CPE & Events Catalog
CFO Reporting Re-Imagined — Visual Storytelling, From Data to Action (Module 3)
In Module 3 of CFO Reporting Re-Imagined — Visual Storytelling, From Data to Action, you’ll move beyond spreadsheets full of numbers and examine visuals that drive decisions. Discover how to pair Excel’s charting, sparklines, and formula-driven conditional formatting with clean, executive-ready layouts that make trends and risks pop instantly. Then see Gen AI in action – suggesting optimal chart types, drafting concise commentary, and even providing follow-up questions—so you deliver clear, compelling insights quickly and accurately.
Learning Objectives
- Select chart types that best reveal trend and comparative insights for stakeholders.
- Apply conditional-formatting rules and clean layouts to spotlight risk by indicating outliers and reducing cognitive load.
- Use Gen AI tools (e.g., ChatGPT or Copilot) to propose chart options, generate audience-focused narratives, and determine follow-up questions for decision-makers.
Highlights
· Select chart types that best reveal trend and comparative insights for stakeholders.
· Apply conditional-formatting rules and clean layouts to spotlight risk by indicating outliers and reducing cognitive load.
· Use Gen AI tools (e.g., ChatGPT or Copilot) to propose chart options, generate audience-focused narratives, and determine follow-up questions for decision-makers.
Event Level: Intermediate
Field of Study: Technology
Who Should Attend
This course is designed for accounting and finance professionals who create management or board-level insights and want to sharpen their storytelling skills while leveraging Gen AI for faster and more effective results.
Required Knowledge
Familiarity with core financial statements, common Excel formulas, and awareness of Excel’s Power Tools (Power Query, Power Pivot). Completion of Modules 1-2 is recommended.
