finance function.

Learning Objectives
  • Discover and define and distinguish how finance adds value to any organization.
  • Explore the emerging mandates of finance in the areas of sustainability, automation, and data.
  • Identify and adopt new ways to manage, motivate, and make great finance teams.
Last updated/reviewed: March 16, 2024
23 Reviews (169 ratings)

Reviews

4
Anonymous Author
Good overview of what to to consider as leaders in the accounting or finance function to transform the organization, develop, and retain. I liked the examples that the instructor uses. The training gave me some good solid examples and take aways.

5
Anonymous Author
The course provides good insight to the future of analytical accounting and does not dismiss the core 80% of responsibilities. However, it does promote how the accounting professional should approach the business in a value added strategy.

5
Anonymous Author
Overall I enjoyed this course as it covered many areas within Finance and the future of Finance Organizations. Many future of finance discussions focus on new technology, while this focused more on the true overall organization.

4
Anonymous Author
Good insight into Finance & Accounting roles, opportunities,, accountabilities in the future so that the Finance and Accounting professionals can better prepare to be a strong contributors in the new future.

4
Member's Profile
the course is organized in an uncommon way thay may not usually accepted by you and me sitting in front of a computer. However, you may try it and it may surpirse you postively.

5
Member's Profile
I LOVE how these instructors delivered this information. It was down to earth and not robotic. I got a laugh out of their acronyms JFDI and PUTDP. Very timely and informative..

5
Anonymous Author
VERY HAPPY WITH THIS COURSE. AS OF SEPT 2023, IT STILL FEELS LIKE A FRESH AND APPLICABLE COURSE. ALREADY LOOKING FOR OTHERS BY THIS INSTRUCTOR.

5
Anonymous Author
This was a good course to take. Really did a great job of diving deep into the waters of the future of the accounting and finance profession.

4
Anonymous Author
Many interest points about the future of accounting and how things are changing. The challenge of the managers roll as these changes occur.

5
Anonymous Author
This is a great course on the future of Finance. This is useful to help understand the landscape moving forward after the pandemic.

5
Anonymous Author
Covers a range of topics from transforming processes and organizational focus to reducing burnout and sustainability reporting.

5
Member's Profile
Excellent course material and presentation on ways to upgrade and modernize the Finance functions.

4
Member's Profile
Excellent course material and presentation on ways to upgrade and modernize the Finance functions.

5
Anonymous Author
It is a very enjoyable course about the future of the finance field, and how to prepare for it.

5
Anonymous Author
great insight to the future of the finance world and what to expect to happen down the road.

5
Anonymous Author
Practical, insightful, and helpful. The world is changing and Finance leaders are needed!

5
Member's Profile
Excellent course and the presenter did an amazing job on keeping the audience engaged.

5
Anonymous Author
Excellent course. Thank you Blair for your patience and great transformative thinking

5
Member's Profile
Very thought provoking. I will explore the professional development weekly approach.

4
Anonymous Author
Interesting overall course thinking about the future of the finance profession.

5
Member's Profile
Interesting learning about trends in the finance and accounting industry.

5
Anonymous Author
Enjoyed this course! Great insight into future dealings within companies.

5
Anonymous Author
This was very insightful on the future of the industry.

Prerequisites
Course Complexity: Foundational

No advanced preparation or prerequisites are required for this course.

Education Provider Information
Company: Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact: For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Instructor for this course
Course Syllabus
INTRODUCTION AND OVERVIEW
  Introduction to The Future of the Finance and Accounting Organization2:06
  The Future of the Finance and Accounting Organization6:32
  Stages of Transformative Thinking6:23
  Playing a Larger Role4:06
  Redefining the Role of the Office5:18
  Employee Wellbeing4:11
  Rethinking the Role of the Meeting3:22
  Talent Management for the Future11:54
  Disaster Recovery & the Value Creation Mindset5:59
  Relationship [Re] Building4:53
  Sustainability and the Role of Finance7:26
  Data4:58
  Branding Finance in the Future4:09
  Course Wrap Up2:57
CONTINUOUS PLAY
  The Future of the Finance and Accounting Organization1:14:14
SUPPORTING MATERIAL
  Slides: The Future of the Finance and Accounting OrganizationPDF
  The Future of the Finance and Accounting Organization Glossary/ IndexPDF
  Slides Script: The Future of the Finance and Accounting OrganizationPDF
REVIEW AND TEST
  REVIEW QUESTIONSquiz
 FINAL EXAMexam