Live Webinar Details

Module 2 — Claude for Your Numbers: AI-Powered P&L and KPI Analysis for Practice-Owner CEOs

May 27, 2026 @ 8:00 PM CST

EARN 1.0 CE CREDITS

A 60-minute live training for dental practice-owner CEOs on using Claude AI as their in-house CFO. Participants upload their P&L and KPI dashboard into a single Claude conversation, run a structured sequence of prompts, and watch Claude cross-reference both data sources to deliver CEO-level insights about margin leaks, provider performance, hygiene profitability, and overlooked KPIs. Includes a live walkthrough on real practice data and a Bring-Your-File Q&A where participants may submit their own spreadsheet for live analysis. Module 1 (Foundations of Claude AI) is recommended but not required.

Objectives:

By the end of Module 2, participants will be able to:

Set up and structure a Claude AI conversation to analyze their practice’s financial and operational data — including which file types to upload, how to organize a Claude project, and the order in which to ask CEO-level questions.
Apply a defined sequence of prompts to a P&L and KPI dashboard to surface margin leaks, underperforming line items, provider performance gaps, and case acceptance opportunities specific to their own practice.
Execute Claude’s cross-reference workflow — analyzing P&L and KPI data within a single conversation — to generate a monthly fix-it memo that informs quarterly business decisions and supports an ongoing CEO check-in habit.