Set It Up Like You Mean It: Make Claude Work for Your Finance Role

You may already use AI to draft an email or answer a quick question. But if every conversation starts from scratch, you spend time repeating your role, your preferences, and the context behind your work. This hands-on course helps you set up Claude so it can give you more relevant, consistent responses from the start. Designed for accounting and finance professionals in public practice and industry, this one-hour course walks you through instructions, memory, projects, connectors, and privacy settings. You’ll decide what Claude should know across your work, what belongs in a specific client or team project, and how to limit access to sensitive information. You’ll leave with a foundation you can keep refining as you use AI for recurring tasks. Why attend? A thoughtful setup can save you from repeating the same instructions and help you use AI with greater confidence. You can follow along without a paid Claude account, although a paid account will let you practice more of the features demonstrated. Course outcomes: You’ll be able to set up Claude around your role and preferences, organize recurring work in a project, and make more deliberate choices about memory, connections, and privacy.