Join Don Tomoff in this four-part series exploring how CFOs can leverage Excel and Gen AI to build dynamic, insight-driven reports that power better decisions.
Don Tomoff has dedicated himself to assisting executives and organizations in navigating the complexities of digital transformation, with a particular emphasis on process improvement, data analytics, and the development of knowledge management information strategies. His approach emphasizes pinpointing critical improvement areas and employing technology to drive significant advancements, marrying hands-on experience with strategic vision.
Don has emerged as a leading voice on Excel, digital technologies, and the exciting frontiers of Generative AI and ChatGPT. Through sharing his knowledge via talks, workshops, and advisory roles, he has gained a reputation as an influencer in the tech-business nexus.
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.
ACCESS HERE →
Building Interactive Excel Reporting with Gen AI Assistance
You’ll learn how to transform static spreadsheets into dynamic, decision-enabling reporting. This session shows how to bring reports to life using Excel’s interactive features—including drop downs, slicers, conditional formatting, and tips for implementing functions and formulas—while using ChatGPT to help generate formulas and brainstorm layout ideas.
ACCESS HERE →
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.
ACCESS HERE →
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.
ACCESS HERE →
To learn more or customize this program for your group, complete this form and a BLI team member will get back with you shortly.
