Practical Claude Workshop for Finance & Accounting Professionals

Course description:

Designed exclusively for CPAs and finance professionals, this webinar is your gateway to harnessing the immense potential of Claude and other AI tools in your daily workflow.

You'll learn about various AI tools and the right way to use them for financial tasks, including budgeting, forecasting, financial modeling and analysis, statement preparation, and task automation.

This workshop covers the integration of AI into routine accounting tasks, financial statement preparation, and financial strategy development. You'll discover how to leverage ChatGPT and Claude's natural language understanding for process optimization, to enhance your decision-making, and elevate client satisfaction.

Register for this webinar today and get at least $100 off on the ticket price (Early-bird discount; no coupon needed).

Course level: Intermediate.

Areas covered:

• BATS - Framework for AI Toolkit, and PRICE - Framework for the Prompts
• Practical demonstration of prompts (you can use on ChatGPT, Claude, etc.) to generate reports, analyze data, and solve real-world financial problems efficiently
• How to keep GenAI from hallucinating
• Introduction to Codex in Claude for automating repetitive tasks, with practical examples
• Tips to ensure that the token usage on LLMs stays frugal while delivering the best output
• Bookkeeping with AI
• Company-specific (Internal documents): Financial Statement Analysis and Reporting, Data Analysis and Visualization
• Financial Modelling, Investment Advising, and Personal Finance
• Financial Controlling, Financial Management & Controlling, and CFO tasks

Why should you attend?

This workshop uses engaging and illustrative live examples that significantly help in understanding the use of ChatGPT and Claude in accounting scenarios. The presentation will cover a wide range of information and demonstrate beneficial uses of AI using practical demonstrations. The AI tools and skills you’ll learn in this practical, hands-on webinar will completely transform the way you work.

Who will benefit:

• Public accountants, CPAs, and Enrolled Agents
• CFOs and controllers
• Financial Analyst
• Business Analyst
• Employers and Business owners
• Business Unit Managers
• Anyone who wants to leverage AI tools to transform the way they work.

About the instructor:

Manish Gupta is Group Chief Financial Officer of Compagnie Hoteliere et Immobiliere du Congo (CHIC). He is an energetic, result-oriented professional with over 15 years of management, finance, audit, operations, risk management, and customer experience expertise. He has led monthly reporting, P&L analysis, budgeting, and strategic planning initiatives, and is known for innovative, growth-driven problem-solving. With hands-on experience leading projects for change, Manish directed the ERP implementation across 16 hotels for Htoo Group in his previous stint, leveraging his strategic mindset and commitment to efficiency and lean management.

He is the founder of eHotelManagementSchool.com, where he shares his industry knowledge through online classes and consulting, helping small hotels and startups with finance and management challenges. Manish is passionate about people development, positive leadership, and supporting business transformation via learning, technology, and operational improvement.

View his LinkedIn profile here.

Refund Policy:

Attendees may cancel anytime before the webinar, and the refund will be processed within two working days of receiving the cancellation request. Requests for refund should be sent to care@thecomplyguide.com

We will process/provide a full refund if the webinar is canceled. Webinar may be canceled due to lack of enrollment or other unavoidable factors. Attendees will be notified 24 hours in advance if a cancellation occurs.

Participants who register but are unable to attend the webinar will also be provided a refund. On-demand recordings can be requested in exchange too.

Attendees who are not satisfied with the webinar content or quality can request a refund within 24 hours of the completion of the webinar. Refunds will be processed within 48 hours; no questions will be asked.

If you have any questions, please get in touch with us at care@thecomplyguide.com