CFO Reporting Re-Imagined: The Modern Reporting Paradigm – Structures, Views & Ethical AI (Module 1)

Overview

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.

Prerequisites

Familiarity with basic financial statements and basic Excel skills.

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.

Highlights

• 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.