Four live sessions for CFOs and finance leaders who are ready to use Claude on real work.

Most finance leaders get access to Claude and then nothing changes. People experiment for a week, hit a wall, and go back to doing things the old way. This program fixes that, in four sessions, built around the finance workflows you actually run.

Hands-on. Cohort-based. Finance-specific.

Each session is 60 minutes, every Tuesday from July 14 to August 4. We move from fundamentals to project organization to tool integrations to full-scale workflow automation — hands-on throughout.

You leave session four able to automate recurring finance processes end to end.

4

Live Sessions

60 minutes each, every Tuesday from July 14 to August 4, hands-on, finance-specific.

8–10

Hours Total

Total time investment across four weeks of structured learning and real-work application.

30

Days to Results

Most participants have at least one recurring workflow running on autopilot within 30 days.


Ideal Participants

CFOs, Fractional CFOs, VPs of Finance, FP&A leaders and Controllers at small to mid-size companies. No technical background required. The exercises are built around finance workflows.

You work alongside peers from other firms. Seeing how other finance leaders approach the same tasks adds perspective you would not get in a company-specific setting.

Early bird rate through June 30

Early bird rate: $499 per person. Standard rate is $799. Early bird available through June 30.

Seats are limited.

RESERVE YOUR SEAT
Pricing

Investment

$499 / person


Early Bird Rate if booked before June 30.


Seats are limited

$799 / person

Standard Rate

Both rates include:

  • All four live sessions
  • Session recordings
  • Workbooks for each session
  • Sample financial datasets
  • Prompt library
  • Checklists and data safety guidelines
  • Between-session support
Session Schedule

All Sessions Run Live on Zoom

9:00 am PDT · 11:00 am CDT · 12:00 pm EDT
60 minutes each · Recordings shared within 24 hours

1

Session 1

Tuesday, July 14

How Claude Works: the foundation. Interface, prompting, validation, and setup.

2

Session 2

Tuesday, July 21

Projects, Instructions, and Skills: how to organize your work and build systems that compound.

3

Session 3

Tuesday, July 28

Claude in Your Tools: deploying Claude inside the tools your team already uses.

4

Session 4

Tuesday, August 4

Skills, MCP, and Plugins: automating full-scale finance workflows.

Time Commitment

What to Expect Over Four Weeks

Before Session 1 — ~45 minutes

Setup instructions sent in advance. Configure your Claude account, enable the right settings, and complete a short exercise so you arrive ready to work.

Each Live Session — 60 minutes

You work in Claude while we work through the material together. Finance-specific exercises, real workflows, immediate application.

Between Sessions — 1 to 2 hours each

Each week builds on the last. Between sessions, you apply what you practiced to your own work using specific prompts and workbook exercises.

8–10

Hours Total

Total time investment over four weeks. Most participants put in more once they see what is possible.

4

Weeks

One session per week, every Tuesday, with structured application in between.

What You Receive

Everything Included for Every Cohort Member

Session Recordings

All four sessions recorded and shared within 24 hours. Miss a session or want to revisit something — the recording is yours to keep.

Workbooks

A structured workbook for each session with exercises, prompts, and templates. Formatted so you can reuse them after the training.

Sample Datasets

Pre-built datasets for every exercise — no need to bring your own data.

Prompt Library

Finance-specific prompts covering variance analysis, board narrative, close support, AP/AR, FP&A modeling, and audit prep. Organized by task type, ready to copy and adapt.

Checklists

Output validation checklists and data safety guidelines your team can use day to day.

Between-Session Support

Direct access between sessions for questions, workflow troubleshooting, or feedback on something you tried.

Detailed Agenda:

Session 1 — July 14

How Claude Works

The foundation: interface, prompting, validation, and setup.

60 minutes · Tuesday, July 14 · 9:00 am PT / 11:00 am CT / 12:00 pm ET

Claude Instances: An Overview

A quick orientation to the Claude ecosystem — Chat, Cowork, and add-ins — what each one does, how they relate, and which one to reach for depending on the task.

Prompting Fundamentals

The structure behind prompts that return precise, usable results: context, role, format, and constraints. Finance-specific examples throughout. Each participant builds a personal prompt library starter during the session.

Output Types

How to get formatted Word documents, PDFs, PowerPoint files, and interactive artifacts directly from a conversation. When each format makes sense for finance work.

Validating Outputs and Data Safety

Claude is not always right. We build the output validation habit into every exercise. We also cover data safety for finance teams: what belongs in Claude, what does not, and how to draw boundaries your whole team can follow.

Custom Instructions

Pre-loading Claude with context about how you work: preferred formats, terminology, review standards. We configure a custom instruction set together during the session.

