Finance 4.0 Masterclass: AI-Driven Power BI Analytics & ESG Reporting

The finance function is transforming rapidly. New expectations around AI-driven insights, digital reporting, and ESG requirements are reshaping how finance delivers value. This course provides the hands-on skills and strategic thinking needed to thrive in this new environment – with a strong emphasis on Power BI & AI, and practical coverage of ESG reporting aligned to Gulf regional priorities.

Who Should Attend?

Finance Leaders – CFOs, Finance Managers, & Controllers looking to modernise reporting and build awareness of AI’s role in finance.
BI & Data Professionals – Power BI users, Analysts, and Reporting Leads aiming to elevate dashboards with AI and ESG capabilities.
Strategic Finance Teams – FP&A, Risk, and Compliance professionals seeking to drive smarter, data-driven decision-making.
Public Sector & Government Finance – teams responsible for reporting, planning, or ESG metrics in line with Vision 2030/2031.
Accountants and Finance Analysts – practitioners ready to automate manual reporting and focus on value-adding insights.

Course Format or Delivery Style

This program is designed as a highly practical, hands-on learning experience that ensures immediate application in the workplace. Each concept is introduced with a clear explanation, then reinforced through live demos, case studies, and guided exercises.

Build Power BI reports and dashboards step by step in real time.
Work with sample datasets to practise forecasting, AI features, and ESG reporting.
Take part in interactive discussions and group activities to embed learning.
Receive comprehensive course materials including templates, completed solutions, and examples to take back to the office.

Foundations of Digital Finance

Morning: Strategy Meets Practice

Why Finance is Changing – Global & Gulf drivers
Digital Finance Transformation: What it means
Finance Function of the Future – Key Shifts
Introduction to Power BI (Desktop, Service, Mobile)
Guided walkthrough: first Power BI dashboard

Afternoon: Transform Your Data. Model Your Insights

Power Query essentials: cleaning & shaping data
Data modelling: relationships, schemas, calendar tables
Hands-on labs: from messy files to structured models
Build your first interactive Power BI report

Activities

Icebreaker: Share what’s changing in your finance role.
Interactive exercise: Map your organisation’s digital maturity.
Hands-on lab: Build your first Power BI query and dashboard.
Group task: Create relationship maps to connect data models.
Mini challenge: Analyse actual vs budget by cost centre and location.

From Calculations to Business Intelligence

Morning: Build Strategic Insight with DAX

DAX fundamentals: measures vs columns, filter context
Essential finance DAX formulas (time intelligence, conditional logic, error handling)
Hands-on practice: Actual vs Budget analysis across time, regions, cost centres

Afternoon: Scale and Secure Your Reports

PowerBI.com deep dive: publishing, sharing, refresh
Row-level security: showing different data to different users
Enhancements: folder imports, merge/append queries, drill-throughs & custom visuals
Hands-on: create a secure, interactive dashboard

Activities

Practice lab: Write and test DAX measures for Actual vs Budget analysis.
Interactive exercise: Explore the impact of filters and slicers on results.
Group feedback session: Troubleshoot and optimise complex DAX calculations.
Hands-on lab: Publish dashboards to PowerBI.com and set up auto-refresh.
Implementation task: Apply row-level security (RLS) to a multi-region dataset.
Build challenge: Create an interactive dashboard with drill-throughs and tooltips

Future-Ready Finance: AI in Action, with ESG Reporting

Morning: AI in Finance – From Insight to Foresight

The evolving role of AI in finance and reporting
AI + Power BI: where they meet
Forecasting & predictive analytics in Power BI
Anomaly detection, natural language queries, and Smart Narrative
Local and regional applications of AI in finance

Afternoon: Practical Applications – AI plus ESG Reporting

Explore real-world AI use cases in finance and reporting
Apply AI to improve reporting efficiency and generate deeper insights
Understand ESG reporting requirements in the Gulf and their impact on finance
Build a Power BI ESG dashboard using sample data
Integrate AI-driven visuals (forecasting, anomaly detection, Smart Narrative) into reports to surface trends and insights

Activities

Guided exercise: Forecasting with confidence intervals and seasonality
Interactive: What-if scenario modelling
Group discussion: Real-world AI use cases in regional finance

Hands-on: Build an ESG dashboard in Power BI

Finance 4.0 Masterclass: AI-Driven Power BI Analytics & ESG Reporting

Who Should Attend?

Course Format or Delivery Style

Foundations of Digital Finance

From Calculations to Business Intelligence

Future-Ready Finance: AI in Action, with ESG Reporting

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