The Finance + IT Partnership for Leading Transformation

Course Description 

Listen in as Keith Linhart, Partner at CrossCountry Consulting and Stefan van Duyvendijk , Accounting Operations Evangalist at FloQast discuss financial transformation.

Learning Objectives

• Identify how financial transformation has evolved from a one-time project to a continuous, integrated process within organizations involving various stakeholders beyond the finance department.
• Recognize the critical components necessary for successful financial transformation, including technology enablement, cultural shifts, and cross-functional collaboration.
• Identify the key areas where the CFO and CIO must collaborate to ensure the effective management and transformation of organizational data and processes, particularly in financial reporting and cybersecurity.
• Discover strategies to shorten the financial close process, enhancing the organization’s ability to perform timely analysis and make informed business decisions.
• Explain how consolidating financial data with non-financial operational data can enhance strategic decision-making and drive broader organizational transformation.
• Recognize the uses of Excel for problem-solving and reconciliation as well as its limitations in reporting, and appreciate the importance of financial storytelling in effective communication and forecasting.

Course Instructions

To complete this course, you must complete each lesson, including watching video content, reading provided articles, answering knowledge check questions, and completing the final assessment. To complete the assessment, a minimum passing grade of at least 70% is required.

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This course will expire 12 months from the registration date. 

Additional Details