Practical AI for Senior Living Providers: Finance Track
Live Online Learning for Senior Living Finance Professionals
Practical AI for Senior Living Providers
The Finance Track
Build confidence using AI in your finance work. Join colleagues for four practical sessions that start with essential safeguards and move into reconciliation, reporting, benchmarking, and solving real workplace challenges.
Four consecutive Wednesdays
Live online via Microsoft Teams
Odiorne Advisory Services
Former senior living CFO/COO
From Exploring AI to Putting It to Work
See how AI can support the financial responsibilities you manage every day. Through live demonstrations in Claude, you’ll follow realistic finance workflows, learn where professional judgment and verification matter, and leave with resources you can adapt for your organization.
Designed for CFOs, controllers, finance directors, and accounting team members in senior living, this series connects new tools with familiar challenges. Bring a problem from your own community to help shape the final session.
What You’ll Take Back to Your Team
- Clear safeguards: Data-governance guidance, standing instructions, and an AI use policy template for senior living.
- Practical finance resources: Prompts and examples for reconciliations, journal entries, financial statements, and variance commentary.
- A reusable benchmarking tool: A ratio-analysis skill, report, dashboard, and supporting workbook.
- A method you can repeat: A framework for defining a problem, building a solution, and verifying the results.
Explore the Sessions
Select a session to view its description, take-home resources, and CPE details.
SESSION 1 · JANUARY 20, 2027 Guardrails, Best Practices & the Claude Toolkit
Begin with the controls that support responsible AI use. Explore what resident, employee, and financial information may and may not enter an AI tool, when data must be de-identified, and how standing instructions can prompt a pause when sensitive information appears.
Then tour Claude’s toolkit and consider which tools fit different tasks, including where AI agents can support back-office work.
- A stop-and-confirm standing instruction.
- AI data-governance and best-practice guidance.
- An AI use policy template written for senior living providers.
- A Claude toolkit overview.
CPE: 1.0 credit in Information Technology
Level: Basic
Prerequisites: None
Advance preparation: None
SESSION 2 · JANUARY 27, 2027 Putting Claude’s Finance Skills to Work
Follow a realistic month-end workflow using de-identified sample data. Watch Claude help complete a bank reconciliation, prepare an accrual, develop an adjusted trial balance, and produce a board statement of operations with variance commentary.
Learn how these steps connect and where outputs need to be checked before you rely on them.
- A guide to choosing the right finance skill for each task.
- An outstanding-check schedule with a rollforward and aging.
- Sample reconciliation, journal entry, financial statements, and variance analysis.
- The adjusted trial balance that connects the work.
CPE: 1.0 credit in Accounting
Level: Intermediate
Prerequisites: Familiarity with financial statements
Advance preparation: None
SESSION 3 · FEBRUARY 3, 2027 Building Your Own Finance Skill: Ratio Analysis
Move from using an existing AI skill to building a reusable tool. Learn how to create a Claude skill that calculates key financial ratios and compares them with the CARF / Ziegler / Baker Tilly 2025 benchmarks.
See how the skill produces a branded report, a one-page dashboard, and an auditable workbook that supports review of the results.
- A reusable ratio-analysis skill.
- A benchmark report and one-page dashboard.
- An auditable workbook with the supporting formulas.
CPE: 1.0 credit in Finance
Level: Intermediate
Prerequisites: Familiarity with financial ratios
Advance preparation: None
SESSION 4 · FEBRUARY 10, 2027 Using AI to Solve Real-World Problems
Bring the learning together in a practical capstone. Jaime will select representative challenges submitted by participants and build working solutions live in Claude.
Follow the process from defining the problem to building and verifying a useful result, then apply that method to challenges in your own community.
- One or more solutions to selected participant challenges.
- A reusable “frame, build, verify” method.
- Data-governance and verification checkpoints.
CPE: 1.0 credit in Information Technology
Level: Basic
Prerequisites: None; Sessions 1–3 recommended
Advance preparation: Complete the three questions on the Session 1 registration form, including a challenge you would like to address with AI. Allow approximately 10 minutes. Submit responses by December 22, 2026, or within two days of registering if you register after that date.
Jaime Conley, CPA
Odiorne Advisory Services
Jaime brings two decades of experience in senior living finance and operations, including service as CFO/COO of a New Hampshire Life Plan Community. His instruction connects AI tools with the financial responsibilities and practical challenges senior living leaders manage every day.
Registration
One registration includes all four Finance Track sessions.
LeadingAge Members
Helpful Information
Do I need a Claude subscription?
All demonstrations take place live in Claude. A paid Claude plan, such as Pro, Max, Team, or Enterprise, is recommended if you want to run the prompts yourself, but it is not required to attend.
Users of other AI platforms are welcome. Much of the approach can be applied to the tools you already use.
How do the live sessions work?
Each session runs for 60 minutes on Microsoft Teams. Participants join muted and may submit questions through the chat, with questions answered throughout the session.
Four brief attendance polls take place during each session. A post-session evaluation and Certificate of Completion follow. Participants seeking CPE credit must meet the attendance and polling requirements below.
CPE credit and attendance requirements
Earn up to 4.0 CPE credits, with 1.0 credit available per session. The delivery method is group internet based. Sessions 1 and 4 are Basic level; Sessions 2 and 3 are Intermediate level. Fields of study and prerequisites are listed with each session.
To earn credit for a session, you must:
- Attend live for the full 60 minutes.
- Answer at least three of the four attendance polls.
No partial credit is available. Recordings are not offered for credit. LeadingAge Massachusetts is the sponsor of record and issues Certificates of Completion.
CPE is offered as a non-registered qualifying program documented to the AICPA/NASBA Standards, using the 50-minute credit hour. Acceptance rests with each participant’s state board. No ethics credit is offered.
What should I prepare before the series?
Complete the three questions on the Session 1 registration form, including a challenge you would like to address with AI. Your responses will help shape the final capstone session.
Please allow approximately 10 minutes and respond by December 22, 2026. If you register after that date, complete the questions within two days of registering.
No additional advance preparation is required for Sessions 1–3.
Refunds, cancellations, and transfers
Cancellations must be submitted in writing at least five business days before a session to receive a full refund. Later cancellations may transfer to another session or a colleague at no charge. No refunds are available for no-shows.
If a session is canceled or rescheduled, participants may transfer or receive a full refund. LeadingAge Massachusetts processes refunds within 30 days.
Program concerns or complaints
Contact Jaime Conley, CPA, at jconley@odiorneadvisory.com. Concerns will be acknowledged within two business days, with a response and resolution within 15 business days.