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
