Overview

Budgeting and financial planning require finance professionals to organize large amounts of information, evaluate assumptions, explain financial outcomes, and support strategic business decisions. These processes are often time-intensive, highly iterative, and dependent on both analytical rigor and clear communication.

As organizations demand faster insights and more strategic guidance from finance teams, artificial intelligence tools like Claude are beginning to support key parts of the planning process. This course introduces finance professionals to the practical use of Claude as a productivity and analytical support tool for budgeting and financial planning in 2026.

Participants will learn how Claude can assist with budgeting workflows, forecasting, management reporting, scenario planning, and strategic analysis—while also understanding the limitations, governance considerations, and importance of human oversight in finance environments.

Why You Should Attend

Budgeting and planning processes are becoming more demanding—not less. Finance teams are expected to move faster, support more stakeholders, explain assumptions more clearly, and provide strategic guidance under increasingly tight deadlines.

AI tools like Claude can help finance professionals reduce time spent on repetitive drafting, organizing, summarizing, and communication tasks—allowing more focus on financial judgment and decision-making. However, using AI effectively requires understanding both its strengths and its limitations.

By attending this webinar, you will learn how to:

• Use Claude to support budgeting and planning workflows
• Improve efficiency in forecasting and management reporting
• Streamline planning communication and financial narratives
• Support structured analysis and scenario planning
• Apply AI responsibly while maintaining professional oversight and financial accuracy

Who Will Benefit

• CPA's
• Accountants
• Controllers
• CFO's and Finance Leaders
• Finance Managers
• Financial Analysts
• Internal Auditors
• Accounting Managers
• FP&A Professionals
• Advisory and Consulting Professionals
• Risk and Compliance Professionals
• Business Strategists

Areas Covered in the Session

• Introduction to Claude for finance workflows
• How AI tools can support budgeting and planning
• Organizing assumptions and planning inputs
• Using Claude for scenario analysis support
• Drafting budget narratives and financial commentary
• Summarizing departmental planning requests
• Supporting forecasting and management reporting workflows
• Structuring financial explanations and strategic recommendations
• Risks and limitations of AI in budgeting environments