Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
Claude can carry out multi-step work, maintain a consistent voice, and support strategic thinking, but it first needs to understand your firm. In this session, you’ll build five permanent reference files that give Claude that context: who you are, what your firm does, where you win, how you communicate, and your firm’s visual brand, including colors, typography, and layout.
You’ll build each file live using your firm’s website, LinkedIn presence, and existing materials, with Claude helping to fill in the gaps. By the end of the session, you’ll have a working context folder connected to Claude and ready to support your day-to-day work.
Participants will require a paid Claude subscription (Pro, Max, Team, or Enterprise) and Claude's app for every module; the free tier is not sufficient.
Save $50 when you register for this special event. Your savings will be automatically applied at checkout. Promotion cannot be combined with other offers or Passport.
Topics Include
- Why Generic Output Happens and How to Fix It: Understand the role of context engineering and why effective AI use requires more than prompting.
- Set Up Your Context Folder: Build the foundational folder Claude can reference at the start of future sessions.
- Build Your About Me File: Capture your identity, mission, decision-making style, and professional story to provide essential context.
- Build Your Company File: Define your firm’s business model, ideal customer, and competitive strengths so Claude can generate more relevant recommendations.
- Build Your Positioning File: Define where your firm stands out using a structured approach to research and assess its competitive positioning.
- Build Your Brand Voice File: Teach Claude to write in your firm’s established voice and communication style rather than using generic language.
- Build Your Design File and Test the System: Capture your firm’s visual brand, including colors, typography, and layout, then test how the complete context system works together.
- Keep It Current and Wrap Up: Learn how to maintain your context files so they remain relevant and useful over time.
Note: Registration for this seminar closes November 25 at 3:00 p.m. (EDT).
Key Takeaways
By the end of this session, you will be able to:
- Build an “About Me” file that gives Claude context about who you are, your professional story, and how you make decisions.
- Build a “My Company” file that helps Claude understand your firm and generate more relevant recommendations.
- Build a “My Positioning” file that captures your firm’s competitive strengths and positioning.
- Build a “My Brand Voice” file that helps Claude produce content aligned with your firm’s communication style and voice.
- Build a “Design” file that captures your firm’s visual brand, including colors, typography, and layout.
- Test your completed context system by using your context files to generate a pitch deck.
- Learn how to connect and maintain your context files so they can support future Claude sessions.
Who Will Benefit
For CPAs and finance professionals looking to create a consistent foundation of firm-specific context that helps Claude produce more relevant, on-brand outputs across future sessions.
How to Access the Course
This course is a live webinar. You must attend the live course to receive verifiable CPD hours. We recommend you join five minutes prior to the scheduled starting time. To get the full experience of this interactive course, use a computer that has video and microphone capabilities.
If available, course materials can be accessed 2 business days prior to the course and should be downloaded in advance.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
Sana Mian, co-founder of The Future Factors AI, is a Certified Training & Development Professional (CTDP) who spent a decade designing learning and driving technology adoption at KPMG (50 member firms, 200,000+ employees) and RBC, including a training program she created to upskill employees on AI that reached Platinum status with 20,000+ views and the highest engagement in company history.
Hina Mian, co-founder of The Future Factors AI, is an award-winning marketer with 10+ years in brand and retail leadership across CPG, now focused on AI agents, marketing automation, and business transformation.
Sana and Hina are practitioners first. They run The Future Factors AI using the same prompting frameworks and workflows they teach in this session, for their own business and for corporate clients.