Product Details

Why You should Attend the Session

Claude has emerged as one of the most useful AI platforms for professionals who work with complex documents, financial analysis, policy interpretation, reporting workflows, and structured business communication. In 2026, many CPAs, accountants, controllers, analysts, consultants, and finance leaders are beginning to explore how AI can support research, improve productivity, and reduce time spent on repetitive tasks.
However, finance and accounting work requires a high degree of precision, professional judgment, and accountability. AI tools can support productivity, but they cannot replace the expertise required to interpret accounting standards, review financial results, evaluate risk, or make business decisions. If used improperly, AI can create errors, oversimplify technical issues, or introduce inaccurate conclusions into financial workflows.
This training provides a practical introduction to Claude for CPAs and finance professionals. Participants will explore how Claude can support research, analysis, reporting, workflow efficiency, and professional writing tasks while maintaining proper oversight, judgment, and accountability.

Overview

Artificial intelligence is no longer something finance and accounting professionals can simply ignore. It is already beginning to influence how firms and finance teams perform research, prepare reports, analyze information, organize data, and support decision-making. The professionals who learn how to use these tools effectively will have a meaningful advantage in speed, productivity, and workflow efficiency.
At the same time, many CPAs and finance professionals remain unsure how to use AI responsibly. Some are experimenting with tools like Claude but are not confident in the quality of the results. Others are hesitant because they worry about confidentiality, accuracy, or whether AI can be trusted in accounting and finance environments. Those concerns are valid.
The risk is not simply using AI incorrectly. The larger risk may be falling behind while other professionals and organizations learn how to use AI tools more effectively. As finance teams are increasingly asked to do more with less—produce faster reporting, synthesize more information, support strategic planning, and improve operational efficiency—AI tools are becoming part of that conversation whether teams feel ready or not.
Claude is gaining attention because of its ability to work through long documents, organize ideas clearly, support analytical thinking, and produce more structured written outputs than many professionals expect. For CPAs and finance teams, that creates real opportunities to save time, improve workflow quality, and strengthen analytical support across everyday tasks.

Areas Covered / Highlights

•    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 

Who will benefit

• Finance professionals
• Accountants and controllers
• Compliance professionals
• Risk managers
• CFOs and finance leaders
• Financial analysts
• Internal auditors
• Operations managers
• Product managers
• Business strategists
• HR Professionals