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Claude For Finance
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| With Yvonne Newlands (Co-Founder, Trekka), Murray Newlands (IASV Seed Ventures & Tilden Capital Family Office). |
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Jul 01 (Wed) @ 04:00 PM
FREE
| | Industrious, 1950 Univ. Ave, #500, Palo Alto
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Open Future Forum | AI Lab Series
Most finance teams have already explored Claude. The harder question is what to deploy systematically across the function: what to roll out, what to leave alone, & how to keep the controls intact.
This is a working session on putting Claude into production inside your finance function. A deployment framework, grounded in real finance workflows, with peer dialogue throughout. Attendees leave with a set of pre-built Claude workflows & skills they can take back to the team.
Host: Murray Newlands, Partner, Tilden Capital Family Office & IASV Seed Ventures Workshop Leader: Yvonne Newlands, Co-Founder & Managing Partner, Trekka. 30+ enterprise transformations at Accenture & EY, supply chain operations at Apple, 50+ AI agents shipped to production at venture-backed AI startups.
What We'll Cover
Where to Start The criteria for picking the first workflow. Why most teams pick wrong, & what a good first deployment actually looks like.
What to Automate, What Stays Human A decision framework for sorting tasks into three buckets. Where AI is ready, where it isn't, & where it's a trap.
Change Management Inside a Finance Team The part most rollouts skip. How to bring controllers & FP&A leads with you, not around them, & what to do when someone digs in.
The Claude Workflows You'll Take Home A small set of pre-built Claude workflows & skills, ready to deploy. Variance commentary, runway scenarios, board-update drafting, & others. The prompts, the patterns, & the guardrails to plug into your team next week.
Who Should Attend
Designed for finance leaders & operators at venture-backed companies. CFOs, VPs of Finance, Heads of Finance, Controllers, FP&A leads, & finance ops. The session emphasizes peer-level dialogue & operator-level honesty about what's working, what isn't, & what's worth your team's time to build.
Whether your team is already running Claude, evaluating it, or hasn't started yet, the session works for the stage you're in.
Why Attend
A deployment framework you can take back to the team next week
Honest answers from an operator who has shipped these systems, not a vendor selling them
A small room of finance operators comparing notes on what's actually working
Format
Small group. 15 to 20 finance team members. Two hours. Deployment framework, pre-built Claude workflows to take home, & a takeaway plan the room builds together.
Host
This event is hosted as part of Open Future Forum, an executive community for the AI era founded by Murray Newlands. Open Future Forum brings together CEOs, CFOs, CMOs, CISOs, founders, investors, & enterprise leaders through Forum Select, Forum Events, private executive dinners, & role-based communities including the CFO Executive Forum, CEO Executive Forum, CMO Executive Forum, & CISO Executive Forum. Learn more about Murray Newlands on the About Murray page. Murray Newlands is also Partner at IA Seed Ventures (IASV). Open Future Forum & IA Seed Ventures are separate organizations.
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