6-lesson course · about 2 hours

Push a late correction through analysis, commentary and slides

For CFOs, controllers, FP&A teams, accountants and finance operations professionals

Everything for Finance teams

A figure changes the day before the board meeting. Learn to trace every place it is used, update the spreadsheet, commentary and slides together, and keep a record of what changed.

Try lesson 1 freeSee what you’ll learn

What you’ll be able to do

By the end, you can…

See every place a figure livesMap each use of a figure across your pack: linked cells, hard-coded values, derived figures, commentary sentences, charts and slide text. Spot the ones that will not update when you fix the source cell.
Use AI to find dependents, then check its listPrompt an AI tool to list the cells, sentences and slide objects that depend on a figure, then check that list against the files to catch missed items and items that do not exist.
Update everything that depends on the figureCorrect the source figure and every dependent table, sentence and chart, keeping the reporting period, currency, units and calculation method visible in each one.
Confirm the pack agrees before releaseCheck that the spreadsheet, commentary and slides all show the same corrected value, search for the old value in all its forms, and decide whether the pack is ready to go.
Explain the change in the meetingWrite a record of what changed, why it changed and who checked it, plus a short spoken explanation you can give the board.

How it works

A tutor that meets you where you are

  1. Lessons that adapt to your levelSix lessons in two modules. Later lessons are written for your level as you reach them, so a newcomer to AI tools and an experienced reporting lead each get material that fits.
  2. An AI tutor you can ask anythingAsk questions about your own pack structure, a tricky chart or a prompt that is not working, typed or out loud, and get answers in the context of the lesson.
  3. Quizzes and flashcards for each lessonShort quizzes and flashcards tied to each lesson help you check that the steps have stuck, such as the order for propagating a correction or what to search for in a tie-out.
  4. Progress tracking and a certificateTrack where you are across the course and receive a certificate of completion when you finish.

Curriculum

The curriculum

The course follows one late correction from start to finish. Module 1 maps every use of the figure; Module 2 corrects it, verifies the pack and records the change.

Module 1Map Every Use of a Figure3 lessons

  1. 1Why a Corrected Figure Goes Stale Across the Pack
    • Name the ways a figure can appear in a pack: linked cell, hard-coded value, derived figure, sentence, chart and slide text
    • Spot which uses of a figure will not update when the source cell is corrected
    • Decide which pack content may and may not be shared with a given AI tool
  2. 2Trace a Figure From Source Cell to Slide
    • Trace a figure's dependent cells using the spreadsheet's precedent and dependent tools and cross-sheet links
    • Find every commentary sentence and slide object that quotes or relies on the figure, including rounded and derived forms
    • Build a usage map that lists location, current value, form and context for each use
  3. 3Use AI to Find Dependents, Then Check Its List
    • Write a prompt that asks an AI tool to list dependent cells, sentences and slide objects with their locations and displayed values
    • Check an AI-generated dependency list against the files to find missed items and items that do not exist
    • Merge the checked AI output into the usage map, marking which entries were confirmed by hand

Module 2Correct, Verify and Record3 lessons

  1. 4Propagate the Correction Through Tables, Text and Charts
    • Update the source figure and each dependent item in an order that avoids reworking
    • Rewrite commentary sentences with the corrected and recalculated values, using AI to draft and checking every number
    • Refresh or rebuild each affected chart according to whether it is linked, embedded or pasted as an image
    • Flag sentences whose meaning may change with the new value for the commentary owner to decide
  2. 5Verify the Pack Agrees Before Release
    • Run a tie-out check comparing the expected value with the displayed value for every row in the usage map
    • Search the final files for the old value in all its forms and resolve every hit
    • Use AI as a second-pass comparison and confirm its findings by hand
    • Decide whether the pack is ready to release or what must be fixed first
  3. 6Write the Change Record
    • Write a change record listing the old value, new value and location of each updated item
    • State the reason for the correction as given by its source, without adding causes the evidence does not support
    • Record who made each change and who checked it, with date and file version
    • Prepare a short spoken explanation of the correction for the meeting

Who it’s for

Made for you if…

Made for: CFOs, controllers, FP&A teams, accountants and finance operations professionals

FP&A analysts who build the numbers behind the pack

You fix the spreadsheet quickly, but need a reliable way to make sure the commentary and slides follow.

Reporting leads who own the management pack or board materials

You need to know the released pack agrees everywhere and be able to explain any late change to the board.

Finance team members new to using AI for finance work

You want to use an AI tool to find dependents and draft updates, while checking its output and keeping sensitive data out of unapproved tools.

Questions

Good to know

How long does the course take?

It is designed as a focused course of about two hours, self-paced, across six lessons.

What do I need before I start?

Working knowledge of spreadsheet formulas, cell references and links between sheets; experience preparing or reviewing a management pack or board presentation; and access to your pack files and an AI tool your organisation has approved for finance data.

Which AI tool does the course use?

The course works with the AI tool your organisation has approved. It does not cover choosing, configuring or comparing AI tools or vendors.

How does the course handle confidential data?

It covers deciding which pack content may and may not be shared with a given AI tool, and keeping customer identifiers, account credentials and nonpublic reporting information out of unapproved cloud tools.

Does it cover reconciliations or finding out why the figure changed?

No. Building reconciliations, booking correcting entries, and variance or root-cause analysis are outside this course. The change record states the reason for the correction as given by its source, without adding causes the evidence does not support.

Will it teach me slide design?

Only as far as the slides affected by the correction: refreshing or rebuilding charts depending on whether they are linked, embedded or pasted as images. General slide design and storytelling are not covered.

Get the pack to agree, even after a late correction

$47

One payment · lifetime access

  • Six self-paced lessons in two modules, about two hours in total
  • Later lessons written for your level as you reach them
  • An AI tutor you can ask anything, typed or out loud
  • Quizzes and flashcards tied to each lesson
  • Progress tracking and a certificate of completion

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Refunds: Full refund if you ask before you open your first lesson. Once you’ve started, purchases aren’t refundable, except where the law gives you that right.

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