From Operator to CFO: Winning the Leadership Transition in 2026
Stepping into a finance leadership role for the first time? Learn what truly changes when you become a CFO — from expectations and board alignment to tech stack decisions that shape long-term success.
Save Your Spot for the Webinar
Your roadmap to succeed as a first-time CFO
In this 45-minute live session, you’ll receive practical, firsthand guidance on what it takes to succeed as a first-time CFO or VP of Finance. You’ll learn how to navigate your first 90 days, adapt to new expectations, and build a finance stack designed for growth.
In this webinar, hear from Bryan Graiff (Midwest GEO Leader, Armanino) and Niclas Lilja (CEO at Younium) as they share stories from modern finance teams: what fails, what succeeds, and what they would do differently.
Hosted by Jeremy Goodman (Younium), this session provides honest insights and practical advice you won’t find in any playbook.
What you'll learn:
- Top 3 skills new CFOs need: Infrastructure, Vision & Forecasting, Partnership
- How expectations change from VP/Controller to CFO across Seed → Series B+.
- Real stories of promotions that succeeded (and those that didn’t).
- How to run a fast company diagnostic: people, systems, metrics.
- What a scalable finance stack looks like for modern SaaS & subscription businesses.
Leave with insights you can act on.
Join us live to ask questions or sign up to receive the recording.


