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The Modern Finance Workshop

In the dynamic world of finance, staying competitive requires a fresh start and strategic approach—SC&H can help with both.
Go ahead, read on to learn more.

 

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VISION & STRATEGY ENGAGEMENT

Unlock the Full Potential of Your Finance Function

Participate in a cutting-edge program designed with the AICPA for finance teams. The Modern Finance Workshop helps you understand industry trends, define a clear future vision, and identify the right technology to future-proof your organization. Learn to move forward with renewed clarity, strategy, efficiency, and intention. Are you ready?

Identify the Gaps in Your Organization

This workshop creates a platform to assess your current finance function for gaps and opportunities for improvement using the AICPA’s Finance Assessment Model for Effectiveness (FAME). It's time to prioritize the appropriate finance initiatives to fulfill your business needs.
  • Navigate the acceleration of digital transformation
  • Adapt to the increasing demands on your finance team
  • Prepare your team for the expanding role of finance
  • Attract, retain, and develop top talent
  • Upskill your team for ongoing success and ownership
  • Proactively address evolving trends like DE&I and ESG

Empowering Finance Executives to Drive Transformational Change

The finance organization is evolving from scorekeeper to strategic partner, presenting a perfect opportunity to influence the direction of the business. Through CFO-level advisory and implementation services, we guide organizations toward a modern finance function that includes:

Establish advanced capabilities and transferable skills that facilitate the prioritization of human and financial capital to create value and sustainable impact for the organization.

Enable your finance team with advanced data analytic capabilities to identify new business opportunities and optimize financial decisions.

Effectively target investments and priorities in talent management to accelerate learning while establishing a lean, hybrid finance function that’s both human and digital.

Proficiently leverage digital and cloud technologies, like ERP and EPM, alongside AI and automation to drive agility, keep pace with change, and meet evolving customer demands.

The Modern Finance Function Engagement Process

By aligning global trends with your company's challenges and opportunities, we create a tailored platform for sustainable transformation. This approach considers your unique needs and plans, gathering insights from your finance function. Our engagement and scope can be adjusted to fit your timeline.

Co-Create the Future Finance Organization

KEYNOTE & WORKSHOP 

An interactive, collaborative session facilitated by SC&H and the AICPA to explore global trends in finance, make the connection to company trends, and reexamine the existing business strategy to establish the organization’s future state vision.

Assess the Current Finance Function

INTERVIEWS & ROUNDTABLES

Gather pertinent information about the state of your current finance and accounting operation, technology solutions, utilization, processes, and people. This will enable us to identify technology gaps and skillset requirements to achieve the future state vision.

Establish a Tactical Plan & Future Roadmap 

INTERACTIVE PLANNING

Discuss ideal short- and mid-term objectives based on the outcomes of the future state vision workshop and current-state assessment. Use this reflection exercise to collaboratively discuss an ideal path forward and identify the key areas of priority.

Deliver an Actionable Plan

DRIVEN BY SC&H WITH YOUR FINANCE FUNCTION

Present a short-term plan and high-level mid-term roadmap to realize the envisioned state of the finance organization aligned with business objectives. Includes a detailed summary of findings, informed recommendations, practical timelines, and appropriate budgets.

From Strategy to Execution, Utilize Our Expertise for Success

Maximize your time by relying on our expertise. We understand that while a roadmap may seem promising, the actual implementation can be challenging. As your trusted partner, SC&H Group helps optimize, manage, and implement solutions for successful organizational transformation.

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Co-create a cohesive future-state vision

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Obtain an actionable transformation roadmap

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Gain team alignment and executive buy-in

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Develop an execution and change management plan

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Implement best-in-class finance and data analytics solutions

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Get digital transformation support and upskilling

Partnership with AICPA-CIMA

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The Association of International Certified Professional Accountants, with over 689,000 members, combines the strengths of American Institute of CPAs (AICPA) and The Chartered Institute of Management Accountants (CIMA) to advocate for public interest and business sustainability, focusing on the Future of Finance. SC&H plays a leadership role in AICPA's Future of Finance forums, creating a partnership to help organizations future-proof finance organizations, navigate rapid change effectively.

Additional Resources

The following resources break down the hard trends and transformative updates in the existing finance and accounting landscape.

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Extended Planning and Analysis (xP&A)

Explore FP&A's new role in business transformation.

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Re-inventing Finance in the Digital Age

How to move from cost to value in a digital world.

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Take the First Step in Your Transformation

To learn more or customize this program for your group, complete this form and
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Learn More About Scheduling a Vision & Strategy Workshop

Complete the form below and we will contact you.

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