Stifel Workshop: Agentic AI Foundations with Claude Cowork

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Agentic AI isn’t slowing down, but most people are still stuck at the buzzword level.

​This 90‑minute workshop is a focused, hands‑on introduction to agentic AI using Claude Cowork as your anchor tool. You’ll learn how modern AI agents think, delegate, and execute tasks — and you’ll practice building with them in real time, not just watch a demo. ​Instead of trying to cover every tool in the ecosystem, we’ll go deep on the foundations that make any agentic workflow make sense: goals, roles, tools, handoffs, and feedback loops. By the end, you’ll have a working mental model of the “agentic stack” and a small set of repeatable patterns you can apply to your own work.

​What we’ll cover

​In 75–90 minutes together, we’ll move through:

• ​What “agentic AI” actually means (in plain language) and why it’s different from just “chatting with an LLM.”
• ​How to think in terms of tasks, sub‑tasks, and delegation so agents can do more than respond to single prompts.
• ​The core components of an agentic setup: objectives, context, tools, workflows, and guardrails.
• ​How Claude Cowork structures multi‑step work and how to leverage it as your “agentic cockpit.”
• ​Live examples of turning a messy, real‑world problem into an agentic workflow inside Claude Cowork (e.g., research → synthesis → drafting → QA).

​Throughout the session, you’ll see how these pieces connect so that when you later add tools like Claude Code or OpenClaw, they snap into a model you already understand.

​Hands‑on practice

​This is not a passive webinar. You’ll:

• ​Follow guided exercises inside Claude Cowork
• ​Define a simple agentic workflow for one of your own use cases (e.g., content, research, operations, client work)
• ​Practice prompting and restructuring tasks so agents can execute more reliably

​You’ll leave with at least one concrete workflow outline you can reuse and extend after the workshop.

​Who this is for

​This workshop is designed for:

• ​Operators, consultants, founders, and knowledge workers who want to use agentic AI for real work, not just experiments
• ​People who keep hearing about “agents” and “agentic workflows” but don’t feel like the concepts have really clicked yet
• ​Beginners to intermediate AI users — no coding experience required

​If you already use tools like Claude, ChatGPT, or Gemini but feel like you’re still doing everything “one prompt at a time,” this will help you level up into actual workflows.

​What you’ll leave with

​By the end of the 90 minutes, you will have:

• ​A clear, structured mental model of what agentic AI is and how it works
• ​A practical understanding of Claude Cowork as a hub for agentic workflows
• ​A first draft of an agentic workflow tailored to your own tasks
• ​Language and examples you can use to explain agentic AI to colleagues, stakeholders, or clients

​You’ll walk away better equipped to evaluate new tools, design your own workflows, and plug more advanced components (like Claude Code and OpenClaw) into a solid foundation later on.

​Logistics

• ​Format: 90‑minute live, hands‑on workshop (plan for ~75 minutes of content + Q&A)
• ​Location: Zoom (link provided after registration)
• ​Requirements: A laptop and access to Claude (we’ll send setup notes ahead of time if needed)

​About Danny Setiawan ​​​Danny Setiawan is an expert in AI integration and fundraising strategy for early-stage startups. He has coached over 200 founders through successful product development and capital raises, combining real-world business experience with hands-on, practical training. Danny has led workshops for Fortune 500 companies like PwC and Kimberly-Clark and teaches at General Assembly. He is passionate about helping founders use AI to fundraise smarter and faster.

​​​About Resident Company Club

​​​Resident is a new members-only shared workspace built for companies that value relationships. Coworking promised community but delivered random strangers sharing WiFi. We're a Company Club where every member is carefully vetted for cultural fit. ​​​To learn more, visit: https://residentcompanyclub.com/

​​​About Stifel

​​​Stifel Financial Corp. (NYSE: SF) is a diversified global wealth management, investment bank, and commercial banking institution with $500B in AUM. Stifel Bank, Member FDIC, provides venture and fund banking solutions to venture capital-backed companies and their investors. Backed by the strength and legacy of Stifel, the Bank delivers tailored banking, treasury management, and lending solutions - working closely with Stifel’s Investment Banking and Wealth Management teams to meet the diverse asset management needs of companies and individuals. ​​​To learn more, visit: https://stifelventurebanking.com/