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Delivering Organizational Value Through Business Influence Certificate
Management Accounting & Finance
CPE Self-study

Delivering Organizational Value Through Business Influence Certificate

Finance is ideally positioned to take a leadership role in organizational transformation. Learn to apply digital tools and leadership skills to become a strategic business partner for your enterprise.

$475 - $595
Do you have an AICPA membership? Log in to apply your member discount.



NASBA Field of Study

Business Management and Organization



CPE Credits



Team of Agile Finance Experts


1 year

Product Number


 Business & partner 
MyCPE Manager compatible
Product Details

This is the final part of the Agile Finance Transformation Certificate Series, a comprehensive three-part program that provides best practices, expert advice and lessons learned from Fortune 100 leaders.

Prepare for your transformation

Learn why finance is in an ideal position to take a strategic leadership role in organizational transformation — and actions to take for success.

Share insights

Business influence is the business-partnering capability of the finance function that effectively communicates the actionable insights gathered through digital intelligence. An agile finance operating model allows finance to analyze opportunities to mitigate risks, understand and measure intangible value drivers, accelerate time-to-market, and identify opportunities.

Talent counts

Digital technology is changing the way finance operates, creating the need for a more agile, digitally savvy workforce. Learn a recruiting model to build a team of “finance athletes.”

Build people skills

The modern CFO is the strategic adviser to the CEO with a key role in driving business growth. That requires developing the soft skills of critical thinking, communication, and team building.

Understand the culture

To build an agile finance model, you need to understand your current organizational culture and how to prepare that culture to embrace and accelerate change.

Lessons from experience

Oracle finance executives will walk you through how they successfully completed their own digital transformation. Through their lessons and best practices, you’ll get a first-hand account of how to integrate smoothly.

This course provides 4 CPE in Business Management and Organization, 3 CPE in Personnel/Human Resources and 1 CPE in Information Technology

Digital Badge:  On completion of each certificate, you will receive a digital badge to share with your online professional network. The badge is also available as a downloadable PDF certificate suitable for printing and framing. Digital badge!

Key Topics

  • How an agile finance business model delivers value to the organization
  • The impact of digital transformation on talent and how to build a competency framework
  • The levels and traits of change, setting expectations, and overcoming resistance
  • Types of analytics and how they contribute to insights
  • How to become a co-creator of business value
  • How to create a culture of continuous innovation

Learning Outcomes

  • Determine why mastering business influence is essential for an agile finance model.
  • Identify and eliminate the barriers to becoming a successful strategic business partner.
  • Recognize your organization’s culture type to assess digital readiness.
  • Identify processes for setting expectations for change and overcoming resistance.
  • Differentiate the types of data analytics needed for progressive intelligence.

Who Will Benefit

Accounting and finance professionals at any level — including CFOs and senior finance leaders — who are considering the impact of business transformation and want practical knowledge to prepare for, or accelerate, their digital finance transformation


Kobi Bar-Nathan, Vice President, Finance, Oracle
Trisha Dodd, Finance Manager, Oracle
Tiffany Herrick, Vice President, Finance, Oracle
Andrew Hines, Vice President, Finance, Oracle
Eric Kinnoin, Senior Vice President, Finance, Oracle
Dee Krivoshein, Vice President, Finance, Oracle
Pam Lease, Vice President, Finance and Global Transformation, Oracle
Dave Peters, Vice President, Finance, Oracle
Marc Rougeron, Senior Director of Finance Analytics, Oracle
Krishna Kumar Sivaraman, Senior Vice President, Finance, Japan and Asia Pacific and Chief Financial Officer, Japan, Oracle
Matt Stirrup, Senior Vice President, Head of FP&A, Oracle
Enzo Tolino, Senior Vice President of Finance, Oracle
Leah Yomtovian, Vice President, Corporate Strategy, Oracle

Privacy Policy

Your privacy is important to us. This program is sponsored by AICPA & CIMA and Oracle. By purchasing this course, you are agreeing to your information being shared with both organizations. To learn more about the ways in which we will process and secure the personal data submitted through this form, please click to view AICPA & CIMA’s Privacy Policy and Oracle’s Privacy Policy. Please contact us if you have any questions prior to purchase.

Credit Info
CPE Credits
NASBA Field of Study
Business Management and Organization, Information Technology, Personnel/Human Resources
None; however, if you plan to take all three programs, we do recommend you take them in the following order: 1) Operational Excellence, 2) Digital Intelligence, 3) Business Influence
This is a digital product. With full paid access the content will be available to you for 1 year after purchase date.
Digital Badge
After completing the course, you will receive a digital badge that can be easily shared with your professional network
For more information, please refer to CPE requirements and NASBA sponsorship information
Do you have an AICPA membership? Log in to apply your member discount.
AICPA Members

Group ordering for your team

2 to 5 registrants

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6+ registrants

We can help with group discounts. Call us at 1-800-634-6780 (option 1) or email us at

Contact us
Team of Agile Finance Experts

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

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Delivering Organizational Value Through Business Influence Certificate
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