The CFO Engagement Playbook for Sustainability Teams

The CFO Engagement Playbook for Sustainability Teams

A practical, step-by-step guide to aligning your corporate climate strategy with financial planning. By strategically engaging their CFO, sustainability teams can improve their cross-functional planning and drive greater impact.

Erica Eller
By
Erica Eller
July 31, 2026
# min read

Get instant access

What's inside this 24-page playbook:

  • Why the CFO is a key partner for climate action. Understand the "action-ambition gap" and why finance teams are key to closing it.
  • A 6-step CFO engagement framework covering CFO priorities, financial impact channels of climate issues, CFO decision-making criteria, project proposal tips, financing approaches, and routine CFO engagement.
  • A CFO Engagement Checklist. A repeatable set of actions to embed in your workflow now.

Thanks for submitting the form—check your email for the webinar download!
Thanks for submitting the form, check your email for your playbook download!
Table of contents

Link

Climate targets are set in sustainability. The budget sits in finance. This is how you get your plan funded.

This free, 24-page playbook gives sustainability teams a practical, step-by-step framework for aligning corporate climate strategy with financial planning. By strategically engaging their CFO, sustainability teams can improve their cross-functional planning and drive greater impact.

"Cozero supports a complete shift to anchor carbon management in finance."

Helen Tacke, CEO and Cofounder of Cozero