Finance Training in Lyon

The Cost Center module addresses the procedures and best practices for managing overheads, computing BOM costs, and establishing product-level costing across both manufacturing and service operations.

This instructor-led, live training (available online or onsite) is designed for intermediate-level professionals seeking to configure, operate, and validate cost center routines within enterprise settings.

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

• Create, configure, and maintain cost centers that align with organizational structures.
• Build and validate BOM costing using standard, activity-based, and overhead allocation methods.
• Integrate machine hours, operator hours, and labor metrics into cost center calculations.
• Apply absorption costing principles to ensure accurate product and period-end valuations.

Course Format

• Guided instruction supported by case-based demonstrations.
• Hands-on costing exercises and spreadsheet-based modeling.
• Application-focused labs that simulate real-world costing and reconciliation workflows.

Course Customization Options

• For tailored content, industry-specific costing models, or ERP platform alignment, please contact us.

CONTPAQi Nóminas stands as a premier payroll management solution in Mexico, engineered to automate salary calculations, deductions, and tax reporting while adhering to labor and fiscal regulations.

This instructor-led, live training (available online or onsite) targets intermediate-level payroll and HR professionals aiming to master the configuration, management, and maintenance of payroll operations via CONTPAQi, ensuring full compliance with Mexican labor and tax laws.

Upon completing this training, participants will be able to:

• Grasp core payroll concepts, encompassing salary structures, benefits, and deductions.
• Efficiently configure and manage payrolls utilizing CONTPAQi Nóminas.
• Ensure adherence to Mexican labor regulations, as well as IMSS and SAT requirements.
• Produce reports, receipts, and electronic files necessary for tax and auditing purposes.

Format of the Course also allows for the evaluation of participants.

• Interactive lectures and demonstrations.
• Practical, hands-on exercises with CONTPAQi Nóminas.
• Guided practice grounded in real-world payroll scenarios.

Course Customization Options

• For information regarding customized training for this course, please contact us to arrange your session.

This course offers a thorough examination of institutional due diligence frameworks designed for financial institutions, merging regulatory, financial, operational, and ethical compliance aspects. It connects Common Reporting Standard (CRS) requirements with comprehensive due diligence modules covering management, governance, technology, and business operations.

Delivered by an instructor, this live training session (available online or in-person) targets intermediate-level professionals in compliance, risk management, and operations who aim to establish a holistic due diligence program consistent with international best practices and local regulatory standards.

After completing this training, participants will be capable of:

• Grasping and applying due diligence principles across institutional, financial, legal, and operational sectors.
• Executing CRS and FATCA-compliant due diligence for tax residency verification and reporting.
• Incorporating governance, ESG, and business integrity protocols into compliance systems.
• Designing risk-based due diligence frameworks that encompass management, marketing, and IT functions.
• Preparing internal teams for audits, regulatory reviews, and ongoing improvement cycles.

Course Format

• Interactive lectures and discussions.
• Case studies and collaborative group exercises.
• Practical application using simulated due diligence documentation and workflows.

Customization Options

• For personalized training requests, please contact us to make arrangements.

The CRS represents the OECD standard for the automatic exchange of financial account information between jurisdictions. It is designed to combat cross-border tax evasion by requiring financial institutions to identify and report accounts held by foreign tax residents.

This instructor-led, live training (available online or onsite) is designed for intermediate-level compliance and operational professionals who wish to implement robust CRS-focused policies, conduct accurate tax-residency due diligence, and align internal processes with reporting requirements similar to those under FATCA.

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

• Explain the CRS reporting framework, key definitions, and jurisdictional obligations under the OECD standard.
• Apply CRS due diligence procedures (including indicia searches and self-certification handling) to accurately identify reportable accounts.
• Map and align internal KYC/AML workflows to meet CRS requirements and related FATCA-like obligations.
• Design controls, data workflows, and reporting processes to produce compliant CRS submissions.

Format of the Course also allows for the evaluation of participants.

• Interactive lecture and discussion.
• Practical exercises and template-based labs (self-certification review, indicia assessment).
• Hands-on implementation examples for operationalizing CRS in onboarding and reporting systems.

Course Customization Options

• To request a customized version of this course (jurisdiction-specific rules, systems integration, or deeper FATCA comparison), please contact us to arrange.

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

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.

IFRS 17 represents the International Financial Reporting Standard governing the accounting for insurance contracts, superseding IFRS 4. It establishes a uniform framework for the recognition, measurement, presentation, and disclosure of insurance contracts.

