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


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


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 to Enhance Reports

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

Advanced 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


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