This is a course in finance transformation.  In fact, it’s more than a course, it’s a guided journey of self-evaluation, reflection and strategic planning to propel your finance organization forward.  Not only are organizations under fire to keep up with internal and external forces that require adaptation and change, so to are the finance functions that support the organization.  

The modern finance function has never had as great an opportunity as it has today to play a strategic advisory role inside any organization.  Yet, most finance leaders and those working in the finance organization find themselves still buried in transactional processing.  This course shares with you a path forward by first understanding where you as a finance leader or aspiring finance leader, and your finance organization stand today.  From there, you will learn for yourself the end goal, whether its to be a partner in business or a trusted advisor internally and externally on behalf of management.   Through the exercises included with this course, you will plot a course forward to transform finance.

Part I: Personal Transformation

In Part I of this 4 part course, we will look at personal transformation – from financial professional to financial executive.  Only in understanding ourselves better can we embark on a journey to transform our finance function and elevate the mission of finance across the organization.  In this course, you will learn about the competencies of the modern financial executive as well as how to assess your finance function.

Learning Objectives
  • Assess personal and finance team strength and weaknesses
  • Identify improvement opportunities for financial leadership and team development
  • Develop an approach for process and system improvement opportunities
  • Deliver and execute a plan for finance transformation 
Last updated/reviewed: March 19, 2024
1 Review (9 ratings)


Anonymous Author
I am a really big fan of all of Blair Cook's courses, and this was no exception.

Education Provider Information
Company: Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact: For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Instructor for this course
Course Syllabus
  Know ThySelf14:00
  Your Strategy3:24
  Personal SWOT5:10
  Interpreting a SWOT4:26
  Maturity Model for Finance Organizations12:22
  Transform Grow and Innovate in Finance (TGIF) Part I Personal Transformation39:26
  Slides: Part I Personal TransformationPDF
  Transform Grow and Innovate in Finance (TGIF) Glossary/IndexPDF
  Workbook: TGIFPDF
  CFO Competency MapXLSX
  Maturity Model Self AssessmentXLSX