💼 Financial Operations and Technology

Overview

📘 Course Description

This course explores the intersection between financial operations and modern technology. It equips finance professionals with the knowledge and tools to digitize, automate, and optimize core financial processes, ensuring greater transparency, accuracy, and efficiency. Topics include ERP systems, Robotic Process Automation (RPA), cloud finance, blockchain, data analytics, and cybersecurity in finance.

Participants will gain practical insights into transforming traditional finance functions through innovation, enabling smarter decision-making and better financial control.

🎯 Learning Objectives

By the end of this course, participants will be able to:

Understand and evaluate key financial technologies (FinTech)
Improve core operations: AP, AR, GL, reconciliations, and reporting
Implement automation tools such as RPA and AI in finance
Manage digital transformation and technology selection
Address security and compliance issues in digital finance

👥 Who Should Attend

Finance and Accounting Managers
Financial Controllers and Analysts
CFOs and Finance Directors
Treasury and Risk Professionals
ERP Implementation Leaders
Internal Auditors and Compliance Officers
IT Professionals supporting finance departments

🧠 Training Format

Instructor-led sessions
Hands-on demos of tools (ERP, RPA platforms, dashboards)
Case studies and problem-solving sessions
Group activities and transformation planning

📅 Daily Agenda with Time Breaks

📆 Day 1: The Evolution of Financial Operations

Time	Topic
08:30–09:00	Registration & Introductions
09:00–10:30	Financial Operations in the Digital Age
10:30–10:45	☕ Coffee Break
10:45–12:15	Mapping the Finance Function: Key Operational Areas
12:15–13:15	🍽️ Lunch
13:15–14:45	Financial Close, Consolidation, and Reporting Cycles
14:45–15:00	☕ Coffee Break
15:00–16:30	Overview of ERP Systems (SAP, Oracle, MS Dynamics)

📆 Day 2: Automation and Efficiency in Finance

Time	Topic
08:30–10:00	Robotic Process Automation (RPA) in Finance
10:00–10:15	☕ Coffee Break
10:15–12:15	Use Cases: Automating AP, AR, Reconciliations
12:15–13:15	🍽️ Lunch
13:15–14:45	AI and Machine Learning in Financial Forecasting
14:45–15:00	☕ Coffee Break
15:00–16:30	Live Demo: Creating Bots to Automate Journal Entries

📆 Day 3: Data, Analytics & Financial Intelligence

Time	Topic
08:30–10:00	Data Governance in Finance
10:00–10:15	☕ Coffee Break
10:15–12:15	Financial Data Visualization and Dashboards (Power BI/Tableau)
12:15–13:15	🍽️ Lunch
13:15–14:45	Predictive Analytics in Budgeting and Forecasting
14:45–15:00	☕ Coffee Break
15:00–16:30	Workshop: Building a KPI Dashboard

📆 Day 4: Security, Compliance, and Controls

Time	Topic
08:30–10:00	Financial Cybersecurity Risks & Controls
10:00–10:15	☕ Coffee Break
10:15–12:15	Compliance Automation (SOX, IFRS, GAAP)
12:15–13:15	🍽️ Lunch
13:15–14:45	Internal Controls in Automated Environments
14:45–15:00	☕ Coffee Break
15:00–16:30	Role of Audit and Assurance in Tech-Enabled Finance

📆 Day 5: Digital Transformation Strategy

Time	Topic
08:30–10:00	Digital Maturity Models for Finance
10:00–10:15	☕ Coffee Break
10:15–12:15	Building a Roadmap for Finance Transformation
12:15–13:15	🍽️ Lunch
13:15–14:45	Change Management in Digital Finance Projects
14:45–15:00	☕ Coffee Break
15:00–16:30	Final Group Presentation & Certificate Distribution

📂 Course Materials Provided

Case studies on finance digitalization
RPA and ERP toolkits
Sample automation scripts and dashboards
Finance transformation strategy templates
Certificate of Completion

Target audiences

Reservoir Engineers, Geologists

$ 5,750

Course Features

Lecture 0
Quiz 0
Duration 5 days
Skill level All levels
Language English
Students 40
Assessments Yes