Organizations collect massive amounts of data, but far less information that actually improves decisions. This session focuses on how CFOs and CPAs can tactically manage data to generate insight, improve performance, and reduce risk. Participants will explore financial and non-financial data, data organization, and the role of analytics in understanding customers, operations, and employees. The session emphasizes clarity, simplicity, and storytelling so data supports better decisions rather than overwhelming stakeholders.
Learning Objectives
Identify strategies for transforming raw data into actionable insights that improve business decision-making. Understand the role of both financial and non-financial data in driving organizational performance and reducing risk. Apply techniques for organizing and analyzing data to gain meaningful insights about customers, operations, and employees. Develop skills in presenting data clearly and effectively using simplicity, storytelling, and visualization. Evaluate how analytics can support strategic decision-making and enhance stakeholder communication.
Major Topics
The difference between data and information Financial versus non-financial performance metrics Customer, internal process, and employee data Balanced Scorecard concepts and performance linkage Data risks, cybersecurity, and governance concerns Organizing data to answer the right business questions Using visuals and storytelling to communicate insights Empirical, fact-based decision-making
