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.
Learning Objectives
- 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.
