TGIF: Transform Grow and Innovate in Finance (Video) (Course Id 1553)

• Who is this course for?
  This 4‑credit NASBA QAS Video + Text course is targeted at finance leaders, aspiring CFOs, controllers, and professionals seeking to elevate their finance organizations via strategic transformation.

• What is this course about or what problem does this course solve?
  The course offers a guided journey of self-assessment and strategic planning, helping finance professionals move from transactional roles to advisory positions by transforming their finance function. It addresses challenges around inefficiencies, outdated processes, and limited strategic influence.

• How can the knowledge from this course be used?
  Through reflection exercises and planning tools, participants can evaluate their current finance capabilities, pinpoint areas for improvement, and design actionable transformation plans—from leadership development to system and process changes.

• Why is this course important to a CPA, Accountant, or IRS Enrolled Agent?
  As finance functions face increasing pressure to become strategic advisors instead of processing centers, mastering transformation practices empowers professionals to add organizational value, improve efficiency, and support broader business goals.

• When is this course relevant or timely?
  Released in 2019 with a revision in March 2024, it remains relevant in today’s business climate, where digital disruption and shifting expectations drive the need for agile and strategic finance teams.

• How is a course like this consumed or used?
  Delivered via a NASBA‑approved video + text self-study format, it includes review questions and a final exam (70% passing score). Credits are awarded upon successful completion within one year of enrollment through the provider’s platform.

This is a course in finance transformation.  In fact, it’s more than a course, it’s a guided journey of self-evaluation, reflection and strategic planning to propel your finance organization forward.  Not only are organizations under fire to keep up with internal and external forces that require adaptation and change, so to are the finance functions that support the organization. 

The modern finance function has never had as great an opportunity as it has today to play a strategic advisory role inside any organization.  Yet, most finance leaders and those working in the finance organization find themselves still buried in transactional processing.  This course shares with you a path forward by first understanding where you as a finance leader or aspiring finance leader, and your finance organization stand today.  From there, you will learn for yourself the end goal, whether its to be a partner in business or a trusted advisor internally and externally on behalf of management.   Through the exercises included with this course, you will plot a course forward to transform finance.

Video - NASBA QAS - Text - NASBA Registry - 1553

Course Learning Objectives

• Assess personal and finance team strength and weaknesses
• Identify improvement opportunities for financial leadership and team development
• Develop an approach for process and system improvement opportunities
• Deliver and execute a plan for finance transformation

Chapter 1 - TGIF: Transform Grow and Innovate in Finance

Chapter 1 Review Questions

Chapter 2 - Links for Other Files

Glossary of Transformation Terminology