Claude AI for Excel
Date:
Monday, September 21, 2026
Monday, September 21, 2026
Time:
10:00 AM PDT | 01:00 PM EDT
Duration:
90 Minutes
90 Minutes
Webinar Id:
23890
23890
0 Days Left To Register
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:
In finance, accuracy isn’t optional. Join Ray for a focused 90-minute masterclass showing how Claude, AI, and Excel improve precision, consistency, and control. Learn mastering prompt skills to validate data, reduce errors, and produce audit-ready financial outputs made easy.
Key benefits:
- Improve accuracy using AI-assisted validation
- Reduce reporting risk with structured Claude prompts
- Produce defensible, audit-ready Excel outputs
Overview:
Finance teams lose hours to repetitive work. In this practical masterclass, Ray demonstrates how Claude, AI, and Excel automate reporting, commentary, and data preparation. By mastering prompt techniques, everyday finance tasks become faster, simpler, and more consistent without sacrificing quality.
Key benefits:
- Save hours on reporting and data cleanup
- Automate common Excel tasks with Claude guidance
- Boost productivity while maintaining precision
Overview:
Turn financial data into confident insight. In this forward-looking session, Ray shows how Claude, AI, and Excel strengthen analysis, forecasting, and scenario testing. This masterclass makes advanced insight generation practical and accessible across finance, accounting, and banking roles.
Key benefits:
- Convert data into actionable insights
- Improve forecasting and scenario analysis
- Deliver clearer, faster executive-level reporting
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:
- How Finance Professionals Use Claude Today (Real-World Use Cases)
- Prompt Engineering Basics for Finance
- Automating Budget vs Actual Analysis with Claude
- Using Claude with Excel for Faster Financial Analysis
- Financial Data Quality Checks Using AI
- Cash Flow Risk and Liquidity Analysis with Claude
- Drafting Finance Emails, Reports, and Memos Using Claude
- Reducing Hallucinations and Errors in Financial Outputs
- Role-Based Prompting: Analyst, Accountant, CFO, and Auditor
- Building a Personal Finance Prompt Library
- Shortcuts, tips and tricks
Who Will Benefit:
- Finance professionals seeking practical, real-world skills using Claude, AI, and Excel to improve accuracy, productivity, and insight
- Ideal for those wanting immediate time savings, safer AI usage, and confident adoption of modern finance tools without technical complexity
- Target audiences and who should attend
- Primary audiences
- Accountants (industry and practice)
- Financial analysts and FP&A professionals
- Finance managers, controllers, and reporting leads
- Banking and financial services professionals
- Auditors and compliance teams
- Business and data analysts
- Secondary audiences
- CFOs and finance directors
- Consultants and advisors
- Operations managers with financial responsibility
- Small business owners managing finance internally
- Urgency drivers
- Rapid AI adoption across finance roles
- Rising expectations for faster, higher-quality reporting
- Growing concern around AI hallucinations and errors
- Pressure to increase output without adding headcount
- Budget positioning
- Fits training, CPD, and professional development budgets
- Low approval friction with strong ROI narrative
- Clear value: time saved versus cost
- Promotional segmentation
- Executives - decision quality, confidence, risk control
- Managers - productivity, automation, team efficiency
- Practitioners - hands-on skills, Excel and Claude workflows
- Compliance teams - accuracy, validation, documentation
- Primary audiences
Speaker Profile
Ray Evans blends a professional, easy-going style with a strong grasp of adult learning-demonstrated across classroom, seminar, workshop, and live-online delivery, supported by practical, high-retention instructional materials.
Backed by Microsoft certifications, Ray teaches more than 2,500 topics spanning Microsoft Excel, Access, Outlook, Project, PowerPoint, Word, Visio, and Publisher-and is one of very few presenters delivering expert-level webinars across all six leading AI cognitive engines: Claude, ChatGPT, Copilot, Grok, Gemini and DeepSeek.
He holds qualifications in Frontline Management, Accounting, Training and Assessment and is certified in Six Sigma business-improvement methodology.
Since 1990, Ray has trained over 40,000 students, business owners, and executives, and authored extensive training documentation, complex reports, and engaging web content-consistently demonstrating exceptional communication and knowledge transfer.
Ray's webinars replicate the in-person classroom experience and include:
A comprehensive step-by-step Learning Guide
Demonstrations and practical exercises
Exercise files; and
Productivity techniques, tips and shortcuts
Backed by Microsoft certifications, Ray teaches more than 2,500 topics spanning Microsoft Excel, Access, Outlook, Project, PowerPoint, Word, Visio, and Publisher-and is one of very few presenters delivering expert-level webinars across all six leading AI cognitive engines: Claude, ChatGPT, Copilot, Grok, Gemini and DeepSeek.
He holds qualifications in Frontline Management, Accounting, Training and Assessment and is certified in Six Sigma business-improvement methodology.
Since 1990, Ray has trained over 40,000 students, business owners, and executives, and authored extensive training documentation, complex reports, and engaging web content-consistently demonstrating exceptional communication and knowledge transfer.
Ray's webinars replicate the in-person classroom experience and include:
A comprehensive step-by-step Learning Guide
Demonstrations and practical exercises
Exercise files; and
Productivity techniques, tips and shortcuts