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Thinking and Acting Strategically as CFO

Learn how to facilitate and lead a strategic management process at your Organization.

Created byBlair Cook Jennifer Nicholson
IntermediateUpdated Apr 15, 2025

What You'll Learn

  • check_circleDefine clear mission, vision, and values for your organization.
  • check_circleConduct effective situational and environmental analyses.
  • check_circleLearn how to formulate impactful business strategies.
  • check_circleUnderstand the process of executing strategic plans.
  • check_circleUse facilitation tools to support each strategy phase.
  • check_circleMake a meaningful strategic contribution in a finance role.

About This Course

Are you a finance professional looking to take a more active role in shaping your organization’s strategy? This course in strategic management will guide you through every stage of the strategy development process—from defining mission, vision, and values to analyzing your organization’s position, formulating strategies, and executing them effectively.

Designed for practical application, the course includes facilitation tools and techniques to help you contribute meaningfully at every step. You’ll leave with the confidence and skills to support strategic initiatives and become a key player in your organization’s long-term success.

Course Content

1 activity • 6 videos • duration: 45m

remove
Thinking and Acting Strategically as a Leader-Part16 videos • 1 quiz • 45 min
  • videocamApproaches to Developing Strategy
    Duration 6:25
  • videocamFuture State Analysis
    Duration 7:17
  • videocamCurrent State Analysis
    Duration 9:03
  • videocamFormulating Strategy
    Duration 12:59
  • videocamManaging Execution of Strategy
    Duration 6:18
  • videocamCourse Conclusions
    Duration 2:56
  • quizTake the Quiz

Your Instructor

Blair Cook Jennifer Nicholson

CPA, CA Leadership

menu_book55 courses
star5,700 reviews

Blair is a seven-time CFO, a director, and an educator at Executive Finance Partners - a professional development and executive coaching firm for financial professionals and executives. He also serves as a corporate director and audit committee chair of publicly listed companies: Terravest Industries and Clarke Inc. He is also the Board Treasurer of the Devour Food & Film Festival and serves on various committees of CPA Nova Scotia. Blair is the author of The Illiterate Executive: An Executive’s Handbook for Mastering Financial Acumen.

Credit Information

Is this course eligible for my CPD requirements as a Canadian CPA?

Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.

Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.

What Students Are Saying

4.5 out of 5
Student's Choice
104 reviews
  • TS
    tefik s.
    starstarstarstarstar

    Great Class

  • AK
    Aiman K.
    starstarstarstarstar

    Great Course

  • SK
    Sarabdeep K.
    starstarstarstarstar

    Nicely summarized and condensed introduction to broad concepts.

Frequently Asked Questions

We are a registered provider with 300+ associations and regulatory bodies worldwide. We operate across 27 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

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