Claude Fundamentals for Accountants

Course overview: Artificial Intelligence is becoming an increasingly valuable tool for accounting professionals, enabling them to work more efficiently. During this webinar, participants will gain a comprehensive understanding of Claude, one of the leading AI platforms, including its core features and capabilities and how these can be used in practice. Agenda: Claude vs ChatGPT – Understanding the Differences: An overview of the two leading AI platforms, highlighting their key differences and where Claude can provide the greatest value Claude Basics: Getting started with Claude, including an overview of the available plans and guidance on selecting the most suitable option for your needs Understanding Claude Features and Models: Introduction to Claude Chat, Claude Cowork and Claude Code, and an overview of the different models: Haiku, Sonnet, and Opus Prompting Fundamentals: How to structure clear and effective instructions so Claude consistently delivers accurate, relevant, and useful outputs Confidentiality, Reliability & Output Validation: Best practices for using Claude safely in professional environments, including validating outputs, managing limitations, and applying appropriate controls Generating Different Outputs in Claude: How to create and export ready-to-use outputs such as documents, reports, spreadsheets, presentations, and summaries directly within Claude Organising Work in Claude: Claude Projects: How to structure work into dedicated project spaces where Claude can retain files, instructions, and context for ongoing tasks Claude Skills – Building Reusable AI Workflows: How to automate repetitive tasks by creating reusable workflows based on a precise set of instructions Using Claude Inside Everyday Business Tools: Practical applications of how Claude can be used within/with Word, Gmail, Calendar, Excel, and PowerPoint Introduction to Claude Cowork: How Claude Cowork can be used to streamline everyday work tasks CPE Accreditation: This course has been accredited two hours professional development CPE by the Malta Institute of Accountants (MIA). A proof of attendance will be sent by email after the course.