Agile Finance: Reimagining the Customer Experience | Webcast | CGMA Store
Agile Finance: Reimagining the Customer Experience

Online Event

12 August, 2020

7:30 pm - 8:30 pm UTC

7:30 pm - 8:30 pm UTC

Agile Finance: Reimagining the Customer Experience

Speakers: David Malfara; Rob Tarkoff, EVP, CX and Oracle Data Cloud, Oracle; Ash Noah, CPA, FCMA, CGMA

  • Format


  • Level


  • Duration


This free, one-hour, webcast shares expert insights and practical advice from leaders at McKinsey and Oracle on the key investments, business partnering, and technology strategies finance can adopt to ensure an enduring advantage in serving customers in the new normal.

Learning outcomes

  • Identify the current behaviors that will shape the customer experience in the next normal, and learn which behaviors are here to stay
  • Recall how to strengthen the partnership with marketing to invest in the right customer experience strategies to cement competitive advantages now and in the future
  • Determine which digital strategies and technologies can help finance better anticipate customer sentiment and predict customer value

Product information


In Partnership with Oracle

Reimagine your customer experience

Companies that make the right investments now can build an enduring advantage in serving customers, while those that don’t could find themselves on the outside as competitors with exemplary customer experiences cement their advantage.

In part five of this five-part series hosted by AICPA & CIMA, experts from McKinsey & Company and Oracle share the three key priorities finance professionals must embrace to reimagine and reform the customer experience, including:

  • How to prepare for a digital recovery
  • How to create a safe and contactless customer journey as your default
  • How to invest in the data, technology and systems required to anticipate and predict customer sentiment and customer value

Key Topics:

  • Customer experience excellence
  • Finance business partnering
  • Technology strategies for customer insights and value creation

Register for other webcasts in the Agile Finance series:

  • Reimagining Finance for the New Normal [part 3]
  • Jump-starting Resilient and Reimagined Operations [part 4]

Who should take this course?

  • Finance and marketing executives
  • Finance professionals
  • Business transformation executives

Professional development

This Webcast offers 1 hours of CPE credit.
Note on CPE Requirements and Credits
All learning resources available in the CGMA Store qualify for CPD for CIMA members.

Programme level:Basic
Access:This is a live event. You will have access to webcast on the date/time of broadcast and the archive for 3 months after the broadcast date.

Return and refund policy


  • David Malfara

  • Rob Tarkoff, EVP, CX and Oracle Data Cloud, Oracle

    Rob Tarkoff joined Oracle in 2018 to lead Oracle Customer Experience (CX) Cloud product and strategy across marketing, sales, commerce, and service. His goal is to build products that help companies succeed in the Experience Economy.

    Tarkoff spent the last 15 years focused on the customer experience, developing products for both large and early-stage companies. Most recently, as president and CEO of Lithium Technologies, he created the leading software in online communities. Prior to that, Tarkoff ran the Digital Enterprise business for Adobe.

    Tarkoff holds a BA in political economy from Amherst College and a JD from Harvard Law School.

  • Ash Noah, CPA, FCMA, CGMA

    Ash Noah - CPA, FCMA, CGMA, is Managing Director, CGMA Learning, Education and Development, at the Association of International Certified Professional Accountants. In this position, Ash leads the Research, Examinations and Product Development for the Management Accounting Unit. His primary responsibility is to ensure that the Association’s Finance Competency Framework, Syllabus, Examinations and Learning solutions are effective and remain relevant to the practice of Management Accounting. Ash works closely with Finance Leaders globally, identifying the trends impacting the finance profession.
    Ash was the CFO for the International Unit of TNT global express logistics provider and has led finance transformation in teams across 45 countries. He is a Chartered Global Management Accountant (CGMA), licensed US CPA and member of the American Institute of CPA’s (AICPA). He is also a Fellow of the Chartered Institute of Management Accountants (CIMA). Ash has a passion for flying and is an avid aviator


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