
A Highly Interactive Training Course On
Agile Finance Transformation: A to Z of Best Practices
Transforming your Business into Agile and Adaptive Organization
Course Introduction
Adopting agility in finance requires more than updated processes—it demands a fundamental shift in mindset and culture. The finance function must evolve to become a strategic enabler, actively supporting business agility by delivering timely insights, ensuring adaptability, and continuously aligning financial performance with enterprise goals.
The Agile Finance Transformation Training Course is highly practical and equips professionals to embed agility into core financial operations. Participants will learn how to define and execute financial strategies that enhance value creation and drive agile decision-making across the organisation.
This Agile Finance Training Course introduces proven tools and frameworks tailored specifically for finance, including the Agile Balanced Scorecard, Sustainable Strategy Mapping, and Shared Value Networks. By the end of the course, participants will have the skills to lead finance teams through agile transformation, enabling resilience, responsiveness, and long-term growth.
Key highlights include:
- Sustainable Strategy Map
- Agile Balanced Scorecard
- Shared Value Framework
- Networked Financial Organization
- Positive Impact Integration
Participants will leave prepared to lead finance teams into a more agile, value-driven future.
Training Objectives
By the end of this training course, participants will be able to:
- Understand the role of finance teams in enabling agile business transformation
- Analyse the characteristics and structure of financially agile organisations
- Explore agile methodologies and their application within financial functions
- Enhance customer value and optimise financial value streams
- Communicate financial insights across departments for greater business alignment
Training Methodology
This COPEX Agile Finance Training Course applies a range of adult learning methods to promote deep understanding and practical application. Interactive sessions, case studies, and real-world exercises are used to explore agile finance principles in action. Participants will engage in discussions, analyse success stories, and learn proven techniques to improve agility in budgeting, planning, and performance tracking. Each session is designed to encourage critical thinking and equip attendees with actionable strategies to exceed stakeholder expectations and optimise financial services.
Who should Attend?
This COPEX training course is designed for finance professionals and business leaders seeking to implement agility within financial operations. It will be particularly valuable for:
- Finance Directors and Managers
- Risk Managers and Financial Analysts
- Corporate Development and Strategy Leaders
- Budget and Accounting Professionals
- Controllers, Internal Auditors, and Procurement Managers
- Anyone involved in financial planning, budgeting, or strategic decision-making
Course Outline
- Agile approaches to meeting new challenges
- Keys to scaling agile
- Governance and execution
- Governance strategy
- Execution strategy
- Adapting agile
- The need for proper planning in the reporting process
- Human Resource Planning
- Cost Centers and Accounts
- Process Mapping Chart and measurement accuracy
- Manual purpose and structure
- Financial authorities and duties
- What is Agile and Adaptive?
- Four Steps of KPI Selection
- Building an Agile and Adaptive Balanced Scorecard
- Setting Targets
- Getting results through Agile Strategy Execution
- Sustainability Strategy Map & Corporate Social Responsibility
- Triple Bottom Line
- Shared Value
- Positive Impact
- Networked Organizations
- How to construct an agile Shared Measurement System?
- How to Formulate Strategies for the Digital Age
- The Danger of Being Frozen in Time
- From Finance-Based to Technology-Based Planning
- Crafting a Vision Statement
- Identifying the Value Gap
- Environmental Scanning
- SCOPE Situational Analysis
Providers and Associations



Certificates
- COPEX Certificate of Attendance will be provided to delegates who attend and complete the course
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COPEX Training is your gateway to professional growth, with over 20 years of experience turning potential into success. Each year, we deliver over 1,000 courses in 50+ countries, earning a stellar 98% satisfaction rate. Trusted by global giants like BP, the United Nations, and HSBC, we partner with top certification bodies to provide career-focused training that empowers individuals and drives organizational breakthroughs. Our mission? To transform the way professionals learn and grow in today’s fast-changing industries. Through expert insights, cutting-edge methods, and hands-on approaches, we equip you with the skills and confidence to tackle challenges, seize opportunities, and thrive in your career.
Led by a passionate leadership team and supported by a network of world-class trainers, COPEX Training connects professionals worldwide with life-changing opportunities. We are committed to excellence, ensuring every participant leaves with the tools, expertise, and confidence to conquer an ever-evolving world.
Frequently Asked Questions
This FAQ section provides quick answers to the most common questions about our services, procedures, and policies. We aim to make your experience with us as straightforward as possible. For further assistance, our support team is ready to help.
COPEX stands for “The Centre for Operations & Procurement Excellence”. Our courses are designed to develop and enhance the skills and knowledge of professionals across various sectors.
Enhanced Skills: Develop in-demand skills and knowledge in your chosen field.
Career Advancement: Improve your career prospects and increase your earning potential.
Increased Confidence: Gain confidence in your abilities and enhance your professional presence.
Networking Opportunities: Connect with other professionals and industry experts.
Improved Job Performance: Enhance your productivity, efficiency, and job satisfaction.
Personal Growth: Develop valuable personal and professional skills that can benefit you in all areas of life.
Experienced Instructors: Courses are delivered by highly qualified and experienced instructors with industry expertise.
Interactive Learning: Engaging and interactive learning methods, including workshops, simulations, case studies, and group discussions.
Practical Application: Focus on practical skills and real-world applications, enabling you to apply your learning immediately.
Flexible Learning Options: A variety of course formats available, including classroom training, online courses, and blended learning.
Certification & Recognition: Upon successful completion, you may receive industry-recognized certifications.
The cost of COPEX training courses varies depending on the course duration, content, and delivery method.
There are several ways to register in our public training courses:
Online – Browse the Training Plan, select the course of choice, click on the button
“Register Now” inside the course outline page.
E-mail – Send the details (name, company name, email address and training course of
choice) of your nomination to reg@copextraining.com
Telephone – +971 4 368 6886 or +971 50 106 2750
Upon successful registration, processing window will take not more than 24 hours from the time of registration. An email including the registration confirmation, invoice and joining instructions will be sent to the provided email address.
Published training course fees are inclusive of the training venue, training manual, writing materials, lunch and coffee breaks with refreshments over the entire duration of the training course.
The training course fee can be settled by either:
- Bank transfer
- Credit Card
Our training courses will run for 5 hours per day. The standard daily timing is from 8:30 am – 3:30 pm including the coffee/tea breaks and lunch.
Our training courses courses are being held at five-star hotels in prime and iconic destinations across the globe. Cities such as Amsterdam, Barcelona, Dubai, Geneva, Istanbul, Kuala Lumpur, London, Houston, New York, Paris, Vienna, Zurich, etc.
Once officially registered, we can assist by providing the corporate rates provided by the hotel where the training course will be conducted. Early confirmation will enable us to secure the room at reduced rates
Our cancellation policy varies depending on the circumstances presented. Generally, cancellations must be initiated in formal writing at least 14 days prior to the commencement date of the training course. Further, the option to shift an existing registration to another training course on a later date is possible. Otherwise, a full refund will be initiated.
Delegates who will attend and successfully complete the training course will earn a COPEX Certificate of Completion. This certification is designed to validate the successful knowledge transfer, and that the desired learning objectives and outcomes to further advance your professional competency are achieved.

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