CFO Reporting Re-Imagined: Unlocking Operational Insights with Excel and Gen AI (Module 4)
In Module 4 of CFO Reporting Re-Imagined — Unlocking Operational Insights with Excel & Gen AI, you’ll explore how to uncover powerful operational insights by combining Excel’s reporting tools with Gen AI support.
Format
Online
NASBA Field of Study
Information Technology
Level
Intermediate
CPE Credits
1.5
Author(s)
Don Tomoff
Availability
1 year
Product Number
BLICFOUOI25SSO
In Module 4 of CFO Reporting Re-Imagined — Unlocking Operational Insights with Excel & Gen AI, you’ll explore how to uncover powerful operational insights by combining Excel’s reporting tools with Gen AI support. This session focuses on AR aging, AP vendor analysis, sales trends, and employee analysis —the operational metrics CFOs rely on daily. You’ll see how to use Excel’s power tools, and modern Excel functions to build flexible reports and how Gen AI can help streamline and simplify the process.
Who Will Benefit
This course is designed for accounting and finance professionals who want to go beyond basic management reporting, and want to sharpen their skills while leveraging Gen AI for faster and more effective results.
Key Topics
- Operational reporting categories
- AR aging, AP Vendor analysis, sales, and employee headcount analysis
- Excel tools for operational reports – using PivotTables, and Excel’s power tools for drill-down and refreshable insights
- Gen AI prompt-driven support – brainstorming key metrics, generating commentary, identifying red flags, and producing scenario narratives
- Controls and risk lens – embedding visibility into anomalies, compliance gaps, or potential fraud in operational reporting.
Learning Outcomes
After completing this course, participants will be able to:
- Identify core operational reporting areas that support CFO-level decision-making
- Apply Excel-based techniques to build dynamic operational dashboards for areas like AR, AP, headcount and sales trends
- Determine how Gen AI can be used to suggest key metrics, explain trends, and improve reporting in operational packages
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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