Claude Masterclass for CFOs starts in 3 hours
Today at 11 AM ET, I'm building 3 CFO skills live in Claude. I will show CFOs how to pull live NetSuite data into Claude. Build a month-over-month dashboard that is identical every time.
If you registered, you’re in… Your Zoom link is in your inbox.
Thursday, July 16, at 11:00 AM ET.
This is not a demo.
This is a 60-minute, hands-on walkthrough of how to build the one thing that separates CFOs getting real value from Claude and the ones still typing prompts into a chat box. Skills.
Live. Ask questions.
Challenge what works and what does not.
Claude Masterclass for CFOs (LIVE)
The CFOs getting the biggest results are not writing better prompts. They are building skills. A skill is a workflow you teach Claude once that then runs the same disciplined way every single time.
Anthropic’s own finance team runs this way. 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.
CFO reading this knows the moment arrived. The question is no longer whether to learn Claude. It is how fast.
What I will cover
The AI foundation most CFOs skip
Why live data from your ERP is only half the problem.
Why every CFO must use a Project for any serious finance work.
How to set up a Project so Claude holds your company’s numbers and rules every time.
The one instruction that makes Claude’s output safe for a board.
How to build a skill from scratch
What a skill actually is, in plain terms, and why it beats a prompt.
Building all three live, from start to finish, in my own Claude environment.
How a skill forces Claude through the same steps every time: inventory the inputs, flag the exceptions, check its own math, and write the summary.
Why you should build your own instead of downloading mine.
The skills every finance function must own
A month-over-month dashboard that is identical every time. Same accounts, same comparisons, same visuals.
A budget variance analysis that drills into what matters, hunts the drivers, asks you questions, and writes commentary sharp enough to send.
A board deck that follows the same layout and pattern every month.
The strategic layer
What to build this quarter and what to wait on.
Where skills save real time and where they do not.
How to make your finance function AI-native without losing the audit trail.
Who is this 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
A 60-minute live masterclass. I will build skills in my actual Claude environment, from a blank Project to a working skill library, and you will leave knowing how to build your own. Open Q&A throughout. Honest discussion of what works and what breaks.
Live masterclasses are exclusive to Insider Members. That’s the highest tier.
Regular paid members will get an editorial recap after the live event.
The full written walkthrough of all three skills. How they’re built, the prompts, what broke, and what I’d do differently. And we’re giving you our demo MCP server, so you can connect it and run the whole thing yourself tomorrow. Not read about it. Run it.
That’s the part I’m most interested in. Some of you will build something better than what I show today to Insider Members only, on your own data, with knowledge I don’t have about your business.
If you want the live experience and recordings, upgrade to Insider Member. If you are already an Insider member, the registration link is below.