Thu, Aug 6, 2026
4:00 PM UTC (45 minutes)
Virtual (Zoom)
Free to join
Go deeper with a course
AI-Powered Excel for Finance Professionals
Asif Masani
Director, FP&A Professionals Institute (FPI)
Thu, Aug 6, 2026
4:00 PM UTC (45 minutes)
Virtual (Zoom)
Free to join
Go deeper with a course
AI-Powered Excel for Finance Professionals
Asif Masani
Director, FP&A Professionals Institute (FPI)
What you'll learn
The 6-part prompting framework for finance tasks.
Structure Context, Role, Task, Data, Constraints and Output Format so Claude gets it right the first time.
Turn a raw Excel file into a live dashboard in 3 prompts.
Go from thousands of rows of raw data to an interactive dashboard with KPI cards, charts and filters without any code.
Refine, fix errors and publish like an analyst.
Iterate on titles, colors and filters, and share a live link with your team.
Why this topic matters
Every finance team sits on data that leadership never sees clearly. Dashboards used to mean BI tools, licenses and weeks of waiting. With AI, you can turn a raw Excel file into an interactive, shareable dashboard in minutes. The analyst who does that controls the conversation. You'll leave with a repeatable recipe to apply to your own P&L, sales or headcount data the same day.
You'll learn from
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Asif Masani
Director, FP&A Professionals Institute (FPI)
Previously at
