AI for Finance: A Practical Claude Workshop

​AI for Finance: A Practical Claude Workshop

​Join us for a live, hands-on workshop designed specifically for finance leaders who want practical ways to use AI to save time, improve output quality and work more efficiently.

​Led by CFO and AI practitioner Zaid Aboobaker, this session goes beyond theory and demonstrations. Zaid will share how he has spent the past nine months testing a range of AI tools and why he believes Claude has become the most effective solution for finance professionals.

​What we'll cover

• ​Understanding Claude's key features, including chat, skills, connectors, schedules and custom workflows

• ​Getting the right data into Claude to produce reliable outputs

• ​Collaborating with colleagues inside Claude

• ​Using Claude directly within Excel and PowerPoint

• ​Data privacy considerations and best practice

• ​Practical shortcuts to accelerate your learning curve

​Live demonstrations

​See real examples of how AI is being used in finance today, including:

• ​Producing a 13-week cashflow forecast with commentary in a fraction of the usual time

• ​Creating board packs more efficiently

• ​Drafting financial commentary, reports and emails that sound like you

• ​Streamlining repetitive finance tasks while maintaining quality and control

​This is a practical session built by a finance professional for finance professionals, with examples you can take away and apply immediately.