Claude for CPAs and Finance Professionals
60 Minutes
6 months
309379
Group Attendees: Any number of participants
Recorded Version: Unlimited viewing for 6 months ( Access information will be emailed 24 hours after the completion of live webinar)
This practical webinar explores how Claude can be used by CPAs and finance professionals to improve productivity, reduce repetitive manual work, and support more strategic decision-making. Attendees will learn how Claude can assist with financial analysis, reporting, audit preparation, tax support, document review, policy interpretation, client communication, and workflow automation.
The session will also address the limitations and risks of AI in finance, including confidentiality concerns, hallucinations, data privacy, compliance considerations, and the importance of human review. By the end of the session, attendees will have a clear understanding of how Claude can fit into a modern finance function and where it can deliver the greatest value.Why you should Attend: Many finance professionals are already using AI tools informally, but often without clear guidance, structure, or governance. Those who fail to understand how tools like Claude can be safely and effectively applied risk falling behind competitors, missing opportunities for efficiency, and spending unnecessary hours on repetitive manual work.
This session provides a practical, finance-focused overview of how Claude can be used in real accounting and finance workflows. Attendees will learn where Claude can save time, where human oversight is still essential, and how to use AI responsibly within financial, tax, audit, and reporting environments.
Areas Covered in the Session:
- Introduction to Claude and how it differs from other AI tools
- Key use cases for Claude in finance and accounting, including:
- Drafting financial reports and management summaries
- Reviewing and summarizing long financial documents
- Assisting with audit preparation and audit requests
- Supporting tax research and documentation
- Creating client emails, letters, and financial explanations
- Analyzing spreadsheets, transactions, and financial trends
- Summarizing accounting standards, regulations, and policies
- Assisting with budgeting, forecasting, and variance analysis
- Prompting techniques for better financial and accounting outputs
- Risks, limitations, and governance considerations when using AI in finance
- Data privacy, confidentiality, and compliance considerations
- Where human oversight remains essential
- Best practices for implementing Claude within finance teams and firms
Who Will Benefit:
- Certified Public Accountants (CPA's)
- Controllers and Assistant Controllers
- Finance Directors and CFO's
- Accounting Managers and Staff Accountants
- Financial Analysts and FP&A Professionals
- Tax Professionals and Tax Managers
- Audit Managers and Internal Auditors
- Bookkeepers and Payroll Professionals
- Advisory and Client Services Professionals
- Firm Owners, Partners, and Practice Leaders
Mike Cunningham is an AI workflow trainer and webinar presenter with a background in multimedia, digital communication, and practical workplace training. He focuses on helping professionals understand how tools such as Claude, ChatGPT, and other AI platforms can be used in realistic, controlled, and commercially useful ways.
Drawing on his experience across multimedia production, communication, and professional development, Mike specialises in translating complex AI concepts into clear, practical workflows. His sessions are designed to help attendees move beyond generic AI demonstrations and understand how AI can support everyday tasks such as drafting, summarising, documentation, reporting, client communication, process improvement, and workflow efficiency.
Mike’s training style is direct, accessible, and workflow-led. He places strong emphasis on responsible AI use, including confidentiality, human review, data boundaries, and professional judgement. Rather than presenting AI as a replacement for expertise, he helps professionals identify where AI can save time, improve clarity, and support better working practices.
Across multiple professional service industry topics, Mike aims to give attendees practical examples they can assess, adapt, and apply within their own roles. His approach combines clear communication, structured teaching, and a strong focus on making emerging technology useful, understandable, and safe for professional environments.