Insights Discovery

Turbo Charge Your Team's Collaboration, Productivity and Performance

Utilize psychometric tools to build stronger rapport, adapt communication styles effectively, and strengthen professional relationships, ensuring finance teams operate with greater cohesion and efficiency.

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.

Insights Discovery Overview:

WORKSHOP 1

ONLINE SURVEY

0.5 CPE Credits / 0.5 CPD Hours

WORKSHOP 2

IN-DEPTH REPORT

1 CPE Credits / 1 CPD Hours

WORKSHOP 3

INTERPRET YOUR STYLE

2 CPE Credits / 2 CPD Hours

WORKSHOP 4

ADAPT YOUR STYLE

2 CPE Credits / 2 CPD Hours

Learning Outcomes

Upon completion, Insights Discovery participants will have gained valuable insights into their own preferences and behaviors, as well as those of others, fostering empathy, collaboration, and effective communication within teams and organizations. This newfound understanding will enable participants to navigate complex interpersonal dynamics and contribute to a more harmonious and productive workplace.

Course Reviews

Pieria Pro
Pieria Pro
Finance Business Partner
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The Finance Transformation program was a power-packed crash course in driving change. It offered a well-rounded view on crafting strategies, modernizing systems, refining processes, evaluating tech, engaging stakeholders, and inspiring teams to embrace transformation. Regardless of experience level, this program emphasized the importance of every individual's role in reshaping finance. It's like fitting together pieces of a puzzle to create a transformative whole. It makes complex change achievable by equipping participants with practical tools to navigate transformation.

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.
Aisha Kasmani
Aisha Kasmani
Directorate Accountant at Bedfordshire Hospitals NHS Foundation Trust
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This week marked the end of an insightful seven-session course with GrowCFO on Finance Transformation.

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.
John Driscoll
John Driscoll
Financial Controller at Framestore
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The Finance Transformation program was great for getting into the transformation mindset before the company goes through a costly change.  The course was honest on the investment required in time, money, and the huge role that technology plays.  Companies commonly invest vast sums on a new way of working but do not invest in the journey it will take employees and transition managers to get from point A to B. The Finance Transformation program provided the framework that I needed to feel confident as a champion of change within my organization.
Phil Blazey
Phil Blazey
Finance Director at Discogs
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The finance transformation course was well structured and provided content that is relevant and applicable regardless of industry sector or size of organisation. The course materials were useful and Oli was an excellent facilitator who articulated the key course concepts in an engaging way.
Daniel James
Daniel James
Logistics Development Finance Manager, St Modwen
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Instructor was very engaging and charismatic which made the content a lot more interesting and informative
James Howell
James Howell
Head of Commercial Finance, St Modwen
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I wasn't expecting to take away so many useful tools and techniques. The session with my team, particularly as it's so new, was incredibly useful.
Karl-luke Steinhagen
Karl-luke Steinhagen
Corporate Development Associate, St Modwen
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The course was fantastic in helping us take a step back, reconsider our processes and ways of working.
Michael Blair
Michael Blair
Finance Director - Industrial and Logistics, St Modwen
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Excellent course and enjoyable
Rachel Packham
Rachel Packham
Onboarding Accountant, St Modwen
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I feel like the content was very specific to our scenarios where often in these sort of courses it can be generic
Rawa Serwan
Rawa Serwan
Portfolio Analyst, St Modwen
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We have been provided with a fantastic tool kit as a team that we can use moving forward.
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Who is Insights Discovery for?

Ambitious Professionals:

Ideal for accountants, financial analysts, and finance managers seeking to become dynamic, strategic finance business partners.

Progressive Finance Teams:

The course is perfect for organizations aiming to equip their team with the tools they need to transform into proactive partners who guide key business decisions.

Forward-Thinking Finance Leaders:

Great for finance leaders wanting to foster a culture of innovation and collaboration within your finance department.

Trusted By

Our courses have already delivered transformational learning outcomes to people in the following companies:

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
ONLINE SURVEY

Insights Discovery starts with a simple and memorable four color model, that helps us understand why we behave the way we do. We each have a unique mix of the four color characteristics and in each person one tends to dominate.
In this first session you will undertake an in-depth online survey to identify your unique color mix.
Fields of Study:
Personal Development 0.5 CPE Credits (0.5 CPD Hours)

WORKSHOP 2
IN-DEPTH REPORT

You will delve deeply into your detailed report, uncover and analyze remarkably accurate insights, and explore and understand your unique communication style. Additionally, you will identify and reflect on your distinct personality traits, thoroughly examine and review your behavioral habits, and gain a complete and nuanced understanding of yourself.
This holistic approach will provide you with valuable self-awareness and equip you with the knowledge to enhance your personal and professional interactions.
Fields of Study:
Personal Development 1 CPE Credits (1 CPD Hours)

WORKSHOP 3
INTERPRET YOUR STYLE

In this group coaching session, we will comprehensively review both individual and team scores to gain a clear understanding of performance dynamics. We will delve into interpreting your current style, personal traits, and behaviors, providing insights into how you interact with others. Additionally, we will explore your impact on colleagues, examining how your actions and communication influence the team environment.
This in-depth analysis will foster a deeper understanding of your role within the team, enhancing your ability to contribute effectively and harmoniously, ultimately leading to improved collaboration and overall team performance.
Fields of Study:
Personal Development 2 CPE Credits (2 CPD Hours)

WORKSHOP 4
ADAPT YOUR STYLE

In this group coaching session, you will gain the skills to speak directly to people's hearts, practice empathy and active listening, and adapt your communication style to suit various personality types. Additionally, you will learn how to adjust your approach to building rapport and connections, ensuring your interactions are more effective and meaningful.
By mastering these techniques, you will enhance your ability to connect with others on a deeper level, fostering stronger and more harmonious relationships both personally and professionally.
Fields of Study:
Personal Development 2 CPE Credits (2 CPD Hours)

Trusted and Accredited

Our courses are accredited by NASBA, enabling your finance teams to earn their CPE or CPD points with confidence.

Tools Your Team Will Learn

Effective Communication

Master clear, concise messaging to enhance team collaboration and stakeholder engagement, ensuring seamless communication across departments.

Personal Awareness

Understand your impact on other people, empowering personal growth and effective self-management in challenging situations.

Emotional Intelligence

Navigate complex interpersonal dynamics with sensitivity and awareness, fostering a positive work environment and reducing conflicts.

Relationship-Building

Cultivate lasting connections, enhancing teamwork and trust within your finance function, leading to increased productivity and job satisfaction.

After Completing the Insights Discovery, Your Team will…

Case Studies

Explore how GrowCFO has empowered finance teams like yours to excel.

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