I’m hosting a private AI masterclass for CFOs today.

Thursday, September 3, at 11:00 AM ET.

This is not a demo. This is a 60-minute, hands-on walkthrough of the infrastructure a finance function actually needs to run on AI.

It’s going to be live … You can ask questions.

Building a Chief of Staff with Claude as a CFO (LIVE)

Every CFO has Claude and ChatGPT.

But only a few can prove the impact of AI.

You are not alone. Gartner found 84% of finance organizations have deployed AI, and only 7% report high impact. Everyone bought the same models. But nobody built the foundation. You all skipped step 0.

This session is about that missing layer.

And I know, doing the work by yourself is miserable.

You try something; it half works, you can’t tell if the problem is the tool or your setup, and there is nobody to ask. The fastest learning I have seen comes from watching someone build it live, trying it yourself, and arguing about it with people.

This 60-minute live session is what it’s all about.

I hate webinars, but I love being in a room with CFOs and solving all the frustrations.

What you’ll learn

Connecting your systems

• Setting up an MCP server so AI reads your live data instead of exports

• What it can read, what it can write, and who approves it

• Why the connection is a security control, not just a convenience

The foundation most CFOs skip

• Why every serious finance workflow belongs in a Project

• The one instruction that makes output safe for a board

• How to set up a Project so your numbers and rules load every single time

Building skills that hold the process

• What a skill actually is, in plain terms, and why it beats a prompt

• How to build your Chief of Staff as a CFO

• How a skill forces the same steps every time: inventory the inputs, flag the exceptions, check the math, write the summary

Corporate memory in Notion

• Where the qualitative side of your business lives when it has no ledger

• How a rumour, a promise or a phone call gets logged, tested and closed

• Why this beats storing context inside the AI itself

Running it across the team with Cowork

• Moving from one person experimenting to a finance function operating

• Scheduled runs, shared context, and what breaks when you scale it

The strategic layer

• How to make your finance function AI-native without losing the audit trail

Who this is for

CFOs, VPs of Finance, FP&A leaders, and controllers. Anyone running a finance function that needs to be ready for what comes next.

What to expect

A 60-minute live masterclass.

I will build the whole stack in my actual environment, from a blank Project to a connected, running workflow, and you will leave knowing how to build your own. Open Q&A throughout. Honest discussion of what works and what breaks.

As a paid member, you get full access to all written content and recordings.

But Live masterclasses are exclusive to Insider Members.

If you want the live experience, upgrade to Insider Member.

If you are already an Insider member, the registration link is below.

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