The AI-Powered Investment Banker: Claude Workflows for Excel & PowerPoint

AI is changing how investment bankers work, but knowing how to use Claude effectively can mean the difference between saving hours and simply adding another tool to your workflow. This session is for investment bankers and finance professionals who want to use AI to work faster and more efficiently across the tasks they do every day. You’ll learn practical Claude workflows for Excel and PowerPoint, streamline repetitive banking tasks, and see how AI can accelerate analysis, modeling, and presentation work. Join live to hear from an investment banking expert and former Lazard banker who understands the demands of the industry firsthand. The speaker will walk through real-world workflows and show how to integrate Claude into your existing processes without sacrificing accuracy or quality. Bring your questions and leave with practical AI workflows you can start using immediately.