We’re hosting a live Claude Code masterclass for CFOs and FP&A.
Thursday, November 12, at 11:00 AM ET.
It’s a one-hour live session with Hannah and me.
Hannah shares her screen and builds things in front of you, and you can ask questions along the way.
Claude Code MasterClass for CFOs and FP&A (LIVE)
Most CFOs and FP&A teams tried Claude in a chat window.
It writes a clean summary and then gets a number wrong, and nobody can say where that number came from.
Hannah works differently.
She runs Claude Code connected to NetSuite. It has a file that defines every metric, a file of checks it has to pass, and one standing rule: never make an assumption without calling it out. Before anything Claude builds reaches leadership, she checks it against files Claude didn’t produce.
Hannah is VP of FP&A at Pacifica Beauty.
She uses Claude Code for real finance work every day, and she’ll show you her setup from the first install to a finished month-end report.
What Hannah will cover
What Claude Code is and how it differs from Cowork and Claude.ai
When to choose which platform
What an IDE (the app you run Claude Code in) is, and how to download one and set up Claude Code
The basics of setup, context management, and key commands
How to connect MCPs (Claude’s links to systems like NetSuite) and review them
Her favorite plugins for financial modeling
How she keeps the output accurate, by checking against independent files, flagging anything abnormal, and requiring Claude to call out any assumption
A walkthrough of setting up a month-end variance report and financial review pulled directly from NetSuite
Her suggested eval.md (the checks Claude must pass) and general setup
Her metrics.md (how every number is defined) and how she sets it up
Who this is for
CFOs, VPs of Finance, FP&A leaders and controllers who want to move from chatting with Claude to building finance work they can trust.
What to expect
A one-hour live session: about 45 minutes of walkthrough and conversation, then Q&A. You’ll leave knowing how to set Claude Code up yourself.
As a paid member, you get full access to all written content.
Live sessions are exclusive to Insider members.
If you want the live experience, upgrade to Insider.