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.
Part I: Personal Transformation
In Part I of this 4 part course, we will look at personal transformation – from financial professional to financial executive. Only in understanding ourselves better can we embark on a journey to transform our finance function and elevate the mission of finance across the organization. In this course, you will learn about the competencies of the modern financial executive as well as how to assess your finance function.
Learning Objectives
- 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
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Prerequisites
No advanced preparation or prerequisites are required for this course.
However, it is recommended to take other courses in the series:Transform Grow and Innovate in Finance (TGIF): Part I Personal Transformation
Transform Grow and Innovate in Finance (TGIF): Part II People Transformation
Transform Grow and Innovate in Finance (TGIF): Part III System Transformation
Transform Grow and Innovate in Finance (TGIF): Part IV Process Transformation