Course Description

Synopsis :

In today’s dynamic business environment, CFOs are no longer just financial gatekeepers—they are strategic leaders, responsible for shaping business models, driving innovation, and creating long-term value. This course equips CFOs and senior finance professionals with the strategic mindset, tools, and leadership capabilities needed to navigate complex financial and business landscapes.

This module aims to provide participants with insights into strategic planning, business model innovation, value creation, and the evolving role of the CFO.

Learning outcomes:

At end of this module, participants will be able to:

  1. Apply key strategic planning frameworks to align financial goals with business strategy.
  2. Assess existing business models, identify opportunities for innovation, and drive digital transformation
  3. Implement value-based management principles and financial metrics to enhance business performance
  4. Build a strong finance culture, manage talent, and effectively engage stakeholders
  5. Appreciate emerging trends and position the finance function for long-term success.

Topics:

Section 1: Understanding the Role of the CFO in Strategic Planning

  • Defining strategy and its importance for CFOs
  • The strategic planning process
  • Key strategic frameworks (e.g., SWOT, Porter's Five Forces)
  • Aligning strategy with financial goals
  • Critical thinking and problem-solving skills
  • The art of strategic storytelling

Section 2: Business Models and Innovation

Developing a Business Model

  • Developing a Business Model
  • Key components of a business model (e.g., value proposition, customer segments, revenue streams)
  • Analyzing existing business models
  • Identifying opportunities for innovation and disruption

Driving Innovation and Digital Transformation

  • The role of technology in modern business
  • Digital transformation strategies
  • Fostering a culture of innovation

 Section 3: Value Creation and Financial Performance

  • Measuring and Managing Value Creation
  • Key value drivers (e.g., customer value, operational efficiency, financial performance)
  • Value-based management and performance measurement
  • The role of financial metrics in strategic decision-making

Section 4: Leading the Finance Function

Building a High-Performing Finance Team

  • Talent management and succession planning
  • Developing a strong finance culture
  • Effective communication and stakeholder management

The Future of Finance and the CFO's Role

  • Emerging trends in finance
  • The evolving role of the CFO
  • Preparing for the future of finance 
Instructor Image

Kevin Lee

Advisor, Light Bulb AdvisoryKevin Lee is the Managing Consultant of Light Bulb Advisory, a management consultancy that advises on finance and strategy. He has more than 20 years’ experience in investment banking, including the management and execution of transactions ranging from cross-border M&A transactions to IPOs and other capital market offerings. His area of expertise includes advising on M&A, performance improvement, strategy development and turnaround management. He has also successfully raised over US$5bn for his clients in capital raising transactions. Kevin had held senior positions in various financial institutions including The Royal Bank of Scotland (RBS), ABN Amro and OCBC Bank; where he advised clients and covered various markets in Asia. Apart from investment banking, Kevin’s background also includes roles in Siemens AG, Ernst & Young and also as an entrepreneur. Kevin is a Chartered Accountant, an ASEAN CPA and holds a Masters of Business Administration from Warwick Business School, UK.

2 CPE Hours

Lesson

1

Quizzes

1

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