Agility in Finance

Agility In Finance - ICagile badge

  • 3 days
  • Live Online Class
  • ICAgile Certification

When organizations adopt agile approaches enterprise-wide, one of the most common challenges is changing the way finance and accounting functions operate. In the traditional world, financial planning most often occurs annually, with budgets allocated in advance and success measured in relation to budgets. In today’s complex business environment, this no longer works and new approaches are needed. 

Success today is about sustainable delivery of customer value, while also empowering the people who are closest to the work to make good decisions. This means approaching finance, accounting and procurement with an Agile mindset. 

Learn how to change the way budgeting and cost allocation is undertaken, reexamine accounting approaches and take more collaborative and incremental approaches to procurement.

Learn From One of the Course Creators

The Learning Outcomes of this course have been built by pioneering practitioners from around the world, drawing on their real experiences helping organizations become agile in finance. Stephen (Steve) Milligan, the instructor for this course is a contributor to the course’s Learning Outcomes.

Representative Clients

hawaiian airlines

Upcoming Courses


What You Will Learn in the Agility In Finance

  • Impact of Agile methodology on financial operations in organizations.
  • How to develop a value driven portfolio of products and projects.
  • How to develop and use activity based budgeting to maximize value delivered.
  • How to use data to create realistic forecasts.
  • How to achieve synergy between agile development, compliance and reporting functions.
  • Tools to identify changes needed to deliver desired results.
  • Real world examples from an instructor with 20 plus years of agile accounting and finance experience.

What to Expect from the Agility In Finance Training

This three-day virtual training course will provide you with hands-on skills that you can immediately apply to the real world and in your job.

  • Live online course delivered via Zoom
  • Live discussion sessions in breakout rooms
  • Interactive group exercises
  • Short quizzes and exercises
  • Regular breaks

What You Will Get From the Agility in Finance Course

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Online access to the course materials

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Live Q&A with Steve Milligan and other Scrum Experts and Agile Coaches

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Access to resources, checklists and templates

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21 PDUs with PMI

About Your Instructor

Stephen Milligan is a former regional controller at a Fortune 50 Financial institution and has over 20 years experience implementing Agile methodologies in Financial Operations and Systems Development.

Stephen holds the following certifications:

  • Licensed Certified Public Accountant (CPA)
  • Project Management Professional (PMP)
  • Variety of Agile Certifications and credentials
Stephen Milligan

Who Should Attend the Agility In Finance Training?

People working in finance, accounting, and procurement functions in companies transforming to more Agile ways of working. Their current responsibilities may include aspects such as budgeting, cost management, financial compliance, accounting, procurement and sales.

Organizational development consultants, hiring managers, agile coaches and agile transformation leads exploring the finance and accounting aspects of transformations will also find this curriculum compelling.

Finance professionals & AccountantsFinance professionals & Accountants

Business managers and executives Business managers & executives

Procurement professionals Procurement professionals

Compliance professionalsCompliance professionals


Are there any prerequisites before attending the Agility in Finance training course?
We provide everything needed on the day so you do not need to pre-read or bring anything with you on the day.

What’s the cancellation policy?
Cancellation is possible up to two weeks before the start of scrum training  without penalty After that point the full course fee is due independent of whether the registered person takes part in the course or not. Participants can be substituted without charge.