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Modern Finance Workshop

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?

 

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Learn More About Scheduling a Modern Finance Workshop

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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

Drive Transformational Change

The finance organization is evolving from scorekeeper to strategic partner, presenting a perfect opportunity for finance executives 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.

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Learn More About Scheduling a Modern Finance Workshop

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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, connect those to company trends, and reexamine the existing business strategy (and goals) 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 Future-Forward Goals & Priorities 
INTERACTIVE PLANNING

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

Deliver an Actionable Plan
DRIVEN BY SC&H WITH YOUR FINANCE FUNCTION

SC&H will present a short-term plan and high-level roadmap to reach your future state. This includes a detailed summary of findings, 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 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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3 Digital Transformation Trends that CFOs Need to Know in 2024

Explore the impact of three pivotal trends, their link to the underlying need for upskilling, and how CFOs can leverage them for success.

Read Now
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The CFO’s Digital Finance Transformation Roadmap for 2024

Learn the four fundamental activities of the finance function and how each plays an essential role in your organization’s financial progression.

Read Now
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Re-inventing the Finance Function for a Digital World

The focus of the finance function is shifting from being based on costs to being based on organizational value. Explore the research.

Download Now

Take the First Step in Your Transformation

To learn more or customize this program for your group, complete this form and
a team member will get back with you shortly.
Get Started Now

Learn More About Scheduling a Modern Finance Workshop

Complete the form below and we will contact you.

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