Boost Financial Analysis with Claude in Excel

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Instructor
Mike Cunningham
Webinar Id: 50030
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Overview:

This practical webinar explores how Claude can be used alongside Excel to improve financial analysis, streamline repetitive spreadsheet tasks, and support better decision-making.

Attendees will learn how Claude can assist with interpreting spreadsheet data, creating formulas, identifying trends, summarizing reports, drafting commentary, and explaining financial results.

The session will include real-world examples of how Claude can support budgeting, forecasting, reconciliations, reporting, variance analysis, and financial modelling workflows. It will also address limitations, risks, and best practices for using AI safely and effectively in spreadsheet-based finance environments.

By the end of the webinar, participants will understand how to combine Claude with Excel to work faster, reduce manual effort, and improve the quality of financial analysis.

Why you should Attend:Finance teams that continue to rely entirely on manual spreadsheet work risk falling behind competitors who are already using AI to speed up analysis, improve reporting, and reduce repetitive tasks.

Without understanding how Claude can be used alongside Excel, professionals may miss opportunities to improve productivity, uncover insights faster, and reduce the risk of spreadsheet errors or overlooked trends.

This webinar provides practical guidance on how finance professionals can use Claude with Excel more effectively. Attendees will learn how Claude can support financial analysis, reporting, spreadsheet reviews, formula generation, and commentary drafting while still maintaining proper oversight and control.

Areas Covered in the Session:
  • Introduction to using Claude with Excel
  • Common spreadsheet challenges in finance and accounting
  • Key use cases for Claude in Excel, including:
  • Summarizing spreadsheet data and financial trends
  • Supporting variance analysis and commentary
  • Drafting management reports and executive summaries
  • Generating and explaining Excel formulas
  • Reviewing spreadsheets for inconsistencies and anomalies
  • Assisting with budgeting and forecasting models
  • Supporting reconciliations and transaction reviews
  • Helping categorize and analyze expenses
  • Explaining charts, graphs, and financial results
  • Assisting with scenario planning and sensitivity analysis
  • Prompting techniques for better Excel and finance outputs
  • Best practices for sharing spreadsheet data safely with AI tools
  • Risks, limitations, and the importance of human review
  • Data privacy, confidentiality, and governance considerations
  • Building an AI-assisted spreadsheet workflow

Who Will Benefit:
  • Financial Analysts and FP&A Professionals
  • Accountants and Senior Accountants
  • Controllers and Assistant Controllers
  • Finance Managers and Directors
  • CFO's and Finance Leaders
  • Budget Managers and Cost Analysts
  • Reporting Specialists and Business Analysts
  • Bookkeepers and Payroll Professionals
  • Small Business Owners and Operations Managers
  • Consultants and Advisory Professionals

Speaker Profile

Mike Cunningham is an AI workflow trainer and webinar presenter with a background in multimedia, digital communication, and practical workplace training. He focuses on helping professionals understand how tools such as Claude, ChatGPT, and other AI platforms can be used in realistic, controlled, and commercially useful ways.

Drawing on his experience across multimedia production, communication, and professional development, Mike specialises in translating complex AI concepts into clear, practical workflows. His sessions are designed to help attendees move beyond generic AI demonstrations and understand how AI can support everyday tasks such as drafting, summarising, documentation, reporting, client communication, process improvement, and workflow efficiency.

Mike’s training style is direct, accessible, and workflow-led. He places strong emphasis on responsible AI use, including confidentiality, human review, data boundaries, and professional judgement. Rather than presenting AI as a replacement for expertise, he helps professionals identify where AI can save time, improve clarity, and support better working practices.

Across multiple professional service industry topics, Mike aims to give attendees practical examples they can assess, adapt, and apply within their own roles. His approach combines clear communication, structured teaching, and a strong focus on making emerging technology useful, understandable, and safe for professional environments.