Practical Claude for CFOs: Real Workflows, Real Controls
AI is everywhere — but how should a CFO actually use it in practice?
In this free session for Fractional Finance Forum members, we’ll explore how finance professionals are using Claude in real-world client work: reporting, modelling, forecasting, and analysis. This isn’t theory or hype — it’s practical workflows you can apply immediately.
Designed specifically for fractional CFOs, finance operators, and advisers working hands-on with numbers, this session will walk through:
Concrete day-to-day use cases from working CFOs
A simple framework for checking outputs and reducing hallucination risk
Practical templates and repeatable workflows
Clear guidance on where AI genuinely saves time — and where professional judgement still matters
You’ll leave with a grounded understanding of how to integrate Claude into your finance toolkit without compromising accuracy or credibility.
About Pac: Pac is the co-founder of Round Treasury. Before starting the company, he built treasury products and advised C-levels at some of the world's largest banks and fintechs on corporate innovation, and was a venture partner at Republic.
About Round Treasury: Round is an autonomous finance platform that combines financial infrastructure with AI to eliminate the low-value, repetitive work absorbing 75% of finance teams' time. Round automates treasury management, accounts payable, payroll, and reconciliation for scaling UK companies, so finance teams stay in control while the busywork disappears.The platform is designed to help finance leaders reduce manual processes, strengthen financial controls, and improve capital efficiency while keeping funds accessible and secure without increasing administrative overhead.
Automated treasury powered by AI agents | Round Treasury
This event is free for all FFF members. Please note, the recording of the event is only available through Community+.
The following week, we’ll host a deeper, hands-on follow-up session exclusively for Community+ members, where we’ll break down templates, live examples, and implementation detail.
If you’re not yet a Community+ member, join here to access the exclusive session — plus recordings of all webinars, expert follow-ups, and a growing library of practical finance resources.
Register now and start using AI in a way that actually works for CFOs.