Claude for CFOs: Deploying AI in the Finance Function

Open Future Forum | Executive Session

Most CFOs have already explored Claude. The harder question is what to deploy systematically across the function: what to roll out, what to leave alone, and how to keep the controls intact.

This is a working session on putting Claude into production inside your finance function. A deployment framework, grounded in real finance workflows, with peer dialogue throughout. Attendees leave with a set of pre-built Claude workflows and skills they can take back to their team.

Host: Murray Newlands, Partner, Tilden Capital Family Office and IASV Seed Ventures Workshop Leader: Yvonne Newlands, Co-Founder and Managing Partner, Trekka. 30+ enterprise transformations at Accenture and EY, supply chain operations at Apple, 50+ AI agents shipped to production at venture-backed AI startups.

What We'll Cover

• Where to Start The criteria for picking the first workflow. Why most teams pick wrong, and what a good first deployment actually looks like.

• What to Automate, What Stays Human A decision framework for sorting tasks into three buckets. Where AI is ready, where it isn't, and where it's a trap.

• Change Management Inside a Finance Team The part most rollouts skip. How to bring controllers and FP&A leads with you, not around them, and what to do when someone digs in.

• The Claude Workflows You'll Take Home A small set of pre-built Claude workflows and skills, ready to deploy. Variance commentary, runway scenarios, board-update drafting, and others. The prompts, the patterns, and the guardrails to plug into your team next week.

Who Should Attend

Designed for CFOs, VPs of Finance, and Heads of Finance at venture-backed companies. The session emphasizes peer-level dialogue and operator-level honesty about what's working, what isn't, and what's worth your team's time to build.

Whether you're already running Claude, evaluating it, or haven't started yet, the session works for the stage you're in.

Why Attend

• A deployment framework you can take to your team next week

• Honest answers from an operator who has shipped these systems, not a vendor selling them

• A small room of senior finance peers comparing notes on what's actually working

Format

Small executive session. 15 to 20 finance leaders. Two hours. Working framework, pre-built Claude workflows to take home, and a takeaway plan the room builds together.