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 Where to Start The criteria for picking the first workflow. Why most teams pick wrong, and what a good first deployment actually looks like. What to Automate, What Stays Human A decision framework for sorting tasks into three buckets. Where AI is ready,…