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 II: People Transformation

In Part II of this 4 part course, we will look at transforming people.  The best systems and the best processes will not happen without the right people.  In this course, 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.

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 
Last updated/reviewed: August 6, 2023
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
  Assessing Maturity3:47
  Functional SWOT4:45
  Structuring Finance9.48
  People Transformation10:09
  Coaching & Mentoring6:11
  Team Transformation13:48
  Transform Grow and Innovate in Finance (TGIF) Part II People Transformation 48:34
  Slides: Part II People TransformationPDF
  Transform Grow and Innovate in Finance (TGIF) Glossary/IndexPDF
  Maturity Model Self AssessmentXLSX
  Workbook: TGIFPDF