Enabling Finance Officials as Trainers and Learning Facilitators

March 21 – 23, 2017ILjubljana, SloveniaILeadership for Managing Reforms

This Training-of-Trainers workshop gave participants a frame of reference for understanding how learning works, and inspired them to design and deliver knowledge sharing activities in new ways. It has been delivered for the third time by the CEF, bringing together finance officials from across the CEF constituency. Whereas past deliveries have also been largely delivered by CEF staff, this delivery has been the first fully designed by CEF experts.

About this learning event

To do their jobs successfully, finance officials require sound technical knowledge. However, ability to develop confidence, create a trusting environment, effectively communicate, and share knowledge are at least equally important.  

This Training-of-Trainers workshop gave experts a frame of reference for understanding how learning works, and aimed to inspire them to design and deliver knowledge sharing (training and learning) activities.

To establish well-functioning macro-fiscal frameworks, ministries of finance need appropriate inputs from line ministries. Strengthening line ministries’ training capacities in public financial management helps beneficiary countries develop their own experts’ skills to become and act as trainers.

This workshop supported the project’s aim to identify future change agents at line ministries who could be involved in sharing technical knowledge on financial management with their colleagues at finance ministries, line ministries, and at international forums such as CEF learning events.

We applied an experiential approach to the workshop where participants engaged in context-driven, real-life activities; collectively reflected on their performance; and came away with “lessons learned”.  

What participants learned

This learning event introduced participants to different theories of learning, which helped them identify and understand their disposition toward learning. Aspects, such as what makes a learning event meaningful and what does not, have been discussed. The course also provided practical guidance on how to give a powerful and dynamic presentation. Participants have got the opportunity to enhance their skills for developing the confidence and capability to give an engaging presentation.

How participants benefited

Workshop sessions have been highly interactive. Participants have been encouraged to share their experience, recognize and encompass different perspectives, and work in teams.

The aims of the workshop have been to:

  • Share a language about knowledge sharing through learning and training
  • Explore different ways to give a powerful and dynamic lecture
  • Develop the confidence to take a lead in a training or learning activity

Who attended

The primary target audience has been public finance officials at line ministries who have a leading role in sharing knowledge and facilitating learning in their respective institutions. Public officials from ministries of finance and other relevant budget users have also been welcomed.


Robert Bauchmüller, Chief Program Officer, CEF

Robert has been working with the CEF since December 2010. He heads the CEF’s Program Team, and leads the CEF’s effort in PFM – Budget Preparation and Execution thematic priority. From Maastricht University, Robert holds a PhD in Public Policy and Policy Analysis, and an MSc in International Economics. In his studies and research, he focused in particular on the role of human resource development.

Maja Tomšič Pavlič, Learning Facilitator, CEF

Maja is part of the CEF’s Program Team and currently works on PFM – Budget Preparation and Execution thematic priority. Her favorite part of the learning process is the implementation of face-to-face meetings therefore she explores ways of effective facilitation. She holds a BSc in Sociology and Geography from the Faculty of Arts, University of Ljubljana.

Polona Sirnik, Communications Officer, CEF

Ajda Turk, Learning Facilitator, CEF

Ajda is part of the Online Learning Team working on design, implementation, and evaluation of CEF's e-learning initiatives. She provides advice on strategic development of the e-learning program. She holds a BSc in Adult Education from the University of Ljubljana.

Luka Zupančič, Learning Facilitator, CEF

Luka holds a degree in Political Science – International Relations. He works at the CEF from 2013 and is currently involved in CEF’s external communication activities, as with national coordinators from South East Europe, and he also manages CEF digital communications. He also makes value creation interviews on the impact of CEF learning initiatives on knowledge increase of beneficiaries. 

Kaja Jurtela, Learning Facilitator, CEF

Her experience include designing and delivering regional workshops, developing a learning program, monitoring and evaluation learning events within auditing thematic area. Kaja joined the CEF in February 2013. She holds a MA in Finance and Banking and is a State Internal Auditor. 

Luka Jan, Program Director, Senior Training Consultant, Team Building Academy (TBA)

Luka leads TBA trainers section and represents an important part of the R&D. He is also one of the leading project managers at TBA, taking on big projects from assessment centers, team leadership, communication and teamwork developing programs, including innovative outdoor and indoor team bonding and social responsibility programs. 

He develops new programs and methods in the field of team focused development and implements modern educational approaches and technologies in the adult training and education. He understands a range of the theoretical as well as practical methodologies and didactic approaches, which he uses to maintain high level quality of the workshops and programs.


This learning initiative has been delivered as part of the ’’Strengthening Financial Management Functions of Line Ministries’’ project, which assists line ministries strengthen capacities for efficient delivery of their financial management functions (see www.cef-see.org/lineministries). It is funded by the World Bank’s SAFE Trust Fund (established by the EU and SECO). Complementary funding is provided by the Slovene Ministry of Finance.

Safe & WB & EC Ministry of Finance, Slovenia