CPE & Events Catalog
CFO Reporting Re-Imagined: The Modern Reporting Paradigm – Structures, Views & Ethical AI (Module 1)
In Module 1 of CFO Reporting Re-imagined — Modern Reporting Structures, Views & Ethical AI, you’ll learn how to shift from static spreadsheets to flexible, insight-rich reporting that today’s executives expect. You’ll understand the essential reporting structures (trend, comparative, and TTM), when to apply GAAP vs cost-center vs natural account views, and explore Excel’s most useful tools—all while learning how to responsibly leverage Gen AI/ChatGPT to streamline reporting workflows.
Learning Objectives
- Recognize why prompt, insight-centric reporting surpasses static month-end packages—and the business risks of slow information.
- Distinguish reporting types (trend, comparative, LTM) and presentation views (GAAP, cost-center, natural) for distinct stakeholder needs.
- Select foundational Excel techniques—Power Tools, Excel functions and formulas, conditional formatting—and Gen AI prompts that safely accelerate routine tasks.
Highlights
· Recognize why prompt, insight-centric reporting surpasses static month-end packages—and the business risks of slow information.
· Distinguish reporting types (trend, comparative, LTM) and presentation views (GAAP, cost-center, natural) for distinct stakeholder needs.
· Select foundational Excel techniques—Power Tools, Excel functions and formulas, conditional formatting—and Gen AI prompts that safely accelerate routine tasks.
Event Level: Basic
Field of Study: Technology
Who Should Attend
This course is designed for accounting and finance professionals, or anyone who builds or interprets executive-level financial reports.
Required Knowledge
Familiarity with basic financial statements and basic Excel skills.
