We are hosting a private live session on Thursday, September 24, at 10:00 AM ET.
FP&A and Controllers can produce reports. You can close the books. The hard part is turning the numbers into a story the board actually understands, with every figure traceable back to a source.
That is what this session is about, and we are building it live in Claude.
How to build financial decks with Claude (LIVE)
Paulo Tabarelli Batista runs finance at RAR Holding in Dubai today, with the close and the board pack and the follow-ups that come with it. Over 15 years across multinationals, private equity-backed businesses, and family-owned groups. Transformations in FMCG, retail, e-commerce, telecom, and petrochemicals. Operations across five continents. Portfolios above $1B.
He is not demonstrating a product.
He is showing you the environment he actually works in, including the parts that break.
Joost Vogelezang is a COO who has built, scaled, and exited operations across SaaS, finance, and tech for 30 years. He was a VP at insightsoftware, running a 250-person team across 30,000 customers and 20-plus acquisitions, and co-founded two SaaS companies, both of which exited.
What Paulo and Joost will cover
Building financial decks with Claude.
How to make your finance function AI-native
What to deploy this quarter and what to wait on
Where Claude saves real time and where it does not
Skills for the workflows that compound every month
Projects for persistent work with the right files in context
Connectors for live data from your ERP, BI, and source systems
Who this is for
CFOs, VPs of Finance, FP&A leaders, controllers, and the operators who sit next to them. Anyone responsible for turning finance data into a story a board will act on.
What to expect
A live, hands-on session with Joost and Paulo building financial storytelling workflows in Claude in real time. Open Q&A throughout. Honest discussion of what works and what breaks.
Paid monthly and annual members get the recap through the newsletter and the live recording. The live session and the recording are exclusive to Premium members.
If you want the live experience, upgrade to Premium Membership and register below.