Claude & Excel — Productivity Masterclass for Finance Professionals

Overview

Option 1 — Practical Claude and Excel Skills Focus:
This 90-minute session introduces Claude and shows how it integrates with Excel to simplify everyday data tasks.
You learn what Claude is, how it works, and how to ask clear, structured questions that produce accurate and useful results.
The session then moves into practical Excel applications including sorting data, table design, counting data types, chart creation, and workbook protection.
You also learn how to use your own data with Claude, build better prompts, and create a structured reference document to reuse your best outputs.
Key Benefits:
1. Build confidence using Claude alongside Excel for real workplace tasks
2. Apply practical data handling, analysis and charting techniques immediately
3. Create a reusable workflow for capturing and improving Claude outputs

Option 2 — Productivity and Data Handling Focus:
This session is designed for professionals who want to use Claude and Excel together to work faster and more accurately with data.
You begin by understanding Claude’s capabilities, interface and limitations, then learn how to structure effective and advanced prompts.
You apply these skills directly to Excel tasks including sorting, table design, counting data, charting, and worksheet protection.
You also learn how to incorporate your own data into prompts and build a personal reference document of proven responses.
Key Benefits:
1. Improve speed and accuracy when working with Excel data
2. Learn how to structure prompts that deliver consistent, high-quality results
3. Build a personal reference system for ongoing productivity gains

Option 3 — Practical Workplace Application Focus:
This session focuses on practical, everyday use of Claude and Excel across common workplace tasks.
You learn how Claude works, how to navigate its interface, and how to ask better questions that produce reliable results.
You then apply these skills to Excel including sorting data, managing tables, counting data, building charts, and protecting workbooks and worksheets.
You also develop advanced prompting techniques using your own data and create a structured document to store your best outputs.
Key Benefits:
1. Use Claude confidently alongside Excel for day-to-day work tasks
2. Apply structured data techniques for better organisation and reporting
3. Develop a repeatable system for improving and reusing Claude outputs

Why You Should Attend

• Learn what Claude is and how it can support your Excel work
• Understand how to ask better questions to get accurate AI results
• Apply Claude to real Excel tasks including sorting, charts and data management
• Improve the structure and reliability of your Excel data
• Learn practical Excel techniques for analysis and reporting
• Use Claude with your own data for more relevant outputs
• Create charts including non-adjacent data and secondary axes
• Protect workbooks, worksheets and selected cells effectively
• Build formulas and manage text data efficiently
• Develop a repeatable workflow for improving productivity

Who Will Benefit

• This webinar is designed for professionals who use Excel and want to enhance their productivity by integrating Claude into their workflow. It is ideal for users who want practical, real-world skills rather than theory.
• Business professionals, analysts, administrators, and anyone working with data, reporting, or spreadsheets will benefit from the combined use of Claude and Excel to improve efficiency, accuracy, and output quality.
• Finance and accounting professionals — accountants, bookkeepers and CPAs
• Financial analysts and controllers
• Finance managers and CFOs
• Business owners managing financial reporting
• Administrative professionals producing financial documents and reports
• Any professional who needs Claude to produce accurate, structured, professional-grade outputs

Areas Covered in the Session

• Building a Personal Finance Prompt Library — saving and reusing high-performing prompts
• Prompt Engineering Basics for Finance — foundations for building precise prompts for financial tasks
• How Finance Professionals Use Claude Today (Real-World Use Cases) — practical examples of how finance teams use Claude in daily workflows
• Automating Budget vs Actual Analysis with Claude — generating clear variance commentary and insights
• Using Claude with Excel for Faster Financial Analysis — combining Excel data with Claude for speed and accuracy
• Financial Data Quality Checks Using AI — identifying gaps, errors and inconsistencies in datasets
• Cash Flow Risk and Liquidity Analysis with Claude — reviewing cash flow and highlighting potential risks
• Drafting Finance Emails, Reports, and Memos Using Claude — turning analysis into clear professional communication

EXTENDED LEARNING TOPICS
In addition to the core webinar content, the following topics are included in the Learning Guide, complete with clear, easy-to-follow step-by-step instructions.
These topics will also be presented and demonstrated live during the webinar where time permits.

• Reducing Hallucinations and Errors in Financial Outputs — applying rules to improve accuracy and reliability
• Role-Based Prompting: Analyst, Accountant, CFO, and Auditor — changing tone and output using roles

NOTE: Topic sequence may be subject to slight variation