Overview

Option 1 - Practical Prompt Engineering and Finance Skills Focus: This 90-minute masterclass gives finance and accounting professionals a structured, hands-on introduction to prompt engineering with Claude.

You start with the fundamentals - what prompt engineering is, why Claude’s answers vary so dramatically based on how questions are asked, and how the 5-Part Prompt Framework produces consistently accurate results.

Ray then moves into applied finance tasks: prompting Claude for executive commentary on budget vs actual results, data quality checks, cash flow risk scans, duplicate and suspicious transaction detection, and drafting professional finance emails from AI findings.

You also cover anti-hallucination rules, iterative prompting, building a personal prompt library, and the mandatory workflow for documenting your Claude interactions.

Key Benefits:

• Master the 5-Part Prompt Framework and build prompts that deliver accurate, professional results every time
• Apply Claude to real finance tasks including budget analysis, cash flow review and transaction checking
• Leave with a personal prompt library and a referenced document of your best Claude interactions

Option 2 - AI Precision and Professional Output Focus: Professionals who know how to prompt Claude precisely get dramatically better results than those who do not - this session teaches you exactly how.

You work through the 5-Part Prompt Framework, role assignment, output control, and anti-hallucination rules, then apply these skills directly to finance tasks: budget commentary, data quality checks, cash flow risk scanning, and identifying duplicate and suspicious transactions.

The session includes drafting a professional finance email from Claude’s output, iterative prompting across three versions, building a reusable prompt library, and documenting your Claude workflow in a referenced template.

Key Benefits:

• Understand exactly why Claude’s answers vary and how to control quality through precise prompt construction
• Apply prompt engineering to real finance and accounting tasks with immediate, practical results
• Build a personal prompt library and establish a professional documentation workflow for all Claude interactions

Option 3 - Finance Professionals and AI Efficiency Focus: This session is built for finance and accounting professionals who want to use Claude with precision, consistency, and confidence across their real day-to-day work.

You master the 5-Part Prompt Framework, learn how role assignment transforms Claude’s output, and apply anti-hallucination rules that keep responses grounded in fact.

Applied exercises cover budget vs actual commentary, data quality checks, cash flow risk scanning, duplicate and suspicious transaction detection, drafting finance emails, iterative prompting, and building a personal prompt library.

Every skill is immediately applicable to your professional role.

Key Benefits:

• Walk away with a structured prompting method that produces reliable, professional-grade Claude outputs
  
• Apply Claude confidently across core finance tasks including analysis, reporting and professional communication
  
• Build a prompt library and documented workflow that saves time and improves quality across every Claude interaction

Why should you Attend

• Understand exactly what prompt engineering is and why it transforms the quality of every Claude response
  
• Learn why Claude’s answers vary and how to control output quality through precise prompt construction
  
• Master the 5-Part Prompt Framework - a structured method that consistently delivers accurate, professional results
  
• Practise with real before-and-after prompt comparisons that show exactly what changes when a prompt is improved
  
• Learn how assigning roles - Analyst, Auditor, Executive Writer - changes Claude’s tone, focus, and output format
  
• Apply anti-hallucination rules that prevent Claude from guessing or fabricating information in its responses
  
• Prompt Claude to produce executive commentary, data quality checks, and cash flow risk analysis on real finance data
  
• Use Claude to detect duplicate entries and flag suspicious transactions in financial datasets
  
• Turn Claude’s findings into a professional finance email ready to send - drafted entirely within the session
  
• Build a personal prompt library and a fully referenced documentation workflow for all your Claude interactions
  

Areas Covered in the Session

• Prompt engineering explained - what prompt engineering is, why it matters, and how it transforms the quality of AI outputs
• Why Claude answers vary - how vague vs specific questions produce very different results, with live before-and-after examples
• The 5-Part Prompt Framework - a structured method for building prompts that consistently deliver accurate, useful responses
• Exercise: bad prompt vs better prompt - a hands-on comparison exercise showing exactly what changes when a prompt is improved
• Roles: Analyst vs Auditor vs Executive Writer - how assigning a role to Claude changes its tone, focus, and output format
• Output control: bullets, tables, word limits - how to specify exactly how Claude formats and structures its responses
• Anti-hallucination rules - proven rules that prevent Claude from guessing or fabricating information in its responses
• Budget vs actual: executive commentary - prompting Claude to produce clear, professional commentary on budget versus actual results
• Budget vs actual: data quality check - using Claude to identify gaps, errors, and inconsistencies in budget and actual data
• Cash flow risk scan - prompting Claude to review cash flow data and highlight risks, anomalies, and concerns
• Transactions: duplicate and suspicious items - using Claude to detect duplicate entries and flag potentially suspicious transaction data
• Drafting a finance email from findings - turning Claude’s analysis output into a clear, professional finance email ready to send
• Iterative prompting: v1 ? v2 ? v3 - how to refine and improve prompts across multiple versions to sharpen Claude’s responses
• Building your personal prompt library - how to save, organise, and reuse your best prompts for ongoing professional efficiency
• Documenting questions and responses - the mandatory workflow for recording Claude interactions in a fully referenced template
• Practice: create your own work prompt - a guided exercise where you build a real prompt based on your own current job task

NOTE: Topic sequence may be subject to slight variation

Who Will Benefit

• This webinar is designed for Finance and Accounting professionals who use or plan to use Claude and want to produce more accurate, consistent, and professional results. Whether you are new to prompt engineering or have been using Claude in an unstructured way, this session gives you a proven framework and the applied skills to use it effectively
  
• Accountants, Bookkeepers, Financial Analysts, Controllers, Finance Managers, and Anyone responsible for Financial reporting, analysis, or professional communication will benefit directly from the prompt engineering techniques and finance-specific exercises delivered in this session

Speaker Profile