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Multi-Company Cohort
Three live sessions for CFOs and finance leaders who are ready to use Claude on real work.

Most finance leaders get access to Claude and then nothing changes. People experiment for a week, hit a wall, and go back to doing things the old way. This program fixes that, in three sessions, built around the finance workflows you actually run.

Hands-on. Cohort-based. Finance-specific.

Each session is 90 minutes, held one week apart, and built around finance workflows: close, reporting, FP&A, board prep, AP/AR, and audit support. You work in Claude while we work through the material together. By the end of session three, you have a working setup, a prompt library, and at least one recurring process that runs faster than it did before.

3
Live Sessions

90 minutes each, held one week apart, hands-on, finance-specific.

10
Hours Total

Minimum time investment across three weeks of structured learning and real-work application.

1
Recurring Process

You leave with at least one workflow that runs faster than it did before.


Ideal Participants

CFOs, Fractional CFOs, VPs of Finance, FP&A leaders and Controllers at small to mid-size companies.

You work alongside peers from other firms. Seeing how other finance leaders approach the same tasks adds perspective you would not get in a company-specific setting.

Founding Member Rate, First Cohort Only
Founding member rate: $350 per person. Standard rate is $700. Available for the first cohort only. Small cohort, seats are limited.
RESERVE YOUR SEAT
Pricing
Investment
$350 / person
Founding Member Rate
Available for the first cohort only. Seats are limited.
First Cohort Only
$700 / person
Standard rate

Both rates include:

  • All three live sessions
  • Session recordings
  • Workbooks and prompt library
  • Checklists and sample datasets
  • Between-session support
Session Schedule
All Sessions Run Live on Zoom

9:00 am PDT · 11:00 am CDT · 12:00 pm EDT
90 minutes each · Recordings shared within 24 hours

Session 1

Tuesday, May 26

Claude Fundamentals: how Claude works and how to make it work for you.
Session 2

Tuesday, June 2

Claude in Your Tools: moving Claude into the tools your team already works in.
Session 3

Tuesday, June 9

Automation, MCP, and Team Adoption: scaling beyond yourself.
Time Commitment
What to Expect Over Three Weeks
Before Session 1 ~1 hour

Setup instructions sent in advance. Configure your Claude account, enable the right settings, and complete a short pre-session exercise.

Each Live Session 90 minutes

You work in Claude while we work through the material together. Finance-specific exercises, real workflows, immediate application.

Between Sessions, at least 2 hours each

The real learning happens when you apply what you practiced to your own work. You will have specific prompts and a workbook to guide you.

10
Hours Minimum

Total time investment over three weeks. Most people put in more, and want to.

3
Weeks

One session per week, one week apart, with structured application in between.

What You Receive
Everything Included for Every Cohort Member
Session Recordings

All three sessions recorded and shared. Miss a session or want to revisit something, the recording is yours to keep.

Workbooks

A structured workbook for each session with exercises, prompts, and templates. Formatted so you can reuse them after the training.

Sample Datasets

Financial datasets for every exercise. Run every exercise during the session without needing to bring your own data.

Prompt Library

Finance-specific prompts covering variance analysis, board narrative, close support, AP/AR, FP&A modeling, and audit prep. Organized by task, ready to copy and adapt.

Checklists

Output validation checklists and data safety guidelines your team can use day to day.

Between-Session Support

Between sessions: ask questions, troubleshoot workflows, or share what you tried. I've got you.

Outcomes
What You Walk Away With

Across all three sessions, you leave with practical tools and habits, not slides about what AI could do someday.

A solid understanding of Claude's capabilities mapped to your finance tasks
A working prompt library organized by task type
Claude integrated into at least one tool you use every day
Custom instructions configured for your role
A repeatable workflow for at least one recurring finance process
A validated output checklist and data safety guidelines for your team
A draft AI usage policy for your finance team
Workbooks and datasets to run the exercises again or share with colleagues
Session recordings to reference after the program ends
Detailed Agenda:
Session 1 May 26
Claude Fundamentals
The foundation. How Claude works and how to make it work for you.

90 minutes · Tuesday, May 26 · 9:00 am PT / 11:00 am CT / 12:00 pm ET

Claude Chat: Interface and Core Capabilities

A quick orientation to the Claude interface, what it can do, how conversations work, and where the limits are. The goal is to make sure everyone starts from the same place.

Building Custom Instructions for Your Role

Claude can be pre-loaded with context about how you work: your preferred formats, your terminology, your review standards. We build a custom instruction set together during the session. You leave with one ready to use.

