1. ICAEW is a professional membership organization for accountants that provides qualifications, training, knowledge sharing, and protects the integrity of the accounting profession. 2. Through its Academy, ICAEW provides practical, experiential training delivered by finance and industry experts on technical, commercial, and leadership topics. Training can be customized for organizations. 3. The document provides examples of how ICAEW has worked with organizations to address their training needs through off-the-shelf, tailored, and bespoke training programs and solutions.

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ICAEW
BUSINESS WITH CONFIDENCE icaew.com/academy
Post qualification training
for finance professionals
Business training solutions

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Collaborating with ICAEW as our training
and delivery partner worked very well – we
were able to jointly create content which was
carefully tailored to the needs of the audience
and delivered in a fun and engaging way.
Nicola Brenchley, VP Financial Services, BT Global Services

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ICAEW is a world leading professional membership organisation
that promotes, develops and supports over 144,000 chartered
accountants worldwide. We provide qualifications and
professional development, share our knowledge, insight and
technical expertise, and protect the quality and integrity of the
accountancy and finance profession.
Through the Academy we provide an all-encompassing range of
practical and experiential training delivered by finance and industry
experts. Our curriculum spans all of the technical, commercial and
leadership capabilities fundamental to business success. Our aim is
to help businesses more easily align CPD to business objectives to
drive better return on investment.
Introduction to ICAEW and the
Academy of Professional Development
To discuss your needs, contact
Lydia Lamdin, Head of Professional Development
T +44 (0)20 7920 8409
M +44 (0)7584 392 485
E lydia.lamdin@icaew.com

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ICAEW
Academy of
Professional
Development
Technical
and financial
reporting
Business
and
Finance
Financial
Awareness and
Business Skills
(for non-finance
managers)
Leadership and
Management
Talent
Development
Professional
Services
Understanding key changes to reporting
standards and how these apply and
translate for your business or to clients.
(Case study p.6)
Developing commercial
insight and behaviours to
partner the business in
driving and improving
performance.
(Case study p.7)
Providing financial acumen,
business-critical skills and commercial
awareness to non-finance managers.
(Case study p.8)
Enabling the shift from
technician to influencer,
people manager and
inspiring leader.
(Case study p.9)
Preparing rising stars with
in-depth programmes
combining mentoring, peer
networks and workshops to
support an organisation’s
succession planning.
(Case study p.10)
Helping firms tackle key challenges including
growth, people development, commercial
awareness and succession planning.
(Case study p.11)
What we offer
With a membership base of over 144,000 members we are in the unique position of understanding the specific challenges faced
by finance professionals throughout their career. The Academy curriculum is designed to address these challenges by covering,
not just the technical aspects, but the full breadth of development needed to become a technical expert, commercially focused
business partner and inspirational leader.

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We have built upon ICAEW knowledge by partnering with experts who have done the job, not just read the
theory. They have the unique ability to understand and articulate the practical implications for organisations
in a way that ordinary trainers cannot. We create and deliver engaging and practical training, which provides
participants with applied knowledge that has a tangible impact on business performance.
Off the shelf
Covering all the areas in the Academy curriculum, these courses are constantly evolving to reflect changing
industry needs and to provide the most up-to-date information. Training can be accessed in two ways:
1. organisations can deliver our public courses in house; or
2. benefit from corporate discounts on scheduled public courses.
Tailored
Ideal for organisations seeking flexible and cost-effective training delivered to multiple delegates at your
location of choice. Using our existing materials, our expertise lies in translating your requirements to deliver
a pragmatic, interactive training programme highly relevant to your people and organisation.
Bespoke
Our bespoke programmes are designed and developed specifically to suit your audience or business need.
Subject matter and/or industry experts work with you, from needs analysis to solution, to align with your
organisational strategy and priorities. We help you identify internal issues and develop ways to address them
in order to achieve tangible business improvement.
How we deliver
To discuss your needs, contact
Lydia Lamdin, Head of Professional Development
T +44 (0)20 7920 8409
M +44 (0)7584 392 485
E lydia.lamdin@icaew.com

