Name: Inside the Workflow: Claude in Action for Finance
Start: 2026-04-30T13:00:00-04:00
End: 2026-04-30T14:00:00-04:00
Location: Virtual

Inside the Workflow: Claude in Action for Finance

March

7th

,

7:45am

–

11:00am

_{*By invitation only. Non-transferable. Exclusively for CFOs of high-growth companies.}

RSVP Here

Speakers

Hosts

Jason Ton

Chief Financial Officer, 100 Thieves

Member Speaker

Travis Drouin

Principal, Baker Tilly

Moderator

The Details

WHO

Exclusively for CFOs of high-growth companies.

By invitation only. Non-transferable.

WHAT

What does AI actually look like inside a modern finance team? In this session, we will explore how Claude is being applied across real world finance use cases, helping teams improve core workflows, accelerate analysis, and make more informed decisions.

Through real use cases, we will show how finance teams are using Claude to streamline recurring work and shift focus toward higher-value activities. This session is designed for finance leaders who want to move from experimentation to application, grounded in the reality that finance teams are increasingly expected to optimize processes, leverage data effectively, and operate as strategic partners to the business.

WHERE

Join us virtually via Zoom. Your Zoom link will be shared in your registration confirmation email along with closer to the date.

Member Host

Ameet Padte

SVP, FP&A, Corporate Development, and Investor Relations, Fubo

FEATURING

Curated Rapid Fire Chats

Connect with fellow CFOs in a dynamic, fast-paced setting that encourages meaningful conversations and valuable connections. You'll engage in small group discussions with 2-3 close peers from similarly sized companies, exchange insights and build relationships with F Suite community members who can relate to your unique challenges.

Schedule

1:00 pm EST

Welcome, Introductions, and Context Framing

1:05 pm EST

Claude Use Case: The Monthly Close

See how a manual, time-heavy month-end process can be turned into a repeatable workflow—going from raw exports to a fully built workbook with a single prompt. Built once, this becomes a “Skill” you can run the same way every month.

1:25 pm EST

Claude Use Case: Plugins, Projects & Skills

Learn how Claude connects to your tools, understands your business context, and executes workflows end-to-end. Through a live demo, see how a multi-step process can be completed across systems in minutes from a single prompt.

1:45 pm EST

Audience Q&A

2:00 pm EST

Event Concludes

Thank you to our sponsor:

About The F Suite

The F Suite is a private, invite-only community for CFOs and their teams. Over 1,100 CFOs have access to 100+ world-class events per year and a robust online platform where members continuously collaborate in real time to help each other succeed in their careers and propel their companies forward.

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