A five-part, hands-on series

Keep accuracy, confidentiality, and professional judgment in your hands.

This five-part series shows you how to put those possibilities to work while keeping accuracy, confidentiality, and professional judgment in your hands.

Using Claude as your learning platform, you’ll set up a workspace for your role, write better prompts and check the results, delegate repeatable tasks, and produce polished spreadsheets, documents, and presentations. You’ll even build and test a simple finance tool from plain-English instructions, no coding experience needed.

Whether you work in public accounting or in a finance team, you’ll leave with techniques you can apply to your own work and a personal approach to using AI responsibly.

No paid Claude account? You can still join and follow along. If you have one, you’ll be able to try more features during the hands-on exercises.