AI for CFOs: Starting with AI in Finance Using Claude

Inside the event

Due to strong demand, we're bringing our "AI for CFOs: Starting with AI in Finance Using Claude" breakfast series back. Previous sessions have brought together finance leaders exploring practical ways to implement AI in finance operations, and this is the opportunity to join the series and explore how to get started with Claude.

The Problem

Finance teams are under relentless pressure. Costs need to come down. Compliance is tightening. Audit scrutiny is sharper than ever. And finance is expected to do more with less.

You know AI can help. You have access to tools like Claude. But moving from access to real impact remains unclear. And the obstacles are real:

Data Problems

Your data isn't ready. It's siloed across systems, inconsistent, incomplete. Security concerns loom. And getting AI to produce deterministic, reliable output from messy data feels impossible.

The AI Trust Problem

Generic outputs don't cut it. Your CFO wants to know: Why did it produce this answer? How can I validate it? Where's the audit trail? Can I trust the calculations? Finance demands transparency and determinism. Generic AI doesn't deliver.

The Month-End Crisis

Every close is a crisis. Every forecast is rebuilt from scratch. Every reporting pack starts with a blank page. You're drowning in manual work when you should be analysing, advising, and driving decisions.

The Starting Problem

Your team has skill gaps. There's no time to explore. The tools feel complex. Where do you even start? How do you avoid expensive mistakes?

What You'll Discover

Getting real results from Claude requires more than access. This working breakfast explores the essential building blocks finance leaders need to understand and implement. Whether you work alone or with support, these are the critical steps to move from Claude access to measurable impact:

1. Learning Claude

You must understand Claude deeply. How it works, what it’s genuinely good at, and where it has real limitations. Which finance use cases benefit most. When Claude adds value versus when other tools are better. This foundation shapes every decision that follows.

2. Building Skills, Plugins, and Projects

Generic Claude is not enough. You must build custom skills tailored to your finance operations. Create plugins to integrate with your existing systems. Structure projects for repeatable use. This is where Claude transforms from a general tool into a finance-specific partner.

3. Setting Up Claude

Proper setup matters. Workspace configuration. Access controls and security. Team onboarding and enablement. Documentation and standards. A well-set-up Claude deployment means your team is productive and secure from day one, not struggling with basics.

4. Building Rich Context (30-Day Acceleration)

This is the critical differentiator. You must build deep, structured context so Claude understands your business, finance processes, regulations, and unique requirements. Over 30 days, gather, document, and optimise your organisational knowledge in Claude. By day 30, Claude is not generic it’s specific to your CFO function and finance operations.

5. Ongoing Support and Evolution

Claude doesn’t stop evolving. New capabilities arrive. Your finance function grows. Your context needs refreshing. Your skills require updates. Ongoing support matters staying current with Claude’s development, evolving your skills, and continuously improving your setup is essential for sustained impact.

6. Use Cases

Selona will showcase two real-world finance use cases:

6.1 Month-End Close

See how a month-end close run on Excel spreadsheets can be cut from 10 days to 1 day.

6.2 FP&A

See how cash forecasting can be done in minutes, leveraging the power of AI.

📅 Date & Time

29th Oct 2026, 8:30 AM – 10:00 AM (UK)

📍 Location

WeWork - Office Space & Coworking

Moor Place, 1, Fore Street Avenue, London EC2Y 9DT

🎟️ Tickets

Free | Limited Seats | Early Registration Only

Please note: If you would like to bring a colleague or guest, each attendee must register separately using their own registration so we can accurately manage seating, catering, and event communications.

Why Attend

✓ Understand the five essential building blocks for successful Claude adoption in finance.

✓ Learn what Claude can and cannot do, and why context building is the real differentiator.

✓ See how custom skills, plugins, and projects transform Claude from generic to finance-specific.

✓ Network with CFOs and Finance Directors exploring Claude adoption and real-world use cases.

✓ Intimate working breakfast format ask questions, explore challenges, build your Claude adoption roadmap.

Who Should Attend

CFOs and Finance Directors

Heads of Finance, Accounting, and Shared Services

Finance Operations Leaders

Internal Audit and Compliance Leaders

Finance leaders in mid-size and enterprise organisations

Early bird registration recommended.

Limited seats to maintain the working breakfast format.