This instructor-led live training, available both online and onsite, is designed for finance and insurance professionals at intermediate to advanced levels who aim to apply IFRS 17 for reporting, compliance, and performance analysis.

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

• Applying IFRS 17 principles to prepare financial statements.
• Interpreting and analyzing the impact of IFRS 17 on insurance contracts and corporate performance.
• Effectively implementing measurement models and disclosure requirements.
• Ensuring IFRS 17 compliance while enhancing reporting transparency.

Course Format

• Interactive lectures and discussions.
• Case-based exercises and financial analysis practice.
• Practical application to real-world reporting scenarios.

Customization Options

• For customized training on this subject, please contact us to make arrangements.

This instructor-led live training Lyon (online or onsite) is intended for application consultants and business process owners who wish to learn how to configure business processes for the SAP S/4HANA financials module.

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

• Understand the basic customization settings in the main components of Financial Accounting with SAP S/4HANA.
• Configure the master data settings (G/L accounts, customer and vendor accounts) for FA with SAP S/4HANA.
• Configure document control, posting control, and financial document clearing settings for FA with SAP S/4HANA.

This instructor-led, live training in Lyon (online or onsite) is aimed at intermediate-level professionals who wish to utilize QuickBooks to optimize accounts payable, receivable, payroll, and financial reporting tailored to their specific industry needs.

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

• Navigate QuickBooks features relevant to financial and administrative tasks.
• Manage accounts payable and receivable efficiently.
• Generate and track invoices for various client and vendor workflows.
• Automate payroll processes and manage employee benefits.
• Create customized financial reports for analysis and decision-making.
• Optimize QuickBooks features to improve organizational efficiency.

This instructor-led live training, delivered Lyon (online or onsite), targets intermediate-level legal professionals seeking a thorough understanding of FATF recommendations, combining theoretical knowledge with practical applications.

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

• Understand the history, purpose, and structure of FATF and its recommendations.
• Identify and explain the key concepts of money laundering and terrorist financing.
• Analyze and interpret the 40 FATF recommendations and their implications.
• Develop and implement effective compliance programs and risk assessments.
• Navigate the challenges of international cooperation and compliance monitoring.

This instructor-led, live training in Lyon (online or onsite) is designed for advanced-level cloud financial management professionals who wish to validate their expertise in financial operations (FinOps) related to cloud cost management.

Upon completing this training, participants will be able to:

• Acquire the advanced knowledge necessary for the FinOps Certified Professional exam.
• Grasp complex FinOps practices, such as cost optimization, budget management, and reporting.
• Develop practical skills for applying FinOps strategies in real-world situations.
• Prepare effectively to successfully pass the FinOps Certified Professional exam.

This instructor-led, live training in Lyon (online or on-site) is designed for intermediate-level legal professionals seeking a deep understanding of the mutual evaluation process, covering the full spectrum from preparation to follow-up, with a focus on practical applications and real-world case studies.

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

• Acquire an in-depth knowledge of the FATF Recommendations, focusing on criteria for technical compliance and effectiveness.
• Master the strategies for preparing for a mutual evaluation, including organizing national coordination efforts, collating documentation, and engaging relevant stakeholders.
• Develop the competencies required to conduct rigorous and precise on-site assessments, incorporating interview methodologies, data collection strategies, and stakeholder interaction.
• Apply advanced analytical techniques and tools to facilitate the mutual evaluation process.

This instructor-led, live training in Lyon (online or onsite) is designed for intermediate-level finance professionals aiming to acquire comprehensive knowledge of FinOps principles and methodologies, covering 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 Lyon (online or onsite) is designed for banking professionals at the beginner level who wish to gain in-depth knowledge and skills in using the SWIFT network for handling international bank transfers.

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

• Understand the SWIFT network and decode SWIFT codes.
• Navigate SWIFT messages and execute international transfers.
• Learn about the potential risks associated with international transfers and how to mitigate these risks.
• Explore advanced SWIFT services and understand how they improve the speed, transparency, and traceability of cross-border payments.

This instructor-led, live training in Lyon (available online or onsite) is designed for finance and legal professionals who wish to learn the principles and practices of extrajudicial and judicial collection, enabling them to effectively manage and resolve collection issues.

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

• Understand the advantages and disadvantages of extrajudicial and judicial collection.
• Apply the main methods and techniques of extrajudicial and judicial collection.
• Evaluate the effectiveness and efficiency of extrajudicial and judicial collection.
• Deal with the legal and ethical issues involved in extrajudicial and judicial collection.
• Integrate extrajudicial and judicial collection in a comprehensive and coherent way.

