A step by step program to transform from good consultant to strategic CFO
Starts Wednesday 2nd May
3hr sessions each week for 4 consecutive weeks.
About the program
This training is aimed at aspiring CFO's
Synergy has developed a clear pathway to help you move from your existing role into that of a successful and strategic CFO
Do you have the strategic & soft skills required to be a successful CFO?
Where do you feel you need to further improve to be successful in your next role?
A good Accountant?
- Technically sound
- Good at tried and true number crunching - undertaking traditional financial analysis
- Excellent knowledge of compliance issues
- Understands spreadsheets
- Good at preparing financial reports
- Understands the finance function well
Where you want to be:
- Understands agency business and drivers
- Analyse both financial and non-financial information to provide a better focus for decision makers - harness "big data"
- A good communicator and effective manager of people and relationships
- Good at recruiting and developing people to deliver a better enabling service
- Identify innovation and opportunities for more efficient and effective ways of working
- Become a strategic advisor to the CEO/Secretary and SES
Synergy has designed training sessions, spread over 2 months to help you become a great strategic CFO.
FIRST MODULE – Wednesday 2 May 2018 – 3 – 6pm – Paulette and Craig Appaneal
Recognise the challenges of the changing nature of the CFO
- What is the TRUE Role of a CFO in the current environment
- How to enhance your leadership skills and mould yourself into an influencer – This will include a personality assessment.
- Developing your strategic thinking
- Providing effective client services
SECOND MODULE Wednesday 9 May 2018 – 3-6pm Anthony Radik and Paulette
Understand your business environment and provide decision makers with the right information
- Understanding your organisations business drivers
- The importance of financial and non-financial data
- Aligning business reporting, visualisation and analytics to strategic priorities for better decision making
- Becoming a business partner
THIRD MODULE Wednesday 16 May 2018 3 – 6pm – Brian Russell and David Sprott
Become a champion of financial management
- Preparing internal and external budgets
- The importance of monthly analysis and reporting
- Efficient and effective financial reporting
- Explaining accounting concepts to non-accountants effectively
FOURTH MODULE – Wednesday 23 May 2018, 3 – 6pm Mark Pattrick and Sean Worth
Funding principles, business case development, and NPP development and process
- Understand how Commonwealth Funding works
- Develop a strategic financial plan to drive decision making and ensure financial sustainability
- Presenting a compelling business case
- Benefits Realisation
- Understand the process of presenting a successful NPP
Our modules are designed to run for 2 to 3 hours a week and will require you to undertake an hour of pre-workshop preparation. This will ensure that you get the most out of our sessions.
Anthony is an experienced government financial consultant with a background in both accounting and IT. He specialises in using dashboards and data visualisation techniques to help people understand, explore and communicate complex information, both financial and non-financial.
Anthony is also a world-class expert in building financial models in Microsoft Excel, and has several times placed in the top 20 competitors in the ‘ModelOff’ international financial modelling competition.
Anthony leads the data analytics team at Synergy Group.
Prior to joining Synergy, Brian had over 17 years experience in Australian Government agencies up to the Senior Executive level, delivering Financial Management and Corporate Governance functions. The experience has given Brian in-depth knowledge across all areas of financial and corporate management, including strategic and business planning, financial statements preparation, financial costing, budgeting, risk management, project management, corporate governance, procurement and human resources.
Craig specialises in the design and delivery of leadership and organisational development solutions that enable leaders to achieve higher levels of individual and organisational performance. He has a M.A. in Organisational Psychology with a focus on change leadership and high-performance culture. Craig works with government institutions, professional sport teams, and corporations. Craig is also an experienced practitioner at leadership alignment, strategic offsite design, training design, change leadership, design thinking, executive coaching, social network analysis and organisational design. He has authored several publications and presentations for professional journals and conferences on topics including leadership development, sport psychology and social networks. Craig has been a lecturer at ANU and University of Canberra.
David has worked closely with many government departments over a number of years to deliver a range of high quality financial management services.
Such services have included the development and implementation of tools, templates and processes which underpin the preparation and coordination of external budget estimates, annual financial statements, monthly performance reporting and of internal financial management reporting manuals and toolkits for non-accountants.
These services have enabled all levels within government departments to improve practices relating to actuals and budget reporting through the derivation of process efficiencies.
Mark excels at financial management and business process improvement with over a decade of experience in government financial advisory services.
Mark’s areas of specialisation include review and development of funding models, strategic financial modelling, costing models, management and financial accounting, development of strategic financial plans and strategic capital asset replacement strategies.
Paulette has held senior positions in the ‘Big 4’ accounting firms, both in Australia and the United States. Paulette specialises in governance frameworks, management and organisational performance reporting, financial statement preparation, accounting policy and process advice and internal and external audit.
Sean has a wealth of executive level experience in both the private and public sectors in performance improvement (operational and financial), government transformation design and delivery, business planning and financial management as well as benefits-led change management.
Sean has supported performance improvement in Defence and Public Sector in Australia and the United Kingdom and has supported the benefits-led design and delivery of transformational projects and programmes.