Recording of the Claude Masterclass is here
Build your own CFO skills in Claude. Connect to the MCP server. Why CFOs must use projects. How to build identical dashboards and reports every time.
The recording from Thursday’s live Claude Masterclass is now available to watch for all Insider Members.
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 monthly/annual members get full access to the editorials recap of live events, like here:
In the live event I showed CFOs
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.