This instructor-led, live training in Lyon (online or onsite) is aimed at beginner-level financial analysts who wish to learn how to use OneStream for financial analysis, reporting, and data-driven decision-making, and prepare for relevant OneStream certifications.

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

• Understand the core functionalities of OneStream XF.
• Navigate the OneStream interface and workspace.
• Load, transform, and validate financial data.
• Build and analyze financial reports and dashboards.
• Use OneStream’s workflow automation features for financial planning and consolidation.
• Prepare for OneStream certification exams (e.g., OneStream Certified Professional - Financial Modeler (OCP-FM), OneStream Implementation Consultant, etc.).

This course is tailored for organizations aiming to streamline their operations by seamlessly connecting key digital platforms utilized in day-to-day activities, including Trello, QuickBooks, Google Workspace, and the WhatsApp API.

Facilitated by an instructor through live online or on-site sessions, this training walks participants through the process of linking and automating workflows. The goal is to enhance project and financial oversight while centralizing information to support better decision-making.

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

• Establishing connections and automating workflows between Trello, QuickBooks, and Google Workspace.
• Incorporating WhatsApp API communication into operational processes.
• Constructing multi-platform automation systems designed for efficiency and control.
• Enforcing security and monitoring protocols for active integrations.
• Documenting and maintaining ongoing automated processes.

Course Format

• Conceptual instruction combined with guided demonstrations.
• Practical exercises grounded in real-world operational scenarios.
• Hands-on practice using company-specific data and tools.

Customization Options

• Adapting content to align with the organization's specific platforms and processes.
• Incorporating additional tools such as Zapier, Make/Integromat, or Power Automate.
• Analyzing and designing data integration flows based on real data.

This training session explores the key challenges of financial analysis by leveraging Excel’s advanced capabilities.

The course is designed for financial analysts, accountants, and professionals seeking to enhance their spreadsheet skills with a focus on financial analysis.

R has established itself as a leading programming language within the financial sector. Its applications span from core trading platforms to sophisticated risk management systems.

Through this instructor-led live training, participants will acquire the skills necessary to leverage R for developing practical applications that address specific finance-related challenges.

Upon completing this training, participants will be capable of:

• Grasping the fundamental concepts of the R programming language
• Choosing and employing R packages and methodologies to organize, visualize, and analyze financial data sourced from diverse channels (such as CSV, Excel, databases, and web APIs)
• Constructing applications that resolve issues related to asset allocation, risk analysis, investment performance, and more
• Effectively troubleshooting, integrating, deploying, and optimizing R applications

Audience

• Developers
• Analysts
• Quantitative Analysts (Quants)

Format of the course

• A blend of lectures, discussions, exercises, and extensive hands-on practice

Note

• While this training addresses key problems encountered by finance professionals, participants with specific topics, tools, or techniques they wish to explore in greater depth are encouraged to contact us for customization.

Python has become immensely popular in the financial sector. Adopted by top investment banks and hedge funds, it is used to develop a diverse array of financial applications, from core trading systems to risk management platforms.

Through this instructor-led live training, participants will learn how to leverage Python to create practical solutions for various financial challenges.

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

• Grasp the fundamentals of Python programming
• Download, install, and configure the most effective development tools for building financial applications in Python
• Select and apply appropriate Python packages and programming techniques to organize, visualize, and analyze financial data from diverse sources (CSV, Excel, databases, web, etc.)
• Build applications that address issues such as asset allocation, risk analysis, investment performance, and more
• Troubleshoot, integrate, deploy, and optimize Python applications

Audience

• Developers
• Analysts
• Quants

Course Format

• A blend of lectures, discussions, exercises, and extensive hands-on practice

Note

• This training is designed to address key challenges faced by finance professionals. If you have a specific topic, tool, or technique you would like to include or expand upon, please contact us to arrange.

Audience

Designed for all Senior Management personnel who require a practical understanding of AML and CTF frameworks, their prevention mechanisms, and a broader awareness of current financial crime challenges.

Course Format

The program utilizes an interactive blend of:

• Facilitated group discussions
• Slide-based presentations
• Real-world case studies
• Practical examples

Learning Objectives

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

• Articulate strategies for preventing AML and CTF violations.
• Grasp the key components of AML and CTF as they relate to their organizations, as well as the national and international initiatives aimed at combating these issues.
• Outline measures for companies and staff to safeguard against the risks associated with Money Laundering and Terrorist Financing.
• Identify how organizations may become targets for these crimes and explain how to recognize, prevent, and report "red flags" indicative of suspicious or confirmed criminal activity.
• Gain insight into other significant areas of focus within financial crime.

