Hands-on Training for Treasury & Finance Professionals
Date: 6th & 7th December 2025
Time: 9:00 AM MDT/ 4:00PM GMT
Format: Live, Practical, Instructor-Led Virtual Training
Overview
This specialized Power BI training is designed to help Treasury and Finance professionals convert complex financial data into clear, actionable insights. You’ll learn exactly how to use Power BI to automate reports, analyze cash positions, track liquidity, and create dashboards that support smarter, faster decision-making.
What You’ll Gain
By the end of the program, you’ll be able to:
- Build interactive dashboards that visualize key treasury metrics such as cash flow, debt positions, investments, and liquidity.
- Use Power Query to transform and model data for treasury reporting.
- Create automated financial dashboards that connect directly to Excel, ERP, or bank data.
- Design visual stories that communicate performance and risks to CFOs and Boards.
- Identify and track KPIs that improve cash visibility, control, and forecasting accuracy.
Watch a snip of previous sessions here: Power BI
Who Should Attend
This training is ideal for:
- Treasury Analysts and Managers
- Finance Business Partners
- FP&A and Corporate Finance Teams
- CFOs and Treasury Consultants
If your role involves interpreting data, preparing reports, or influencing strategic decisions, this training will equip you with tools to perform at a higher level.
Why Power BI for Treasury & Finance
Manual reports in Excel limit visibility and speed. Power BI brings automation, clarity, and precision.
You’ll learn to consolidate data sources, visualize real-time metrics, and make decisions based on accurate, updated insights.
Why Join Us
- 100% Treasury & Finance-focused curriculum
- Practical, step-by-step exercises using financial data
- Templates and dashboard examples you can recreate immediately
- Certificate of Completion to enhance your professional portfolio
Secure Your Seat
Seats are limited to ensure an interactive learning experience. Reserve your spot now and learn about data analytics tools every modern Treasury & Finance professional must know.
Register Now!
