Claude for Finance Leaders
A Practical, Hands-On AI Workshop
What happens when you stop treating AI as a chatbot and start using it as part of your actual finance workflow?
Join Bereisheet Tech, KPMG, Datarails and AI Finance for a hands-on workshop designed specifically for finance leaders who want to understand how to use Claude in their day-to-day work.
This workshop is different by design: you won’t be learning AI for finance from technologists. You’ll be learning AI from finance professionals. The people leading the session understand the day-to-day realities of CFOs and finance teams because they work in finance themselves. They’ll approach Claude/Copilot through a finance lens, focusing on real workflows, real challenges, and practical applications that finance leaders can actually put to work.
This is not an AI presentation.
Bring your laptop. We’re going to work.
Through practical finance-focused exercises, we’ll explore how Claude can help turn financial information, spreadsheets, reports and documents into analysis and management-ready outputs.
What We’ll Explore
• Working with financial data and spreadsheets• Analyzing reports and identifying trends, variances and anomalies• Turning numbers into management questions and insights• Working across Excel files, documents and presentations• Summarizing and comparing complex financial information• Building reusable prompts, Projects and workflows• Improving recurring finance processes with AI• Reviewing and validating AI-generated outputs• Understanding where AI should assist rather than replace professional judgment
The goal is simple: leave with practical workflows you can start applying to your work immediately.
Who Should Join?
Designed for a small group of:
CFOs • VPs of Finance • Controllers • FP&A Leaders • Finance Directors • Senior Finance Professionals
No technical or coding background is required.
Important
This is a hands-on workshop. Participants should bring a laptop and come ready to experiment.
Please do not upload confidential company, customer or financial information unless specifically permitted by your organization.
In Collaboration With
Bereisheet TechKPMGDatarailsAI Finance
A small room. Practical exercises. Real finance use cases.
Let’s put Claude to work.
