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.
Format
Online
NASBA Field of Study
Information Technology
Level
Basic
CPE Credits
1.5
Author(s)
Don Tomoff
Availability
1 year
Product Number
BLICFOMRP25SSO
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.
Who Will Benefit
This course is designed for accounting and finance professionals, or anyone who builds or interprets executive-level financial reports.
Key Topics
- Foundational Reporting Structures
- Align teams on what trends, comparatives, and LTM analyses deliver and when each is appropriate.
- Reporting Views in Practice
- Clarify where GAAP, cost-center, or natural account layouts best serve senior leadership.
- Excel Essentials: Formulas, functions, Power Tools, tips and techniques
- Preview how simple rules trigger faster decisions without advanced coding.
- Mindset Shifts for Continuous Improvement
- Cultivate a culture of experimentation, iteration, and data literacy.
Learning Outcomes
After completing this course, participants will be able to:
- 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.
Group ordering for your team
2 to 5 registrants
Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.
Start order6+ registrants
We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)
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