⚡ The Claude Cowork Workshop · Saturday, Aug 15 · 9 AM–1 PM ET · Early-bird $495 ends Friday, Aug 1 · Reserve your seat →
AI in Finance · Live & Hands-On · Saturday, Aug 15

The Claude Cowork Workshop

Turning 8-hour jobs into 8-minute workflows.

A hands-on, 4-hour live workshop that takes you from AI-curious to building real tools in Claude — built for finance & business professionals.

Reserve your seat — $495 See what you'll build

Live & virtual · Saturday, Aug 15 · 9:00 AM–1:00 PM ET · Early bird $495

“I dropped last month's sales file into Claude at 7:00 a.m. By 7:08 it had flagged the three products quietly losing money, drafted the commentary in my voice, and built the dashboard — before my first coffee.”That's not a demo. That's what you'll set up on Aug 15 — live, in your own account.
Peta-Gaye Hardy
Peta-Gaye Hardy
MBA · FCCA · Your instructor
MBA · FCCA 15 years in finance leadership Big-4 trained (PwC) Performance leadership across 18 markets No theory. Live demos in your own tools.
One focused morning

The Claude Cowork Workshop — live & hands-on

Four hours, fully hands-on, built around The Digital Twin Method — teaching Claude to do your work the way you do it. You don't just learn the tool: you leave having built your own AI — Projects, Skills, live dashboards, Claude connected to your email & calendar, and scheduled tasks that run without you. ChatGPT and Copilot editions are coming soon — join the waitlist to hear first.

The Workshop

Claude

Saturday · Aug 15 · 9 AM–1 PM ET
Deep analysis, reasoning & your AI analyst
  • Analyse board packs, contracts & long reports — pull out the story fast
  • Work right inside Excel & PowerPoint with Claude
  • Build reusable Projects & Skills for your repeatable tasks
  • Set up scheduled tasks that run your reports automatically
  • Connect Claude to your email & calendar — morning briefings, scheduling & follow-ups handled
  • Generate live dashboards & board narrative in your voice
You build & keep: your AI finance “digital twin” — Projects, Skills & a finance prompt library.
Coming soon

ChatGPT

Dates TBA · Join the waitlist
Data crunching, automation & custom agents
  • Analyse a GL or trial balance — no formulas needed
  • Build models, charts & dashboards; export to Excel & PowerPoint
  • Create a custom GPT — your private FP&A analyst
  • Automate reporting & schedule tasks to run for you
  • Turn messy data into board-ready output
You build & keep: a private “FP&A Analyst” GPT & a finance prompt library — your digital twin.
Coming soon

Copilot

Dates TBA · Join the waitlist
Inside Excel, Outlook, Teams & PowerPoint
  • Analyse & summarise data right inside Excel
  • Build dashboards & first-draft PowerPoint decks from your data
  • Create Copilot agents that automate recurring finance work
  • Draft board emails & recap Teams meetings in seconds
  • Chase follow-ups & standardise your reporting
You build & keep: a digital-twin Copilot routine + agent & a finance prompt library.
The 4-hour build plan

4 hours live. 3 working tools built. 25 prompts installed.

This isn't a demo you watch — it's a build you do, in your own Claude account, with live help in the room.

9:00

Foundations — The Digital Twin Method

Why briefing beats prompting. How to make Claude work like a sharp analyst who knows your business — not a chatbot.

9:30

Build #1 — Your business Project

A Claude Project loaded with your context: your business, your formats, your voice. This is the foundation everything else runs on.

10:45

Break

15 minutes. You've earned it — your Project is live.

11:00

Build #2 — Skills + Claude inside Excel & PowerPoint

The report you produce every month — taught to Claude once as a Skill, reusable forever. Then work with Claude right inside Excel, and generate the first-draft PowerPoint deck from your own analysis.

12:00

Build #3 — Your live dashboard, connectors & scheduled tasks

Build a live dashboard from your own data, plug Claude into your email and calendar, and set a scheduled task so your report — and your morning brief — show up without you.

12:30

Open build lab + Q&A

Build your own with live help — bring the task that eats your week.

