This course contains the use of artificial intelligence.
1,020 tools for the CFO in one course: 756 ready-to-use files, templates, procedures, checklists and question lists, 16 services and apps shown on screen, plus 248 models and methods.
Open a lecture, take the tool, use it in this month’s finance work.
Why the CFO job has outgrown finance
A modern CFO is asked about much more than the numbers: strategy, risk and compliance, sales compensation, cloud costs, KPIs for every function and the people who run it all. The finance part is taught everywhere. The rest usually arrives without a format, in the middle of a quarter.
What changes after this course
You have the finance fundamentals in one place: planning, controls, forecasts, pricing, capital, fundraising and investor relations. And you have working sets for everything around them: a strategy on one page, a compliance program, a sales compensation plan, KPI design, FinOps for cloud spend and a large people management toolkit for leading the finance team.
What is inside: 1,020 tools, counted file by file
You do not have to take this number on trust. Open any lecture and read its description: every tool inside is listed there by name.
- 205 downloadable resources: the lecture presentations plus 62 standalone working files (calculators, playbooks, registers, dashboards, workbooks, plan documents and templates)
- 694 ready-to-use tools inside the presentations:
- 175 templates and sample documents: Business Model Canvas, bonus plan, strategy board presentation, compliance risk register
- 171 step-by-step procedures and workflows: strategic planning cycle, mergers and acquisitions, profit pool analysis, action-oriented board reporting
- 105 checklists: post-merger integration, budget preparation, share issuance policy, Form 10-K reporting
- 98 question lists and conversation scripts: CEO strategy discovery, portfolio budget briefing, strategy board questions, compensation plan FAQ
- 54 scorecards, rubrics and scoring matrices: risk assessment matrix, credit rating scale, weighted initiative prioritization, accounts receivable bonus multiplier
- 47 ready AI prompts: competitor pricing comparison, cost allocation model, cloud cost anomaly analysis, SaaS unit economics
- 32 formulas and metric sets: financial performance metrics, price elasticity of demand, segment unit economics, cash conversion cycle
- 12 other working tools: sales commission cap decision tree, quota method reconciliation, monetary reward decision tree, value-added activity classification
- 16 services and apps shown on screen, from a quick look to a detailed demo: Asana, Jira, Miro, Notion, Zapier
- 248 models and methods explained with examples: financial hedging, rolling forecast, net present value, invoice factoring
Where the tools are
- CFO core (6 sections, 50 tools). The CFO role, strategic planning and risk, internal controls, performance and forecasts, pricing, capital budgeting and cash flow, debt and equity, IPO readiness and investor relations, equity management and data-driven finance. These sections are mostly explanation; most working tools are in the sections that follow.
- Finance operations (252 tools). Company finance and budgeting, FinOps and cloud cost management, KPI design and revenue operations.
- Strategy and partnership (180 tools). Strategic planning and execution and partnership with the CEO.
- Compliance and sales compensation (144 tools). Compliance program leadership and sales compensation plan design.
- Business analysis (114 tools). Requirements, stakeholders and process analysis for finance projects.
- People management (308 tools). Forty-eight lectures for leading the finance team: hiring, pay, motivation, goals and reviews.
Who is teaching
I am Mike, the #1 HR instructor on Udemy, with 1,800,000+ course enrollments from 170,000 students, and the author of about 200 books on Amazon. I built the people system at Preply as it became a unicorn and worked at Wargaming, iDeals and Alfa-Bank across 20 years in HR. I hold PHRi, SHRM-CP and HCI sHRBP certifications and represent HRCI in Eastern Europe.
I have a financial education and have spent years on the other side of the CFO’s table, defending budgets. At the STB television channel I budgeted the annual HR plan with a payroll fund for up to 2,000 employees, and it cost me sleepless nights. Once the finance team told me my budget was fine and then returned it with the numbers changed after a meeting with the CEO and the CFO; I had to go to the CEO myself to get the lines redistributed. That is why this course gives finance leaders tools for working with the rest of the business, not only with the numbers.
How to use the course
Watch the first five sections for the CFO fundamentals. Then use the rest as a reference library: section and lecture titles show how many tools are inside, and each lecture description lists them by name, so you can go straight to the template or calculator you need.
What is included
- 144 lectures across 16 sections, 88.5 hours
- 205 downloadable resources: lecture presentations and working files
- 1,020 tools across the lessons, ready to copy into your own work
- A 10-question practice test, a quiz and a role play
- Lifetime access to all materials
- Active instructor support in the Q&A section
- A Udemy Certificate of Completion
Where to start
Take one question the CEO asked you this month. Open the lecture on that topic, take the template and bring a one-page answer to the next meeting. Enrol now and start your first lesson today.
