Your team has Claude. They're not using it.
Most finance teams get access to AI tools and then nothing changes. People experiment for a week, hit a wall, and go back to doing things the old way. The licenses sit there. The productivity gains don't show up.
Claude in Action fixes that in 30 days.
A three-session training program built around your team's actual work.
Your workflows, your data sources, your reporting cycle. Delivered by a CFO who uses Claude every day across financial modeling, reconciliation, reporting, and system integration.
Finance Professionals Trained
Across AI Finance Club, CFO Leadership Council, CPE Flow and multiple corporate engagements.
Sessions, 90 Minutes Each
Built around your real workflows and data sources
Days to Real Results
10+ team members using Claude on real work, saving hours every week.
Program Overview — Three Sessions, 90 Minutes Each
Session 1 — Core Capabilities
90 min · Full team · Foundation session
Core capabilities. How to research, analyze, draft, and validate outputs. Prompting fundamentals. Security and compliance guardrails.
Session 2 — Productivity Tools and Integrations
90 min · Full team · One week after Session 1
Your tools. Claude inside Excel, PowerPoint, Outlook, Teams. Custom instructions that reflect how your team actually works.
Session 3 — Automation and Advanced Workflows
90 min · Champions or full team · One week after Session 2
Advanced workflows. Automation, agentic processes, system integrations. This session can run full-team or focus on designated champions who will lead adoption going forward.
What Your Team Walks Away With
Productivity that shows up immediately
10+ team members using Claude on real work within 30 days, saving hours on tasks they do every week.
Workflows built around your work
Custom prompts, Claude Skills, and integrations configured for your actual processes, templates and data sources.
A team that knows what Claude can't do
Clear data safety boundaries, output validation habits, and a shared understanding of where human review is non-negotiable.
Foundation for what comes next
Automated reporting, agentic workflows, and MCP integrations — ready to build on once the basics are solid, without starting over.
What Past Participants Say
"Anna's session on AI was incredibly informative and gave the team a lot to think about. Some people have already shared that the AI features they learned about feel like an absolute game-changer!"
Michaelle F., CFO
“I work in AI, and I still learned a lot from Anna's Claude class. She explains clearly, keeps everything hands-on, and ties it all to real finance workflows. If you want your finance team actually using Claude, not just holding licenses, Anna is who I'd send them to.”
Lillian Buziak, CEO, Caprus AI
About the Trainer
Anna Tiomina
15+ years in finance leadership across venture-backed companies and international operations. Anna works with Claude daily across financial modeling, reconciliation, reporting, and system integration. She trains teams to use the same workflows she has built and tested herself.
anna.tiomina@blend2balance.com · blend2balance.com
Claude in Action by Blend2Balance