Instructor for this course

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: May 12, 2022


Education Provider Information

Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
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 .
Course Syllabus
  8:05The Problem with Excel
  6:15Systems Transformation
  4:17Changing Systems
  5:34Emerging Technology
  9:59Transforming Reporting
  7:20Transformative Dashboards
  41:34Transform Grow and Innovate in Finance (TGIF) Part III System Transformation
Supporting Materials
  PDFSlides: Part III System Transformation Not Yet Rated
  PDFTransform Grow and Innovate in Finance (TGIF) Glossary/Index
  PDFWorkbook: TGIF