CFOs’ Guide to Data Mastery: Leveraging Analytics for Digital Finance Leadership was designed for finance leaders who are being asked to make decisions about AI, analytics, data platforms, and automation but may still be operating in Excel-heavy environments. The session connected finance leadership priorities to modern data strategy, showing how organizations can move from fragmented reporting toward secure, scalable, and sustainable analytics.

The AFP 2024 presentation covered the data lifecycle, the difference between ETL and ELT, lakehouse concepts, Microsoft Fabric, OneLake, Power BI, Copilot, governance, and practical finance use cases. The core message was that successful AI and analytics initiatives require a strong data foundation first, not just new tools. The session also included real-world examples around project performance reporting, budgeting and forecasting, and client-facing analytics opportunities.

A finance-focused session on building the data foundation needed for analytics, AI, and digital finance leadership. The presentation walked CFOs and business leaders through modern data strategy, Microsoft Fabric, lakehouse architecture, governance, Power BI, Copilot, and practical finance use cases such as project performance reporting and budgeting.