# Get the CFO playbook for finance transformation

An IDC survey captures what CFOs wished they knew before starting their finance transformation journey. Don’t miss out on this step-by-step advice for success!

**URL Source:** https://www.brex.com/resources/cfo-playbook-for-finance-transformation

---

![Office of the CFO banner](https://brand.brex.com/transform/0d7b03f7-af21-4090-8ab8-bc310a6a5524/Office-of-the-CFO-banner)

![IDC logo](https://brand.brex.com/transform/e1e070f2-29d1-4a03-b3b4-e6883dd0c7f0/IDC-logo)

Analyst report: The CFO playbook for finance transformation.

### Text

Learn what other CFOs wished they knew ahead of time.

An IDC survey says 84% of CFOs leading finance transformation efforts ran into major challenges along the way. The good news: those mistakes will pave your way to success.



Get your copy for surefire tactics for selling the value of a change, overcoming resource constraints, and getting all the right people onboard.

### Form

## Related Articles

### [The best CFOs are cultural architects, not cultural cops - Cook's Playbooks](https://www.brex.com/resources/cfo-corner/cooks-playbooks-cfos-as-cultural-architects)

Today's CFOs and COOs aren't just managing money or departmental operations. They're designing the company's cultural operating system.

### [📋 Controlling spend with hyper-efficient finance teams](https://www.brex.com/resources/controlling-spend-with-hyper-efficient-finance-teams-register)

Thomas Piani from Brex and Josh Waldron from Scale AI discuss the impact of AI on finance teams and how it can drive business impact.

### [Vineet interview](https://www.brex.com/journal/redefining-travel-for-the-modern-company)

Managing T&E spend with one card, one app, and one integrated platform has been out of reach for many companies. Until now.

### [Why I believe in growth mindset](https://www.brex.com/journal/why-i-believe-in-growth-mindset)

This is a memo I shared with our team last year about the importance that a growth mindset had in my life — also becoming a Brex value at the end of 2020. 

### [Improve your cash flow with Brex](https://www.brex.com/journal/improve-cash-flow)

Want to improve your cash flow processes? Discover the Brex advantage and automate cash forecasting, fraud detection, and reporting today.

### [CFO Roadmap Part 3: 5 key dimensions for evaluating CFOs - Cook's Playbooks](https://www.brex.com/resources/cfo-corner/cooks-playbooks-cfo-roadmap-series-part-3)

In the final installment of his CFO Roadmap series, former finance exec Jim Cook explains the modern way to evaluate CFOs.