By 1 PM you'll have

  • A Claude Project configured for your business — it knows your context, formats and voice
  • Custom Skills for your recurring reports, built and tested
  • A live dashboard generated from your own data
  • Claude connected to your email & calendar — with a scheduled task that briefs you every morning
  • The 25-prompt library installed in your account
  • A system you can extend on Monday morning — not notes about one
Executive finance dashboard built live in Claude — KPI cards, revenue vs profit trend, and entity breakdown generated from a raw CSV
Built in Claude from a raw CSV — this is the kind of dashboard you leave with.
The difference, hour by hour

The monthly sales report — before and after

Before the workshop

8:00 a.m.
Export the sales data. Fourteen tabs. The answer is in there somewhere.
9:30
Pivot tables. Copy, paste, fix the broken formula. Find another one.
11:00
Start writing the commentary. Notice the numbers changed. Start over.
2:00 p.m.
Still formatting the report.
4:45
Send it — and hope nobody asks a hard question.

After the workshop

8:00 a.m.
Drop the sales file into your Claude Project.
8:04
It flags the top movers, the three products quietly losing margin, and the region that needs a phone call.
8:06
Commentary drafted — in your voice, your format.
8:09
Dashboard built and on screen.
8:10
You review, tweak one line, hit send. Coffee still hot.

It's not magic — it's a Project plus two Skills. Exactly what you build on Aug 15.

What you'll walk away with

Real skills, not slideware

By the end of the workshop, you'll be able to:

Prompt with intent

Write clear, reliable prompts for finance tasks — and understand why they work.

Interrogate data

Analyse a trial balance, GL extract, or board pack and pull out what matters.

Produce real output

Draft variance commentary, board narrative, and finance emails in minutes.

Build something you own

Create reusable workflows — Projects, custom GPTs, agents, and scheduled tasks that run on their own.

Use AI safely

Know what to put in, what to keep out, and how to check the output.

A prompt library you keep

Walk away with a tested finance prompt library, templates, and a plan to roll it out to your team.

Who it's for

Built for finance people — no coding required

FP&A, accounting, controllers and finance managers · business owners who run their own numbers · and anyone in or around a finance function who wants to upskill. If you're comfortable in Excel, you're ready.

Pricing

One workshop, everything included

One focused 4-hour morning. Early-bird seats are limited.

Early bird · ends Fri, Aug 1
Early bird
$495
Claude Cowork Workshop · Sat, Aug 15
Reserve your seat — $495
  • 4 hours live, hands-on instruction
  • Session recordings (60 days)
  • Finance prompt library & templates
  • Certificate of completion
Regular
$675
Claude Cowork Workshop · Sat, Aug 15
Join the waitlist
  • Everything in early bird
  • Standard admission
  • Small-group, live help
  • Invitation to the next cohort steps

Seats are capped to keep the workshop hands-on. Waitlist members get first access and the early-bird price.

The build-it guarantee: attend live, build along, and if you don't leave with working tools in your own account, email within 24 hours of the workshop for a full refund.

Peta-Gaye Hardy
Your instructor

Peta-Gaye Hardy

Peta-Gaye Hardy is an AI in Finance Implementation Specialist and founder of PGH Consulting. With an MBA, an FCCA, and fifteen years in finance leadership across PwC, Digicel, NCB Jamaica, Cable & Wireless, and Trove, she helps finance teams ship production-ready AI agents — through speaking, workshops, and fixed-scope AI Sprints.

She teaches the way a smart CFO would explain it over coffee: plain-spoken, credible, and free of hype. No theory, no buzzwords — just live demos in the tools you actually use.

MBA · FCCA · 15 years in finance leadership · Director, Business Performance across 18 markets (Cable & Wireless) · Trusted by CFOs and finance teams including PharmaLogic, Liberty Latin America, and FLOW.
Join the waitlist

Be first in line — and get the early-bird price

Ready for Aug 15? Reserve your seat now — $495. Or join the waitlist for the ChatGPT & Copilot editions (and first access if extra Claude seats open).

No spam. You'll only hear from PGH Consulting about this workshop series.

You're on the list. 🎉
We'll email you at the address you provided when registration opens — with your early-bird link.
FAQ

Good questions

Do I need to know how to code?

No. These workshops are built for finance people, not engineers. If you're comfortable in Excel and everyday finance work, you're ready.

Do I need my own AI account?

Yes — you'll work in the real tool during the workshop. You'll need a Claude account; Pro is recommended so you can build Projects and use connectors and scheduled tasks. We send setup instructions a few days before.

Is it live or recorded?

Live and virtual, with hands-on lab time and real Q&A. You also get the recordings for 60 days to revisit.

What about ChatGPT and Copilot?

Those workshops are coming soon. Tick them on the waitlist form and you'll be the first to hear when dates are announced.

What if I can't attend live?

Attending live is best — it's a hands-on build session. But you get the recording for 60 days, so you won't miss the material if something comes up.

What's your refund policy?

Full details will be on the registration page. We'll make the cancellation and transfer terms clear before you pay.