CFO Reporting re-imagined

Transform Your CFO Reporting Workflow

Learn from Don Tomoff in this four-part series focused on transforming reporting with Excel, data visualization, and AI.

EXPLORE 4 MODULES

CONTACT OUR TEAM

Join Don Tomoff for a four-part learning series designed to modernize your reporting workflow. Each module delivers practical, real-world techniques for structuring clearer reports, building interactive Excel models, visualizing insights, and using generative AI responsibly to streamline analysis and communication. This series gives finance professionals the tools and mindset to elevate reporting from data delivery to decision support.

Why This Series Matters for CFOs

Actionable Skills

Excel techniques you can use immediately

MODERN MINDSET

Shift toward insight-driven reporting

AI Integration

Responsible, practical use of Gen AI in finance workflows

Executive-Ready Output

Better presentations, better decisions

Four-Part Module Series

module 1:

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.

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module 2:

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.

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module 3:

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.

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module 4:

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.

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READ DON'S FULL BIO

ABOUT THE AUTHOR

Don Tomoff

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.

Questions?

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