Finance / Management

This instructor-led, live training in (online or onsite) is aimed at manufacturing managers and engineers who wish to strengthen their ability to evaluate investments, build robust business cases, and present compelling narratives for capital projects.

By the end of this training, participants will be able to: calculate and apply core investment appraisal metrics to manufacturing scenarios, build a complete CAPEX investment case including cash flow projections and sensitivity analysis, use templates and Capex Cards to streamline the approval process, and prepare clear executive-level narratives to justify capital expenditure requests.

Target Audience

This course is designed for all staff members who require a practical understanding of Corporate Governance within their organization.

Course Format

The program features a highly interactive mix of:

• Guided group discussions
• Slide-based presentations
• Real-world examples
• Practical exercises
• Analytical case studies

This instructor-led, live training (available online or onsite) is designed for managers who want to identify and reduce the risk of fraud affecting e-commerce merchants.

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

• Understand how e-commerce fraud occurs.
• Analyze vulnerabilities in their company's e-commerce platform and processes.
• Assess a company's 'readiness' for adopting new anti-fraud measures.
• Communicate and incorporate appropriate anti-fraud policies.

Format of the Course also allows for the evaluation of participants.

• Interactive lecture and discussion.
• Plenty of exercises and practice.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

This instructor-led, live training in Lyon (online or onsite) is aimed at financial professionals in US and non-US institutions who wish to understand the legal, compliance and enforcement aspects of FATCA so as to maintain compliance with US tax authorities (IRS).

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

• FATCA's impact on global tax compliance and financial transparency.
• FATCA's due diligence and reporting requirements.
• FATCA's most important legal aspects and how to ensure compliance.

In this instructor-led, live training, participants will learn the key features of financial markets and how trading takes place in these markets. We start with an overview of financial markets and terminologies, trading lingo, and conventions used to describe their activities. Then we look at the why and how of investing in various types of financial instruments. Some of the specific topics include trading strategies, risk management and real-world case studies to examine the persons, institutions and strategies behind the investments in the financial markets.

Audience

• Business managers

Format of the course

• Part lecture, part discussion, and hands-on exercises

This foundational course offers participants a comprehensive and practical understanding of essential financial markets, including their objectives, functions, core activities, and regulatory frameworks. Designed as a blend of refresher, educational, and stimulating content, it aims to maximize the value for every attendee. Interactive feedback and discussion are encouraged throughout the sessions, which prioritize engagement and dynamic learning over passive, fact-based instruction.

The primary goal is to ensure that, upon completion, all delegates are significantly better prepared to address client needs and understand the context of the services and markets in which they operate.

This instructor-led live training in Lyon (online or on-site) targets cloud administrators, cloud architects, technology leaders, and financial analysts looking to record, manage, monitor, and process their organization's financial assets in the cloud.

By the end of this training, participants will be able to utilize FinOps practices to forecast expenses, optimize workflows, and carry out financial management activities in the cloud.

GnuCash is an open-source, cross-platform double-entry accounting system designed for managing personal and small business finances. It offers comprehensive accounting features such as invoicing, expense tracking, reconciliation, and financial reporting. The software integrates with online banking, supports multiple currencies, and allows data to be exported and imported in various formats including QIF, OFX, and CSV.

This instructor-led live training (available online or on-site) is designed for beginner to intermediate-level business professionals who want to effectively manage and automate their accounting, billing, and reporting processes using GnuCash.

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

• Install, configure, and customize GnuCash for business purposes.
• Set up business accounts and manage transactions using double-entry accounting principles.
• Generate financial statements and reports for analysis and auditing.
• Integrate GnuCash with banks, external systems, and online data sources.
• Automate recurring transactions and manage multi-currency operations.

Course Format

• Interactive lectures and discussions.
• Practical exercises and real-world business case studies.
• Hands-on configuration and data entry within a live lab environment.

Course Customization Options

• For customized training requests, please contact us to make arrangements.

Overview of Structured Products

This course aims to provide participants with an introduction to the structured products utilized in investment banking. Upon completion, attendees will possess a practical understanding of the subject matter and will be equipped to address the following questions:

1. What defines structured products?
2. What are the motivations for issuing them?
3. What advantages do issuers and investors gain?
4. How are various derivative products structured and priced?
5. What are the associated risks and costs of creating structured financial instruments?
6. What constitutes embedded derivatives?
7. What are exotic options?
8. What considerations apply to pricing and hedging?

