LEAN for the Finance Manager (On-Demand - CPA PRO)
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.
Access expires 180 days from purchase date |
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
By the end of this course, participants should be able to:
- 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
Topics include:
- 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 Content Created: September 2023
The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.Presenter
Michael dos Santos, FCPA, FCMAAbout This Product
On-Demand Courses by CPA PRO are either video recordings from live seminars, or video recordings produced specifically for the on-demand audience. Where available, accompanying materials such as handouts or course notes are included.On-demand courses are eligible for verifiable CPD hours upon successful completion, and a certificate will be made available for download for your records.
Note that some courses comprise both formal instruction and self-directed exercises. In such cases, participants must complete both components to claim full CPD hours, or must reduce their reported CPD hours accordingly.
Please note that not all on-demand courses include downloadable materials such as course notes or slides.
How to get started
After completing your purchase, go to mylms.bccpa.ca. Log in using your CPABC Online Services credentials. Click Go to Your Courses and Materials to access your Learning Center. Select your course title to begin.
Course Dates & Registration
- 7
- CPD Hours
- 0.3
- 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 (On-Demand - CPA PRO)
- 7
- CPD Hours
- 0.3
- 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.
Access expires 180 days from purchase date |
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
By the end of this course, participants should be able to:
- 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
Topics include:
- 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 Content Created: September 2023
The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.Presenter
Michael dos Santos, FCPA, FCMAAbout This Product
On-Demand Courses by CPA PRO are either video recordings from live seminars, or video recordings produced specifically for the on-demand audience. Where available, accompanying materials such as handouts or course notes are included.On-demand courses are eligible for verifiable CPD hours upon successful completion, and a certificate will be made available for download for your records.
Note that some courses comprise both formal instruction and self-directed exercises. In such cases, participants must complete both components to claim full CPD hours, or must reduce their reported CPD hours accordingly.
Please note that not all on-demand courses include downloadable materials such as course notes or slides.
How to get started
After completing your purchase, go to mylms.bccpa.ca. Log in using your CPABC Online Services credentials. Click Go to Your Courses and Materials to access your Learning Center. Select your course title to begin.
Course Dates & Registration
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.