AI CFO Office

AI CFO Office

How to build your CFO skills in Claude (live recording)

Build your CFO skills in Claude. Connect to the MCP server. Why CFOs must use projects. How to build identical dashboards and reports every time.

AI CFO Office's avatar
AI CFO Office
Sep 02, 2026
∙ Paid

The recording from the previous live Claude Masterclass is now ready to watch for all Paid Members.

And Insider Members are a small, practical group of top CFOs who are willing to go ahead and participate in the LIVE events. The live events are open only to Insider Members to keep it practical and interactive.

But regular paid members get full access to the live recordings.

You can learn 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.

Paid members can watch the full recording below

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