Course Details

In finance, accuracy, transparency, and compliance are critical, but are outdated systems, miscommunication, and manual processes slow things down? In this webinar, we will introduce Lean to you in a way that relates to your experience, your processes and your customers. 


The purpose of this training is to give you an awareness of the different aspects of Lean, its guiding principles and showcase how that can support you to make your work, work for you. 


Most of us have heard of Lean in manufacturing, in this workshop we’ll take a closer look at the application of Lean to improve the year-end process for a company – savings over 120hours of work and €10k in overtime. 


This is to show you how actual on the ground benefits can be seen in the processes that cause us the most pain. 

 

Stacy Franklin will cover the following topics during this presentation:


• The Purpose behind Lean

• Waste and Value for us and for our Customers 

• The 5 Principles of Lean, and what that means in Finance 

• Finance Lean Case Study 

• The Lean Mindset, and where to start

 

By attending this session:


• Learners will become aware of the foundational principles of Lean and their direct relevance to improving the efficiency, accuracy, and compliance of financial processes

• Learners will gain an understanding of how to identify various forms of waste prevalent in finance operations and appreciate the distinction between value-add and non-value-add activities from both an internal and customer perspective

• Learners will develop an understanding of how Lean methodologies, as demonstrated by the case study, can lead to significant improvements in time, cost, and overall operational effectiveness within a finance function

 

This session will be of particular interest to:


• Accountants & Bookkeepers automate data entry, expedite month-end closings, and maintain precise financial records to support critical decision-making.

• Financial Analysts & Advisors minimise administrative tasks to focus on in-depth analysis and strategic client advisory, enhancing service quality and client satisfaction.

• Freelance & Self-Employed Financial Professionals reduce administrative overload, streamline billing and reporting, and allocate more time to strategic financial planning and client engagement.

 

Course Level: Foundation 


CPD Course Speaker

Founder and CEO of Kanso

Stacy Franklin

What if Lean wasn’t just for factories?

Stacy Franklin has built her career answering that question—demonstrating how Lean can simplify and improve the way people and teams work across healthcare, tech, retail, and other service-based sectors. As the Founder and CEO of Kanso —named for the Japanese concept of “simplicity”—she redefines what Lean can do by focusing on the people behind every process.

Raised in a family business, Stacy learned early how clear, intentional processes empower organisations and fuel real growth, especially when focused on their most valuable asset - people. After earning her Lean Black Belt at the University of Limerick, she applied those principles to leadership and frontline roles across the service industry. Throughout her career, Stacy has helped organisations save millions in the cost of resources —and she’s just getting started.

A recognised expert voice in Ireland’s Lean community, Stacy speaks at industry events, guides companies in adopting a Lean mindset, and lectures on the University of Limerick’s Master Black Belt programme. Clients value her fresh approach, meticulous eye for detail, and her habit of challenging assumptions or outdated processes by asking “Why?”—to reveal untapped opportunities.

Through tailored Lean training and consultancy, Stacy shows individuals and organisations how Lean can truly transform the way they work—creating clarity, uniting teams, and driving people-focused, measurable progress. Whether fostering a culture of continuous improvement, streamlining workflows or boosting customer satisfaction, she brings Lean to life in ways that truly resonate with today’s workplace.

www.kanso.ie