AI in Action: High-Speed Workflows with Claude Cowork and Excel

Presented by CFA Society Los Angeles FinTech Advisory Council

A Claude Cowork and Excel Interactive Virtual Workshop

Financial professionals have spent two years hearing about AI. This session is about using AI at the speed your work actually demands. In 60 minutes, Lauren Cantor, Wall Street executive turned AI implementation strategist, will walk you through the Claude ecosystem live. You will see Claude CoWork and Claude in Excel running against real financial workflows, collapsing hours of financial work into minutes. This is a 2 hour working session built around live demonstrations and Q&A.

Workshop Focus

• Claude CoWork running live. Investment thesis pressure-tests, executive communications, and deep research handled inside a single continuous session. AI operating as a genuine digital co-worker.
• Inside Excel: Financial modeling and dashboard reporting built directly in the spreadsheet, in real time. The demo runs from raw numbers to formatted analysis without leaving the app.
• Your implementation path: Research, portfolio management, operations, and advisory professionals each identify their highest-leverage AI workflows and leave with a concrete starting point specific to their function.

SPEAKER
Laura Cantor | Lauren Cantor is a multi-disciplinary strategist and AI advisor who specializes in translating complex technology into measurable business growth. With a foundation built over 20 years on Wall Street—including roles as COO and Trading Manager of a proprietary hedge fund and Strategist to the CEO—Lauren brings a practitioner’s rigor to the world of artificial intelligence. Lauren is the founder of Field & Edge, an AI advisory firm where she builds intelligent systems designed to optimize enterprise workflows and supercharge performance. A recognized leader in the space, she teaches AI and innovation at the School of Visual Arts and ArtCenter, and Caltech helping professionals move past the hype to achieve practical, human-centered AI integration. Lauren holds an MBA from the Wharton School of Business, a BA magna cum laude from Columbia University in Astrophysics, and an MFA from the School of Visual Arts, where she served as the 2017 Graduate Valedictorian. Her unique background bridging finance, design, and technology allows her to help "prosumers" and executives alike turn AI momentum into efficient, productive, and profitable systems. Back To Top ^^