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Claude AI Essentials – A Complete Practical Masterclass for Professionals
- Webinar Preparation — account setup, browser and software requirements, internet and security essentials, and safe AI use principles
- Why Claude — Constitutional AI and safety-first architecture, where Claude outperforms the competition, and Claude vs. ChatGPT vs. Gemini vs. DeepSeek
- Claude Explained — what Claude is, how it differs from traditional search and other AI platforms, free vs. Pro, and how context works
- What Claude Can Do — financial analysis and reporting, document processing, Excel formula and VBA generation, professional writing, and research and decision support
- Claude Interface and Orientation — conversation window, Projects, Artifacts, Model Selector (Sonnet vs. Opus), file attachments, and how Claude differs fundamentally from ChatGPT in architecture, safety, and professional use
- Configuring Claude and Account Settings Before You Start — Settings panel, User Preferences, custom instructions per project, memory generation toggle, style settings, Appearance options, Claude Pro features, and managing free vs. Pro usage limits
- Projects — how to create and name projects, add project-level instructions, upload files to Project Files, and why Projects are Claude’s most powerful and most underused professional feature
- File Intelligence — upload limits, supported file types (PDF, DOCX, XLSX, images, audio MP3, video MP4), how Claude reads each format, refreshing stale files, and the master-file-per-project strategy for session continuity
- Managing Usage — how usage limits work, when they reset, token and context window concepts in plain language, the multiple-browser-tab strategy, handling “taking longer than usual” errors, and when to start a new chat vs. continue
- Claude’s Memory System — project memory vs. conversation memory vs. the Memory feature, how to edit and delete memories, uploading a master reference file per session to restore context, and the privacy implications professionals need to understand
- Prompt Engineering — the 5-Part Prompt Framework, anti-hallucination rules, roles and tone control (Analyst, Auditor, Executive Writer, Legal Reviewer), and iterative prompting V1–V3
- Vision, Analysis, and Document Intelligence — uploading screenshots, scans, X-rays, medical lab results, software UI screenshots, website and document analysis, and the capabilities and boundaries of Claude’s visual input processing — including professional and ethical considerations
- Claude’s Output Capabilities — creating fully formatted Word documents with styles, Excel workbooks with charts, using Artifacts and the code editor, deep research, web search, and how Claude’s document and spreadsheet output compares to ChatGPT
- Power User Strategies — multiple browser tab workflow, using Claude and ChatGPT in tandem for different tasks, Extended Thinking (Deep Think), accessing information across projects, and the professional tips and shortcuts that separate power users from casual users
Pre-Webinar Requirements:
- Create a free Claude account at claude.ai before the session — or log in if you already have one
- Claude Pro subscription is recommended for access to Projects, higher usage limits, and Claude Opus — the free account is sufficient to follow all core demonstrations
- Use Microsoft Edge (latest version) as your browser — Google Chrome is equally compatible
- Install Microsoft Excel 2016 or any version up to the latest available
- Ensure a stable internet connection of at least 10 Mbps
- Close unnecessary background applications before the session begins
- No prior Claude experience is required — this session is designed for all levels from first-time users to those filling gaps in self-taught knowledge
- Never enter confidential, personal, or commercially sensitive information into any AI platform without first checking your organisation’s AI usage policy
Overview of the webinar
While others are using Claude as a basic question-and-answer tool, Ray’s 90-minute professional session shows you how to operate it at an entirely different level. This is a structured, hands-on masterclass covering fourteen essential areas every professional needs: why Claude leads the AI market, how it works, what it can do across analysis, documents, Excel, writing and research, how to navigate the interface, configure custom instructions and Projects, manage usage and memory, upload and interrogate files, engineer prompts that deliver consistent results and use it responsibly in regulated and professional environments. Ray demonstrates each practical topic live, you replicate it immediately, and every technique is grounded in real workplace tasks. For professionals in finance, accounting, HR, legal, marketing, management, and administration, this session delivers skills you will likely use every day.
Key Benefits:
- Operate Claude at a professional level across a wide range of structured skill areas — not just prompting, but the entire ecosystem
- Produce analysis, reports, Excel workbooks, Word documents, and communications from Claude with accuracy and confidence
- Apply responsible AI use principles from day one — including data privacy, output validation, and AI ethics in the workplace
Who should attend?
- Accountants, Bookkeepers and CPAs
- Financial Analysts and Controllers
- HR Personnel and Recruitment Professionals
- Business Owners and Chief Executives
- Project Managers and Operations Managers
- Administrators and Executive Assistants
- Legal and Compliance Professionals
- Marketing and Sales Professionals
- IT Professionals and Database Administrators
- Educators and Corporate Trainers
- Cybersecurity Staff
- Engineers
- Social Media Specialists
- Supervisors and Team Leaders
- New Recruits entering AI-integrated workplaces
- Staff at all levels across any organisation using or evaluating Claude
Why should you attend?
Ray’s webinars replicate the in-person classroom experience and include a professional Learning Guide with practical hands-on exercise files, providing a superior learning and knowledge retention experience for every attendee.
- Harness the full potential of your Claude and AI investment
- Time-efficient power learning with focused, structured topics
- Practical hands-on skill enhancement with high retention
- Comprehensive Learning Guide and practice files included
- Improved productivity, output quality, and error minimisation
- Up-to-date, current knowledge transfer from an active AI practitioner
- Professional development recognised for career advancement
- Interactive experience through live chat, Q&A, and demonstration
- Rapid return on investment — skills applicable from your very next Claude session
Faculty - Mr.Ray Evans
Ray blends a professional, easy-going style with a strong grasp of adult learning—demonstrated across classroom, seminar, workshop, and live-online delivery, supported by practical, high-retention instructional materials.
Backed by Microsoft certifications, Ray teaches more than 2,500 topics spanning Microsoft Excel, Access, Outlook, Project, PowerPoint, Word, Visio, and Publisher—and is one of very few presenters delivering expert-level webinars across all six leading AI cognitive engines: Claude, ChatGPT, Copilot, Grok, Gemini and DeepSeek.
He holds qualifications in Frontline Management, Accounting, Training and Assessment and is certified in Six Sigma business-improvement methodology.
Since 1990, Ray has trained over 40,000 students, business owners, and executives, and authored extensive training documentation, complex reports, and engaging web content—consistently demonstrating exceptional communication and knowledge transfer.
Ray's webinars replicate the in-person classroom experience and include:
- A comprehensive step-by-step Learning Guide
- Demonstrations and practical exercises
- Exercise files
- Productivity techniques, tips and shortcuts