Instructor
Donald Tomoff
Instructor
Donald Tomoff, CPA, MBA
Don is the founder of Invenio Advisors LLC, a consulting firm specializing in information management, process improvement, reporting and data analysis, as well as education and training. Don’s experience includes “Big 4” public accounting, senior-level industry finance positions, and consulting. Don’s industry experience includes serving eight years with Jo-Ann Stores as VP, Finance and Treasurer.
Since 2010, Don has focused his efforts with executives and companies on many digital process improvement, data analytics and training initiatives, including developing and implementing mobile information strategies. His efforts are focused on the identification of process improvement opportunities, and leveraging readily available technology tools to drive that change. In addition to consulting, Don speaks at various conferences, including the IMA National Conference in Indianapolis, IN.
For a sample of Don’s instructor style, please see his video on Generative AI and ChatGPT.
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.
After completing this course, participants will be able to:
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.
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.