Practical AI for Senior Living Providers: Finance Track

Every Wednesday, Jan 20 - Feb 10 | 11:00am - 12:00pm ET

For senior living finance teams, the question is often where to begin with AI. Which tasks are a good fit? How do you protect confidential information? And how do you know whether the results are reliable enough to use? This series offers a focused way to explore those questions, with examples grounded in the work of a senior living finance department.

Who should attend?

This four-part virtual series is designed for CFOs, controllers, finance directors, and accounting team members in senior living who want to understand how AI can support their work and where professional judgment and verification remain essential.

Learn from Someone Who Understands Your Work
Instructor Jaime Conley, CPA, of Odiorne Advisory Services, brings two decades of senior living finance and operations experience, including serving as a CFO/COO at a Life Plan Community in New Hampshire.

Through live demonstrations in Claude, Jaime will guide participants through:

  • January 20: Responsible AI use. Establish safeguards for sensitive information and explore Claude’s tools.
  • January 27: Everyday finance workflows. Follow a month-end process, from reconciliation and accruals to financial statements and variance commentary.
  • February 3: Ratios and benchmarking. Build a reusable tool for financial analysis and reporting.
  • February 10: Your team’s challenges. See solutions developed live using problems submitted by participants.

You’ll receive templates, prompts, and reusable resources to adapt for your organization. Demonstrations use Claude; users of other AI platforms are welcome, and a paid Claude subscription is recommended but not required to attend.

Learn More & Register Here