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Claude Agentic AI for Accounting & Finance Professionals

21-22 Dec, 2026, Four Points by Sheraton Kuala Lumpur City Centre

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Learn from the Best

JOYCE LEE HUI HUI 

  • Chartered Accountant, Fellow Member, Association of Certified Chartered Accountant, United Kingdom (ACCA UK Year 2008)
  • Chartered Accountant, Malaysian Institute of Accountants (Year 2003)
  • Certified Neuro Linguistic Programme (NLP) Practitioner & Certified NLP Coach, 2017 (recognised by American Board NLP)
  • Licensed Hypnotherapist (Association of Hypnotherapy Practitioners Malaysia, AHPM 2017)
  • Certified Change Management Practitioner (PROSCI USA – 2017)
  • Master’s in Education – Year 2024 -Veritas University College

Joyce Lee is a Fellow Member of the Association of Chartered Certified Accountants (ACCA), United Kingdom, and a Chartered Accountant with the Malaysian Institute of Accountants (MIA).

She began her career with the Berjaya Group of Companies as a Group Financial Accountant, overseeing the preparation, analysis, and financial reporting for the Berjaya Sports Toto Berhad group. Her expertise spans MFRS/IFRS, group consolidation, GST/SST administration, and end-to-end accounting operations, including tax submissions and statutory audit coordination.

Joyce later broadened her industry exposure in telecommunications (Maxis Communications, Nokia Networks) and ICT (IBM Malaysia), taking on roles across management, commercial finance, financial analysis, planning, and budgeting. Since 2018, she has been headhunted into senior commercial finance leadership positions within region al and global FMCG, fintech, and most recently, Avon—a global leader in beauty and direct selling.

Her passion for public speaking, training, and people development is long-standing. Joyce served as Past President of the MIHRM Toastmasters Club (2007–2008) and has achieved multiple communication awards including Advanced Communication Bronze, Advanced Communication Silver, and Competent Leader from Toastmasters International. She is also a former President of the Rotaract Club of Port Klang Centennial.

Joyce is known for her ability to simplify complex financial concepts and make them relatable to participants from all backgrounds. With extensive experience across Malaysian PLCs and multinational corporations, she brings deep insights into accounting, finance, business operations, and team leadership. Her strengths include explaining techni cal accounting concepts in practical terms, delivering high-impact in-house training, and facilitating sessions that are grounded in real-world application—now extended into the fast-evolving world of Generative AI for Accounting and Finance.

Selected Clients

  • PMI Industries Sdn Bhd & Mackenzie Industries (Wah Seong Group)
  • Star Media Radio Group
  • MyWIN Academy Berhad (Prime Minister’s Department)
  • Wah Seong Group Management Development Programmes
  • Clipsal Manufacturing (Schneider Electric)
  • Bintulu Development Authority (BDA)
  • Sudong (Singtel Telecommunications Inc), Malacca & Klang
  • UMW Corporation Berhad – SL1M Programmes
  • Gentpac Malaysia (Shared Services Finance Centre)
  • UEM Edgenta Berhad
  • Construction Industry Development Board (CIDB)
  • Malaysian Communications and Multimedia Commission (MCMC)
  • Amway Malaysia Holdings Berhad
  • Salcon Engineering Berhad
  • Malakoff Corporation Berhad and subsidiaries
  • Logicalis Asia Pacific
  • MySTEP Management Trainee Programme (Khazanah), 2022
  • Northern Corridor Economic Region (NCER)
  • Employees Provident Fund (KWSP)
  • Pharmaniaga Berhad
  • Selangor Kerjaya
  • Hap Seng Materials Sdn Bhd

Venue Details

Four Points by Sheraton Kuala Lumpur City Centre
Corner of Jalan Sultan Ismail, and Jalan Ampang, Kuala Lumpur, Malaysia, 50450

https://www.marriott.com/en-us/hotels/kulfk-four-points -kuala-lumpur-city-centre/overview/? msockid=27c4b915ef7e65bb0d a3affaeedb6438


Fax : 0 3-2706 9090

Contact us

FOR COURSE DETAILS

Juliany,

Office: 03 2283 6109

Mobile: +60 122281247

juliany@ipa.com.my

Phoebe,

Office: 03 2283 6100

Mobile: +60 193637822

phoebe@ipa.com.my

Bee Teng,

Office: 03 2282 6112

Mobile: +60 172566121

beeteng@ipa.com.my

FOR CUSTOMISED IN-HOUSE TRAINING

Jane,

Office: 03 2283 6101

Mobile: +60 129418251

jane@ipa.com.my

Keith,

Office: 03 2283 0000

Mobile: +60 162272735

keith@ipa.com.my

ADDRESS

A-28-5, 28th Floor, Menara UOA Bangsar,
No.5, Jalan Bangsar Utama 1,
59000 Kuala Lumpur

FOCUSING ON
  • Module 1: Meet Claude, Your AI Finance Co Pilot
  • Module 2: Prompt Engineering Techniques
  • Module 3: Financial Reporting & Analysis Accelerator
  • Module 4: Leveraging Claude As Accounting And Taxation Technical Research Agent And Companion
  • Module 5: Budgeting, Forecasting And Financial Planning And Analysis
  • Module 6: Data Storytelling & Finance Communication
  • Module 7: AI Mini Automation Project, Ethical Considerations And Integration Of AI Opportunity Roadmap
OBJECTIVES

Claude Agentic AI has seen a massive surge in AI tool popularity by positioning itself as the „Pro-Grade“ choice for deep work, complex engineering, and long-form writing. Also, it has massive 1 million tokens windows which can remember and perform reasoning of about 750,000 words and 30000 codes.

