Empower Your Team with the Finance Transformation Boot Camp
- CPD Hours / CPE Credits: 14
- Delivery: Virtual Or In-Person
- Facilitators: Oliver Deacon
FACILITATOR
Oliver Deacon
Oli is an ICAEW FCA based out of the UK, a PCC certified coach with ICF and a former Microsoft Finance Director.
Finance Transformation Course Overview:
WORKSHOP 1
CORE CONCEPTS AND BEST PRACTICE
WORKSHOP 2
STRATEGIC PLANNING
WORKSHOP 3
PROCESS OPTIMIZATION
WORKSHOP 4
TECHNOLOGY AND AUTOMATION
WORKSHOP 5
DATA INTEGRATION AND ANALYTICS
WORKSHOP 6
CHANGE MANAGEMENT
WORKSHOP 7
CASE STUDIES
Learning Outcomes
Course Reviews
But this program wasn't just theoretical; it's a guide to unlocking change along with practical exercises. It provides insights into effective strategies, sustainable systems, and the human side of transformation – rallying teams and fostering collaboration. The case study at the end of the course was eye opening!
In essence, the Finance Transformation program can be a roadmap in the continuing evolving finance world. Having the opportunity to be part of this program, I can confirm that it empowers professionals to lead their organizations toward meaningful progress. If you're ready to shape the future of finance, this program is your invaluable collaborator.
We covered a wide range of topics from managing stakeholders to creating a project plan and even analysing available software solutions (who knew there were so many!). Oliver Deacon is an engaging facilitator who managed to keep the energy and interest high throughout despite it being virtual. He delivered a combination of theory based models with practical examples and the chance to deep-drive into the week's specific topic via smaller break out rooms. I'm extremely impressed with the breath of subject matter covered and how relevant and applicable it was made to feel within an NHS context even though it wasn't aimed at a public sector audience.
As a CIMA finalist, this Transformation Boot Camp brought my Strategic level studies to life; especially in our final session where we worked through a Case Study and tied all the different elements together. I walked away feeling inspired and excited about the opportunities we have for progress in this area! Finally, the care taken with the workbooks and presentation materials is testament to the passion and pride taken by Oli and the GrowCFO team and I very much look forward to working with them again in the future.
Who the Finance Transformation Boot Camp is for
Ambitious Professionals:
Ideal for accountants, financial analysts, and finance managers seeking to become become strategic leaders and catalysts for positive change in their finance functions.
Progressive Finance Teams:
This course is ideal for organizations aiming to optimize their financial processes through technology automation and data visualization, leading to informed decisions and sustainable growth.
Forward-Thinking Finance Leaders:
Perfect for finance leaders seeking to gain a deep understanding of finance transformation principles and align their finance team with broader business goals.
Meet Your Course Facilitator
Oliver Deacon
Course Facilitator
UK, Europe, Middle East and Africa
Oliver, a former Microsoft Finance Director, is an executive leadership and innovation coach with a passion for building world-class teams and coaching individuals to reach their full potential. His career has spanned roles at Skype, Best Buy Europe, and Deloitte, leading and coaching international teams in the UK, US, and Europe. At Microsoft, he led finance culture programs and facilitated development workshops.
With over 1,000 hours of coaching experience, Oliver works with clients from major tech companies and finance professionals, helping them grow in rapidly changing environments. His coaching style is energetic, pragmatic, and inspiring, focusing on leadership and organizational development.
A PCC with the International Coaching Federation and an ICAEW Fellow Chartered Accountant, Oliver holds a Master’s in Earth Sciences from Oxford. He brings energy, a fresh perspective, and approachability to his coaching, providing clients with the tools they need to thrive in their careers.
Course Content
WORKSHOP 1
CORE CONCEPTS AND BEST PRACTICE
Discover what a great finance transformation looks like and how to successfully implement this within your organization to ensure that finance fully delivers your business requirements.
This workshop covers core concepts and best practices required for delivering a game-changing finance transformation project.
Fields of Study:
Finance 1 CPE Credit (1 CPD Hour)
Management Services 1 CPE Credit (1 CPD Hour)
WORKSHOP 2
STRATEGIC PLANNING
Your team will learn how to effectively implement your finance transformation initiatives within your desired timetable.
