Course ID: CFOMRP

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.

In-person and live webcast CPE credit: 1.0

Learning Objectives

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.

Major 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.

Who Should Attend

This course is designed for accounting and finance professionals, or anyone who builds or interprets executive-level financial reports.

Fields of Study

Information Technology

Prerequisites

Familiarity with basic financial statements and basic Excel skills.

CPE Credits

1.0

Level

Basic

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