01
Set up Claude as your finance team's assistant
Configure Claude as an assistant to your CFO team to automate daily workflows; it supports reporting, analysis and forecasting.
For companies · 4-hour training
AI CFO Claude
Let your finance team work with AI
From monthly reporting to a 5-year model, from raw data to a branded PowerPoint — a 4-hour, hands-on training tailored to your company. No coding required.
What will we do?
More practice than theory
A 4-hour live workshop tailored to your company's financial processes.
02
Automate monthly reporting, forecasting and analysis
With prompts you can use right away. Templates tailored to your company, zero setup.
03
From raw data to a fully interactive dashboard — live
No code, no BI tool. Anyone who knows Excel can do it.
04
A 5-year × 3-scenario model — in minutes
Live in the board meeting: the CEO asks, your team adjusts the model instantly.
05
From model to branded PowerPoint — without formatting
Take the financial model and the presentation is ready in 3 minutes.
06
An audit-defensible security framework — data-protection compliant
The security policy I teach companies, approved at the corporate level.
Who is it for?
Finance and decision-support teams
Anyone who knows Excel can take part.
CFOs and Finance Directors
Senior leaders who want to back financial decisions with AI and stay a step ahead in the boardroom.
Controlling and FP&A Teams
Finance teams looking to speed up reporting, forecasting and analysis.
Audit and Consulting Professionals
Professionals who will advise clients on AI-based financial processes.
Finance Managers and Analysts
Those who want to add AI capability to their team and résumé.
Practical details
Duration
4 hours — a single session tailored to your company
Format
Online (live Zoom) or in-person (at your office)
Audience
CFO, FP&A, finance, controlling and internal audit teams
Content
Tailored to your company's financial processes
After the training
Bonus 1
Prompt Library
All the prompts prepared for finance processes. Copy, paste, use.
Bonus 2
Security Policy Template
An AI security policy you can present to the audit committee, data-protection aligned.
Instructor
Defne İncekara — AI Trainer & Strategist
After 25+ years at Andersen, PwC, Vodafone, IBM and Ericsson, Defne focuses on AI training and consulting, teaching corporate finance leaders how to use AI in practice.
Harvard Business School AI
ICF Accredited Coach
VJal Institute AI
John Maxwell Coach
Outskill AI Expert
FAQ
Questions about the AI CFO training
It is planned as a 4-hour single session tailored to your company. It can be delivered in-person or online (live Zoom) based on your preference.
It is open to your finance, controlling, FP&A, internal audit and related teams. Capacity and format are planned per company.
Yes. Before the training, we review your financial processes, reporting flows and priorities together and customize the content.
No. No coding required, Excel is enough. The training is adapted to every level of participant.
Yes. Claude is used live throughout; prompts are copied and tried directly. Cowork and the Excel add-in require Claude Pro and the Desktop app. We provide guidance on corporate licensing.
Pricing is based on number of participants, format (online / in-person) and customization scope. After you reach out, we send a custom quote within 48 hours.
After the training, you receive the prompt library, security policy template, and information about advanced consulting programs.
3.800+
Training participants
74
Organizations
25+
Years of experience
AI CFO Claude
Plan it for your company
Fill out the form and we'll send a tailored quote and schedule proposal within 48 hours, based on your participant count and format.