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 III System Transformation

In Part III of this 4 part course, we will look at ideas for transforming your system. Technology is an ever increasingly important driver of disruption, not only in business, but in the back office as well.  You will learn about how finance leaders are thinking about leveraging technology to change the roles of their people and ultimate the functional role of finance in the organization.

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 5, 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
  The Problem with Excel8:05
  Systems Transformation6:15
  Changing Systems4:17
  Emerging Technology5:34
  Transforming Reporting9:59
  Transformative Dashboards7:20
  Transform Grow and Innovate in Finance (TGIF) Part III System Transformation41:34
Supporting Materials
  Slides: Part III System Transformation Not Yet RatedPDF
  Transform Grow and Innovate in Finance (TGIF) Glossary/IndexPDF
  Workbook: TGIFPDF