Live Webinar
October 27, 2026 1:00 PM
Claude 201 for Finance Teams
You've got the basics. Now learn the three things that turn Claude from a chat window into part of how your finance team runs: projects, scheduled tasks, and Claude Code.
Register to save your seat. We will email you the recording too.
From chatting with Claude to running work on it
Most finance teams have tried Claude. The ones getting real leverage have set it up to hold their context, run on a schedule, and build tools that last.
Claude 201 picks up where 101 left off. Drivepoint CEO Austin Gardner-Smith walks through each one live on a fictional consumer brand, with plenty of time for your questions.
Built for finance leaders, controllers, FP&A analysts, and founder-operators at consumer brands who already use Claude and want more out of it.
Missed 101? Watch the recording first, then join us live. Every registrant gets the recording.
- How to set up and manage projects. Give Claude your context, files, and instructions once, then share it with your team.
- How to create scheduled tasks. Put recurring finance work on a schedule so the results show up without anyone asking.
- An introduction to Claude Code. What it is, when to use it, and how finance teams are using it to build their own tools.
