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Maximizing Digital Operational Excellence Certificate
Management Accounting & Finance
CPE Self-study

Maximizing Digital Operational Excellence Certificate

Learn the key characteristics of operational excellence in finance, especially how cloud applications integrate and streamline processes to help you meet rising expectations for speed, accuracy, and control in finance and accounting roles.

$425 - $525
Do you have an AICPA membership? Log in to apply your member discount.



NASBA Field of Study




CPE Credits



Team of Agile Finance Experts


1 year

Product Number


 Business & partner 
MyCPE Manager compatible
Product Details

This certificate is the first part of the Agile Finance Transformation Certificate Series, a comprehensive three-part program that provides best practices, expert advice and lessons learned from Fortune 100 leaders.

The future of finance is digital

Make the future yours by gaining an understanding of how to adopt digital strategies to achieve operational excellence in finance and accounting to lay the foundation for delivering greater value to your organization.

Standardize and re-engineer

Implement a standardized data model and re-engineer legacy processes to conform to the standards while maximizing automation.

Look up to the cloud

Cloud applications and other advanced technologies provide a standardized data model and enable automation, making the cloud the heart of your digital transformation.

Streamline processes

Automation helps streamline processes and increase accuracy to deliver results faster and more easily. It also makes your finance and accounting team members more productive and more satisfied with their work.

Go big

Understand how to create a finance operating model that can remain relevant to your business while also providing the ability to scale your function.

Lessons from experience

Learn directly from Oracle finance executives who share proven best practices along with lessons learned and measurable results from the company’s own successful digital transformation..

This course provides 3.5 CPE in Finance, 2.5 CPE in Management Services and 1 CPE in Information Technology.

Digital Badge: On completion of this certificate, you will receive a digital badge to share with your online professional network. The badge will be available as a downloadable PDF certificate suitable for printing and framing. Digital badge!


  • Foundational technologies of operational excellence in finance
  • Benefits of a unified data model
  • How cloud-based applications automate, simplify, and optimize processes
  • The technology needed to create a scalable model for operational excellence
  • The increased importance of risk and control in finance
  • The expanding role of finance in data security

Learning Outcomes

  • Analyze how technology has raised the performance bar for finance teams and roles.
  • Determine how finance leaders foster continuous improvement and process streamlining.
  • Recognize the foundational components of operational excellence in finance.
  • Compare new, accelerated models for procurement, period close, reporting, and more to traditional models
  • Identify best practices for quote-to-cash subscription-based business models.
  • Determine how companies use automation to strengthen financial governance, security, and control.

Who Will Benefit

Accounting and finance professionals at any level who execute core finance functions and want practical knowledge to prepare for — and accelerate — their digital finance transformation


Gena Alexander, Senior Director, Source-to-Settle Strategy and Operations, Oracle
Bonnie Barger, Vice President, Order-to-Cash Strategy and Operations, Oracle
Seema Bedi, Director, Americas Payroll Business Transformation Operations, Oracle
Aman Desouza, Senior Director, Risk Cloud Strategy, Oracle
Scott Gawel, Senior Vice President, Corporate Controller, Oracle
Rick Hargarten, Senior Director, Financial Governance and Compliance, Oracle
Emily Lee, Senior Director, ERP Product Management, Oracle
Kieran Leiper, Senior Finance Director, Controller, Oracle
Conny LeMieux, CPA, CISA, CFE, CISSP, Head of Internal Audit, Dropbox
Val Maher, Vice President, Global Accounting and Controller, Oracle
Sandra Regan, Senior Finance Director, Controller, Oracle
Alex San Juan, Vice President, Finance Systems, Oracle

Privacy Policy

Your privacy is important to us. This program is sponsored by AICPA & CIMA and Oracle. By purchasing this course, you are agreeing to your information being shared with both organizations. To learn more about the ways in which we will process and secure the personal data submitted through this form, please click to view AICPA & CIMA’s Privacy Policy and Oracle’s Privacy Policy. Please contact us if you have any questions prior to purchase.

Credit Info
CPE Credits
NASBA Field of Study
Finance, Information Technology, Management Services
None; however, if you plan to take all three programs, we do recommend you take them in the following order: 1) Operational Excellence, 2) Digital Intelligence, 3) Business Influence
This is a digital product. With full paid access the content will be available to you for 1 year after purchase date.
Digital Badge
After completing the course, you will receive a digital badge that can be easily shared with your professional network
For more information, please refer to CPE requirements and NASBA sponsorship information
Do you have an AICPA membership? Log in to apply your member discount.
AICPA Members
CIMA Members

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

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6+ registrants

We can help with group discounts. Call us at 1-800-634-6780 (option 1) or email us at

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Team of Agile Finance Experts

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

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Maximizing Digital Operational Excellence Certificate
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