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Overview

1.0 Credits
ONLINE

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.

Objectives

  • Identify core operational reporting areas that support CFO-level decision-making
  • Apply Excel-based techniques to build dynamic operational dashboards for areas like AR, AP, headcount and sales trends
  • Determine how Gen AI can be used to suggest key metrics, explain trends, and improve reporting in operational packages

Major Topics

  • Operational reporting categories
  • AR aging, AP Vendor analysis, sales, and employee headcount analysis
  • Excel tools for operational reports – using PivotTables, and Excel’s power tools for drill-down and refreshable insights
  • Gen AI prompt-driven support – brainstorming key metrics, generating commentary, identifying red flags, and producing scenario narratives
  • Controls and risk lens – embedding visibility into anomalies, compliance gaps, or potential fraud in operational reporting.

Prerequisite

Familiarity with basic
flnancial statements, Excel
formulas and functions and
awareness of Excel’s Power
Tools (Power Query, Power
Pivot). Completion of
Modules 1-3 is
recommended.

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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