MYCPE ONE

Agile Finance: Smarter Processes & Faster Decisions 1.5 Credits 1.5 Credits

Sep 29, 2026, 03:30 PM EDT

Agile Finance: Smarter Processes & Faster Decisions 1.5 Credits 1.5 Credits

  • Published on

    January, 1970

  • Subject Area

    Business Mgmnt and Org

Learning mode

Live Webinar
  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
  • Attend the live interactive session
  • Answer the polling questions
  • Get your certificate
Sep 29, 2026, 03:30 PM EDT

Access to this course is included with a MYCPE ONE subscription.

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Learning Objectives

  • Explain the core characteristics of Agile Accounting and their implications for finance processes.
  • Apply adaptive planning and Sprint-based improvement to transactional and strategic finance activities.
  • Identify the responsibilities of the Agile Team, Product Owner, Scrum Master, and Customer.
  • Analyze how Agile practices can improve process speed, quality, stakeholder satisfaction, and risk management.
  • Assess decision-making boundaries that preserve governance while enabling faster day-to-day decisions.
  • Apply the QuickStart framework to introduce Agile working into a finance process.

Course Overview

Finance teams are under pressure to improve speed, quality, responsiveness, and control without adding bureaucracy. Agile ways of working provide a structured approach to continuous improvement through shorter planning cycles, collaboration, frequent review, and customer focus.

This course explains how Agile Accounting can be applied across finance through process vision, adaptive planning, timeboxed Sprints, collaborative teamwork, and the Voice of the Customer. Participants explore Agile roles, Sprint planning and retrospectives, practical applications in accounts payable and period-end close, and the governance and control considerations that support effective implementation.

Major Topic:

  • Agile Accounting principles and finance applications
  • Adaptive planning, Sprints, and Agile roles
  • Transactional and strategic finance processes
  • Governance, controls, and Agile decision-making
  • KPIs and continuous improvement

Participants will leave with a practical QuickStart framework for introducing Agile into finance processes and measuring progress through cycle time, quality, stakeholder satisfaction, and risk reduction—without weakening essential controls or accountability.

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On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
BusIness Management & Organization for Certified Public Accountants (CPA-US) 1.5 CPE Approved
BusIness Management & Organization for Chartered Professional Accountant in Canada 1.5 CPD Eligible
Business Management for Certified Management Accountants (CMA) 1.5 CPE Eligible
BusIness Management & Organization for Chartered Global Management Accountants (CGMA) 1.5 CPE Eligible
Chartered Financial Analyst (CFA) 1.5 PL Eligible
BusIness Management & Organization for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Certified Treasury Professional (CTP) 1.5 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Business Intelligence for Certified FP&A Professional (FP&A) 1.5 CE Eligible
BusIness Management & Organization for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
BusIness Management & Organization for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
Chartered Accountants - Scotland 1.5 CPD Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible
License details Credits Status
BusIness Management & Organization for Certified Public Accountants (CPA-US) 1.5 CPE Approved
BusIness Management & Organization for Chartered Professional Accountant in Canada 1.5 CPD Eligible
Business Management for Certified Management Accountants (CMA) 1.5 CPE Eligible
BusIness Management & Organization for Chartered Global Management Accountants (CGMA) 1.5 CPE Eligible
Chartered Financial Analyst (CFA) 1.5 PL Eligible
BusIness Management & Organization for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Certified Treasury Professional (CTP) 1.5 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Business Intelligence for Certified FP&A Professional (FP&A) 1.5 CE Eligible
BusIness Management & Organization for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
BusIness Management & Organization for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
Chartered Accountants - Scotland 1.5 CPD Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible

Additional Information

Credits

1.5

Course Level

Intermediate

Instructional Method

QAS Self Study

Group Internet Based

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

About Instructor

Ross Maynard

Ross Maynard FCMA

Managing Director, Ideas2Action Process Excellence Ltd

  • 4.5
  • rating
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My philosophy is to inspire, challenge and support change. I have nearly 30 years’ experience as a business author and consultant. 

As a consultant, I specialise in process improvement based on the Lean philosophy. I facilitate improvement teams and provide expertise in performance measurement and management; problem solving; and process improvement. 

As well as delivering webinars for MyCPE, I develop courses and webinars for the ACCA (Association of Chartered Certified Accountants) in the UK and other specialist business and finance providers.


I live in Scotland, near Glasgow, with my wife, daughter and Cocker Spaniel.

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. Our courses qualify for credits with NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses accepted by NASBA and other professional organizations?

MY-CPE LLC courses are accepted for continuing education credit by various professional certification programs, including NASBA, IRS, CFP Board, and HRCI. MY-CPE LLC is also recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® and SHRM-SCP® recertification activities.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. Our courses qualify for credits with NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars accepted by NASBA and other Professional Organizations?

MY-CPE LLC courses are accepted for continuing education credit by various professional certification programs, including NASBA, IRS, CFP Board, and HRCI. MY-CPE LLC is also recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® and SHRM-SCP® recertification activities.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are accepted for compliance and reporting purposes with NASBA, IRS, CFP Board, HRCI, SHRM (for PDCs), Payroll Org, FP Canada, and 25+ other professional organizations.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

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Agile Finance: Smarter Processes & Faster Decisions

Inclusions

  • Multiple Credits

    Multiple Credits

    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting

    Certifications & Reporting

    We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.

  • Credit Tracker

    Credit Tracker

    Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.

  • Certificate Vault

    Certificate Vault

    Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.

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