You Leave With

A prompt library starter · Custom instructions configured · An output validation checklist

Session 2 — July 21

Projects, Instructions, and Skills

How to organize your work and build systems that compound.

60 minutes · Tuesday, July 21 · 9:00 am PT / 11:00 am CT / 12:00 pm ET

Session 1 was a single conversation. Session 2 is about how to structure your work so Claude gets more useful over time, not less.

Chat vs. Projects vs. Cowork

The practical differences between Claude Chat, Projects, and Cowork — what each is designed for and how to decide which one a task belongs in.

Project Instructions

How to use project instructions to pre-load context that applies across multiple conversations: your team's terminology, reporting formats, recurring task types. We build one together using a finance-specific example.

Organizing Work in Projects

How to structure a Claude Project so your whole team can use it — not just you. What to put in, what to leave out, and how to keep it maintainable.

Skills: What They Are and How They Work

Skills are reusable, pre-configured workflows you can deploy across conversations and tools. We cover how they work, how to evaluate an existing skill, and how to think about building one for a recurring finance task.

Skills vs. Project Instructions: What Goes Where

The practical decision framework: when a skill is the right container, when project instructions are enough, and what happens when you mix them up.

You Leave With

A configured Project with working project instructions · A clear framework for when to build a skill

Session 3 — July 28

Claude in Your Tools

Deploying Claude inside the tools your team already uses.

60 minutes · Tuesday, July 28 · 9:00 am PT / 11:00 am CT / 12:00 pm ET

Sessions 1 and 2 built your foundation and your systems. Session 3 moves Claude into the tools your team works in every day — and puts the skills you built in session 2 to work inside them.

Claude in Excel

Formula generation, data cleanup, variance analysis, and commentary drafting without leaving the spreadsheet. We work through a budget-vs-actual schedule using a finance-specific skill.

Claude in Word and PowerPoint

Drafting and structuring financial documents in Word. Building slide narratives from financial data in PowerPoint. The focus is efficiency: from raw numbers to board-ready language quickly.

Claude in Chrome

Using Claude across any web-based tool without switching tabs. Summarizing documents, drafting responses, researching on the fly.

Cowork: Setup and Live Use

How Cowork differs from Claude Chat, what it can do with local files and folders, and where it fits into a finance workflow. We set it up live and run one exercise together.

Claude Teams Settings

For organizations on Teams or Enterprise: managing access, sharing projects, and setting guardrails across the team.

You Leave With

Claude active in at least one tool you use daily · A skill running inside an add-in · A working Cowork setup

Session 4 — August 4

Skills, MCP, and Plugins

Automating full-scale finance workflows.

60 minutes · Tuesday, August 4 · 9:00 am PT / 11:00 am CT / 12:00 pm ET

Sessions 1 through 3 built personal productivity and team infrastructure. Session 4 is where you automate full recurring finance workflows — report prep, exception flagging, recurring summaries — running with minimal manual input.

Skills: Going Deeper

Building a skill from scratch for a recurring finance task. What makes a good skill, how to test it, and how to share it across a team. We build one together during the session.

MCP Connections

MCP (Model Context Protocol) is how Claude connects to external systems — your ERP, data sources, reporting tools. We cover what is actually possible, enable a connection live, and work through one example as a group.

Scheduled Tasks and Agentic Workflows

Claude can run tasks on a schedule and handle multi-step workflows with minimal input. What this looks like in practice for finance: automated report prep, exception flagging, recurring summaries. A live demo with an honest discussion of where the guardrails need to be.

Plugins: What They Are and How to Build One

Plugins bundle skills, MCP connections, and instructions into a deployable package your whole team can use. We cover the structure, walk through a finance-specific example, and participants leave with the knowledge to build one for their own team.

You Leave With

A skill built from scratch · A working MCP connection · A clear path to building your first finance plugin

What Past Participants Say

"So great and learned a ton. Looking forward to rewatching the recordings!"

Lillian Buziak, Cohort 1 participant

"These 3 sessions were really inspiring and learned a lot. Time for a lot of trial and error now!"

Lucia Bachmann, Cohort 1 participant

"Anna is the best trainer, strategic yet hands-on without being so technical."

Stella W., AI Finance Club

About the Trainer

Anna Tiomina

CFOAI Implementation AdvisorFounder, Blend2Balance

15+ years in finance leadership across venture-backed companies and international operations. Anna works with Claude daily across financial modeling, reconciliation, reporting, and system integration. She trains teams to use the same workflows she has built and tested herself.

anna.tiomina@blend2balance.com · blend2balance.com