CFO Reporting Re-Imagined: The Modern Reporting Paradigm – Structures, Views & Ethical AI (Module 1)

Overview

In Module 1 of CFO Reporting Re-imagined — 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.

This course is being offered by a 3rd party vendor and will not be accessible from your My CPE page. Access information will be emailed directly to you by AICPA.

Highlights

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.

This course is being offered by a 3rd party vendor and will not be accessible from your My CPE page. Access information will be emailed directly to you by AICPA.

Prerequisites

Familiarity with basic financial statements and basic Excel skills.

This course is being offered by a 3rd party vendor and will not be accessible from your My CPE page. Access information will be emailed directly to you by AICPA.

Designed For

This course is designed for accounting and finance professionals, or anyone who builds or interprets executive-level financial reports.

This course is being offered by a 3rd party vendor and will not be accessible from your My CPE page. Access information will be emailed directly to you by AICPA.

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.

This course is being offered by a 3rd party vendor and will not be accessible from your My CPE page. Access information will be emailed directly to you by AICPA.