Using Claude for Budgeting and Financial Planning
60 Minutes
6 months
309362
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 support budgeting and financial planning activities across finance teams and organizations.
Attendees will learn how Claude can be used to assist with forecasting, variance analysis, scenario planning, budget commentary, financial reporting, expense tracking, and cross-functional planning discussions.The session will also cover how to structure prompts for better results, how to work safely with financial information, and where human judgment remains essential. By the end of the webinar, attendees will understand how Claude can help reduce manual effort while improving the quality and speed of budgeting and planning processes.
Why should you Attend: Organizations that continue to rely entirely on manual budgeting and planning processes may struggle to keep pace with competitors who are using AI to improve efficiency, speed up reporting, and enhance decision-making.
Without understanding how AI tools like Claude can support budgeting and financial planning, finance teams risk spending too much time on repetitive work, missing valuable insights, and failing to respond quickly to changes in business performance.
This session provides a practical overview of how Claude can be applied to budgeting, forecasting, variance analysis, and financial planning workflows. Attendees will gain real-world examples, implementation ideas, and guidance on how to use AI responsibly within finance environments.
Areas Covered in the Session:
- Introduction to Claude for budgeting and financial planning
- Common budgeting and planning challenges faced by finance teams
- Key use cases for Claude, including:
- Drafting budget narratives and executive summaries
- Assisting with forecasting and scenario planning
- Summarizing historical financial trends
- Supporting variance analysis and commentary
- Reviewing departmental budgets and spending requests
- Helping create board packs and management reports
- Assisting with expense categorization and spend analysis
- Supporting cash flow planning and working capital analysis
- Drafting planning assumptions and financial explanations
- Prompting techniques for stronger budgeting and forecasting outputs
- Best practices for using Claude alongside spreadsheets and finance systems
- Risks, limitations, and the importance of human review
- Data privacy, governance, and confidentiality considerations
- Building an AI-assisted budgeting and planning workflow
Who Will Benefit:
- FP&A Professionals
- Finance Managers and Directors
- Controllers and Assistant Controllers
- CFO's and Finance Leaders
- Budget Managers and Cost Analysts
- Business Partners and Department Heads
- Financial Analysts and Reporting Specialists
- Accounting Managers and Staff Accountants
- Small Business Owners and Operations Leaders
- Consultants and Advisory Professionals
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.