Using AI to Prepare Insightful Board Reports

In this practical artificial intelligence masterclass, Memory Nguwi of Industrial Psychology Consultants shows executives, finance professionals, human resources leaders, and legal practitioners how to put tools such as Claude, ChatGPT Work, and Codex to work on the reporting that consumes most of their week. He demonstrates how to build board and committee reports for finance, audit, and human resources straight from raw operational data, connect Claude and ChatGPT to local folders, accounting systems, and customer relationship management databases for automatic data extraction, and use Claude inside Microsoft Excel to produce balance sheets, income statements, and cash flow statements. The session also covers building custom skills, projects, and automated schedules so recurring reports run on their own, a case study on automating legal research, case law digests, and regulatory compliance updates, and the data security and privacy settings that protect confidential company information and prevent models from training on sensitive files.