A Claude Cowork and Excel Interactive Virtual Workshop

Financial professionals have spent two years hearing about AI. This session is about using AI at the speed your work actually demands. In 60 minutes, Lauren Cantor, Wall Street executive turned AI implementation strategist, will walk you through the Claude ecosystem live. You will see Claude CoWork and Claude in Excel running against real financial workflows, collapsing hours of financial work into minutes. This is a 2 hour working session built around live demonstrations and Q&A.

Workshop Focus

Your implementation path: Research, portfolio management, operations, and advisory professionals each identify their highest-leverage AI workflows and leave with a concrete starting point specific to their function.

Claude CoWork running live. Investment thesis pressure-tests, executive communications, and deep research handled inside a single continuous session. AI operating as a genuine digital co-worker.

Inside Excel: Financial modeling and dashboard reporting built directly in the spreadsheet, in real time. The demo runs from raw numbers to formatted analysis without leaving the app.