The recording from yesterday’s live Claude Masterclass on financial storytelling is now available to watch.
JP Van Winsen is the real CFO who co-led the masterclass. He spent 21 years at Randstad in senior finance roles including investor relations. He walked through how to build a board-ready financial story from raw data using Claude.
Claude Projects, Skills, and MCP servers.
Then the workflows on top: turning a Shell P&L from Excel into a finished story, then connecting Claude directly to NetSuite for a live multi-page board narrative with auditable numbers.
Joost Vogelezang took the foundations. What Projects, Skills, and MCP servers actually do, why finance teams need all three, and how to set guardrails so Claude does not hallucinate.
It ran about 48 minutes, live, with open Q&A throughout.
Premium Members can watch the full recording below.
Note: Annual Premium Membership is the highest tier that gives you full access to all the live events and recordings.