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The challenge
Having a finance organisation located in multiple
locations presents logistical challenges in the delivering
of training programmes. However, the business decided
to use its Telepresence suite technology to create a
'virtual classroom' environment and deliver a modular
and tailored accounting training programme, in
conjunction with the ICAEW to:
• improve and develop the level of IFRS technical skills
and knowledge of accounting policies across the
global finance community;
• create an informal and interactive virtual
environment, enabling the participants to interact
with colleagues in other countries; and
• learn through the use of tailored case studies
and practical examples covering a wide range of
subjects such as revenue recognition, contract
accounting, leasing, foreign exchange and
tangible/intangible assets.
The solution
Our brief was to create a relevant programme
that solved all three challenges. We created a
robust syllabus, suitable for interactive, virtual and
face-to-face learning via the Telepresence technology.
The strength of the partnership meant we could
keep the learning focused and adaptable to a diverse
global audience.
The programme delivered a number of value added
benefits such as:
• improved staff morale;
• more regular communication between the global
finance teams; and
• delegates felt more valued.
This programme was a great success, and we had really positive
feedback from the participants. The use of our Telepresence suites
allowed us to connect finance colleagues in multiple sites around
the world – many of them meeting and interacting 'virtually' for the
first time. Collaborating with ICAEW as our training and delivery
partner worked very well – we were able to jointly create content
which was carefully tailored to the needs of the audience and
delivered in a fun and engaging way.
Nicola Brenchley, VP Financial Control
Client case study – Technical and Financial Reporting
BT Global Services
The 'multiple global locations' technical training challenge

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The challenge
LV is one of the UKs largest insurance companies with
over 5,700 employees.
Following the creation of a shared service centre and a
business partnering team to 'add value’ it needed help
to develop both teams in terms of:
• ‘best practice’ approach to business partnering
suitable for LV;
• a more commercial mind-set/skill-set; and
• the ability to influence and collaborate more
effectively with customers and other stakeholders.
The solution
Critical to success was engaging the whole finance
function in the change. To set standards for the new team
our delivery was focused on team behaviours, group
dynamics and sharing best practice across businesses.
The core programme focused on:
• defining what great business partnering looks like
in a finance context and key skills required;
• what it means to ‘be commercial’ and how to develop
and communicate commercial opinions; and
• how to translate information into insight.
The session on learning how to question, challenge the business
and listen better was really valuable. It also highlighted our need to
map out our stakeholders and carefully consider our approach for
different teams. It was really useful and tailored to our needs.
Andy Young, Head of Finance
Client case study – Business and Finance
LV Insurance
The ‘trusted adviser’ commercial challenge

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Client case study – Financial Awareness and Business Skills
Towers Watson
The ‘financial acumen’ challenge
The challenge
Towers Watson was in search of a vendor/partner
that could bring its newest consultants up to speed on
business finance. Although the more senior consultants
dealt with it regularly, they needed a reminder of the
basics, along with a more comprehensive session on the
areas of finance that most touch their day-to-day work.
The solution
With the specialised nature of the business and role of
the consultants, it was vital to engage key stakeholders
and design a bespoke course that demystified the
language of finance for non-finance consultants to
grasp and apply to their role. We also invested time in
exploring and creating related and relevant case studies
that would drive confident client discussions.
We chose to partner with ICAEW as they seemed willing to invest
time up front to better understand our business and training needs,
therefore ensuring sessions were tailored for our audience. Reviews
on both sessions were overwhelmingly positive and specifically
highlighted the course's interactive and flexible nature as keys to
its success.
Andrew Curcio, Director

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Client case study – Leadership and Management
Crowe Clark Whitehill
The ‘business growth' leadership and management challenge
The challenge
UK-based professional services business, Crowe
Clark Whitehill recognised that in order to achieve
significant growth aspirations it was critical to embed
cross-functional working in all regions. Critical to this
was investment in the manager population to boost
morale and engagement levels, while developing the
skills to drive performance and enable growth across
the business.
The solution
Our approach was a modular programme where we
challenged managers to solve real business problems
and learn new skills in cross-functional working groups.
The facilitators focused on pushing delegates out of
their comfort zone, enabling them to better understand
their own behaviours and encouraging them to see
the bigger picture. This was further developed through
one-to-one coaching.
The personal nature of the design and delivery ensured
that each individual felt noticed and valued, had the
chance to connect with the business strategy and work
on their personal development needs.
The team at the ICAEW were excellent from the start. They took
time to understand our strategic plan and growth aspirations and
built a programme around this. The programme is a significant
investment for our firm and we are starting to see the fruits of
that already. One of the key factors in the programme’s success is
that each participant is given one-to-one coaching, enabling them
to focus on their own development. We would not hesitate to
recommend the ICAEW team to others looking to develop
tailored programmes for professionals.
Richard Baker, Partner

