Claude for Finance

Open Future Forum | AI Lab Series Most finance teams have already explored Claude. The harder question is what to deploy systematically across the function: what to roll out, what to leave alone, and how to keep the controls intact. This is a working session on putting Claude into production inside your finance function. A deployment framework, grounded in real finance workflows, with peer dialogue throughout. Attendees leave with a set of pre-built Claude workflows and skills they can take back to the team. Host: Murray Newlands, Partner, Tilden Capital Family Office and IASV Seed Ventures Workshop Leader: Yvonne Newlands, Co-Founder and Managing Partner, Trekka. 30+ enterprise transformations at Accenture and EY, supply chain operations at Apple, 50+ AI agents shipped to production at venture-backed AI startups. What We'll Cover Who Should Attend Designed for finance leaders and operators at venture-backed companies. CFOs, VPs of Finance, Heads of Finance, Controllers, FP&A leads, and finance ops. The session emphasizes peer-level dialogue and operator-level honesty about what's working, what isn't, and what's worth your team's time to build. Whether your team is already running Claude, evaluating it, or hasn't started yet, the session works for the stage you're in. Why Attend Format Small group. 15 to 20 finance team members. Two hours. Deployment framework, pre-built Claude workflows to take home, and a takeaway plan the room builds together.Host This event is hosted as part of Open Future Forum, an executive community for the AI era founded by Murray Newlands. Open Future Forum brings together CEOs, CFOs, CMOs, CISOs, founders, investors, and enterprise leaders through Forum Select, Forum Events, private executive dinners, and role-based communities including the CFO Executive Forum, CEO Executive Forum, CMO Executive Forum, and CISO Executive Forum. Learn more about Murray Newlands on the About Murray page. Murray Newlands is also Partner at IA Seed Ventures . Open Future Forum and IA Seed Ventures are separate organizations.