CLAUDE in ACTION‍ ‍

Live sessions for your finance team, built around your workflows, your reporting cycle, and your own data and documents. These are not generic demos; I build the workflows and examples on your material, under NDA, so what your team learns is what your team does.

The standard format is three sessions. Depending on your team, your goals, and how far you want to go, it can be shorter or longer.

Everything I build is yours

The skills, projects, plugins, prompts, and workflows I build for your sessions get handed over to you afterward. Your team keeps using them after the training ends. You are not left with slides; you are left with working tools.

What your team has after 30 days

  • Ten or more team members using Claude on real tasks

  • Prompts, Claude Skills, and integrations built for your actual processes, handed over to your team

  • Clear rules on data safety and on what Claude should not be used for

  • A prioritized list of use cases so you know where to start and why

How it starts

We sign a mutual NDA and review your AI usage policy. Then a discovery call with your key stakeholders to map workflows and data sources, a short pre-training survey for participants, and a final agenda. The first session is usually within two weeks of the discovery call.

For Teams

Book a discovery call

ADVISORY

When you need more than training

Beyond training, I take on a small number of advisory projects. Both options cover the same kind of work; the difference is who does the building.

Built for you. You describe the workflow you need. I design and build it in your environment, document it, and hand it over ready to use.

Built with you. We build it together with your team, so your people can run, maintain, and extend it without me.

What these projects look like in practice:

  • A Claude skill that runs your reconciliation

  • A Claude project for month-end close and board preparation

  • A Claude plugin covering your reporting end to end

  • Scheduled tasks that run your month-end close steps automatically

1,000+ finance professionals trained


Papa John's

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Aurascape

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Expion Health

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Diversified Communications

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Long Ridge Partners

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Papa John's 〰️ Aurascape 〰️ Expion Health 〰️ Diversified Communications 〰️ Long Ridge Partners 〰️

What Clients Say

“Anna is the best AI teacher for finance people I've come across. She makes Claude clear without dumbing it down, and every example comes from real finance work, because she does this work herself. I took her class, started using Claude daily, and I'm now building a larger Claude project for our company.”

— Kate Melnikova, Director of Finance, The Dinerstein Companies

"Anna's session on AI was incredibly informative and gave the team a lot to think about. Some people have already shared that the AI features they learned about feel like an absolute game-changer!"

— Michaelle Fleisher, Finance and HR Director

“I work in AI, and I still learned a lot from Anna's Claude class. She explains clearly, keeps everything hands-on, and ties it all to real finance workflows. If you want your finance team actually using Claude, not just holding licenses, Anna is who I'd send them to.”

— Lillian Buziak, CEO, Caprus AI

Frequently Asked Questions

  • Finance teams, FP&A groups, accounting firms, professional services teams, private equity-backed companies, and the deal and operations teams at the investment firms behind them. You'll need a Claude Team or Enterprise plan.

  • We book a discovery call, sign a mutual NDA, and map your workflows and data sources. Then we send a short pre-training survey, a final agenda, and schedule. First session is usually within two weeks.

  • I'm a practicing CFO. I use Claude daily in a live finance function, and the training covers workflows I've built and tested myself. I've trained over 1,000 finance professionals, including CPA groups in several countries, and I've taught Claude for finance teams at AI Finance Club since 2024.

  • Both. Most sessions are delivered online, which works well for distributed teams. For in-person training, I'm based in Houston and available locally in the Houston and Austin areas. For teams elsewhere, in-person sessions are available on a case-by-case basis.

  • Yes. I offer follow-up sessions and ongoing support to make sure your team keeps building on what they learned. AI tools evolve fast, and I help your team stay current.

  • We start with a mutual NDA, and I'll align the training with your AI usage policy. When I build workflows or examples for your team, I anonymize your data whenever the full detail isn't needed. The training itself focuses on safe AI use: what belongs in Claude, what doesn't, and how to protect sensitive information.