Agile Finance Boot Camp Classroom Live Houston, TX November 15, 2021

Price: $2,700

This course runs for a duration of 3-4 Days.

The class will run daily from 8:30 am CST to 4:30 pm CST.

Class Location: Houston - Houston, TX.

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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.


  • 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

In this class you will learn how to

  • 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


Although there is not an ICAgile official exam, ICAgile allows for their course accreditors to determine appropriate means for retention of the learning outcomes. Depending on your provider, there may be some type of assessment in order to earn certification.

Many providers assess via participation, activity and understanding conveyed via exercises and discussion, withholding certification when appropriate.

Course Overview

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.

  • Goals and goal-driven behavior
  • Value vs. cost
  • Challenges of annual budgeting and long cycle times
  • Challenges of project-oriented budgeting
  • Reconciliation with bank accounts and the general ledger
  • Discovery of data entry issues across all systems and reports
  • 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.

  • Enterprise agility overview
  • How does reporting happen in agile organizations?
  • Key competencies for agile finance teams
  • 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.

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

Part 4: Agile budgeting

  • Establishing visibility and feedback into workflows
  • Cost Management for Agility
  • Forecasting and targeting
  • Frequency: Allocating funding vs. fixed budgets
  • Increment-driven budgeting
  • 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.

  • OKRs and metrics for financial agility
  • Approaching real-time insight  (examples: sales forecasting, cash flow forecasting)
  • Materiality in the business: isolating problematic areas and creating proactive solutions
  • Assessing the accuracy of OKRs
  • Comparing what’s planned vs. what’s achieved
  • Designing actionable metrics and feedback mechanisms
  • 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:

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

Part 7: Contracts and procurement

  • Conventional vs. alternative contracts
  • Mutual benefit and partner ecosystems
  • Incentives vs. penalties
  • Feedback on contracts
  • 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:

  • Approvals and authorization processes
  • Business cases and requirements
  • Funding decisions
  • Forecasting

Part 9: Compliance

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

  • Compliance and agile practices
  • Regulatory concerns
  • Ethics concerns
  • 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:

  • Testing and compliance checks for audits on demand –  not just annually
  • 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.

  • Next steps

Part 12: Expert Q and A

Other Available Dates for this Course

Virtual Classroom Live
November 08, 2021

3-4 Days    12:00 pm EST - 4:30 pm EST
view class details and enroll
Virtual Classroom Live
December 06, 2021

3-4 Days    12:00 pm EST - 4:30 pm EST
view class details and enroll