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Welcome to Financial Transformation Live

Are you ready to build finance teams of the future?

Join us for monthly live events across LinkedIn, YouTube and other social platforms covering all things financial transformation!

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What is Financial Transformation Live?


Financial Transformation Live is a live event for those thinking about or currently going through financial transformation. Financial transformation can be challenging and our aim is to build a community of transformation leaders that can help lead the way to financial operations 4.0 and the finance team of the future. Join Hannah Munro, MD of itas across LinkedIn, YouTube and other social platforms to tackle a new financial transformation topic each month.

What can you expect from the sessions?


Each session will be focused on a specific topic and will consist of our experienced transformation consultants sharing advice, guidance and best practice along with a live Q&A where you can ask all the questions you like and share experiences, issues and challenges with other like-minded individuals. The aim of each session is to share practical tips around managing financial transformation and building a culture of continuous improvement. Topics vary widely and will include everything from soft skills such as managing change and planning a transformation project through to practical finance applications such as redesigning your chart of accounts or re-engineering your finance processes.

Upcoming Session


Calculating the Financial Benefit of Your New Transformation Project


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This session is designed to equip financial professionals and project managers with the tools and knowledge needed to accurately assess the economic value of their initiatives.


Previous Session


Designing Effective Reporting/Data Structures





Watch this Financial Transformation Live: "Designing Effective Reporting/Data Structures," an immersive session dedicated to enhancing your financial reporting capabilities and optimising data structures.


Navigating Process Improvement on the Maturity Scale



In this session, "Unlocking Financial Excellence: Navigating Process Improvement on the Maturity Scale," we delve deep into the strategies and techniques essential for enhancing financial performance.

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The New Normal in Finance: Future-Proofing Your Finance Team



The world of finance is rapidly evolving which means you and your team need to keep up to speed! Watch this Financial Transformation Live session, where we discuss the importance of futureproofing your finance team to meet new economic, social, and climatic demands.

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Navigating the Budgeting Process for Transformation Success



In this session, we will explore the dynamic landscape of budgeting, providing practical strategies and expert insights to empower your organisation in achieving financial excellence.

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Maximising Efficiency: Achieving More with Less



In this insightful session, we'll explore strategies and tactics to optimise resources and streamline operations to enhance productivity and profitability.

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Navigating the Budgeting Process for Transformation Success



In this session, we will explore the dynamic landscape of budgeting, providing practical strategies and expert insights to empower your organisation in achieving financial excellence.

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Getting Audit Ready for 2024



This session is designed to equip you with the essential strategies and knowledge needed to navigate audits successfully!

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Building a Business Case for your Finance System



Join us for an insightful and engaging Financial Transformation Live session, where we delve into the essential elements of constructing a compelling business case for your finance system. 

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Designing Your Finance Systems Architecture



Join us for an insightful and engaging Financial Transformation Live session, where we delve into the essential elements of constructing a compelling business case for your finance system. 

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12 Months to a Faster Close



Join us for the next session in our Financial Transformation Live series that will be a game-changer for finance professionals striving for a faster, more efficient month-end close.

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Building Out Your Finance Data Strategy



In this session, Hannah Munro covers what options for integration you have, and shares her top tips for building out an integration strategy paired with some helpful examples!

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Flash Reporting - Everything You Need to Know!



In this Financial Transformation Live session, we explain what flash reporting is, why it is important, and breaks down the differences between flash reporting and normal month-end reporting.

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Building Your 12-Month Transformation Plan



In this session, Hannah Munro walks you through the different stages of a top-level plan for you and your finance team and the framework you will need to build it out.

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How to Approach Automating Your Finance Processes



In this session, Hannah Munro talks you through the best approach to automating your finance processes, covering why you should consider automation, and how you can best prepare for it.

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How to Assess Your Current Finance System



This Financial Transformation Live session takes you through how to identify whether to invest in improving your current system vs switching to a new one, and so much more!

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5 Things to Think About Before Your Next Financial Transformation Project



Join us for this installment of Financial Transformation Live where go through the 5 things you should be thinking about before you tackle your next financial transformation project!

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Breaking the Year-End Stress Cycle



In this Financial Transformation Live session, Hannah Munro unpicks the factors that stress us out at year-end and puts forward strategies to help deal with and overcome them.

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A Framework for Re-designing your Chart of Accounts



This Financial Transformation Live session takes you through a framework for re-designing your Chart of Accounts along with some top tips for re-designing your COA.

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Re-engineering your Finance Processes



Join us for this installment of Financial Transformation Live where go through the 5 things you should be thinking about before you tackle your next financial transformation project!

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Getting Started with Mapping out your Finance Processes



Watch this session of Financial Transformation Live where Hannah Munro takes you through how to get started with mapping out your finance processes, along with some top tips!

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Reduce your month-end close time



Watch this session of Financial Transformation live where we talk about how you can reduce your month-end close, and explore some examples of common month-end bottlenecks.

