LEAN for the Finance Manager (Live Webinar - Multi Segment)
Overview
Participants will learn how to apply LEAN and LEAN Six Sigma concepts to the finance function—streamlining processes, eliminating non-value-added work, and enabling better decision support—while understanding the impacts of ERP/RPA and related technologies. Participants will practice with finance-relevant tools (e.g., SIPOC, value stream mapping, 5S, Poka-Yoke, A3/Kaizen, balanced scorecards) to design practical improvements without weakening internal controls.
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This course has offering(s) that take place over multiple segments:
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Applicable for
- Finance leaders, controllers, and managers who want a practical LEAN toolkit for the finance function.
- Professionals in risk, governance, or operations who partner with finance on process improvement and automation initiatives.
Learning Objectives
- Explain LEAN foundations (history, principles, and the Toyota Way) and translate them to finance operations.
- Map finance processes and value chains (APQC model), identify wastes (MUDAs) in support functions, and prioritize improvements.
- Use core LEAN tools—SIPOC, value stream mapping, 5S, visual management, Poka-Yoke, and A3/Kaizen—to standardize and simplify workflows.
- Align performance measures and dashboards with strategy using balanced-scorecard thinking, and leverage ERP/RPA to automate routine activities.
- Recognize control and risk implications of LEAN and automation and integrate appropriate safeguards into process changes.
Content
- Introduction to LEAN Finance: challenges of the finance function; LEAN vs. LEAN Six Sigma; history, Toyota principles, GEMBA, and the five LEAN management principles.
- Foundations & mapping: APQC process framework; value-chain alignment across sectors; SIPOC and value stream mapping; visual management and standardization; linking value chain → process mapping → KPIs → balanced scorecard.
- Tools & techniques: nine sources of waste; 5S, A3/Kaizen, and Poka-Yoke types; finance-specific efficiency ideas.
- LEAN accounting/finance & budgeting: distinctions, rolling forecasts, technology enablers (RPA, apps, approval flows), and internal-control considerations.
- Managing change: fundamentals of change management; creating a continuous-improvement culture and sustaining LEAN initiatives.
- Wrap-up & resources: reflection activities and suggested readings.
Course Dates & Registration
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MICHAEL MORRISON, CPA, CMA is a senior leader in the public service, an instructor, and is completing a Doctor of Business Administration degree. His research focus is in strategy and management and he presents CPA courses on these topics. He is an executive director in a regional health authority in BC. He has completed: an MBA; a Master of Defence Studies degree; a CMA, CPA designation; and graduate certificates in business topics from UBC’s Sauder School of Business. Michael served as an associate faculty member at Royal Roads University School of Business in the MBA program from 2008 to 2023.Improving Your Virtual Learning Experience
Live webinars have varying levels of expected interaction, with some requiring microphone and camera capabilities to support a proper learning experience – please email pdreg@bccpa.ca if you have concerns.
In general, we encourage participants to have their cameras turned on to enhance their virtual learning experience. This practice promotes a stronger connection with the instructor and fellow participants, and fosters improved communication and collaboration.
Live Webinar FAQs can be found here.
Registration terms and conditions, including the cancellation policy can be found here. If you require further assistance, please contact the PD Department.
- 7
- CPD Hours
- 0.5
- Ethics Hours
- 0
- AML Hours
- 10
- Credits
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.
LEAN for the Finance Manager (Live Webinar - Multi Segment)
- 7
- CPD Hours
- 0.5
- Ethics Hours
- 0
- AML Hours
- 10
- Credits
Overview
Participants will learn how to apply LEAN and LEAN Six Sigma concepts to the finance function—streamlining processes, eliminating non-value-added work, and enabling better decision support—while understanding the impacts of ERP/RPA and related technologies. Participants will practice with finance-relevant tools (e.g., SIPOC, value stream mapping, 5S, Poka-Yoke, A3/Kaizen, balanced scorecards) to design practical improvements without weakening internal controls.
|
This course has offering(s) that take place over multiple segments:
|
Applicable for
- Finance leaders, controllers, and managers who want a practical LEAN toolkit for the finance function.
- Professionals in risk, governance, or operations who partner with finance on process improvement and automation initiatives.
Learning Objectives
- Explain LEAN foundations (history, principles, and the Toyota Way) and translate them to finance operations.
- Map finance processes and value chains (APQC model), identify wastes (MUDAs) in support functions, and prioritize improvements.
- Use core LEAN tools—SIPOC, value stream mapping, 5S, visual management, Poka-Yoke, and A3/Kaizen—to standardize and simplify workflows.
- Align performance measures and dashboards with strategy using balanced-scorecard thinking, and leverage ERP/RPA to automate routine activities.
- Recognize control and risk implications of LEAN and automation and integrate appropriate safeguards into process changes.
Content
- Introduction to LEAN Finance: challenges of the finance function; LEAN vs. LEAN Six Sigma; history, Toyota principles, GEMBA, and the five LEAN management principles.
- Foundations & mapping: APQC process framework; value-chain alignment across sectors; SIPOC and value stream mapping; visual management and standardization; linking value chain → process mapping → KPIs → balanced scorecard.
- Tools & techniques: nine sources of waste; 5S, A3/Kaizen, and Poka-Yoke types; finance-specific efficiency ideas.
- LEAN accounting/finance & budgeting: distinctions, rolling forecasts, technology enablers (RPA, apps, approval flows), and internal-control considerations.
- Managing change: fundamentals of change management; creating a continuous-improvement culture and sustaining LEAN initiatives.
- Wrap-up & resources: reflection activities and suggested readings.
Course Dates & Registration
MICHAEL MORRISON, CPA, CMA is a senior leader in the public service, an instructor, and is completing a Doctor of Business Administration degree. His research focus is in strategy and management and he presents CPA courses on these topics. He is an executive director in a regional health authority in BC. He has completed: an MBA; a Master of Defence Studies degree; a CMA, CPA designation; and graduate certificates in business topics from UBC’s Sauder School of Business. Michael served as an associate faculty member at Royal Roads University School of Business in the MBA program from 2008 to 2023.Improving Your Virtual Learning Experience
Live webinars have varying levels of expected interaction, with some requiring microphone and camera capabilities to support a proper learning experience – please email pdreg@bccpa.ca if you have concerns.
In general, we encourage participants to have their cameras turned on to enhance their virtual learning experience. This practice promotes a stronger connection with the instructor and fellow participants, and fosters improved communication and collaboration.
Live Webinar FAQs can be found here.
Registration terms and conditions, including the cancellation policy can be found here. If you require further assistance, please contact the PD Department.
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.