What a Good Prompt Looks Like

The structure behind prompts that get precise, usable results: context, role, format, and constraints. We work through finance-specific examples and each participant builds a personal prompt library they can use immediately.

Outputs: Word, Excel, PDF, PowerPoint, and Artifacts

Claude can produce more than text. Formatted Word documents, PDFs, PowerPoint files, and connected artifacts directly from a conversation, and when each format makes sense for finance work.

Deep Research

Using Claude to research a company, a market, a regulation, or a competitor from public sources. We run a live exercise and cover how to evaluate what comes back.

Validating Outputs

Claude is not always right. We build the habit of output validation into every exercise: what to check, how to check it, and when human review is non-negotiable. Anything going to the board, auditors, or regulators gets reviewed.

Governance and Compliance

What belongs in Claude and what does not. Data safety for finance teams, what "not for training" means in practice, and how to set boundaries your whole team can follow.

Closing Exercise: AI Usage Policy

Everyone runs a prompt together. We build or refine a practical AI usage policy.

You Leave With

A personal prompt library · Custom instructions configured for your role · A validated output checklist · A draft AI usage policy

Session 2 — June 2
Claude in Your Tools
Moving Claude into the tools your team already works in.

90 minutes · Tuesday, June 2 · 9:00 am PT / 11:00 am CT / 12:00 pm ET

Session 1 was Claude in a browser tab. Session 2 puts Claude inside the tools your team uses every day, and goes deeper on what Claude can actually build.

Claude in Excel

Formula generation, data cleanup, scenario modeling, and commentary drafting without leaving the spreadsheet. We work through a month-end variance analysis and a budget-vs-actual schedule from start to finish.

Claude in PowerPoint

How to use Claude to build slide narratives from structured data. The focus is on getting board-ready language out of raw numbers quickly.

Claude in Chrome

Using Claude directly in your browser across any web-based tool. Drafting, summarizing, and analyzing content without switching tabs. Practical use cases for finance: summarizing documents, drafting responses, researching on the fly.

Artifacts: Interactive Dashboards, Apps, and More

This is where Claude stops being a writing tool and starts being a build tool. Interactive dashboards, mini-apps, calculators, and data visualizations you can create directly in a conversation. Live examples built from finance data.

Cowork: The Desktop Layer

Introduction to Cowork, how it differs from Claude chat, what it can do with your local files and folders, and where it fits into a finance workflow. We use it live so you leave with a working setup.

You Leave With

Claude active in at least one tool you use daily · A clear picture of the artifact capability · A working Cowork setup

Session 3 June 9
Automation, MCP, and Team Adoption
Scaling beyond yourself.

90 minutes · Tuesday, June 9 · 9:00 am PT / 11:00 am CT / 12:00 pm ET

Sessions 1 and 2 built personal productivity. Session 3 is about making Claude work for your whole team, and making it run without you in the room for every task.

Claude Cowork Deep Dive

What Cowork can do that Claude chat cannot. Working with local files, automating file-based tasks, and building workflows that run on your desktop. We build something together during the session.

MCP Connections: What They Are and How to Enable One

MCP (Model Context Protocol) is how Claude connects to external systems, your ERP, your data sources, your reporting tools. We cover what is actually possible, how to enable a connection, and work through one live example as a group so you can see exactly how it works.

Scheduled Tasks and Agentic Workflows

Claude can run tasks on a schedule and handle multi-step workflows with minimal manual input. What this looks like in practice for finance: automated report prep, exception flagging, recurring summaries. A demo and a framework of where the guardrails need to be.

Team Implementation

How to roll Claude out across a finance team rather than just using it yourself. Shared prompt libraries, collaborative projects, access management, and how to build workflows your team can actually follow. What good looks like at 30, 60, and 90 days.

Closing: 30-Day Team Adoption Plan

We close by building a practical 30-day plan. What to set up in week one, what to hand off in week two, and how to know if it is actually working.

You Leave With

A working MCP connection · A documented agentic workflow · A 30-day team adoption plan

What Past Participants Say

"Anna's session on AI was incredibly informative and gave the team a lot to think about. Some people have already shared that the AI features they learned about feel like an absolute game-changer!"

Michaelle F., CFO

"Anna is the best trainer, strategic yet hands-on without being so technical"

Stella W., AI Finance Club member

About the Trainer
Anna Tiomina
CFOAI Implementation AdvisorFounder, Blend2Balance

15+ years in finance leadership across venture-backed companies and international operations. Anna works with Claude daily across financial modeling, reconciliation, reporting, and system integration. She trains teams to use the same workflows she has built and tested herself.

anna.tiomina@blend2balance.com · blend2balance.com