Overview:

While ChatGPT loses market share, Gemini struggles with reliability, and DeepSeek raises data security concerns, Claude is accelerating with 159% revenue growth and the highest professional engagement time of any AI platform.

Built by Anthropic with a safety-first architecture, Claude delivers fewer hallucinations, deeper reasoning, superior long-form analysis, and the strongest security guardrails available. It leads coding benchmarks, dominates document processing, and earns genuine professional trust not just passive usage.

For professionals who depend on precision, consistency, and reliability, Claude isn't just an alternative to ChatGPT. It's the upgrade.

Option 1 - Accuracy & compliance focus (masterclass)

Overview:

Accuracy and professional responsibility remain critical as AI enters accounting. In this 90-minute masterclass, Ray explains how Claude, AI, and Excel can be used safely by CPAs to support audit, compliance, and documentation. Learn mastering techniques that improve accuracy while keeping human judgment firmly in control.

Key benefits:

• Apply AI safely in audit and compliance contexts
• Reduce risk from errors and hallucinations
• Strengthen documentation and defensibility

Option 2 - Productivity & automation focus (made easy)

Overview:

CPAs spend too much time on repetitive work. In this practical session, Ray shows how Claude, AI, and Excel automate spreadsheet tasks, reporting, and communication. By mastering prompt skills, routine CPA and finance work becomes faster, clearer, and made easy without compromising quality or ethics.

Key benefits:

• Automate common Excel and reporting tasks
• Save hours on data cleanup and drafting
• Improve productivity with controlled AI use

Option 3 - Insights & professional judgment focus

Overview:

AI should support judgment, not replace it. In this forward-looking masterclass, Ray demonstrates how Claude, AI, and Excel help CPAs analyse data, identify risks, and produce clearer insights. Learn how mastering AI understanding enhances professional value across finance and accounting roles.

Key benefits:

• Improve analysis and insight quality
• Balance AI assistance with professional judgment
• Prepare for the future of the CPA profession

Why should you Attend:
Ray’s webinars replicate the in-person classroom experience and include a professional Learning Guide with practical hands-on exercise files, providing a superior learning and knowledge retention experience for attendees.

• Harness the full potential of your software investment
• Time-Efficient Power Learning with Focused Topics
• Practical Hands-On Skill Enhancement with High Retention
• Supporting Resources, Learning Guide and Practice Files
• Improved Productivity, Quality and Error Minimisation
• Up-to-Date Current Knowledge Transfer
• Professional Development Recognised for Career Advancement
• Interactive Experience Through Chat and Live Interaction
• Rapid Return on Investment

Areas Covered in the Session:

• Building a Reusable Prompt Toolkit for CPAs and Finance Professionals
• Prompt Engineering Basics for CPAs and Finance Teams
• What Claude Can and Cannot Do in Accounting and Finance
• Using Claude Safely with Financial and Client Data
• Automating Excel and Spreadsheet Tasks with Claude
• Budget, Forecast, and Variance Analysis Using Claude
• Detecting Errors, Anomalies, and Data Quality Issues with Claude
• Drafting Client Emails, Reports, and Memos with Claude

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.

• Claude in Audit, Compliance, and Documentation Support
• Preventing Errors and Hallucinations in Financial Outputs
• Shortcuts, tips and tricks

Who Will Benefit:

• CPA's and Finance Professionals who want a clear, practical understanding of how Claude and AI can be used safely with Excel to improve productivity, accuracy, and insight without risking compliance, ethics, or professional judgment
• Target audiences and who should attend
  • Primary Audiences
    • Certified Public Accountants
    • Accountants in public practice and Industry
    • Audit and Assurance Professionals
    • Tax and Compliance Specialists
    • Financial controllers and Finance Managers
  
  
  • Secondary Audiences
    • CFO's and Finance Directors
    • Practice Partners and Firm Managers
    • Business and Financial Analysts
    • Senior Finance Staff preparing teams for AI adoption
  
  
  • Urgency drivers
    • Rapid adoption of AI tools by Clients and Competitors
    • Increasing scrutiny of AI use in Audit and Compliance
    • Pressure to improve productivity without adding Staff
    • Growing skills gap in AI understanding for CPA's
  
  
  • Budget positioning
    • Fits CPD, Professional education, and Firm Training Budgets
    • Low approval friction with strong risk-reduction value
    • Clear ROI through time savings and improved quality
  
  
  • Promotional segmentation
    • Executives - governance, oversight, risk management
    • Managers - efficiency, automation, team readiness
    • Practitioners - safe AI use, practical skills
    • Compliance teams - accuracy, documentation, defensibility