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Agile Finance Boot Camp

3 Days Classroom Session   |  
3 Days Live Online
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Group Rate:
(per registrant, 2 or more)
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Private Onsite Package

This course can be tailored to your needs for private, onsite delivery at your location.

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Professional Credits


ASPE is an IIBA Endorsed Education Provider of business analysis training. Select Project Delivery courses offer IIBA continuing development units (CDU) in accordance with IIBA standards.


Select courses offer Leadership (PDU-L), Strategic (PDU-S) and Technical PMI professional development units that vary according to certification. Technical PDUs are available in the following types: ACP, PBA, PfMP, PMP/PgMP, RMP, and SP.


This workshop is highly targeted to specific client context. A pre-workshop survey will be distributed and collected prior to starting. We’ll begin with a full session on day 1, then adjourn until the afternoon of day 2. This allows your facilitators time to evaluate the first day and curate content and workshops for the remainder. We reconvene in the afternoon of day 2, followed by another full day on day 3.

Agility in finance requires a shift of mindset, new tools, and different ways of relating to the rest of your organization. From occasional execution of critical functions to continuous execution of these functions, finance teams hold keys to enterprise agility. Funding models, analytics, and fast cycle times are critical – but leveraging them requires access to near real-time insights and automation across the entire finance lifecycle.

Moreover, for overall enterprise agility to be successful, practices within finance must align to the rest of the organization. Money and financial targets are at the heart of the business value that underpins the need for agility in the first place. If agile frameworks and functional practices elsewhere don’t integrate with finance teams and vice versa, they will fail.  The agile practices – and tools – needed to enable finance teams to align with the rest of the agile transformation are unique to finance. You won’t find them discussed in books about software or workshops designed for product managers.

Led by senior innovators who have worked with both finance teams in Fortune organizations and major accounting firms on how to guide their clients, this workshop is a fast-paced experience that shows you how your own finance teams can become transformative enablers of agility throughout the organization.

Understand the challenges of conventional financial management in agile transformations
Recognize the business case for agile finance
Apply agile methodologies across finance teams
Create customer value and manage value streams
Establish visibility and feedback in workflows throughout departments
Communicate insights across the organization
Identify and introduce transformative automation concepts
Apply continuous execution of all financial functions
Upcoming Dates and Locations
All Live Online times are listed in Eastern Time Guaranteed To Run
Request a quote for private onsite training Request
Oct 6, 2020 – Oct 8, 2020    8:30am – 4:30pm Live Online Register
Nov 17, 2020 – Nov 19, 2020    8:30am – 4:30pm Live Online Register
Dec 7, 2020 – Dec 9, 2020    8:30am – 4:30pm Live Online Register
Jan 11, 2021 – Jan 13, 2021    8:30am – 4:30pm Dallas, Texas

Attune, formerly Microtek Dallas
5430 Lyndon B Johnson Fwy
Three Lincoln Centre, Suite 300
Dallas, TX 75240
United States

Jan 19, 2021 – Jan 22, 2021    12:00pm – 4:30pm Live Online Register
Feb 16, 2021 – Feb 19, 2021    12:00pm – 4:30pm Live Online Register
Mar 9, 2021 – Mar 11, 2021    8:30am – 4:30pm New York, New York

NYC Seminar and Conference Center
71 West 23rd
Suite 515-Lower Level
New York, NY 10010
United States

Mar 22, 2021 – Mar 25, 2021    12:00pm – 4:30pm Live Online Register
Apr 12, 2021 – Apr 15, 2021    12:00pm – 4:30pm Live Online Register
May 10, 2021 – May 12, 2021    8:30am – 4:30pm San Mateo, California

cPrime, Inc.
107 S B Street
Suite 300
San Mateo, CA 94401
United States

May 18, 2021 – May 21, 2021    12:00pm – 4:30pm Live Online Register
Jun 7, 2021 – Jun 10, 2021    12:00pm – 4:30pm Live Online Register
Jul 13, 2021 – Jul 16, 2021    12:00pm – 4:30pm Live Online Register
Jul 26, 2021 – Jul 28, 2021    8:30am – 4:30pm Cary, North Carolina

ASPE, a Cprime Company
2000 Regency Parkway
Suite 335
Cary, NC 27518
United States

Aug 16, 2021 – Aug 19, 2021    12:00pm – 4:30pm Live Online Register
Sep 8, 2021 – Sep 10, 2021    8:30am – 4:30pm Atlanta, Georgia

Attune, formerly Microtek Atlanta
1000 Abernathy Rd. NE Ste 194
Northpark Bldg 400
Atlanta, GA 30328
United States

Sep 14, 2021 – Sep 17, 2021    12:00pm – 4:30pm Live Online Register
Oct 26, 2021 – Oct 29, 2021    12:00pm – 4:30pm Live Online Register
Nov 8, 2021 – Nov 11, 2021    12:00pm – 4:30pm Live Online Register
Nov 15, 2021 – Nov 17, 2021    8:30am – 4:30pm Houston, Texas

Texas Training and Conference
11490 Westheimer Rd.
Suite 600
Houston, TX 77077
United States

Course Outline

Part 1: Challenges of conventional financial management

We’ll begin by examining common challenges in finance that often cause friction in the agile transformation. These concepts will appear again and again as we look at how to actually execute improvements. We will emphasize finance teams more effectively enabling faster cycle times and greater visibility.

