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Design and deliver your transformation programme

Organisations are dealing with ongoing changes, and finance leaders are often tasked with leading transformation programmes that may not be related to finance, resulting in uncertainty about where to begin.

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Transformation webinar series

This webinar series defines what transformation is and presents a framework for leaders to design and implement a transformation programme. Examples of transformation programmes will be explored in detail later in the series.

On demand recordings

Webinar one: An introduction to transformation
  • Webinar
  • 28 Mar 2024
Understand what transformation is and discover a practical framework to help you deliver a successful transformation programme (0.5 hours of verifiable CPD).
Webinar two: Sequential steps to design & deliver your transformation programme
  • Webinar
  • 16 Apr 2024
Discover the four key steps to consider when developing your transformation programme (0.75 hours of verifiable CPD).
Webinar three: Change management foundations
  • Webinar
  • 19 Jun 2024
Learn about the change management foundations that apply to any transformation programme (0.75 hours of verifiable CPD).
Webinar four: Delivering a finance function transformation
  • Webinar
  • 17 Oct 2024
Five perspectives of successful organisational transformation to consider for a successful finance function transformation.
Webinar five: Delivering a sustainability reporting transformation
  • Webinar
  • 25 Apr 2025
Practical advice on how to approach designing and implementing a transformation to deliver improvement to sustainability reporting.
Webinar six: Delivering a technology transformation to maximise areas such as AI transformation
  • Webinar
  • 06 Nov 2025
Practical advice (and checklists) on how to approach designing and delivering a technology transformation, to maximise areas such as AI transformation, for the finance team.

Upcoming webinars

Webinar seven - The human side of transformation - never forget about the people!
  • 18 Mar 2026
Transformation isn’t just about processes or systems, it’s about the people. Discover the key ingredients needed for a successful transformation.

Transformation articles

Male wearing headphones working on his laptop
Transformation: how to manage the people factor
  • 14 Jan 2026
  • ICAEW Insights
It must never be forgotten that people deliver transformation programmes. When it comes to any transformation project, bringing your people with you can be one of the most difficult elements to manage.
A pair of hands holding 3 blocks showing compliance symbols
Finance transformation: why willingness to learn (and fail) matters
  • 15 Aug 2025
  • ICAEW Insights
Running a transformation project differs from the usual tasks of a finance function. You need to be comfortable not knowing anything.
The finance team toolkit
  • 26 Feb 2024
A series of articles focusing on the pillars of a successful finance transformation strategy.
Implementing a transformation programme
  • 26 Feb 2024
A series of articles on successful finance transformation.
Wind turbines on a wooded hillside at dusk surrounded by clouds
Getting started with sustainability planning and reporting
  • 15 May 2025
  • ICAEW Insights
As part of the transition to net zero, good sustainability reporting is vital. Here’s how to transform your finance function to be net zero-ready.
Two people looking at the laptop having a conversation
Finance transformation: how to measure and improve
  • 14 May 2025
  • ICAEW Insights
Creating an action plan based on a gap analysis provides the foundation of a good finance transformation project. But without a solid plan for measuring and evaluating performance, it won’t deliver.

Transformation templates

Templates to help transform your finance organisation.
Download Gap Analysis template Download Action Plan template
Transformation templates