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: August 4, 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
  Process Transformation4:01
  Business Process Improvement10:15
  Close Process Transformation13:49
  Plot Your TGIF Plan8:12
  Change Management13:17
  Transform Grow and Innovate in Finance (TGIF) Part IV Process Transformation49:39
  Slides: Part IV Process TransformationPDF
  Transform Grow and Innovate in Finance (TGIF) Glossary/IndexPDF
  Workbook: TGIFPDF