  1. Goals and goal-driven behavior
  2. Value vs. cost
  3. Challenges of annual budgeting and long cycle times
  4. Challenges of project-oriented budgeting
  5. Reconciliation with bank accounts and the general ledger
  6. Discovery of data entry issues across all systems and reports
  7. Your finance department’s reputation

Part 2: The business case for agile finance

We will examine fundamental changes that have to get made to transform a finance team into a critical component of the agile enterprise.

  1. Enterprise agility overview
  2. How does reporting happen in agile organizations?
  3. Key competencies for agile finance teams
  4. How roles are impacted

Part 3: Key concepts for agility in finance

For an organization to be agile at scale –  responsive, accommodating of emergent requirements, and resilient in the face of change –  there are different implications for different functional teams. However, there are common principles which unite them, and finance teams need literacy on them. Finance teams must also be aware of the expectations and needs created in other areas of the organization which have adopted agile practices or a framework for practicing agility at scale.

  1. Creating customer value
  2. Value vs. cost
  3. Value streams
  4. Measurement and feedback
  5. Epics, portfolios and programs
  6. Prioritization and cost of delay
  7. Products vs. projects
  8. From exploration to exploitation
  9. Common constructs used by frameworks for agile-at-scale? (i.e. SAFe)

Part 4: Agile budgeting

  1. Establishing visibility and feedback into workflows
  2. Cost Management for Agility
  3. Forecasting and targeting
  4. Frequency: Allocating funding vs. fixed budgets
  5. Increment-driven budgeting
  6. Resource Allocation

Part 5: Insights – Measurement and analytics for financial agility

Agility does not mean a lack of measurement, but it impacts how and when we measure, and how we communicate insights across the organization. We want to make metrics actionable, more frequent, and less delayed. We’ll teach teams practices for better data discovery and acquisition, faster feedback loops, and more collaborative planning.  We’ll also leverage analytics tools to create what-if and predictive scenarios for staying ahead of financial challenges.

  1. OKRs and metrics for financial agility
  2. Approaching real-time insight  (examples: sales forecasting, cash flow forecasting)
  3. Materiality in the business: isolating problematic areas and creating proactive solutions
  4. Assessing the accuracy of OKRs
  5. Comparing what’s planned vs. what’s achieved
  6. Designing actionable metrics and feedback mechanisms
  7. Data frameworks for informing adaptive finance

Part 6: Automation

We’ll introduce transformative automation concepts, including attended robotic process automation (RPA), to automate tasks across the entire finance lifecycle. Examples include:

  1. Financial planning and analysis (i.e. decision support, management reporting, performance measurement and controls)
  2. Financial consolidation of reports
  3. Reconciliation
  4. Discovery of data entry issues across all systems and reports
  5. Automation of coordination with vendors/suppliers to address payment delays

Part 7: Contracts and procurement

  1. Conventional vs. alternative contracts
  2. Mutual benefit and partner ecosystems
  3. Incentives vs. penalties
  4. Feedback on contracts
  5. Legality concerns

Part 8: Governance

Agile practices and automation streamline governance. Access to analytics, tools and service-level agreements are powerful tools for more effective governance with less friction. We’ll discuss possible use cases, including:

  1. Approvals and authorization processes
  2. Business cases and requirements
  3. Funding decisions
  4. Forecasting

Part 9: Compliance

We’ll discuss how agile practices and frameworks can increase effective compliance, prevent unplanned workloads, and help reduce risk.

  1. Compliance and agile practices
  2. Regulatory concerns
  3. Ethics concerns
  4. Principles, not rules

Part 10: Continuous Execution

Ultimately we want to establish an ability to execute all finance functions, from monthly closing to annual audits, as close to on-demand as possible. Examples include:

  1. Testing and compliance checks for audits on demand –  not just annually
  2. Move beyond human-driven exercises and allow for on-demand access to critical finance functions

Part 11: Workshop conclusion – charting your course

We’ll close the workshop by discussing and capturing next steps your team can take as soon as the class is over.

  1. Next steps

Part 12: Expert Q and A

Who should attend
  • Finance Directors and Managers
  • Risk Managers and Analysts
  • Corporate Development Leaders
  • Financial and Accounting Managers
  • Financial analysts
  • Budget analysts
  • Accountants
  • Procurement professionals
  • Controllers
  • Internal Auditors
  • Anyone responsible for budgeting or planning