Digital Transformation of CFO Teams

By Glenn Dunlap

2 Credits

Explore how CFO teams can redesign finance workflows, reduce manual effort, and use digital tools to improve decisions.

10 Oct '26 · 1:30 PM CUT

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Glenn Dunlap

Co-Founder & CEO of Peerview Data

Course Description

A quick snapshot of what this Masterclass covers!

In Digital Transformation of CFO Teams, Glenn Dunlap explores how finance functions can respond to growing demands for timely insights, efficient operations, and stronger support for business decisions. Manual reporting, fragmented systems, and disconnected workflows can leave teams spending more time gathering information than interpreting it. The webinar examines where AI and digital technologies can reduce repetitive work, improve information flow, and support more connected finance processes. Participants will consider opportunities to redesign workflows across reporting, analysis, and collaboration so that finance professionals have more capacity for work that requires their judgment. The session treats digital transformation as a change in how the finance function operates. It considers the processes, capabilities, and ways of working that help CFO teams make effective use of technology and contribute more directly to business performance.

Learning Objectives

Discover the key takeaways and skills you'll build throughout this Masterclass!

Identify opportunities for digital transformation across CFO team workflows by the end of the 120-minute session.
Recognize uses of AI and digital technologies that reduce manual effort in finance processes by the end of the session.
Distinguish technology adoption from broader finance process transformation by the end of the session.
Identify workflow changes that improve collaboration and information flow across finance teams by the end of the session.
Select digital transformation opportunities that strengthen financial analysis and business decision support by the end of the session.

Certifying Organizations

National Association of State Boards of Accountancy (NASBA)

Continuing Professional Education Credit (CPE): 2
Fields of Study:
Information Technology2 CPE
Sponsor Identification number: 149174
Instructional Delivery Method: Group Internet based
Program Level: Basic
Prerequisite Education: There are no prerequisites for this course
Advanced Preparation: There is no advance preparation required for this course

Created on: 10 Oct 2026
Reviewed on: 10 Oct 2026
Updated on: 10 Oct 2026
Webinar Duration: 2 hr

To earn CPE credits, the learner is expected to:

Answer 6 poll questions during the webinar
Attend at least 83.33% (100 min) of the 2 hr webinar

If you undertake this course for CPE credits, you can leave final comments in the Feedback.

Miles Masterclass Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org

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Miles Masterclass Inc.

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