Insider session: How to use Claude as a CFO (LIVE)
This is not a boring demo. Watch and learn how to use Claude in finance as a CFO.
We’re hosting a private insider session.
If you want to see how a real CFO uses AI in finance, you’ll want to be in the room. This is not a demo. You can ask questions and challenge.
Insider Session: How to use Claude in finance as a CFO (LIVE)
Glenn Hopper is the real AI CFO who has spent decades in finance leadership and now runs AI-powered workflows inside his actual planning process. He’s going to walk you through it live.
You’ll see how a CFO actually uses Claude across:
Monthly rollover and reforecast.
Loading actuals and updating assumptions.
Scenario planning and sensitivity analysis.
Building a storytelling board deck.
He’ll walk through:
What files he uploads.
What prompts he uses and why they’re structured that way.
How Claude checks assumptions before changing them.
How long-term memory makes the process smarter every month.
Where Claude saves time and where it doesn’t.
Who this is for
CFOs, VPs of Finance, FP&A leaders, and controllers.
Anyone responsible for the monthly planning cycle.
What to expect
Live walkthrough of a full reforecast inside a Claude Project.
Open Q&A
Honest discussion of what works and what breaks.
I will share the link below, but please note:
As a paid member, you get full access to all content. The only difference is live sessions. Those are exclusive to Insider members.
If you want the live experience, you can upgrade to Insider. If you’re already an Insider member, the registration link is below.