Agility in Finance

by Alistair Corrie

What does 'agile' really mean for finance? This course shows you how to apply hands-on agile practices to improve processes, drive value, and support business agility.

price £100+vat
cpd hours 4 CPD hours
access 120 days' access

This course will enable you to

  • Identify how agile thinking can benefit both you and your organisation
  • Understand how finance can collaborate effectively across the business
  • Apply agile principles to budgeting, planning, and continuous re-planning
  • Design flexible financial processes that adapt to changing business needs
  • Implement simple agile practices to strengthen risk management

About the course

In today’s rapidly changing business environment, finance teams are under pressure to respond faster, provide better insights, and adapt to shifting priorities. Traditional finance processes can feel too rigid, slowing down decision-making and limiting the ability to add strategic value. Many finance professionals are unsure how to bring greater agility into their work without compromising on governance and control.

This course explores what agility really means in a finance context. You'll learn how agile approaches can enhance budgeting, planning, and re-planning, and how they apply to day-to-day financial operations. The course also covers how to improve collaboration across the organisation, support governance and risk management, and run agile experiments to encourage innovation and continuous improvement.

By the end of the course, you’ll be able to apply agile thinking to your finance role with confidence. You’ll understand how to design more flexible processes, manage risk proactively, and contribute to a finance function that is responsive, resilient, and ready to support business transformation.

Look inside

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Contents

  • The agile mindset
    • Defining agile
    • Already halfway to agile
    • 7 big agile ideas
    • Mythbusting agility
    • Who benefits?
  • Collaboration
    • What your organisation needs
    • A collaborative mindset
    • Becoming the department of "yes!"
    • Common perceptions of finance
    • Part of the action
    • Collaboration through transparency
    • Practical steps towards collaborating
  • Adaptability
    • Plan to adapt
    • The problem with budgets
    • Continuous replanning
    • Why re-plan?
    • A way with words
    • Participatory budgeting
    • Implementing agile budgeting
    • Overcoming obstacles
  • Governance and risk
    • Risk management issues
    • The governance balance
    • Keeping control
    • The illusion of control
    • Risk and control tactics
    • Test and adapt
    • Control without reports
  • Improvement and implementation
    • First steps
    • The reporting paradox
    • Think big, start small, act now!
    • Confidence through experiments
    • A simple plan
    • Decrease workload, increase impact
    • Measuring progress
    • Key takeaways

How it works

Author

Alistair Corrie

Alistair is a Business Agility Thought Leader and Chartered Accountant who combines agile methodologies with sound accounting principles. Author of "The Key Elements for Business Agility" and "The Agile Leader's Manifesto", he helps organisations unlock their natural agility to deliver exceptional outcomes whilst reducing risk and bureaucracy.

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Access to this course
Total CPD unitshourshours4 unitshourshours21 units20 hours21 hours1,500+ unitshourshours1,500+ unitshourshours
Access period120 days120 days12 months12+ months
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Monthly webinars, 15-minute CPD Bites, video interviews with industry leaders, and more!
Account manager on hand to support your team’s needs
Learn moreLearn moreLearn more
Recommended

Why not upgrade?

Find the best way to complete your CPD

Licence

All you need for this year and more.

Access to this course
Total CPD unitshourshours1,500+ unitshourshours
Access period12 months
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Monthly webinars, 15-minute CPD Bites, video interviews with industry leaders, and more!
Account manager on hand to support your team's needs
Learn more

Why not upgrade?

Find the best way to complete your CPD

Course

Need just a few unitshourshours?

Access to this course
Total CPD unitshourshours4 unitshourshours
Access period120 days
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Monthly webinars, 15-minute CPD Bites, video interviews with industry leaders, and more!
Account manager on hand to support your team's needs

Why not upgrade?

Find the best way to complete your CPD

Pick n Mix

All you need for this year's CPD.

Access to this course
Total CPD unitshourshours21 units20 hours21 hours
Access period120 days
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Monthly webinars, 15-minute CPD Bites, video interviews with industry leaders, and more!
Account manager on hand to support your team's needs
Learn more

Why not upgrade?

Find the best way to complete your CPD

Team

Keep your whole team up to date.

Access to this course
Total CPD unitshourshours1,500+ unitshourshours
Access period12+ months
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Monthly webinars, 15-minute CPD Bites, video interviews with industry leaders, and more!
Account manager on hand to support your team's needs
Learn more

Why not upgrade?

Find the best way to complete your CPD

Licence

Recommended

All you need for this year and more.

Access to this course
Total CPD unitshourshours1,500+ unitshourshours
Access period12 months
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Monthly webinars, 15-minute CPD Bites, video interviews with industry leaders, and more!
Account manager on hand to support your team's needs
Learn more

Course

Need just a few unitshourshours?

Access to this course
Total CPD unitshourshours4 unitshourshours
Access period120 days
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Monthly webinars, 15-minute CPD Bites, video interviews with industry leaders, and more!
Account manager on hand to support your team's needs

Pick n Mix

All you need for this year's CPD.

Access to this course
Total CPD unitshourshours21 units20 hours21 hours
Access period120 days
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Monthly webinars, 15-minute CPD Bites, video interviews with industry leaders, and more!
Account manager on hand to support your team's needs
Learn more

Team

Keep your whole team up to date.

Access to this course
Total CPD unitshourshours1,500+ unitshourshours
Access period12+ months
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Monthly webinars, 15-minute CPD Bites, video interviews with industry leaders, and more!
Account manager on hand to support your team's needs
Learn more

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