New CFO Role – Your First 100 Days

Dan Wells · February 4, 2021

The first 100 days in a new CFO role present a rare and powerful window to establish credibility, shape strategic direction, and build lasting influence. This course is designed for newly appointed CFOs and senior finance leaders stepping into high-impact roles — whether via internal promotion or external appointment — who want to accelerate their transition and maximize their early success.

Structured around a proven five-step roadmap — Prepare, Land, Assess & Fix, Blueprint, and Mobilize — the course walks participants through the most critical priorities, stakeholder relationships, and leadership moves required to set the right tone from day one. Participants will examine the psychological and political dynamics of the CFO transition, define their strategic intent, assess the finance function’s capabilities, and begin shaping a high-performance team aligned with business goals.

Real-world case studies and visual frameworks will guide participants in mapping their personal and functional objectives against the company’s strategic vision. Lessons will also explore how to secure early wins, communicate progress, and lead with confidence, clarity, and influence throughout the transition period.

Learning Objectives

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

  1. Identify the five stages of a successful CFO transition and their corresponding leadership priorities.
  2. Select strategies for managing internal promotion or external appointment scenarios.
  3. Recognize key questions to shape strategic intent across personal, team, and business dimensions.
  4. Differentiate between urgent fixes and long-term finance function priorities during diagnostic review.
  5. Select performance metrics and stakeholder communication approaches that drive early momentum.

This course includes practical exercises, mentor insights, and scenario-based questions to reinforce learning and ensure participants can apply key concepts in real-world finance leadership situations. Upon successful completion, participants will receive a CPD-accredited certificate.

Additional Information:

CPE Credit/CPD Hours: 0
Field of Study: Personal Development
No prerequisite knowledge is required to be successful in this course.
No advance preparation is required.
Program Level: Basic
Delivery Method: QAS Self Study

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Module Includes

  • 3 Topics
  • 11 Lessons