Course ID: CFOUOI

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. 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.

In-person / Live webcast CPE credit: 1.0
Webcast/On-demand CPE credit: 1.5

Learning Objectives

After completing this course, participants will be able to:

  1. Identify core operational reporting areas that support CFO-level decision-making
  2. Apply Excel-based techniques to build dynamic operational dashboards for areas like AR, AP, headcount and sales trends
  3. Determine how Gen AI can be used to suggest key metrics, explain trends, and improve reporting in operational packages
Major 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.
Who Should Attend

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.

Fields of Study
Information Technology
Prerequisites

Familiarity with basic financial statements, Excel formulas and functions and awareness of Excel’s Power Tools (Power Query, Power Pivot). Completion of Modules 1-3 is recommended.

CPE Credits
1.0
Level
Intermediate

This course is available for your group as:

 

Let's Roll!

To learn more or customize this course for your group, complete this form and a BLI team member will get back with you shortly.

Or, contact BLI: or team@blionline.org
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