 

This 2-Day course is designed to equip Accounting and Finance Professionals with the knowledge and practical skills needed to leverage latest Claude Agentic Artificial Intelligence (AI) tools technology.

 

The course will introduce participants to enhanced Claude Agentic AI which was adaptive reasoning feature to support productivity improvement like Dashboard Data preparation, instructions for Agentic Task Automations, deeper and complex calculations and Data Analysis for better insights in Accounting and Financial Data.

 

Participants will explore the fundamentals of Claude Agentic AI, understand its application in Accounting Operations, Financial Reporting And Analysis. Participants are expected to engage on at least 70% hands-on exercises to integrate AI like customising daily workflows for automation, create AI agents and leverage AI for insights and learning latest technical accounting and finance standards.

 

The course combines theoretical understanding of AI use cases and hands on practical exercises using sample data sets. Besides, the ethical considerations of use of any AI tool will be highly emphasised for data privacy and protection.

AFTER ATTENDING THIS COURSE YOU WILL RETURN TO YOUR JOB…
  1. Understanding the fundamentals of Claude Agentic AI and its AI hybrid application tools in Accounting and Finance.
  2. Learning how to use AI to automate routine accounting tasks like bookkeeping, budgeting, support financial analysis and financial reporting.
  3. Confidently using Claude Pro for core Accounting and Finance tasks, with clear awareness of data privacy obligations.
  4. Improving decision-making using AI-driven models and simulations.
  5. Articulating where AI tools genuinely augment professional judgement and where human expertise must prevail, in alignment with MIA, ACCA, and CPA professional standards.
  6. Understanding and applying enhanced ethical and privacy issues involved in AI deployment within Financial environments.
WHO SHOULD ATTEND
Junior, Senior Executives, Managerial Level Finance & Accounting Professionals who want to upskill and leverage Claude Artificial Intelligence (AI) version tools for productivity improvement.
METHODOLOGY

Where appropriate, activities will include the following:

  • Interactive lectures
  • Gamified Spot Quizzes for Pre and Post Test
  • Hands-on practical exercises using real-world datasets and crafting customised AI prompts for mini work process automation
DAY 1
9:00

MODULE 1: MEET CLAUDE, YOUR AI FINANCE CO PILOT

  • Understand key terms in AI like Deep learning, Machine learning, Natural Language Processing (NLP) and neural network sand how it reflects in Gen AI tools like for accounting and finance tasks.
  • Dos and Don’ts in crafting prompts for generating output for AI Tools.
  • Claude Free vs Pro: feature comparison relevant to finance work
  • Setting up Claude safely in a corporate or SME environment
  • Understanding knowledge cutoff dates and their impact on financial guidance
  • First practical prompts: explaining accounting and taxation latest standards and updates
10.45

MODULE 2: PROMPT ENGINEERING TECHNIQUES

  • The anatomy of a great finance prompt: Role, Task, Context and Format
  • Prompt chaining for multi-step accounting workflows
  • Negative prompting: excluding irrelevant or harmful outputs
  • Configuring Claude Projects for recurring finance tasks
  • Building reusable prompt templates for management accounts commentary
  • Iterating and refining outputs — giving productive feedback to Claude
1:00 Lunch
2:00

MODULE 4: LEVERAGING CLAUDE AS ACCOUNTING AND TAXATION TECHNICAL RESEARCH AGENT AND COMPANION

  • Malaysian tax research with Claude: ITA, Public Rulings, LHDN guidelines
  • Sales and Services Tax: scope, exemptions and registration obligations
  • Creating AI Agents, AI bots or customized prompts for agentic mode tasks for subject matter expertise.
  • Corporate Tax provision workings: narrative and disclosure support
  • Transfer pricing documentation: structuring TP reports with Claude
  • Critical verification workflow: when and how to cross-check Claude on tax matters
5:00 End of Day 1
DAY 2
9:00

MODULE 5: BUDGETING, FORECASTING AND FINANCIAL PLANNING AND ANALYSIS

  • Scenario planning narratives: base, bull and bear case storylines
  • Drafting budget assumptions documents and board budget memos
  • Zero-based budgeting: challenging cost centre assumptions with Claude
  • Rolling forecast commentary — automating the analytical narrative
  • Cash flow forecasting: risk factors and sensitivity analysis narratives
  • KPI target-setting frameworks with Claude as a strategic sounding board
10.45

MODULE 6: DATA STORYTELLING & FINANCE COMMUNICATION

  • Structuring finance presentations for different stakeholder audiences
  • Building data dashboards and narratives
  • Writing executive summaries: one-page financial briefs with Claude
  • Email drafting: collections, credit limit requests, audit query responses
  • Slide deck content: presenter notes and CFO talking points
1:00 Lunch
2:00

MODULE 7: AI MINI AUTOMATION PROJECT, ETHICAL CONSIDERATIONS AND INTEGRATION OF AI OPPORTUNITY ROADMAP

  • Setting your department or work task goal and applying AI work process mapping and prompting for mini project
  • PDPA 2010 compliance: data classification for AI use in finance
  • Building an organisational AI Usage Policy for finance teams
  • Human-in-the-loop controls and review workflows for AI-generated content
  • Professional liability: Chartered Accounting Bodies Professional guidelines on AI assistance
  • The future finance professional: skills to develop alongside AI tools
5:00 End of Course