Digital Finance Transformation Masterclass

DIGITAL FINANCE TRANSFORMATION MASTERCLASS

This course is designed to provide participants with a comprehensive understanding of digital finance transformation, AI, Power BI analytics, and how these areas intersect with Environmental, Social, and Governance (ESG) considerations.

Who should attend?

Chief Financial Officers (CFOs)
Finance Managers
Financial Analysts
ESG Analysts
Data Analysts/Scientists
Sustainability Officers
Strategic Planning and Performance Managers
Business Intelligence (BI) Specialists
Risk Management Officers
Treasurers
Corporate Social Responsibility (CSR) Managers
IT Managers in Finance Departments
Management Consultants
Audit and Compliance Professionals
Investment Analysts/Managers

AGENDA DAY ONE

Key Components of Digital Finance Transformation in Embracing the AI Era

9:00 am – 9:30 am: Registration and Introduction to the Workshop

Overview of the day
Introduction to the importance of data analytics, budgeting, forecasting, AI, and strategic decision-making in the CFO role
How the CFO role is changing in response to the increasing demand for ESG information

9:30 am – 11:00 am: Session 1 – Demystifying Data Analytics for CFOs

The importance of data analytics and ESG in strategic decision-making
Understanding data analytics terminology, concepts and ESG data sources
Case study: Successful integration of data analytics and ESG metrics in strategic financial decision-making

11:00 am – 11:15 am: Tea Break

11:15 am – 12:45 pm: Session 2 – Advanced Budgeting, Forecasting, and Strategic Planning Techniques

Overview of advanced budgeting techniques
The role of forecasting and ESG in strategic planning
How to use data analytics for accurate budgeting, forecasting, strategic decision-making and ESG performance tracking
Case Study: Utilising financial & ESG data in strategic planning

12:45 pm – 1:45 pm: Lunch Break

1:45 pm – 3:15 pm: Session 3 – AI and Machine Learning: The New Frontiers for CFOs in Strategic Decision-Making

Introduction to AI and Machine Learning (ML) for finance
How AI and ML can drive efficiency, accuracy in strategic financial planning, reporting, and ESG performance monitoring
Practical: AI in existing tools & practical ways of applying AI to budgeting and forecasting processes
Case study: Implementation of AI and ML in strategic decision-making within finance

3:15 pm – 3:30 pm: Tea Break

3:30 pm – 4:30 pm: Session 4 – Hands-on Workshop: Building AI-Powered Models for Strategic Decision-Making

Step-by-step guide to developing an AI-powered financial model that illustrates how AI can be applied
Interactive activity: Building an AI-powered model

4:30 pm – 5:00 pm: Group Discussion – The Future of Finance & ESG: Insights and Experiences

Where is AI in finance headed? What are the likely challenges, problems and opportunities?
How will ESG considerations affect the CFO role?
Sharing of insights and actionable takeaways

AGENDA DAY TWO

Introduction to Analytics using Power BI

09:00 am – 10:00 am: Introduction to the Power BI Environment

Key components and how they work
Report functionality and understanding data retrieval
Exercise: Building your first report in minutes

10:00 am – 11:00 am: Preparing Dashboard Data: Data Import and Transformation

Introduction to Power Query
Importing data from various sources
Exercise: Cleaning and structuring data

11:00 am-11:15 am – Tea Break

11:15 am – 12:45 pm: Advanced Data Preparation

Techniques for table manipulations
Exercise: Joining multiple data tables
Exercise: Data shaping

12:45 pm-1:45 pm – Lunch Break

1:45 pm – 3:15 pm: Using POWERBI.com to Enhance Reports

Creating and sharing dashboards
Demonstration: Various ways to share Power BI reports

Advanced POWERBI.com Features

Creating visualisations by typing a sentence
Alerts and e-mail notifications
Setting up data refreshes and role-based security

3:15 pm-3:30 pm – Tea Break

3:30 pm – 5:00 pm: Apply Your Skills to a Real-Life Situation

Extended exercise: Creating a data model, building calculated fields, producing reports and visuals
Sharing of insights and actionable takeaways

AGENDA DAY THREE

Introduction to DAX and Creating Interactive Visualizations

09:00 am-10:00 am: Understanding DAX Formulas and Calculated Columns

Calculated columns in DAX and Power Query
Principles of filter context
Key DAX concepts, measures, and key formulas

10:00 am-11:00 am: Creating Interactive Visualizations

Techniques for interactive visuals
Customizing information and visuals
When to use calculated columns and when to write measures
Exercise: Efficient data modeling: merging, appending, and restructuring datasets

11:00 am-11:30 am – Tea Break

11:30 am-12:30 pm: Customization and Templates

Incorporating custom visuals and color schemes
Extended exercise: Template creation & application to create ESG metrics in a dashboard

12:30 pm-13:30 pm – Lunch Break

13:30 pm-14:30 pm: Merging & More

Merging tables
Tooltips & bookmarks

15:30 pm-16:00 pm – Tea Break

16:00 pm-17:00 pm: Apply Your Skills to a Real-Life Situation (Continued)

Extended exercise: Continue applying your new skills to a real-life data situation.

17:00 – Closing Remarks and Certificates

17:10 – Farewell and Networking

Digital Finance Transformation Masterclass