Claude in Action by Blend2Balance
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. Not generic demos. Not a lecture about what AI can do someday. 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.
1,000+
Finance Professionals Trained
Across AI Finance Club, CFO Leadership Council, CPE Flow and multiple corporate engagements.
3
Sessions, 90 Minutes Each
Built around your real workflows and data sources
30
Days to Real Results
10+ team members using Claude on real work, saving hours every week.
Founding Client Offer — 3 spots only
The first three companies to sign up receive three months of additional support at no extra cost through August 2026. Priority scheduling, async Q&A between sessions, and hands-on help embedding workflows after training wraps.
Note: This is a draft program outline. The final agenda is built around your team's actual workflows, tools, and friction points. Every engagement starts with a discovery session to map what matters most.
Program Overview — Three Sessions, 90 Minutes Each
1
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.
2
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.
3
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.
Investment: $5,000
Fixed cost · All-inclusive
Included:
- 3 x 90-minute sessions with interactive demos and live Q&A
- Pre-session discovery survey and AI policy review with key stakeholders
- Session materials and recordings
- Ongoing support between sessions
- Custom agenda built around your team's actual workflows
How It Starts
01
Sign mutual NDA and share current AI usage policy
02
Discovery call with key stakeholders to map workflows and data sources
03
Finalize participant list and pre-training survey
04
Finalize session agenda and schedule delivery dates
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
"Anna is the best trainer, strategic yet hands-on without being so technical"
Stella W., AI Finance Club member
About the Trainer
Anna Tiomina
CFO
AI Implementation Advisor
Founder, Blend2Balance
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