Move beyond rigid processes and build a responsive, high-performance finance function that delivers results every sprint.
Agile is an approach to business that focuses on adaptability. The Agile philosophy emphasises an iterative approach with regular review and strong customer collaboration. The Agile philosophy can transform how finance works - encouraging continuous improvement and flexibility as customer and market needs change.
This course translates Agile principles into real finance use cases, showing finance professionals how to increase speed and responsiveness while maintaining the control and stakeholder trust their function depends on.
Across five lessons, we build a complete picture of Agile Accounting. We start with the five elements of the Agile philosophy, and the use of the Scrum methodology to give them structure. From there, we apply these principles to finance processes. We show how the Agile approach can benefit transactional processes such as accounts payable, accounts receivable and expenses management. We then extend the approach to strategic finance processes such as period-end close, treasury and tax - showing how Agile ways of working shorten the gap between a problem emerging and it being addressed.
The course emphasises the importance of governance and shows how Agile improves control and reduces risk without weakening the deadlines, sign-offs or controls those processes depend on.
The course also looks at Agile decision making and how authority can be pushed down to the people doing the work, within defined boundaries; and we examine the KPIs that can show how effectively the Agile approach is working and the benefits it is delivering.
The course closes with a practical Quickstart Guide to help you choose a process, build a team, and run your first Agile Sprint.
This course is designed for finance professionals and leaders looking for practical, controlled ways to bring speed and continuous improvement to their finance function - without sacrificing the accuracy and governance their stakeholders rely on.
Business author and consultant, specialising in performance measurement and improvement
I am a Fellow of the Chartered Institute of Management Accountants in the UK and work as an author of business courses and a process improvement consultant. I have over 30 years' experience and live near Stirling in Scotland, with my wife, daughter and Cocker Spaniel. I aim to make my courses accessible and understandable. My courses focus on business topics including KPIs, performance measurement, approaches to business improvement, Agile and Lean. I hope you enjoy my courses.
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