The workshop covers the 90-day project planning model. The design, build and implement phases within it, and the key things that need to happen in each phase.
Field of Study:
Management Services 2 CPE Credits (2 CPD Hours)
WORKSHOP 3
PROCESS OPTIMIZATION
Your team will learn how to develop process maps, evaluate current performance, and create solutions that drive efficiency and productivity.
This workshop shows you how to identify, design and implement process enhancements that support effective digital transformation, streamline operations, and increase efficiency.
Field of Study:
Management Services 2 CPE Credits (2 CPD Hours)
WORKSHOP 4
TECHNOLOGY AND AUTOMATION
Discover how to identify and implement technologies that drive efficiency, increase accuracy, reduce costs and improve results.
You’ll master the practical, step-by-step approach to selecting the right technology solutions, so you can make sound investment decisions with maximum ROI.
Field of Study:
Information Technology 2 CPE Credits (2 CPD Hours)
WORKSHOP 5
DATA INTEGRATION AND ANALYTICS
Learn how to leverage data-driven decision-making to identify improvement opportunities and use analytics to measure current performance and manage outcomes.
You’ll become a data guru, understanding the 7 V’s of big data and leveraging its power to tell stories that draw crowds, influence stakeholders, and advance strategies.
Fields of Study:
Finance 1 CPE Credit (1 CPD Hour)
Management Services 1 CPE Credit (1 CPD Hour)
WORKSHOP 6
CHANGE MANAGEMENT
How to lead and facilitate successful change initiatives, develop communication plans and measure success.
You’ll master the 8-step model for planning and executing effective change management, so you can lead compelling initiatives with maximum success.
Field of Study:
Management Services 2 CPE Credits (2 CPD Hours)
WORKSHOP 7
CASE STUDIES
Consolidate your learning from the previous 6 workshops and see how it combines to provide successful outcomes in real life case studies
You’ll examine proven transformation models, success factors and key lessons learned from leading organizations.
Fields of Study:
Finance 0.5 CPE Credit (0.5 CPD Hour)
Management Services 1 CPE Credit (1 CPD Hour)
Information Technology 0.5 CPE Credit (0.5 CPD Hour)
Trusted and Accredited
Tools Your Team Will Learn
Creative Mind Mapping
You'll learn the best way to free up thinking time and develop a powerful creative mindset to brainstorm broadly and innovate truly transformative new ideas.
Software Selection Model
You’ll master the practical, step-by-step approach to selecting the right technology solutions, so you can make sound investment decisions with maximum ROI.
8 Steps for Driving Change
You’ll master the 8-step model for planning and executing effective change management, so you can lead compelling initiatives with maximum success.
Seven V’s of Big Data
Discover what Google learned in its quest to build the perfect team - insight from two years of study across 180 teams.
Heroes & Villains
You'll understand the key people to involve in transformation initiatives and be able to spot potential troublemakers who will disrupt the process and slow down overall progress.
Process Optimization
You'll learn how to design and implement process enhancements that support effective digital transformation, streamline operations, and increase efficiency.
7 Emotional Reactions
You'll become an expert on identifying the 7 emotional reactions to change and be able to proactively manage the people impacted to deliver optimal results.
Powerful Dashboards
Unlock the power of data and present compelling personalized dashboards that illustrate performance, showcase insights, and drive informed decision-making.
After Completing the Boot Camp, Your Team will…
- Be crystal clear about the core concepts and best practices required for delivering a game-changing finance transformation project.
- Understand how to design, plan, and execute successful transformation initiatives.
- Embed process optimization to streamline operations and boost productivity.
- Use change management skills to drive successful adoption of new technologies.
- Be able to identify and implement cost-effective technology solutions.
- Present information, insights, and recommendations for data-driven decision-making.
- Feel confident leading and managing large-scale transformation projects.
- Prepare for changing business needs with greater agility and responsiveness.
- Elevate your team's role as a pivotal business function! Be recognized as indispensable!
Case Studies
Case study title number 1
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Case study title number 2
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Case study title number 3
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Speak to Catherine or Shelly Today
to Book Your Team on this Course
Speak to Catherine or Shelly Today to Book Your Team on this Course
Book a call with one of our finance team training directors to discuss your requirements and book your training.
Catherine Marks
Finance Team Training Director
Shelly Adams
Finance Team Training Director
