Lean finance - Workshop 2018

In this workshop, you will gain insights into the application of Lean approach to the finance function. Learn practical ways of developing plans for the implementation of LEAN tools and techniques to the finance processes and kick start your own change initiatives.

Key topics covered:

  • The Lean Approach applied outside of the manufacturing environment
  • Customer value within the Finance functions
  • Process baselining to see the value and wastes in your existing Finance processes
  • Process value analysis to identify value added and non-value added activity
  • Eight wastes of Lean applied to the Finance function
  • Root cause analysis of pain points

Trainer profile:

Dr David S.Y. Cheng, DBA, MBA & BS

A graduate of the University of Oregon with a Bachelor of Science (BS) degree, Dr David Cheng completed his Master of Business Administration (MBA) degree with the University of Western Sydney in 2001. Dr Cheng received his Doctor of Business Administration (DBA) degree from the University of South Australia in 2008.

Since the early eighties, he worked for a number of global financial institutions where he held senior positions including credit and marketing functions. He joined HSBC in l986 and was with the Group for 15 years, latterly as Special Assets Manager of Corporate & Institutional Banking. His major focuses include credit analysis, commercial lending and credit risk management. Dr Cheng tutors in several recognised institutes in Hong Kong.



Enjoy 10% savings when you register for any three or more workshops in the Finance for the Future Program 2018.

Enter promo code FUTUREHK18 at checkout.

* The fee paid is non-refundable. Transfers must be advised in writing and received by CPA Australia at least five working days prior to the event date. Transfers can only be made once and are subject to workshops within Finance for the Future Program 2018.

Learning objectives

  • Learn about the Lean Approach and how it can be applied to the Finance function
  • Use process mapping to determine value and wastes in the Finance process
  • Uncover the underlying cause of pain points and generating improvement ideas
  • Learn how to detail solutions for implementation including controls and sustainability
  • Ensure a sustained change in culture towards continuous improvement
  • Discover how to use the Lean Approach to leverage new technologies


This workshop is suitable for managers and accountants of planning, financial and analytical departments of field of work, financial managers and analysts, internal auditors and internal controllers, managers and specialists of management accounting and other financial services as well as any who is interested in gaining knowledge in LEAN finance.

3 hours