Agile Financial Planning
and Management

16 – 20 September 2024
Sandton Centre Jhb South Africa

Screenshot 2023-08-24 at 17.59.47

Register Now! Limited Seats Available!

R19,999.00 Per Delegate


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.

For overall enterprise agility to be successful, practices within finance must align to the rest of the organization. The training is designed to help finance professionals gain first-hand knowledge from actual practitioners in digital finance transformation.

Learning Outcomes

  • Analyze how technology has raised the performance bar for finance teams and roles.
  • Determine how finance leaders foster continuous improvement and process streamlining
  • Understand the challenges of conventional financial management in agile transformations
  • Ability to implement Agile Finance Environment
  • Value Creation through the Code of Governance
  • 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, including
  • Determine how companies use automation to strengthen financial governance, security, and control.

Who is this Training Course for?

  • Finance Directors and Managers
  • Risk Managers and Analysts
  • Corporate Development Leaders
  • Financial and Accounting Managers
  • Financial Analysts and Budget Analysts
  • Accountants and Procurement Professionals
  • Controllers and Internal Auditors


Introduction to Agile Financial Management

  • Introduction to Agility in Business Environment
  • Agile approaches to meeting new challenges
  • Keys to scaling agile
  • Governance and execution
  • Governance strategy
  • Execution strategy
  • Adapting agile
  • Adopt agile methodologies
  • Foster a customer-centric approach
  • Embrace technology: Invest in technology that supports agile processes
  • Continuously monitor and improve processes

How the finance is benefitted by applying agile approaches to planning technology

  • Increase in Decision Velocity
  • Equalize the Data
  • Reduces Complexity
  • Rapid Redeployment of Resources
  • Agile Finance Leaders
  • Broader Skillset

Setting up Agile Accounting and Finance Department

  • The need for proper planning in the reporting process
  • Human Resource Planning
  • Cost Centres and Accounts
  • Process Mapping Chart and measurement accuracy
  • Manual purpose and structure
  • Financial authorities and duties

Principles of an Agile Financial Function

  • A focus on the delivery of value over the completion of pre-planned tasks
  • The breaking down of work into small chunks to facilitate quick and continuous delivery of value
  • A focus on continuous improvement through iterative delivery and continuous feedback
  • Strong collaboration within teams and between business units
  • An effort to keep processes and deliverables as simple as possible while delivering optimal value

Characteristics of an Agile Financial Function

  • Scalable efficient operations.
  • Transparent accessible data metrics.
  • Frequent inspection to ensure fit for purpose insights
  • Quick Responsible Adaptation to Change.
  • Empowered Capable Multidisciplinary teams.
  • Aligning work with long-range business strategies
  • Adopting an iterative cadence
  • Embracing simplicity
  • Working and collaborating visually

The Role of Agility in Financial Transformation

  • Quicker Path to Business Value
  • More Collaborative Engagement
  • Streamlined Risk Management.
  • Efficient Course Correction

Creating an Agile Financial Strategy

  • Create a statement of strategy that explains the end goal, including the key objectives that an agile finance function should achieve.
  • Perform a gap analysis to determine where the finance function is today and where it needs to be.
  • Agree on barometers to gauge progress, including urgency drivers that your business must respond to and initiatives it must achieve.
  • Evaluate and implement the right technology
  • Accelerate the financial close so that results are available sooner for analysis and stakeholder reporting.
  • Move to minimum viable product (MVP)
  • Identify and communicate significant overarching assumptions that are expected to be in effect, such as levels of business growth and industry disruption

Embracing Agility in the Finance Function

  • Assess functional agility:
  • Fill gaps: Strategize and collaborate with your leadership team to fill those gaps.
  • Visibly support development

Agile Financial Planning Process Stages

  • Feasibility (creating a high-level plan to prioritize clients’ most important goals);
  • Sustainability (analyzing resources to develop resiliency in the plan against market forces and life circumstances).
  • Optimization (choosing the strategies to implement to make the best use of resources when executing the plan); and
  • Iteration (staying in touch with clients to ensure they remain engaged in the process, and keep moving forward with goal-setting and implementation).

Challenges in implementing Business Agility

  • Resistance to change.
  • Lack of Education and understanding:
  • Inflexible systems and processes
  • Integration with existing systems.
  • Resource constraints:
  • Measurement and metrics.
  • Sustainability

Agile Asset Management Strategy

  • Recognize and be able to apply asset management terminology, definitions and principles
  • Identify and manage the expectations of stakeholders with respect to asset management
  • Become familiar with internationally recognized asset management methodologies and good practices
  • Appreciate the structured approaches available for the improvement of value realization from assets

Agile Finance Leaders – What do you need to become an agile financial leader?

  • Financial planning and analysis skills
  • Data visualization
  • Knowledge and experience with Big Data and Analytics.
  • Skills to influence your organization.
  • Technologies in the cloud to accelerate the modernization of finances.
  • Integrated business services
  • Multifunctional teams with unique skills to support the decision makers in the organization.
  • The creation of non-financial indicators (KPIs) to guide the allocation of capital towards the creation of value for customers and internal customers.

Crawl, walk, run

The key to a successful Agile transformation is approaching the transformation itself using the same principles. That means starting small and iteratively improving upon what you’ve accomplished.

  • Train your team members in basic Agile principles and processes
  • Start by scheduling routine work using an appropriate Agile-friendly tool
  • Establish an iteration cadence that makes sense for your team
  • Build planning and retrospectives around that cadence
  • Work closely with your internal customers to add ad hoc requests to the backlog and prioritize them
  • Rinse and repeat, continuously improving the process

End of the workshop



While both In-House and Online training can present with cost-effectiveness and time-efficacy, there are some very specific differences between in-house courses and those based online.
The demand for additional courses by individuals or groups of people is increasing. Still, it depends entirely on the preferences of a person what type of training he or she wants to receive. Online courses and in-house training carry some similarities but they are considered to exhibit some very pivotal differences too. Despite that, both types of learning can be really beneficial for attendees.

For Registration and other Training arrangements,
contact us on the detail below.

SOUTH AFRICA : +27 11 057 6001
TANZANIA Cell: +255 769 688 544
WhatsApp +27 79 574 0389 /