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How to Map Out Your Finance Integration Project



In this session, Hannah Munro covers what options for integration you have, and shares her top tips for building out an integration strategy paired with some helpful examples!

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Top Tips Before Starting Your Finance Systems Implementation Project



In this session of Financial Transformation Live, our host, Hannah Munro, talks us through the Top Tips we should know before Starting Your Finance Systems Implementation Project.

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Breaking the Excel Addiction - Are you Over-Reliant on Spreadsheets?



Watch our very first session of Financial Transformation Live where Hannah Munro takes you through how to get rid of spreadsheets within your finance team!

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Building Out a Set of Requirements for your Finance System



This episode of the CFO 4.0 podcast comes from our recent Financial Transformation Live session with Hannah Munro, and is all about gathering and documenting requirements for financial system transformation!

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Free Downloadable Content


Getting Started with Streamlining Your Processes


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Close the Books 2022 Survey


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Month-End Checklist Excel Template


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Audit Template


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Excel Audit Template


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Requirements Template


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Recent Financial Transformation Live sessions


Building Your 12-Month Transformation Plan


Join us for this installment of Financial Transformation live where Hannah Munro will be taking you through how to Build Your 12-Month Transformation Plan.

Learn More & Watch


How to Approach Automating Your Finance Processes


In this session of Financial Transformation live, Hannah Munro talks about the best approach for automating your finance processes!

Learn More & Watch


Integrating your finance systems


Join us for the next instalment of Financial Transformation live where Hannah Munro will be talking about how you can integrate your finance systems, discussing the why, your different options, and planning it out!

Learn More & Watch


How to Assess Your Current Finance System


Watch this session of Financial Transformation live where Hannah Munro talks about how you can assess your current finance system!

Learn More & Watch


5 Things to think about before your next Financial Transformation project


Join us for this instalment of Financial Transformation live where Hannah Munro talks about 5 things you should be thinking about before you tackle your next financial transformation project!

Learn More & Watch


Breaking the Year-End Stress Cycle


We all know that Year-End is the time of year that most finance teams dread but surely we shouldn’t have to work late, avoid taking holidays or feel stressed out about it, it happens every year! So we have a challenge for you - how about we make next year’s year-end the least stressful to date? While it is fresh in your mind, join Hannah Munro as she unpicks the factors that stress us out at year-end and suggests strategies to deal with them.

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A Framework for Re-designing your Chart of Accounts


In this session, Hannah Munro talks about how you can re-design your Chart of Accounts (COA). Ideal for those who are thinking about or currently going through the process, we give you the methodology and the framework to ensure that you not only make no mistakes but that you design a robust COA that can deliver on your reporting needs, ensuring it is futureproofed so you won't have to re-do it again next year!

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Re-engineering your Finance Processes


In this session, Hannah Munro talks about how you can rethink and redesign your existing finance processes to improve productivity and allow your team to focus on the things that add value. Topics she covers include:

  • How to identify where to focus your process improvement efforts
  • Tools & techniques for brainstorming solutions to process problems
  • Top tips for implementing process changes

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Getting started with mapping out your finance processes


In this session, Hannah Munro talks about how to get started with mapping out your finance processes! Topics she covers include:

  • Top tips for getting started with process mapping
  • What process mapping tools we use
  • How to approach process mapping within your team
  • What should be included on your finance process maps

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Reduce your month-end close time


In this session, Hannah Munro talks about how you can reduce your month-end close! Topics she covers include:

  • Stats around typical close times
  • 4 steps to improve your month-end close
  • Using timeline mapping to understand your current close process
  • Common month-end bottlenecks
  • Where should you be focusing to improve

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Are you over-reliant on spreadsheets?


In this session, Hannah Munro talks about how you can identify if you're a spreadsheet addict. Topics she covers include:

  • Are you guilty of having an addiction to spreadsheets?
  • How do you know if you have a problem?
  • What are the dangers of relying on spreadsheets?
  • How can you move away from relying on spreadsheets?

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Get started with your own Financial Transformation

Reduce your FTE, improve your visibility and make good decisions by automating your purchase process.

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Reduce your reliance on spreadsheets by automating key finance processes and in turn, reduce the risk of human error and time spent.

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Make up-to-date, data-driven decisions by shifting to real-time reporting.

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Stop wasting days closing the books and move towards a continuous month-end close.

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Consolidate at a click of a button and reduce human error whilst building consistent and scalable controls.

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Reduce your running costs and gain complete flexibility by switching to Cloud finance software.

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"Fabulous session on process mapping. Clear, insightful and practical advice, and well delivered."
Peter Rudge, CFO

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Financial transformation can be challenging

Are you ready to join us?


Sign up to receive alerts for our live sessions using the form below. The live event information will be sent out 48hours before via email. If you don’t have a chance to join the live session, don't worry, we will send you the recording via email.