Course ID: E5RCFO

Excel: 5 Reports Your CFO Wants (But Probably Doesn’t Have) – Developing an Anticipatory Mindset

Management reporting in many organizations is an area frequently identified as “we need to get better.” For this session, input was used directly from CFOs to create the framework for reporting that is most essential to senior level finance (and other) executives.

Learning Objectives
  • Identify the 5 key opportunities for reporting
  • Understand the importance of data visualizations in reporting
  • Identify several finance operational areas to target for reporting improvement

Major Topics

In this session, we will touch on reporting opportunities that attendees can immediately develop to drive value in their organization, including trending, last-12-months (“LTM”) perspectives, and operational reporting opportunities. This session was developed directly from input by a network of CFO’s – so that a “real-world” perspective is used.

Who Should Attend

Any professional involved in, or interested in being involved in, reporting or communicating financial information in their organization

Fields of Study


Comfortable working with and navigating Excel and familiarity with management reporting. Skills in topics mentioned are not required.

Business Learning Institute

CPE Credits


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
Your browser is out-of-date!

Update your browser to view this website correctly.

Update my browser now