(Video) A real CFO's monthly planning cycle inside Claude with Glenn Hopper

Glenn Hopper walked us through his actual Claude workflow. How he runs his monthly planning cycle inside Claude.

Glenn Hopper walked a small group of Insider members through his actual monthly planning cycle inside Claude. He has spent 20+ years in finance leadership and now runs robocfo.ai, where he builds AI implementations for the office of the CFO.

He walked us through his actual monthly reforecast workflow inside a Claude Project. Live. With a real dataset. Every Insider Member found it super helpful.

The full recording is now available to Insider Members.

A complete monthly reforecast cycle inside a Claude Project, his exact custom instructions, 5 copy/paste prompts, the full dataset, and his honest take on where Claude saves time and where it doesn’t.

We do not share these recordings publicly.

Insider sessions are a small group on purpose. The conversation is open-camera, open-mic, real questions from CFOs and FP&A leaders who do not want their workflows broadcast to the open internet.

That is what makes them work. People ask the questions they would not ask on LinkedIn.

If you are a paid member and want access to the recording and the next live session, you can upgrade to Insider.