Digital Transformation in Banking and Fintech Training Course

This instructor-led, live training in Portugal 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 programme offers participants a hands-on understanding of corporate cash management, liquidity planning, and short-term treasury operations. Focusing on real-world business applications, the course equips participants to effectively monitor cash positions, create reliable cash-flow forecasts, optimize working capital, manage banking relationships, strengthen payment controls, and make informed funding and investment decisions.

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

This instructor-led live training, available online or on-site, is designed for intermediate-to-advanced managers, directors, enterprise architects, and business transformation leaders who aim to establish, operate, and scale an effective Centre of Excellence (CoE) within their organisation.

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

Upon completion of this training, participants will be able to:

• Articulate the concepts underlying Digital Transformation
• Determine which organizational areas are suitable for digitization
• Formulate a digitization strategy that outlines the necessary changes in processes, technology, and training.

This instructor-led live training in Portugal (online or onsite) is aimed at intermediate to advanced IT leaders, compliance officers, and digital transformation managers who wish to use a structured roadmap approach to implement digital sovereignty initiatives.

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 session in Portugal (online or onsite) is designed for intermediate IT professionals and business managers who wish to explore the potential of IoT and edge computing to drive efficiency, real-time processing, and innovation across various industries.

Upon completion of this training, participants will be capable of:

• Grasping the core principles of IoT and edge computing and their significance in digital transformation.
• Recognising practical applications of IoT and edge computing within manufacturing, logistics, and energy sectors.
• Distinguishing between edge and cloud computing architectures as well as their respective deployment scenarios.
• Deploying edge computing solutions to support predictive maintenance and real-time decision-making.

This instructor-led, live training in Portugal (online or onsite) is aimed at cloud administrators, cloud architects, technology heads, and financial analysts who wish to record, manage, monitor, and process financial assets of an organization in the cloud.

By the end of this training, participants will be able to use FinOps practices in an organization to forecast costs, optimize processes, and perform financial management operations in the cloud.

This instructor-led, live training in Portugal (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 Portugal (online or onsite) targets advanced cloud financial management professionals who wish 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 training in Portugal (online or onsite) is aimed at intermediate-level managers, team leads and change leaders who wish to lead digital change that people support, not just tolerate.

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

• Recognise the real sources of resistance and address them early.
• Build a clear case for change with quick wins and visible sponsors.
• Engage change agents and middle managers.
• Measure adoption and keep momentum after the launch.

This instructor-led live training (onsite or remote) is targeted at accountants and bookkeepers who intend to use Xero for their bookkeeping requirements.

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

• Obtain a real-time perspective on cash flow.
• Link bank accounts to Xero to support bank reconciliation.
• Prepare and validate VAT (Value Added Tax) returns in Xero.
• Create reports suitable for distribution among team members.

This instructor-led, live training in Portugal (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 Portugal (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.