Digital Transformation in Banking and Fintech Training Course

This instructor-led, live training in Brazil is aimed at intermediate-level managers, Product Owners and specialists who wish to apply Agile ways of working in banks, financial institutions and the public sector without compromising regulatory requirements.

By the end of this training, participants will be able to:

• Build regulatory and compliance requirements into the product backlog from the start.
• Define the governance and documentation that are really needed.
• Work with risk, compliance and IT security as partners.
• Plan a regulated product change using Agile practices.

This five-day program equips participants with a hands-on understanding of corporate cash management, liquidity planning, and short-term treasury operations. The course emphasizes real-world business applications, empowering participants to effectively monitor cash positions, generate accurate cash-flow forecasts, optimize working capital, manage banking relationships, reinforce payment controls, and make well-informed funding and investment decisions.

Through practical exercises, case studies, and business scenarios, participants will acquire the knowledge and tools necessary to improve liquidity visibility, strengthen financial control, and implement a structured cash management framework within their organizations.

This live, instructor-led training in Brazil (available online or onsite) is designed for business leaders who wish to implement Digital Transformation within their organizations.

By the end of this course, participants will be able to:

• Explain the core concepts of Digital Transformation
• Identify organizational areas where digitization would be most beneficial
• Develop a digitization strategy that outlines the necessary changes in processes, technology, and training.

This instructor-led, live training in Brazil (online or onsite) is designed for intermediate to advanced-level IT leaders, compliance officers, and digital transformation managers seeking to implement digital sovereignty initiatives using a structured roadmap approach.

By the end of this training, participants will be able to: assess their organization's digital sovereignty maturity, develop a comprehensive strategy, create an actionable implementation roadmap, and establish governance frameworks.

This instructor-led, live training in Brazil (online or onsite) is designed for intermediate-level IT professionals and business managers who wish to understand how IoT and edge computing can drive efficiency, real-time processing, and innovation across various industries.

By the end of this training, participants will be able to:

• Grasp the core principles of IoT and edge computing and their significance in digital transformation.
• Recognize key use cases for IoT and edge computing within manufacturing, logistics, and energy sectors.
• Distinguish between edge and cloud computing architectures and their respective deployment scenarios.
• Deploy edge computing solutions for predictive maintenance and real-time decision-making.

This instructor-led live training in Brazil (online or onsite) is intended for cloud administrators, cloud architects, IT leaders, and financial analysts who wish to record, manage, monitor, and process their organization's financial assets in the cloud.

By the end of this training, participants will be capable of applying FinOps practices within an organization to forecast costs, optimize processes, and execute financial management operations in the cloud.

This instructor-led, live training in Brazil (online or onsite) is aimed at intermediate-level finance professionals who wish to gain a comprehensive knowledge of FinOps principles and methodologies, including cloud financial management, optimization strategies, and collaboration among finance, engineering, and business teams.

By the end of this training, participants will be able to:

• Understand the FinOps framework, principles, and phases.
• Manage cloud costs effectively through data analysis and governance.
• Collaborate between finance, engineering, and business units to align cloud spend.
• Use FinOps tools for cost allocation, forecasting, and optimization.
• Prepare for the FinOps Certified FOCUS Analyst exam.

This instructor-led, live training in Brazil (online or on-site) is designed for advanced cloud financial management professionals who want to validate their expertise in financial operations (FinOps) related to cloud cost management.

By the end of this training, participants will be able to:

• Gain the advanced knowledge required for the FinOps Certified Professional exam.
• Understand complex FinOps practices, including cost optimization, budget management, and reporting.
• Develop practical skills in applying FinOps strategies in real-world scenarios.
• Prepare for a successful completion of the FinOps Certified Professional exam.

This instructor-led live course in Brazil, offered online or on-site, targets intermediate-level managers, team leads, and change leaders aiming to foster digital transformations that are supported by the workforce rather than simply tolerated.

Key Outcomes for Participants:

• Identify root causes of resistance and address them proactively.
• Develop a strong case for change utilizing quick wins and visible sponsorship.
• Mobilize change agents and engage middle management effectively.
• Monitor adoption levels to ensure sustained momentum post-launch.

This instructor-led live training (onsite or remote) targets accountants and bookkeepers who wish to use Xero for bookkeeping.

By the end of this training, participants will be able to:

• Get a real-time view of cashflow.
• Link bank accounts to Xero for bank reconciliation.
• Prepare and check VAT (Value Added Tax) returns in Xero.
• Create reports for sharing amongst team members.

This instructor-led, live training in Brazil (online or onsite) is aimed at beginner-level non-finance professionals who wish to have a foundational understanding of financial and accounting principles that are essential for effective decision-making in business.

By the end of this training, participants will be able to:

• Understand basic financial and accounting concepts that are essential for business decision-making.
• Interpret and analyze financial statements such as income statements, balance sheets, and cash flow statements.
• Apply key financial ratios to assess the financial health of a business.
• Develop and manage budgets and perform variance analysis to monitor business performance.
• Use break-even analysis to support operational and strategic decisions.

This instructor-led, live training in Brazil (online or onsite) is aimed at intermediate-level Product Owners, business analysts and process owners who wish to redesign processes around the customer rather than digitise them as they are.

By the end of this training, participants will be able to:

• Map an existing process from the customer's point of view.
• Identify unnecessary steps, documents, approvals and hand-offs.
• Design a simpler target process with business, IT, risk and compliance.
• Turn the redesign into a backlog and measure the results.