Learn from Don Tomoff in this four-part series focused on transforming reporting with Excel, data visualization, and AI.
Excel techniques you can use immediately
Shift toward insight-driven reporting
Responsible, practical use of Gen AI in finance workflows
Better presentations, better decisions
Modern Reporting Paradigm: Structures, Views & Ethical AI
Discover how to move beyond static reporting through flexible, insight-rich layouts. Learn when and why to use trend, comparative, and TTM structures, along with views like GAAP vs cost-center vs natural accounts and how to ethically integrate Gen AI prompts to enhance your workflow.
Building Interactive Excel Reporting with Gen AI Assistance
Take your spreadsheets from static tables to interactive tools. This module shows how to build dashboards with dropdowns, slicers, conditional formatting, PivotTables, and light automation, all while using Gen AI to assist with formula creation and layout design.
Visual Storytelling: From Data to Action
Learn how to make data communicative and compelling. This module covers chart selection, conditional formatting, and executive-ready layout design with Gen AI-assisted narratives that help you articulate insights and guide decisions.
Unlocking Operational Insights with Excel & Gen AI
Focus on operational metrics that matter, like AR aging, AP analysis, sales trends, and headcount reporting. Learn how to use Excel’s Power Tools and advanced functions to build flexible dashboards, and use Gen AI to streamline insight generation and commentary.
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.
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