In this video
What you'll learn
Extract the Full Financial Story From a 300-Page Report
Load the whole annual report and pull the key financials, trends, and operational insights in a single pass.
Build Revenue and Profit Commentary in Minutes.
Analyse 3-year revenue and profitability trends and get clean, structured commentary you can verify against the source.
Turn It All Into a Board-Ready PowerPoint.
Generate a slide deck, and polish it in Gamma, going from PDF to presentation without starting from scratch.
Why this topic matters
Reading a 300-page annual report takes hours. Building a board deck from it takes longer. AI collapses both. In this lesson you'll load a full report, pull the revenue and profit trends and the strategic priorities, then turn it all into a polished PowerPoint in one sitting. You'll leave with a repeatable workflow from dense PDF to board-ready deck, with every number traceable to the page.
You'll learn from
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Asif Masani
Director, FP&A Professionals Institute (FPI)
As Director at FP&A Professionals Institute, I've trained thousands of finance professionals (analysts, controllers, auditors, business partners) through the CGFPA certification and live cohorts. I've watched the AI shift in real time, and watched most "AI for finance" training miss the point. Too generic. Too theoretical. Too disconnected from the Excel where the work actually happens. I built this course to fix that
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Go deeper with a course
AI-Powered Excel for Finance Professionals
Asif Masani
Director, FP&A Professionals Institute (FPI)
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