Artificial intelligence (AI) is rapidly reshaping accounting and finance – and professionals who learn how to use it effectively will gain a major advantage in productivity, analysis, and decision-making.

From summarizing financial reports and organizing complex data to drafting management commentary, technical research, and client-ready communications, AI tools like Claude are becoming increasingly valuable in modern finance workflows. But finance work demands accuracy, confidentiality, and professional judgment. Used correctly, AI can save hours of repetitive work and improve workflow efficiency. Used poorly, it can create errors, oversimplify technical issues, and introduce compliance and reputational risks.

This practical webinar is designed specifically for CPAs, accountants, Controllers, Analysts, and Finance leaders who want to understand where Claude adds real value – and where human oversight remains essential.

What will You Learn:

• Introduction to Claude and AI tools in finance
• How large language models generate responses
• Using Claude for accounting and finance research
• Summarizing financial reports and technical documents
• Drafting finance memos, commentary, and business communications
• Supporting variance analysis and financial explanation workflows
• Organizing financial ideas and strategic recommendations
• Improving finance productivity with AI-assisted workflows
• Risks and limitations of AI in accounting and finance
• Best practices for prompting Claude effectively

Why You Should Attend:

The question is no longer whether AI will impact finance workflows – it already is. The real question is whether your team knows how to use it effectively and responsibly. Finance and accounting professionals are under growing pressure to deliver faster reporting, analyze more information, support strategic decisions, and do more with fewer resources. AI is quickly becoming part of that reality.

Join this session to explore how Claude can support financial reporting, technical research, workflow organization, analytical thinking, and professional communication in real-world finance environments. You’ll also learn how to use AI responsibly while maintaining accuracy, confidentiality, and professional standards. Whether you are experimenting with AI for the first time or evaluating how Claude fits into your existing workflows, this webinar will help you work smarter, faster, and more confidently in 2026.

Who Should Attend:

• CPAs
• Accountants
• Controllers
• CFOs and finance leaders
• Finance managers
• Financial analysts
• Internal auditors
• Accounting managers
• FP&A professionals
• Advisory and consulting professionals
• Risk and compliance professionals
• Business strategists