AI is moving fast, and finance leaders don’t need more abstract theory – they need practical ways to use it to drive better decisions, faster. AI Masterclass: Practical uses of Claude for finance leaders is designed specifically for CFOs, FDs, and senior finance professionals who want to turn Claude into a real, day-to-day finance co-pilot. Instead of generic AI talk, this session focuses on how to translate messy reports, raw data, and complex business questions into clear, decision-ready outputs in minutes.
In this masterclass, Pac O’Shea (CEO & Co‑Founder, Round Treasury) and Kevin Appleby (COO & Podcast Host, GrowCFO) will walk through concrete workflows you can copy straight into your finance team. You’ll see step‑by‑step examples of using Claude to analyze P&L performance, sharpen board commentary, and build instant scenario models. You’ll leave with reusable prompts and templates so you can start using Claude the next day – no new systems, no long transformation project, just practical AI that saves time and improves the quality of your finance decisions.
Highlights:
- How finance leaders can turn Claude into a practical, day-to-day finance assistant rather than a theoretical AI experiment
- Using Claude to turn raw P&L data into clear performance narratives, insights, and anomaly flags stakeholders can act on
- Structuring and refining board packs with Claude to tighten the story behind the numbers and surface key risks, decisions, and actions
- Building fast, Claude-assisted what‑if scenarios across revenue, margin, headcount, and pricing to support agile planning
- Practical prompt frameworks, templates, and repeatable workflows you can roll out across your finance team immediately
- Governance, quality checks, and best practices to keep Claude’s outputs reliable, explainable, and finance‑grade
