Beyond Excel: How Modern CFOs Leverage Power BI and AI for Better Insights | Zebra BI webinar 48

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In this our 48th webinar, we explore how forward-thinking CFOs and finance leaders are moving beyond static Excel reports to create strategic, insight-driven dashboards using Power BI, automation, and visual storytelling.

You'll learn how to modernize your financial reporting stack, uncover trends faster, and make smarter decisions—without complex setup or technical deep dives.

🔍 What you’ll learn:
• The current state of financial reporting (and what needs to change)
• How to create impactful reports using Power BI and Zebra BI visuals
• Where AI fits into modern financial reporting workflows
• When Excel still makes sense—and when it doesn’t
• Practical steps to upgrade your reports from static to strategic

This is a must-watch for any finance professional who wants to stay relevant in a data-driven landscape—where turning numbers into strategic insights is the key to staying ahead.

⏱️ Timestamps
00:00 – Intro and the state of financial reporting
9:45 – Why Power BI
12:10 – Example of a financial report in Power BI
17:00 – How to build a financial report in Power BI with Zebra BI
29:09 – Benchmarking financial data (Pepsi vs. Coca-Cola)
30:55 – 5 steps to move financial reports from Excel to Power BI
33:33 – The old vs. new way (AI) of doing reports
40:04 – Resources for finance professionals
43:10 – Q&A

👉 Subscribe for more Power BI tutorials, dashboards, and reporting tips!

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