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Client case study – Talent Development
The challenge
Jon Scott, Regional FD, Hilton Hotels was looking to
take the next step up in his career. ICAEW’s aspiring
CFO programme isn't like attending a series of
lectures. Jon enrolled to:
• build an external business network;
• develop new leadership skills; and
• access the career advice of an external CFO
mentor who had ‘been there and done it’.
The solution
Jon joined our aspiring CFO programme Financial
Talent Executive Network (F-TEN®
), one of the few
interactive and practical programmes on the market.
It is a business leadership, mentoring and peer-to-peer
network programme designed for ambitious senior
finance professionals.
I quickly realised that you have to get involved – acting,
networking, sharing experiences. It is actually easier to adopt
some of the techniques you learn on the programme than it is
using them with your peers on the workshop days! The opportunity
to be mentored by a current business leader has been a real
highlight. For me, the whole experience has been all about courage.
I now know 'if it's meant to be it's up to me!' Since completing
the programme, I have been promoted and am pleased to be
sponsoring one of my team to take part in F-TEN®
.
Jon Scott, Regional FD
Hilton Hotels
The ‘stepping up’ talent development challenge

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Client case study – Professional Services
Anderson Anderson Brown LLP
Professional services
The challenge
The senior management team and HR department at
Anderson Anderson and Brown made the decision to
work with ICAEW to customise the existing Developing
Leaders in Practice (DLiP™) programme to develop
new and aspiring partners for a group of selected
senior managers. It was important to the firm that
we maximised the investment in our key players and
by holding it in-house with smaller numbers, the
participants got more attention from the facilitators.
It also allowed us to tailor the content to make sure it
was in line with the firm’s objectives and also met the
needs of the managers.
The solution
The key benefit was that each participant came away
feeling confident they knew how to lead the business,
which was one of our main objectives and made the
programme a huge success. We worked on four key
areas with delegates:
• Self-awareness – understanding their own
behaviour and their impact on others;
• Goal setting – taking time out of the office
to focus on their future and personal goals;
• Influencing skills – understanding how to influence
more effectively both internally and externally;
• Support network – the opportunity to give
feedback in a confidential environment.
Following on from the success of the in-house DLiP™
programme, Anderson Anderson and Brown has now
entrusted ICAEW with all its management training.
It’s not just another ‘fluffy’ training course. It is very much
a tough and challenging programme about how to take the
business forward in the long run.
Karen Stewart, HR Director

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Our work with other businesses

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What our other clients say
The business will benefit from having a team of motivated, like minded individuals, all of
whom are able to drive change within the business and manage and motivate their teams.
Andrew Witts, Group Financial Controller, Novae
As a result of the business partnering training I will be reengaging with the business to
recalibrate needs and expectations. This was a really useful session for the team – much
appreciated. Thank you!
Claire Price, CFO, Dentsu Aegis
ICAEW recently hosted a two-day 'Transition from Practice to Industry' course for the
Barclays Finance ACA cohort. The programme was specially designed to help colleagues
explore how to deal with tough situations when operating in a business environment and
explore the psychology of transition and ways to develop resilience and confidence to
succeed in a career at Barclays. The programme was extremely well received by colleagues,
providing them with time to reflect on actions made in the past, while building strong
decision-making skills for the future.
Victoria Balmer, Global Finance COO Team, Barclays
Personally, and as a firm, we are very grateful for the support of the trainer and team at
ICAEW in our bespoke manager development programme. The feedback process, which we
have implemented since, has really made positive changes to how we work with our clients
– and each other. The way the trainer delivered it, the way she challenged us, and the way
she supported us was fantastic. We were involved all the way through. I was a bit doubtful
beforehand when it came to soft skills, but I have been converted into the positives it can bring.
Kevin Hoult, Senior Manager, Sagars

14. To discuss your needs, contact
Lydia Lamdin, Head of Professional Development
T +44 (0)20 7920 8409
M +44 (0)7584 392 485
E lydia.lamdin@icaew.com

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© ICAEW 2015 COMPLM14264 07/15
ICAEW
Chartered Accountants’ Hall Moorgate Place London EC2R 6EA UK
T +44 (0)20 7920 8409
E lydia.lamdin@icaew.com
icaew.com
ICAEW is a world leading professional membership organisation that
promotes, develops and supports over 144,000 chartered accountants
worldwide. We provide qualifications and professional development, share
our knowledge, insight and technical expertise, and protect the quality and
integrity of the accountancy and finance profession.
As leaders in accountancy, finance and business our members have the
knowledge, skills and commitment to maintain the highest professional
standards and integrity. Together we contribute to the success of individuals,
organisations, communities and economies around the world.
Because of us, people can do business with confidence.
ICAEW is a founder member of Chartered Accountants Worldwide
and the Global Accounting Alliance.
www.charteredaccountantsworldwide.com
www.globalaccountingalliance.com
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