Training Options

AI for Finance Operations

Hands-on training on integrating AI into your FP&A, reporting, close processes, and daily workflows. Your team learns which tools to use, where they fit, and how to get consistent results.

AI Strategy & Governance

For leadership teams building their AI adoption plan. Covers tool selection, implementation priorities, data handling policies, and governance frameworks. Your team walks away with a clear plan and the guardrails to execute it.

Claude for Finance Teams

Claude is the most powerful AI tool available for finance professionals today. I teach your team how to use it for the work they actually do. Financial models, variance narratives, reconciliation, board materials. Tailored to your workflows, delivered in 1-3 focused sessions with ongoing support.

Let's discuss!

Custom Training

Have something specific in mind? I design fully tailored programs around your team's tools, systems, and goals. From half-day workshops to multi-session programs, everything built for your context.

Frequently Asked Questions

  • Finance teams, FP&A groups, accounting firms, and professional services companies looking to integrate AI into their daily work. I work with teams of all sizes, from small finance departments to enterprise groups.

  • Book a free 30-minute call and tell me what your team needs. I'll recommend the right format and scope, and we can usually get started within a week or two.

  • I'm a practicing CFO who uses AI in my own finance workflows every day. I teach from real implementation experience, so your team learns what actually works in finance.

  • 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 the US, in-person sessions are available on a case-by-case basis.

  • Training is scoped per engagement based on team size, number of sessions, and the level of customization needed.

  • 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.