3-day Virtual Seminar

Claude for Finance Practical Tools for Better Decision Making

Overview

This session gives finance professionals a clear, structured, and practical guide to using Claude AI in their daily workflow. From summarising financial documents and drafting executive reports to supporting budget commentary and preparing stakeholder communications, attendees will learn exactly how to apply Claude to the tasks that consume the most time in a finance function. No technical background or prior AI experience required.

Why you should Attend

Finance teams that are still producing reports manually, summarising documents by hand, and drafting executive communications from scratch are spending hours on work that AI can support in minutes. If the professionals around you are already using AI to work faster and communicate more clearly - and you are not - the gap in output, visibility, and career positioning is growing every single day. This session shows you exactly where Claude fits in your workflow and how to use it before that gap becomes your problem to explain.

Areas Covered in the Session

• What Claude is and how it is relevant to finance professionals 
  
• Using Claude to summarise lengthy financial reports and documents 
  
• Drafting executive summaries, memos, and financial narratives with AI 
  
• Supporting variance analysis and budget commentary with Claude 
  
• Structuring and formatting financial presentations and board reports 
  
• Using Claude for scenario planning language and decision support documentation 
  
• Reviewing contracts and financial agreements for key terms and obligations 
  
• Data confidentiality - what to share with AI and what to never input 
  
• Practical prompting techniques designed specifically for finance tasks and terminology
  

Who Will Benefit

• CFO's
• Finance Managers
• Financial Analysts
• FP&A Professionals
• Controllers
• Accounting Managers
• Budget Analysts
• Treasury Professionals
• Finance Business Partners
• Finance Directors