This instructor-led live training in Lyon (online or onsite) is designed for managers seeking a practical understanding of the IFRS 17 standard.

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

• Identify the core requirements of IFRS 17.
• Distinguish between IFRS 17 and IFRS 4.
• Comprehend IFRS regulations.
• Interpret financial models and their underlying figures.
• Analyze and understand various types of insurance contracts and accounting models.
• Develop a well-informed transition plan and schedule.
• Implement IFRS 17 within an organization.
• Identify and measure insurance contract performance.

This instructor-led, live training (offered on-site or remotely) is tailored for accountants and bookkeepers seeking to utilize Xero for bookkeeping.

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

• Obtain a real-time view of cash flow.
• Link bank accounts to Xero for bank reconciliation.
• Prepare and verify VAT (Value Added Tax) returns in Xero.
• Create reports for sharing among team members.

Audience

This course is designed for all employees seeking a practical grasp of Compliance and effective Risk Management.

Course Format

Training is delivered via a blended learning approach, incorporating:

• Facilitated group discussions
• Slide-based presentations
• Case study analysis
• Real-world examples

Course Objectives

Upon completion, participants will be able to:

Gain a robust understanding of the core principles of Compliance, alongside national and international initiatives designed to manage associated risks.

Articulate how organizations and their teams can establish a robust Compliance Risk Management Framework.

Define the responsibilities of the Compliance Officer and the Money Laundering Reporting Officer, and understand how these roles function within a broader business structure.

Identify critical risk areas within Financial Crime, particularly concerning international operations, offshore centers, and high-net-worth individuals.

This course offers a thorough introduction to the MATLAB technical computing environment, alongside a guide to utilizing MATLAB for financial applications. Designed for beginners and those seeking a refresher, it assumes no prior programming experience or familiarity with MATLAB. Throughout the course, we explore key themes such as data analysis, visualization, modeling, and programming. Topics covered include:

• Navigating the MATLAB user interface
• Inputting commands and creating variables
• Analyzing vectors and matrices
• Visualizing vector and matrix data
• Handling data files
• Working with various data types
• Automating tasks with scripts
• Writing programs with logic and flow control
• Developing functions
• Leveraging the Financial Toolbox for quantitative analysis

This instructor-led live training in Lyon (online or onsite) is designed for developers who wish to use the Open Bank Project API to develop and test decentralized applications that can be easily integrated with digital banking systems.

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

• Set up the necessary development environment to start developing applications with OBP API.
• Understand the Open Bank Project architecture, technology, and concepts.
• Learn how to use and customize OBP API to develop and build applications for banking.
• Explore the features, tools, APIs, and sandboxes in OBP.
• Implement security and integrations in OBP API connectors and adapters.

This instructor-led, live training in Lyon (online or onsite) is aimed at finance managers, controllers, and accountants who wish to explore QAD's advanced features to manage and report financials.

By the end of this training, participants will be able to manage, report, consolidate, and streamline manufacturing accounts and financial data.

This instructor-led live training (online or onsite) is designed for developers who want to monetize websites or web applications using the Stripe API.

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

• Set up the necessary development environment to start coding.
• Build an application that integrates payment processing features such as Checkout, Payment Intents, and Billing.

Your engineering teams serve as the architects of digital transformation for your clients. This proposal presents a 3-Day Technical Deep Dive tailored specifically for developers and technical architects. Moving beyond the "why," we concentrate on the "how": how to design decentralized ledgers, craft secure Smart Contracts for Supply Chain Finance (SCF) logic, and integrate these decentralized layers with existing enterprise ERPs.

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

• Architecting DLT Solutions: Differentiating between and selecting suitable Layer-1/Layer-2 solutions (such as Ethereum, Hyperledger Fabric, or Polygon) for enterprise SCF scenarios.
• Developing Smart Contracts: Writing, compiling, and deploying Smart Contracts (e.g., using Solidity or Chaincode) to automate processes like factoring, invoice approval, and settlement.
• Implementing Tokenization: Engineering ERC-20/ERC-721/ERC-1155 token standards to represent real-world assets (invoices/inventory) on-chain.
• Bridging Web2 & Web3: Designing the integration layer using Oracles (e.g., Chainlink) to retrieve off-chain data (logistics APIs) and trigger on-chain payments.