Paul built a 3-statement deferred revenue schedule live, in Excel, using Claude. He showed the new Copilot “plan mode” that just shipped. He walked through where AI saves real time in modeling and where it still breaks.
He answered every question on the table.
Insider members are a small group on purpose.
The conversation is open-camera, open-mic, real questions from CFOs and FP&A leaders who do not want their workflows broadcast to the open internet.
That is what makes them work. People ask the questions they would not ask on LinkedIn. Paul answered the questions he would not answer in a public webinar.
The full recording is below
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