Prompt AI to align financial insights with leadership priorities—ensuring your reports not only inform but influence strategic decisions at the highest level.
Elevate Performance Reporting with AI
Overview
In a world of data overload, the ability to deliver focused, strategic performance reporting is a critical differentiator for finance professionals. This course shows you how to move beyond presenting numbers and use AI—when prompted skillfully—to craft clear narratives, surface key insights, and produce executive-ready reports that drive action. You’ll learn how to prompt AI to identify critical metrics, summarize trends, explain performance drivers, and tailor outputs to senior leadership expectations, while maintaining clarity, relevance, and strategic focus. By the end, you’ll be equipped to transform routine reporting into a powerful catalyst for faster, more confident decision-making across the business.
Learning Objectives:
After completion of this course, participants will be able to:
- Recognize the essential elements of strategic performance reporting.
- Identify prompt structures that extract and prioritize key financial metrics and drivers.
- Apply techniques to craft AI-generated executive summaries and trend analyses.
- Select methods for aligning AI-driven reporting with leadership’s strategic focus areas.
- Differentiate effective reporting prompts from generic, data-heavy reporting outputs.
This course includes practical exercises, mentor insights, and scenario-based questions to reinforce learning and ensure participants can apply key concepts in real-world finance leadership situations. Upon successful completion, participants will receive a CPD-accredited certificate.
Lessons:
Lesson 1: Essentials of Strategic Performance Reporting
Elevate performance reporting by using AI tools to deliver faster, sharper insights—helping leadership understand the “why” behind the numbers and make confident, forward-looking decisions.
Lesson 2: Prompting AI for Targeted Metrics and KPIs
Write effective prompts that guide AI to surface the most relevant performance metrics—cutting through noise to deliver focused, decision-ready insights.
Lesson 3: Writing Executive Summaries with AI Assistance
Write prompts that turn data into sharp, executive-ready summaries—helping AI craft concise, insightful narratives that drive clarity and confident decision-making.
Lesson 4: Aligning AI Reporting to Leadership Focus Areas
Lesson 5: Avoiding Common Pitfalls in AI-Generated Reports
Coach AI effectively by spotting weak prompts, refining outputs, and applying professional judgment—ensuring your reports reflect expert insight, not just automation.
Additional Information
CPE Credit / CPD Hour: 0.5
Field of Study: Information Technology
No prerequisite knowledge is required to be successful in this course.
No advance preparation is required.
Program Level: Basic
Delivery Method: QAS Self Study
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