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Overview

1.0 Credits
ONLINE

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.

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.

Prerequisite

Familiarity with basic
financial statements and
basic Excel skills.

Advanced Preparation

None

Sessions

Please select the appropriate session or option below to continue with your online purchase

Tuesday, November 24, 2026

General Sessions
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