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TGIF: Transform Grow Innovate in Finance

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Before starting this self study program, please go through the instructional document.


  • Know Thyself
    3 mins
  • Maturity Model for Finance Orgenizations
    30 mins
  • People Transformation
    61 mins
  • Process Transformation
    91 mins
  • The Problem with Exccel
    119 mins
  • Transformative Dashboards
    154 mins

Course Description

This is a webinar in finance transformation. In fact, it’s more than a webinar, 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 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 webinar shares with you a path bridging these two states. 

Key topics:

  • Personal transformation: 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 webinar, you will learn about the competencies of the modern financial executive as well as how to assess your finance function.
  • Transforming Teams: The best systems and the best processes will not happen without the right people.  In this webinar, you will learn how to evaluate the maturity level of your finance function and think about areas for transformation. You will explore how finance should and should not be structured. You will hear ideas on managing, mentoring, coaching and developing stronger individuals and stronger teams.
  • Transforming Processes: No amount of people can change the process unless the system itself does it on its own. Making a system such that weak parts of the processes are changed and corrected to form a continuous process in making a system formidable for the new challenges it is to encounter time and again. It will provide ideas on what change is, how to make it acceptable in the system by through transformation in your system.
  • Transformation Plan: The complete transformation though it happens in parts and that need a broad and measurable outline to take corrective actions from the managerial perspective. This session takes in to account the planning part that should drive the process along for your transformation objectives. This continues on the ideas of implementing plans without challenging effecting processes and committed results. 

This webinar will provide a comprehensive view on how to implement the sustainable transformation changes to your organization.

Learning Objectives

  • To assess personal and finance team strength and weaknesses
  • To identify improvement opportunities for financial leadership and team development
  • To develop an approach for process and system improvement opportunities
  • To deliver and execute a plan for finance transformation

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Cloud Accountants
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Senior Accountant
  • Staff of Accounting Firm
  • VP Accounts
  • Young CPA