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Artificial intelligence tools are increasingly becoming part of everyday work across accounting, finance, advisory, and reporting functions.
Finance professionals are expected to process large amounts of information quickly, interpret technical guidance, prepare reports, explain financial results, and support decision-making under time pressure. AI tools like Claude are beginning to assist with many of these workflows.
This course introduces CPAs and finance professionals to the practical capabilities of Claude and how it can support real accounting and finance work in 2026.
The session begins with a practical overview of how large language models function and how Claude generates responses. Participants will gain a foundational understanding of what Claude does well, where it can save time, and where human oversight is still essential. The goal is not to turn finance professionals into AI engineers it is to help them understand how to use Claude effectively in day-to-day professional work.
Next, the course explores common finance and accounting workflows where Claude can provide value. Finance professionals often spend significant time summarizing financial information, organizing analysis, reviewing documentation, drafting explanations, researching technical topics, and preparing reports for management or clients. Claude can help accelerate these tasks by organizing information, creating structured summaries, and assisting with clearer written communication.
Participants will explore how Claude can support financial reporting and analysis workflows. This may include summarizing management reports, helping explain financial trends, organizing variance analysis commentary, reviewing policy language, or assisting with technical research preparation. Claude can also be useful in preparing first drafts of memos, board summaries, accounting explanations, and internal financial communications.
The course also covers how Claude can support finance professionals with strategic thinking and problem-solving. Many professionals in finance are responsible for evaluating options, organizing recommendations, identifying financial implications, and communicating risks clearly. Claude can assist by helping structure thought processes, summarize options, and create more organized analytical frameworks.
In addition, participants will review productivity use cases such as drafting meeting summaries, creating presentation outlines, organizing workflows, and helping prepare client or executive-ready written materials. The emphasis throughout the course is practical application not theoretical AI discussion.
The session also addresses risks and governance considerations. Claude should not be used to replace technical accounting conclusions, professional judgment, or final financial review. Participants will learn how to validate AI-generated outputs, avoid overreliance, protect sensitive information, and ensure that AI-assisted work remains accurate and professionally defensible.
Why should you Attend:
Artificial intelligence is no longer something finance and accounting professionals can simply ignore. It is already beginning to influence how firms and finance teams perform research, prepare reports, analyze information, organize data, and support decision-making. The professionals who learn how to use these tools effectively will have a meaningful advantage in speed, productivity, and workflow efficiency.
At the same time, many CPAs and finance professionals remain unsure how to use AI responsibly. Some are experimenting with tools like Claude but are not confident in the quality of the results. Others are hesitant because they worry about confidentiality, accuracy, or whether AI can be trusted in accounting and finance environments. Those concerns are valid.
The risk is not simply using AI incorrectly. The larger risk may be falling behind while other professionals and organizations learn how to use AI tools more effectively. As finance teams are increasingly asked to do more with less produce faster reporting, synthesize more information, support strategic planning, and improve operational efficiency AI tools are becoming part of that conversation whether teams feel ready or not.
Claude is gaining attention because of its ability to work through long documents, organize ideas clearly, support analytical thinking, and produce more structured written outputs than many professionals expect. For CPAs and finance teams, that creates real opportunities to save time, improve workflow quality, and strengthen analytical support across everyday tasks.
However, AI should never replace technical knowledge or professional judgment. It should be used as an assistant not a decision-maker. This session helps finance and accounting professionals understand where Claude can be useful, how to use it effectively, and how to avoid common mistakes that could create risk or reduce quality.
If your team is not learning how AI fits into finance workflows now, there is a growing chance you will be reacting later instead of leading.
Areas Covered in the Session: