AI Finance Track - Thank You For Registering

LeadingAge Massachusetts · Practical AI for Senior Living Providers

Thank you for registering.

The Finance Track — four live sessions with Claude: the guardrails first, then working finance skills built live.

Your place is confirmed. Over four Wednesdays you will see real, take-home finance work products built live with Claude. Three short steps get you ready.

What to do next

Step one

Your registration with LeadingAge enrolls you in the track. Each of the four sessions is a separate Microsoft Teams event, so register once for each using the links below. Teams sends you a calendar invitation and your join link for that session.

Step two

Answer the three questions on the Session 1 form

Session 1’s registration form asks how your organization uses AI today, which platforms you use, and a challenge you would like to solve. Please answer by Tuesday, December 22, 2026; if you register after that date, answer within two days of registering. The final session is built from those answers — the more specific you are, the more useful it will be.

Step three

Get the session materials, and have Claude ready

Slides, demo data and the exercise files are posted at least two weeks before each session at odiorneadvisory.com/leadingage, password Leading3456Age$. A paid Claude plan (Pro, Max, Team or Enterprise) is recommended if you want to run the prompts yourself; sign in before Session 1.

Your four sessions — Wednesdays at 11:00 am ET, 60 minutes each

Wed, Jan 20

60 min · 1.0 CPE

Guardrails, Best Practices & the Claude Toolkit

Set the rules for what may and may not go into an AI tool, then tour Claude’s toolkit. Leave with: a stop-and-confirm standing instruction, an AI use policy template, and a map of Claude’s toolkit.

Wed, Jan 27

60 min · 1.0 CPE

Putting Claude’s Finance Skills to Work

Watch the financial-statements, variance-analysis, reconciliation and journal-entry skills run live on a de-identified sample, then take the prompts home. Leave with: a board P&L with variance commentary, a reconciliation and a journal entry.

Wed, Feb 3

60 min · 1.0 CPE

Building Your Own Finance Skill — Ratio Analysis

Build a reusable skill that compares your ratios to the CARF / Ziegler / Baker Tilly benchmarks. Leave with: a ratio-analysis skill, a branded benchmark report and dashboard, and the workbook behind them.

Wed, Feb 10

60 min · 1.0 CPE

Using AI to Solve Real-World Problems

The capstone. We take a challenge you submit before the course and build a working solution to it, live. Leave with: a solution to your own problem and a repeatable method.

Session materials

odiorneadvisory.com/leadingage · password Leading3456Age$ — slides, demo data and exercise files for each session will be posted a minimum of two weeks prior to each session.

Jaime Conley

Jaime Conley, CPA · Founder, Odiorne Advisory Services · former CFO/COO of a New Hampshire Life Plan Community
828.713.2385 · jconley@odiorneadvisory.com · odiorneadvisory.com

What you will need. A paid Claude plan (Pro, Max, Team or Enterprise) is recommended, but not required; other AI platforms are welcome. · Continuing professional education. Each session carries 1.0 CPE credit — 4.0 for the track — at the Basic level for Sessions 1 and 4 and Intermediate level for Sessions 2 and 3, delivered group internet based. LeadingAge Massachusetts is the sponsor of record and issues the Certificates of Completion. Credit requires attending each session live for the full 60 minutes and answering at least three of its four polls, with no partial credit; a recording is not offered for credit, and no ethics credit is offered. CPE is offered as a non-registered qualifying program documented to the AICPA/NASBA Standards; acceptance rests with each attendee’s state board. Presented by LeadingAge Massachusetts and LeadingAge Maine & New Hampshire with Odiorne Advisory Services.

Refunds, cancellations & complaints. Refunds are processed by LeadingAge Massachusetts. Cancel in writing at least 5 business days before a session for a full refund; later cancellations may transfer to another session or a colleague at no charge. No refunds for no-shows. If a session is cancelled or rescheduled, you may transfer or receive a full refund. Refunds are issued within 30 days. Concerns or complaints? Contact Jaime Conley, CPA, at jconley@odiorneadvisory.com. We acknowledge within 2 business days and respond with a resolution within 15 business days.