The C-Suite’s Role in Success with Digital Transformation Initiatives | Video | CGMA Store
The C-Suite’s Role in Success with Digital Transformation Initiatives



The C-Suite’s Role in Success with Digital Transformation Initiatives

Speakers: Robert Green, CPA, CITP, CGMA; Dr. Jeremy Lurey

  • Format


  • Duration

    1h 15m

This session is designed to give members of the C-Suite, in particular the CFO, an understanding of how businesses should undertake and govern digital transformation initiatives from the beginning.

Learning outcomes

  • Recall the definition of digital transformation
  • Identify the success factors, phases and activities of digital transformation initiatives
  • Learn the common technological, organisational and human challenges faced when undergoing digital transformation – and – how to manage towards a successful outcome
  • Explore the concept of change management – and how it enhances the likelihood of success with digital transformation

£35.00 (CIMA members only)


VAT calculated on checkout

Product information


**What is a Digital Transformation Initiative – and – how and why does it apply to you?

In finance and accounting departments, digital tools of the trade are in a perpetual state of being deployed, upgraded, integrated, and adopted. As a CFO, whether you are upgrading your ERP, FPA or other mission-critical software, or in some way are responsible for other departments’ system projects, you and your C-Suite colleagues are responsible for the success (or failure) of these digital transformation initiatives. These initiatives can bring great value to a business (success), or, more frequently, their disruptive nature can result in great cost and losses (failure).

This session is designed to give members of the C-Suite, in particular the CFO, an understanding of how businesses should undertake and govern digital transformation initiatives from the beginning, with an eye on strategy, mitigating inherent risks, assessing and measuring successes, and ensuring that the people most impacted are well equipped for a successful outcome. Our presenters bring unique and deep experience in the management of these initiatives from finance, technology and organizational development backgrounds.

Professional development

All learning resources available in the CGMA Store qualify for CPD for CIMA members.

Duration:1h 15m
Access:This is a digital product. You will have access to the content for a year after purchase date.

Return and refund policy

£35.00 (CIMA members only)


VAT calculated on checkout


  • Robert Green, CPA, CITP, CGMA

    Robert Green CPA, CGMA, CITP Lead Partner - Digital Transformation, SingerLewak, LLP - SL Business Informatics

    Bob Green, CPA.CITP, CGMA is Lead Partner for SingerLewak's "SL Business Informatics" advisory practices.

    Bob combines CPA, CFO, Consulting and Technologist skills in the role of strategic technology adviser to CFO's, CIO's, and CEO's of growing businesses. He and his team guide clients through complex systems initiatives - from beginning to successful completion - leveraging his and the team's vast business and technology experience to govern and manage these initiatives. His team also advises members of management, boards and executives regarding strategic IT Planning and IT Assurance, SOC and SSAE auditing, and Organizational Change Management - bringing a unique blend of skills to any strategic systems-involved initiative.

    Bob maintains the unique "CITP" credential from the AICPA and has served on several IT Executive committees for the AICPA.

    He is an active presenter and moderator for educational web seminars sponsored by the AICPA/CGMA on the topics of IT Trends, FP&A, Change Management, ERP and Digital Transformation - geared towards the CFO and corporate financial executives.

    Bob is also a frequent speaker at events and webcasts sponsored by the AICPA, CalCPA, Financial Executives International, Oracle and Microsoft, and has authored many articles, including those appearing in California CPA, Accounting Technology and FEI's Financial Executive.

    Bob spent 8 years at Price Waterhouse and then served as a CFO in a growing, technologically-challenged business - this led him to choose a career path focused on bringing successes to CFO's and their businesses when undertaking IT transformation.

  • Dr. Jeremy Lurey

    Dr. Jeremy Lurey is Practice Lead for SingerLewak’s People and Change Management Services. Jeremy is a talented organizational consultant and leadership coach who partners with his clients to improve performance and produce better business results. With more than 20 years of progressive experience as a management consultant, he is a trusted adviser for and has supported clients ranging from small family businesses to Fortune 500 corporations, including numerous not-for-profit and government agencies.

    Previously honored as a Top “40 Under 40” executive of the year by The M&A Advisor, Dr. Lurey has particular expertise in change management, talent management, process improvement, leadership development, strategic planning, succession planning, and executive coaching. Dr. Lurey holds MS and PhD degrees in Organizational Psychology as well as a BS degree in Communication Studies. In addition to his role as a consultant, he frequently presents at professional conferences and seminars, serving as an adjunct faculty member for various organizations. Over the years, he has also authored several publications on organization development, change management, succession planning, leadership excellence, and family business.