The CFO is one of the most influential — and often most skeptical — stakeholders when it comes to data and reporting solutions. With a sharp eye for costs, a preference for numbers over visuals, and a unique set of processes and responsibilities, serving the CFO with Power BI dashboards can be a real challenge.

In this session, we’ll explore what makes the CFO different from other stakeholders, and why typical self-service BI approaches often fall flat in the finance domain. Drawing from years of experience on both sides — as a senior finance professional and as a Power BI consultant — I’ll share practical insights on how to approach, communicate with, and deliver value to the CFO.

Expect concrete advice, examples from real projects, and lessons learned on what works (and what doesn’t) when your audience is driven by financial precision and business-critical insight.

Why attendees should join this session
If you've ever struggled to get finance stakeholders onboard with Power BI — or want to avoid making costly mistakes in CFO-led projects — this session will give you real-world advice and actionable strategies. As Power BI spreads across the organization, understanding and aligning with the finance team becomes more important than ever.

Who is your target audience for this session?
Power BI developers, BI consultants, and analytics professionals who work with or report to finance departments — particularly those looking to better understand CFOs and the financial decision-making context. Also relevant for financial professionals transitioning into data roles who want to improve how they deliver insights through Power BI.