AI strategies, playbooks and tools for CFOs and leaders who want to lead the future of finance and not sit on the sidelines. Insider lessons on FP&A and CFO growth.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 150 | Founded | 2 years ago | Last Issue | 6 days ago |
| Active | |||||
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AI in Excel and Claude for finance, ft. Paul Barnhurst (live recording)
He built a 3-statement deferred revenue schedule live in Excel using Claude.
Yesterday we ran our Insider Session with Paul Barnhurst.
The LIVE Insider AI Session for CFOs and FP&A starts in 3 hours. Build an AI native finance function.
This is your opportunity to build an AI-native finance function. Use Claude and AI tools in finance to build models.
The live Insider session with Paul Barnhurst starts in 3 hours.
Insider Session: How to build an AI native finance function as a CFO and FP&A (LIVE)
This is your chance to build an AI-native finance function.
Companies are buying enterprise AI licenses faster than CFOs know what to do with them. We are running a private session on that exact gap with Paul Barnhurst on Tuesday, May 19,...
How to run a monthly reforecast with Claude using CFO Skill Stack
Install the Closed Loop CFO Skill Stack inside Claude, run the Q1 health check and build the reforecast in 5 minutes.
Most CFOs run the monthly reforecast as an open loop.
Live Event: How to use AI in Excel and Claude with Paul Barnhurst
Watch and learn how to build models as a CFO and an FP&A. Live AI examples across the platforms he uses, with Claude shaping the output.
We’re hosting a private insider session on Tuesday, May 19, at 11:00 AM ET.
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Authors
The writers behind this newsletter.
AI strategies, playbooks, and tools for CFOs and FP&A leaders who want to lead the future of finance and not sit on the sidelines.
Finance futurist, author, and AI strategist helping CFOs and FP&A leaders build smarter, faster, tech-enabled finance teams.
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