FREE WEBINAR 24.02 at 11:00
Designing Financial Reporting the Right Way: A CFO Framework for Power BI and Modern BI
Learn how to build financial reporting that is structured, scalable, and aligned with executive decision-making — without tool sprawl or overengineering.
What You’ll Learn — and Why It Matters
Business Intelligence can improve financial reporting, but only when the data logic and reporting design are deliberately structured.
This webinar is not about AI “doing it all for you”; we focus on practical decisions around data structure, financial logic, governance, and adoption. We’ll then show how Power BI and the Microsoft Fabric ecosystem can solve these challenges – if you manage the backend, the front-end, and user adoption intentionally.
Why the patchwork of sources in financial reporting is the key problem
We’ll examine:
- What types of sources are commonly found in financial reporting and why it’s challenging to make them work together
- What operational risks, on top of the original challenges, are commonly found
- When issues become visible at an executive level
The MVP data foundation and how to determine your baseline to avoid overengineering
We’ll focus on:
- What are the key architectural decisions that define 80% of the results
- How to plan for scale while starting small to keep the workflow lean and results within scope
- Where Power BI sits in the stack — and where it should not
CFO requirements that stop tool sprawl and scope creep
We’ll show:
- How to separate reporting layers between operational, controlling, and executive levels to avoid wasting resources
- How to plan your reporting to answer your questions rather than overwhelm your reporting real estate
- How company maturity and scale fit into a lean model — and when to choose simplicity over flexibility
How UX/UI fits into financial reporting and why it’s fundamentally different from “making things pretty”
We’ll discuss:
- Why UX/UI matters more than ever as we bridge the gap between legacy systems and modern UIs
- Common misconceptions and mistakes that make report adoption borderline impossible
- What rules and best practices directly translate into better clarity and understanding of underlying data
- Using a decision tree to plan a dashboard in PowerBI (and other tools) that fits the company’s reporting requirements
Next steps after the decision: de-risking implementatio
We’ll close by covering:
- How to navigate governance and adoption in a short-phased rollout that spots errors and problems early rather than waiting until it’s too late
- What the CFO should focus on<.strong> (and what they should ignore)
Don’t miss this chance to learn how to design financial reporting that supports executive decisions — structured, scalable, and built on intentional architecture.
FAQ
Do I need to install anything?
No — the webinar runs completely in your browser.
Is the webinar free?
Yes, participation is entirely free.
Can I ask questions during the session?
Absolutely — we’ll have a dedicated Q&A segment at the end.
Will the recording be available?
Yes, all registered participants will receive access to the recording afterwards.