On-Demand

1.5 CPE Credit

CFO Reporting Re-Imagined — Visual Storytelling, From Data to Action (Module 3)

On-Demand
1.5 CPE Credit
  • View Bio

    Instructor

    Donald
    Tomoff

    View Bio

    Donald Tomoff, CPA, MBA

    Bio

    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 3 of CFO Reporting Re-Imagined — Visual Storytelling, From Data to Action, you’ll move beyond spreadsheets full of numbers and examine visuals that drive decisions. Discover how to pair Excel’s charting, sparklines, and formula-driven conditional formatting with clean, executive-ready layouts that make trends and risks pop instantly. Then see Gen AI in action – suggesting optimal chart types, drafting concise commentary, and even providing follow-up questions—so you deliver clear, compelling insights quickly and accurately.

Learning Objectives

After completing this course, participants will be able to:

  • Select chart types that best reveal trend and comparative insights for stakeholders.
  • Apply conditional-formatting rules and clean layouts to spotlight risk by indicating outliers and reducing cognitive load.
  • Use Gen AI tools (e.g., ChatGPT or Copilot) to propose chart options, generate audience-focused narratives, and determine follow-up questions for decision-makers.

Major Topics

  • Chart Selection for Trends & Comparatives — lines for rolling-LTM, clustered columns for YoY, waterfalls for bridge analysis, sparklines for quick context.
  • Conditional Formatting for Storytelling — heat maps, icon sets, and formula-driven highlights that flag KPIs needing immediate action.
  • Storyboarding with the “What-Why-How” Model — craft a three-sentence narrative that moves leaders from awareness to action.
  • AI-Assisted Narratives & Chart Suggestions — see live prompts that turn variance tables into first-draft commentary and recommend the most persuasive visual.

CPE Credits Available

1.5 CPE Credit
1.5
Information Technology

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Technology

Prerequisites

Familiarity with core financial statements, common Excel formulas, and awareness of Excel’s Power Tools (Power Query, Power Pivot). Completion of Modules 1-2 is recommended.

Intended Audience

This course is designed for accounting and finance professionals who create management or board-level insights and want to sharpen their storytelling skills while leveraging Gen AI for faster and more effective results.

Provider

AICPA

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