Solidifying Your Role as a CFO Using Data Analytics

Technology is constantly changing…becoming more powerful, cost effective, and pervasive. There is a major focus on data-driven decision making and creating the modern, data-driven enterprise. Every industry is being impacted; finance is not immune; data technologies are transforming how financial executives work and fundamentally changing how businesses operate.

In order to stay ahead of these changes, financial executives need to understand the current trends and capabilities of modern data technologies. This course will cover (and demonstrate) current trends and capabilities of modern, cloud-based data analytics tools and offer practical guidance on how to take advantage of these capabilities. This course will also investigate how cloud-based technologies are influencing current trends and what to consider when evaluating cloud-based tools. Finally, we will investigate how Artificial Intelligence, often called Machine Learning, can transform the finance industry.

Financial Executives, Controllers and CFOs looking to develop an understanding of current trends in data analytics, how these technologies work, potential issues to consider, and how to best leverage these technologies to improve financial and operational decision making.

Participants will gain knowledge on current trends and capabilities in the world of data analytics, including potential issues to consider in terms of data security and storage with modern cloud-based technologies. Understanding current trends as well as the practical concepts associated with analytics will help attendees leverage these technologies to improve business performance. Participants will see actual demonstrations of these capabilities and see how their organizations can quickly use data to make better decisions.

Note: Participants will have the opportunity to share past experiences and lessons learned regarding data analytics from the perspective of their own organizations and careers.


  1. What is Data Analytics and why should I care?
  2. Current Trends and Capabilities: How New Tools are Different
  3. Understanding Cloud Based Data Tools: Where is My Data?
  4. Practical Data Security Considerations (including Data Security in the Cloud);
  5. How to Connect to Analyze Spreadsheet Data (Demo)
  6. How to connect to a GL Application (Demo)
  7. How to Build a Dashboard with KPIs (Interactive Demo)
  8. Predictive Analytics: Move from Understanding the Past to Predicting the Future
  9. A Discussion of Machine Learning and How it Could Change Everything
  10. Case Studies

CPE Credits: 8 Credits in Information Technology

Financial Executives International (FEI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:


John Tate

Data Scientist

Dale Tuttle

Partner and Practice Leader