Claude for Workflow Automation
Time:
09:00 AM PDT | 12:00 PM EDT
Duration:
60 Minutes
Webinar Id:
55541
More Trainings by this Expert
Price Details
Live: One Dial-in One Attendee
Corporate Live: Any number of participants
Recorded: Access recorded version, only for one participant unlimited viewing for 6 months ( Access information will be emailed 24 hours after the completion of live webinar)
Corporate Recorded: Access recorded version, Any number of participants unlimited viewing for 6 months ( Access information will be emailed 24 hours after the completion of live webinar)
Overview:
Claude is not just a chat interface-it's an ecosystem designed for professional workflows. This course teaches accounting and finance professionals how to architect persistent, repeatable Claude-powered processes that automate analysis, streamline reporting, and elevate advisory work. Participants will explore Claude Projects (persistent workflow environments), Artifacts (interactive applications), Voice Mode (conversational analysis), Cowork (multi-step automation), and native Excel integrations that embed Claude directly into spreadsheet work.
The course emphasizes real accounting use cases: file organization, GL analysis, reconciliation workflows, financial forecasting, audit support, and recurring compliance work. Each section includes live demonstrations and templates participants can adapt immediately. The course pays special attention to governance-token economics, data security, maintaining professional oversight, and responsible AI use in regulated accounting environments. By course completion, participants will have hands-on knowledge of how to leverage Claude as a strategic digital coworker.
Areas Covered in the Session:
- Claude ecosystem overview: Chat, Projects, Artifacts, Voice, Cowork, and integrations
- Building persistent Claude Projects for recurring accounting workflows
- Voice Mode and conversational financial analysis
- Claude Artifacts: creating interactive financial applications
- Excel integrations: embedding Claude directly into spreadsheet work
- Practical automation: reconciliations, forecasting, reporting, analysis
- Governance, security, token economics, and professional oversight
Who Will Benefit:
- CPAs
- Accountants
- Finance Leaders
- Controllers
- Auditors
- Consultants
- Accounting Firm Professionals
- In-House Finance Teams
Speaker Profile
Garrett Wasny , MA, CMC, CITP/FIBP is an award-winning artificial intelligence (AI) skills advisor to accountants worldwide.
Since 1995, Garrett has delivered thousands of presentations on Internet strategy to hundreds of leading accounting institutes, industry associations, Fortune 500 companies, small and medium-sized enterprises, business schools and other legal, medical, engineering, pro sports and executive education organizations.
Garrett's writing credits include four books, dozens of e-books and hundreds of articles on online business for scores of leading business publishers, syndicates and magazines including McGraw Hill, John Wiley and Sons, Knight Ridder, the Financial Post, Journal of Commerce and World Trade.
He's also won numerous awards for his writing, speaking and web design.
Garrett’s academic credentials include a Bachelor of Arts with Honours (BA Hons) degree and a Master of Arts (MA) degree. His professional accreditations include Certified Management Consultant (CMC), Certified International Trade Professional (CITP) and FITP (FITT International Business Professional).
Garrett is trusted by the most respected governing bodies for accounting and business today. In the United States, his webinars are approved by NASBA (National Association of State Boards of Accountancy). In Canada, his in-person seminars are approved by the Chartered Professional Accountants (CPA) Canada provincial institutes.
In 2017, Garrett is scheduled to deliver 150+ professional development events across North America on a range of technology and accounting topics. The presentations are hosted by leading accounting CPE providers such as Thomson Reuters, CPE Solutions, CPA Crossings, CPE Link, Clear Law Institute and CPA Institutes. His courses cover online productivity, Internet search, digital transformation, mobile computing, social enterprise and tax.
Full disclosure: Garrett Wasny is an independent Certified Management Consultant (CMC) who provides objective information based on his own impartial research and due diligence. He has no vested interest or affiliation with any of the enterprises or technologies reviewed in his courses.
He has more than 20 years experience in the Internet field and started his career at Price Waterhouse. He is based in Vancouver, British Columbia, Canada.
