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July 27, 2026 · 1:00 PM ET

Quality in Finance and Trade

SUNY Global Center, New York City · 4 hours

Where quality lives inside a finance organization - from the six core functions to the metrics that measure them - and how AI copilots built with Claude Skills are changing what an analyst can do.

Venue

SUNY Global Center is the headquarters for the State University of New York in New York City, located at 116 East 55th Street. Designated a historic landmark in 2001, the brownstone exterior of the five-story Georgian-style mansion expands into a modern state-of-the-art meeting and conference center.

Audience

MBA students at Universidad de Celaya (Guanajuato, Mexico), traveling to New York City for this session at SUNY Global Center. udec.edu.mx

Hosted under the agreement between Universidad de Celaya and SUNY Broome Community College.

Agenda

  1. 01

    Key Financial Areas

    The six functions of a finance organization - Corporate Finance, Treasury, FP&A, Investor Relations, Tax, Accounting & Financial Reporting - the quality controls each requires, and real corporate examples (Apple, Microsoft, P&G, Amazon, GE).

  2. 02

    Key Quality Metrics

    Five action fields for measuring quality in finance - financial accuracy and reliability, internal control effectiveness, forecast accuracy, finance team efficiency, stakeholder satisfaction - with industry benchmarks for each.

  3. 03

    AI Applied in Finance & Claude Skills

    Turning financial knowledge, workflows, and reporting standards into reusable systems. How a Skill is built (trigger, objective, process, context, rules), hands-on construction of two copilots - a Financial Analyst Copilot and a Quality Control Copilot - testing, human-in-the-loop validation, and what fraction of an FP&A analyst’s work a copilot can reproduce.

  4. 04

    Top-Quality Finance Departments

    What Apple, Microsoft, Berkshire Hathaway, JPMorgan Chase, and Alphabet do differently.

  5. 05

    Measuring CFO Success

    The career path to CFO, compensation and tenure trends, and the core metrics that drive (or end) a CFO’s tenure: ROI, cash flow, and cost management.

  6. 06

    AI in Action Across Finance

    Real deployments - JPMorgan’s LOXM, Citibank’s cash-flow forecasting, Unilever-Anaplan, EY Tax AI, Deloitte Argus - and closing summary.

What participants take away

  • Map the six key areas of a finance organization and identify where the quality function should be embedded in each.
  • Select and apply quality metrics across the five action fields, and compare their organization’s performance against published industry benchmarks.
  • Explain how AI is transforming finance work - from automation and forecasting to fraud detection and compliance - with real-world corporate examples.
  • Describe the five-component framework of a Claude Skill and explain why structure - not prompts - is what makes AI output reproducible.
  • Build a reusable AI copilot from an organization’s existing documents, and validate it with a transfer test.
  • Apply human-in-the-loop discipline to AI-assisted finance work, recognizing which decisions must remain with the professional.
  • Identify the metrics that define CFO success and understand the career trajectory toward the role.

Lecture materials

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