Claude Masterclass for CFOs (LIVE)
90 minutes with Paulo Tabarelli (Group CFO) and Wouter Born inside the Claude workflows every CFO needs to know.
We are hosting a private Claude Masterclass for CFOs on Thursday, August 13, at 11:00 AM ET.
This is not a demo. This is a 90-minute end-to-end walkthrough of how a real CFO actually uses Claude across every part of a modern finance function.
Live. Ask questions. Challenge what works and what does not.
Claude Masterclass for CFOs (LIVE)
Most CFOs are using Claude wrong.
The CFOs getting the biggest results are not writing better prompts.
They are building skills.
Anthropic’s own finance uses Claude’s skills. Their CFO has said a report that used to take hours now takes 30 minutes, and the heaviest Claude user on the team is not the youngest analyst; it is the head of tax.
Every CFO reading this knows the moment arrived.
The question is no longer whether to learn Claude.
It is how fast.
Paulo is a sitting CFO. Not a former one.
Paulo Tabarelli Batista runs finance at RAR Holding in Dubai today, with the close and the board pack and the follow-ups that come with it. Over 15 years across multinationals, private equity backed businesses, and family-owned groups. Transformations in FMCG, retail, e-commerce, telecom, and petrochemicals. Operations across five continents. Portfolios above $1B.
He is not demonstrating a product.
He is showing you the environment he actually works in, including the parts that break.
What makes this session different
Most AI-in-finance content stops at the numbers.
Build a dashboard, run a variance, and produce a forecast. Useful, and it is only half the job.
Paulo’s angle is the other half.
Analyzing numbers is great, but the real problem was always the qualitative side. Connecting what people said in meetings to what actually needs to happen. Tracking whether things moved. All of that used to live in his memory, and nowhere else.
So he built Claude into the bridge.
Inputs come in from meetings and transcripts through connectors. He runs the analysis, layers his own context on top, and has Claude write the outcome to Notion. Next time it runs, it reads what is already in Notion, uses it as context, updates what changed, and flags what still needs exploring.
That is not a dashboard. That is a finance function with a memory.
What Paulo will cover
The surfaces, and where each one earns its place
Chat for daily questions and quick analysis
Projects for persistent work with the right files in context
Skills for the workflows that compound every month
Cowork for collaborative work across the team
Connectors for live data from your ERP, BI, and source systems
The workflows running on top
Monthly close and reforecast
Board pack assembly and narrative
Scenario planning and sensitivity analysis
Audit and SOX response
Strategic capital allocation
The qualitative layer nobody builds
Turning meeting inputs and transcripts into structured follow-ups
Using connectors to bridge conversation and analysis
Building a system that remembers context between runs
Where the numbers stop and judgement starts
The strategic view
How to make your finance function AI-native
Where Claude saves real time and where it does not
What to deploy this quarter and what to wait on
Who this is for
CFOs, VPs of Finance, FP&A leaders, and controllers. Anyone running a finance function that needs to be ready for what comes next.
What to expect
90-minute live masterclass with Paulo walking through each surface in his actual Claude environment, joined by Wouter Born on the strategic CFO layer. Open Q&A throughout. Honest discussion of what works and what breaks.
As a paid member, you get full access to all written content. Live masterclasses are exclusive to Insider members.
If you want the live experience, upgrade to Insider. If you are already an Insider member, the registration link is below.