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Agile Finance Transformation

Certificate Series

Streamline your organization’s digital finance transformation

Agile Finance Transformation

Certificate Series

Streamline your organization’s digital finance transformation

How to Succeed With Your Company’s Agile Finance Transformation Program

The future of finance is digital. Finance leaders must consider the impact to their people, processes, and technologies to continue to automate tasks and stay ahead of change. This training is a result of the partnership between Oracle and AICPA & CIMA and is built around the agile finance operating model developed by the Association and implemented by Oracle: operational excellence, digital intelligence, and business influence. The training is designed to help finance professionals gain firsthand knowledge from actual practitioners in digital finance transformation and advance your career. Your team will learn why analytic and business skills are increasingly important and how cloud applications with advanced technologies are driving better, faster, and more accurate financial results. Participants will leave the training with the knowledge and practical skills to plan—or accelerate—their organization’s own digital finance journey.

1

Determine how to lay the foundation for process efficiencies by improving speed, accuracy, and control.

2

Deliver a strategy for data-driven planning, forecasting, reporting, and analytics.

3

Prepare business models, talent, culture, and data for the changes required for a digital transformation.

1

Determine how to lay the foundation for process efficiencies by improving speed, accuracy, and control.

2

Deliver a strategy for data-driven planning, forecasting, reporting, and analytics.

3

Prepare business models, talent, culture, and data for the changes required for a digital transformation.

Why choose this agile finance training program?

Digital disruption, constant change, and the growing value of data are making established business models obsolete. Technologies and automation help streamline processes and increase accuracy to deliver results faster and more easily.

This certificate series of agile finance training courses focuses on the knowledge, skills, and practices involved in digital transformation to help you and your team add increased value to the business, improve productivity, and be more satisfied with your work.

Take the lead in the future of your business

Learn how the finance function can leverage technology to deliver faster and more accurate enterprise-wide reporting, deeper business insights, and a superior strategic direction for the business.

Streamline your organization’s digital finance transformation with practical how-to guides for every phase and learn from Fortune 100 finance leaders how they digitally transformed their company. Each course includes best practices, expert advice, and lessons learned—with certificates awarded upon completion.

Agile Finance Transformation Certificates

Agile Finance Transformation Certificates

Operational Excellence Certificate

Learning Path Outcomes

  • Analyze how technology has raised the performance bar for finance teams and roles.

  • Determine how finance leaders foster continuous improvement and process streamlining.

  • Compare new, accelerated models for procurement, period close, reporting, and more to traditional models.

  • Determine how companies use automation to strengthen financial governance, security, and control.

Operational Excellence Certificate

Learning Path Outcomes

  • Analyze how technology has raised the performance bar for finance teams and roles.

  • Determine how finance leaders foster continuous improvement and process streamlining.

  • Compare new, accelerated models for procurement, period close, reporting, and more to traditional models.

  • Determine how companies use automation to strengthen financial governance, security, and control.

Digital Intelligence Certificate

Learning Path Outcomes

  • Indicate how advanced technologies are transforming finance and accounting.

  • Identify leadership traits that will propel careers in the emerging agile finance era.

  • Recognize how insights and analytics have become as much a part of finance as rules and control.

  • Identify how Oracle flipped its finance function from reactive taskmasters to driving strategy with insights and efficiencies.

Digital Intelligence Certificate

Learning Path Outcomes

  • Indicate how advanced technologies are transforming finance and accounting.

  • Identify leadership traits that will propel careers in the emerging agile finance era.

  • Recognize how insights and analytics have become as much a part of finance as rules and control.

  • Identify how Oracle flipped its finance function from reactive taskmasters to driving strategy with insights and efficiencies.

Business Influence Certificate

Learning Path 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.

  • Differentiate the types of data analytics needed for progressive intelligence.

Business Influence Certificate

Learning Path 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.

  • Differentiate the types of data analytics needed for progressive intelligence.

FAQs

Connect with our team for discounts and additional questions about the agile finance transformation certificate program.

What is the Agile Finance Transformation Certificate Program?

The program is designed for finance and accounting professionals who want to better understand the future of the profession and how to develop resiliency in a changing environment.

In this three-certificate program, you will learn about the importance of developing your skills in the areas of digital transformation as well as gain an understanding of the technologies driving business change and the necessity of automation in today’s business environment.

What is the format of the program?

The program is available as self-study online. We can deploy the course through your store account, our LMS or via dispatch to your company’s LMS.

How much will the certificate program cost for my team?

We provide group discounts for groups of five or more. We can help with group discounts. Fill out the form and our experts will connect with you to discuss your requirements.

Do my team members need to be a CPA to earn the certificate(s)?

Your team members do not have to be CPAs to obtain the certificates. CPAs, CGMAs, finance professionals, CFOs, controllers, management accountants, public accountants, partners, managers and staff are all eligible to earn the certificates. Those who earn the certificates will receive the recommended CPE credits.

How do I apply for the certificate program for my team?

There is no formal application process for these agile finance transformation certificates. Interested individuals can purchase the program online.

Are there any prerequisites my team needs to take prior to starting the certificate program?

No; however, we do recommend you take the program certificates in the following order:

  • Maximizing Digital Operational Excellence Certificate

  • Generating Insights with Digital Intelligence Certificate

  • Delivering Organizational Value through Business Influence Certificate

Is my team required to obtain a certain number of CPE credits annually for the certificate to remain current and active?

There are no specific annual requirements for maintaining the certificates. However, we anticipate some courses may be updated every 1 to 3 years as changes occur to the finance function. For your certificate to remain current, you will need to successfully complete those updated courses. However, updates are likely to be at a fraction of the cost of the original certificate. Plus, you have access to the program for 24 months after purchase. If the courses are updated during your access period, your team will have access to the updated courses at no additional cost.

Will my team members receive CPE credits towards their CPA license if they take this program?

Yes. The AICPA is a NASBA-approved provider of CPE; therefore, all the courses in the certificate programs will qualify for CPE credit.

How long will it take to complete the program?

Duration depends on the individual and the desired format as well as the certificate that is selected. See the product page for details.

How long is the certification valid?

The certificate is not a professional credential or license; therefore, it does not expire. However, we anticipate that some individual courses may be updated every 1 to 3 years to reflect changes to the finance function. For their certificate to remain current, your team will need to successfully complete those updated courses.

However, updates are likely to be at a fraction of the cost of the original certificate. Your team members have access to the program for 24 months from purchase. If the courses are updated during that period, they will have access to the updated courses at no additional cost. Completion of these updated courses will earn a new certificate, with the current year’s date.

How will my team receive the certificate?

They will receive the certificate as a digital badge. For more information on the digital badge, please see the Digital Badge FAQs.

What is a digital badge and how can my team members use it?

The certificate will be issued electronically as a digital badge. For information on how digital badges work, please see Digital Badge FAQs.

How will my team receive the digital badge?

They will receive an email within 15 business days of completing the program with instructions to accept and share their digital badge with their professional network.

Connect with our team for discounts and additional questions about the agile finance transformation certificate program.

Connect with our team

Our dedicated team of specialists can provide you with more information around the agile finance transformation certificate series.

 
 
 
 
 
 
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