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 IV Process Transformation

In Part IV of this 4 part course, we will look at ideas for improving your processes.  You will learn about an approach for business process improvement using lean management principles.  You will explore ideas to improve your close process.  You will pull together everything you have learned in all four parts to this course to create your TGIF plan – your plan for transform, grow and innovate in finance.  Finally, you will discover change management principles that must be considered before you strike out on your change management initiative. 

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 13, 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
  4:01Process Transformation
  10:15Business Process Improvement
  13:49Close Process Transformation
  8:12Plot Your TGIF Plan
  13:17Change Management
  49:39Transform Grow and Innovate in Finance (TGIF) Part IV Process Transformation
  PDFSlides: Part IV Process Transformation
  PDFTransform Grow and Innovate in Finance (TGIF) Glossary/Index
  PDFWorkbook: TGIF