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Nailing Your First Quarter as CFO

person icon Blair Cook


Nailing Your First Quarter as CFO

This course explores how to assess your skills, team, environment, & items you should focus in the first 100 days.

updated on icon Updated on Jul, 2024

language icon Language - English

person icon Blair Cook

English [CC]

category icon Business,Management Skills

Lectures -12

Resources -5

Duration -1 hours



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Course Description

In this course we look at getting started in a new CFO role.  Whether this is your first appointment as CFO or perhaps you are transitioning to a new CFO role at another organization, we look at different approaches for your first 100 days.  

We begin with a profile of the modern CFO, that is, what you need to bring to the organization.  From there, we look at team building principles and using proven tools to help you assess the existing finance function against best practices.  We use a strategic approach to developing an overarching mission and value statement for finance to bring context to specific action plans.  We look at structuring the finance function within the organization context to optimize and balance responsiveness to stakeholders with the need for control.  Finally, we look at change management principles to help you initiate your first major project.

Who this course is for:

  • Anyone in Finance, accounting, or related fields.
  • Anyone interested in Leadership.


  • Recognize the competencies of the modern CFO.
  • Recognize the maturity level of the finance function.
  • Identify strategies useful for developing strategic alignment within the finance function.


  • No advanced preparation or prerequisites are needed for this course but basic finance leadership experience is essential.
Nailing Your First Quarter as CFO


Check out the detailed breakdown of what’s inside the course

7 Lectures
  • play icon Introduction 05:09 05:09
  • play icon Competencies of the Modern CFO 13:13 13:13
  • play icon Survey the Situation 11:30 11:30
  • play icon Building a Finance Team 13:17 13:17
  • play icon Strategy Management Principles 09:44 09:44
  • play icon Finance Organizational Structure and Design 06:56 06:56
  • play icon Change Management Principles 12:25 12:25
Supporting Materials
4 Lectures

Instructor Details

Blair Cook

Blair Cook

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