A highly interactive training course on

Agile Finance Transformation: A to Z of Best Practices

Transforming your Business into Agile and Adaptive Organization
Coventry Academy -  Agile Finance Transformation: A to Z of Best Practices
5
Days

Course Schedules

 London
 03-07 Feb 2025
 $5,950
 London
 07-11 Jul 2025
 $5,950
 Dubai
 20-24 Oct 2025
 $5,950

Training course overview

The Agile Finance Transformation training course at Coventry Academy is designed to equip business managers with the mindset and tools necessary for enhancing agility within the finance department. This practical course emphasizes the critical role finance plays in driving organizational agility through both occasional and continuous functions.

Participants will learn how to set financial targets that align with business value and support agile practices. The program will guide you through essential tools and methodologies unique to finance, ensuring your finance teams are integrated into the broader agile transformation.

Key features of the course include:

  • Developing a Sustainable Strategy Map.
  • Implementing an Agile Balanced Scorecard.
  • Fostering a Positive Impact.
  • Building a Networked Organization.
  • Creating Shared Value.

What are the goals?

By the end of this training course, participants will be able to:

  • Appreciate the challenges of Finance Teams in transforming the business into an agile economic unit
  • Analyze what it entails to be a financially agile firm
  • Understand different agile methodologies
  • Improve customer value and value streams
  • Efficiently communicate insights across firm’s departments

Who is this training course for?

This Coventry Academy training course will not only be of benefit to financial planning team members, but it will also provide useful insights and tools for other professionals in related fields, in particular, the course will greatly benefit:

  • Finance Directors and Managers
  • Risk Managers and Analysts
  • Corporate Development Leaders
  • Financial and Accounting Managers
  • Financial Analysts and Budget Analysts
  • Accountants and Procurement Professionals
  • Controllers and Internal Auditors
  • Anyone responsible for budgeting or planning

How will this training course be presented?

This Coventry Academy training course will utilize a variety of proven adult learning techniques to ensure maximum understanding, comprehension and retention of the information presented. This includes various exercises and case studies to provide practical application of the tools and techniques. A wide range of key topics will be discussed – and tips and proven techniques will be shared to enable the process to be challenged and the service optimized – so that senior management’s expectations are exceeded.

Course Outline

Day One: Introduction to Agility in Business Environment
  • Agile approaches to meeting new challenges
  • Keys to scaling agile
  • Governance and execution
  • Governance strategy
  • Execution strategy
  • Adapting agile
Day Two: Setting up Agile Accounting and Finance Department: Policies & Manual
  • The need for proper planning in the reporting process
  • Human Resource Planning
  • Cost Centers and Accounts
  • Process Mapping Chart and measurement accuracy
  • Manual purpose and structure
  • Financial authorities and duties
Day Three: How to Build an Agile Balanced Scorecard?
  • What is Agile and Adaptive?
  • Four Steps of KPI Selection
  • Building an Agile and Adaptive Balanced Scorecard
  • Setting Targets
  • Getting results through Agile Strategy Execution
Day Four: Driving Sustainable Value
  • Sustainability Strategy Map & Corporate Social Responsibility
  • Triple Bottom Line
  • Shared Value
  • Positive Impact
  • Networked Organizations
  • How to construct an agile Shared Measurement System?
Day Five: Digital Age Strategy Management
  • How to Formulate Strategies for the Digital Age
  • The Danger of Being Frozen in Time
  • From Finance-Based to Technology-Based Planning
  • Crafting a Vision Statement
  • Identifying the Value Gap
  • Environmental Scanning
  • SCOPE Situational Analysis

The certificate

  • Coventry Academy Certificate of Attendance will be provided to delegates who attend and complete the course

Coventry Academy
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