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Finance Transformation5-day executive programUSD $1,999

Executive Certificate in Financial Data Architecture, Automation & Decision Intelligence (FDADI™)

Flagship: From spreadsheets to strategic intelligence. Redesign the finance function for the age of AI.

IPAT Executive Certificate 5 intensive days CFOs, finance directors, controllers, heads of FP&A, treasury and financial planning; transformation and ERP leaders; public finance and budget leaders.

The executive challenge

The problem this program solves

Most finance functions run on a fragile lattice of spreadsheets held together by two or three indispensable employees. The result is slow closes, endless reconciliation, dashboards nobody trusts, and AI ambitions that cannot start because the data underneath them is broken. FDADI™ teaches finance data architecture — the discipline that makes automation, analytics and AI possible — so that finance becomes the decision intelligence function of the institution.

Context

Why this matters now

AI and automation have collapsed the cost of analysis — the binding constraint is now data architecture, not tooling.
Boards and regulators no longer accept "the numbers will be ready next week" as an operating model.
Institutions that fix finance data first industrialise every later analytics, AI and reporting initiative at a fraction of the cost.

Capability

What you will be able to do

  • Diagnose finance data problems at the architecture level, not the symptom level.
  • Design the master data, chart of accounts and pipeline layer that makes automation possible.
  • Build automated close and reporting processes with controls and audit trails that satisfy auditors.
  • Deliver an executive finance dashboard and AI roadmap your board will actually use.

The IPAT Course Standard

The five-day journey

Each day is a deliberate progression in managerial capability — from strategic context, to analytical frameworks, to applied practice, to executive judgement under pressure, to a capstone that produces something your organisation keeps.

IPAT Signature Case™

Two Versions of the Truth, One Signature

Days before a bond issuance, the two largest divisions of a fast-growing retail chain report materially different group numbers; the charts of accounts disagree, and the CFO must sign the offering circular. The market opens in 72 hours.

Your decision: Delay the issuance, disclose with qualifications, or force a reconciliation overnight — and decide who owns the financial data architecture architecture that allowed this.

Divisional reconciliation gap analysisIssuance timeline and covenant positionChart of accounts comparison

IPAT Data Lab™

A regional airline cannot produce one set of numbers its directors trust.

Dataset: Synthetic consolidated statements and transaction data for a multi-division a regional airline.

Your task: Clean, map and automate the close, then design the decision dashboard the board actually needs.

A working decision dashboard and the financial data architecture data architecture behind it.

Data → Analysis → Decision, not Data → Code → Certificate

Day 5 · The Capstone

What will you change when you return to work?

Produce the finance data architecture, automated reporting design and decision dashboard for your institution — with a 90-day implementation sequence.

You leave with: CFO Data Architecture and Decision Dashboard

Methodology

Frameworks you will master

IPAT-proprietary methodology
  • • IPAT FIT Framework™
  • • IPAT Data-to-Decision Framework™
Established practice you will apply
  • • Financial close and reporting benchmarks
  • • Master data management principles
  • • Zero-based process design

Cohorts

Upcoming cohorts

New dates are being scheduled

Register with your preferred start date and our admissions team will match you to the next available cohort — or contact us to arrange an in-house delivery for your organisation.

Register your interest