COURSE
4 Lessons

AI Workflows for FP&A, Forecasting, and Investor Comms

Craig shows how finance leaders turn chaos into clarity—no spreadsheet acrobatics required. You’ll build rolling forecasts, spot variance before it snowballs, and generate investor updates that actually sound like you. It’s finance work done faster, cleaner, and fully aligned with how modern teams operate.

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For creative leads, founders, and product teams

When launch assets scatter, Brand Brain unites them fast.

Here’s what you get

Use AI to turn messy spreadsheets into rolling forecasts, variance insights, and investor updates.
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Trusted by 400+ Brands

Marketing execs give ChatWalrus’s courses an average rating of 5/5.

Lessons

📊 Finance Kickoff — Analytics & Planning Simplified

See how raw spreadsheets morph into rolling forecasts, variance insights, and investor-ready updates—in minutes.

📊 Financial Analytics & Planning Fast-Track

Feed raw spreadsheets and get a rolling forecast plus variance insights—ready to drop into your FP&A deck.

📋 Investor Update Template Builder

Create a reusable, ChatGPT-friendly template that pre-formats KPIs, narrative sections, and risk callouts—so future updates take 5 minutes, not 50.

🗞 Investor Update Generator

Drop current numbers into the template and have ChatGPT auto-populate charts and commentary for monthly or quarterly reports.
Teams at leading brands use our trainings to drive serious results with AI.
It was great and gave me more confidence that we’re already on the right track with our AI usage. But there’s still so much to learn and test. Using AI in a professional setting feels like playing tennis with different partners - you learn more about others and how to improve. That’s what it felt like on the call. I’m more pumped than ever! :) Thanks again!
Good insights into AI and how to get started as a beginner.
I love all AI topics. This one was introductory - would love more advanced content next time. Thank you for running these!
It was really helpful to see how you input and organized information into ChatGPT. Very insightful.
It gave a lot of perspective on how ChatGPT can work within our respective teams, while also setting boundaries for its capabilities. Great stuff today!
It was good to have my team on the call and focused on how to create custom GPTs.
Simple... walked through it with visuals... helped me understand how and why we’d use AI in our lives and business.
It was 30 minutes of no fluff - straight to the point.
AI is so much more than I thought it was. Mind-blowing stuff that needs to be leveraged and harnessed. I’ve never attended a “webinar” where I was this completely tuned in and walked away with so much. It’s truly making me think differently moving forward.
This has been super helpful so far! Excited to keep learning.
Time with Craig was great! It was extremely informative.
Extremely practical and straightforward. I really appreciate your generosity of time and your interest in building connections and networks. I'm curious about how to apply this into key operational functions.
Thank you so much, Craig! The team was thrilled with the session.
I’ve been using ChatGPT a lot for my business recently, and I found it incredibly valuable to see how others are prompting AI to run their companies. The content was very relevant to my current work, and the timing of the session was perfect. We’re in the early stages of our startup, and with limited resources, AI is a critical tool for driving growth and efficiency.
I’ve been looking for a group like this, so I was so excited when Catherine mentioned it to me last week! Happy to be here - thank you!
It was helpful to learn how to better use ChatGPT to get more specific results.
Thank you for taking the time to teach our organization how to use ChatGPT more effectively. I think this will help everyone, regardless of their role, be more efficient.
I found the structure - the 4 steps - very helpful. I loved that we used a real-life example and built the Brand Brain together. It was great to see the interaction and output.
Very practical ways to use AI. You didn’t have to be an AI genius to get a lot of value from it. Craig provided tangible outcomes.
It was all great! I really enjoyed learning and now have new ideas for how I can use AI to reduce some of my workload.
The live prompting and the way you communicated with ChatGPT was eye-opening - I now see how I can better give it instructions.
So informative and helpful! I’ve only dabbled in ChatGPT, but it was really valuable to see what it can do when guided by an expert.
I found it extremely helpful - not just for the specific applications you showed us, but also for jumpstarting new ways of thinking about how to use AI more effectively.
Overall, I thought the sessions were powerful. I took several learnings from the first two that I can apply directly to our business.
I learn best by watching people do things, so this format really worked for me. I also appreciated the explanation of how the LLM works - it gave me more confidence to feed it the right inputs.
It was great and really eye-opening in terms of how we can better utilize ChatGPT.
Craig was great at explaining the topic - I really enjoyed his speaking style.
I didn’t have any real expectations, but I definitely learned more intentional ways to use ChatGPT to leverage information.
Craig’s insights were super helpful, especially the four steps he shared for learning and leveraging AI. It was great to see a forward-thinking culture that values both teamwork and technology.
Craig did a great job of highlighting both the power and the infancy of ChatGPT in a way that felt empowering.
I think the workshop was very informative and struck a good balance - showing high-level, high-impact use cases while still being approachable for beginners.
I really appreciated the workshop. It’s so useful to jump in and see what can be done quickly and in real time. I personally get so much more out of that format than from watching a video.
As a ChatGPT newbie, it was informative.
There was a lot of information and not enough time. This could’ve easily been a full-day session!
I found this session really interesting, and it confirmed that AI is the future. It removed a lot of my hesitation about using it to my advantage.
The session was super approachable!
THANK YOU for your time!
Hugely beneficial to see, in live action, how to get the most out of ChatGPT - how to talk to it, train it, and actually converse with it. The "workshop" model works great.
I’m the right target audience for these sessions. I’m currently using ChatGPT for research, marketing strategy, and communication - but I haven’t been creating custom GPTs or using Projects.
As someone at an entry-to-mid level with AI, I’m just starting to apply it more in my role. I found the session super informative and believe it could completely revolutionize how we work as a marketing team - much sooner than I expected.
I got a ton of value out of learning about different AI use cases and seeing ChatGPT trained in real time. It was extra valuable that our company was used as the example. My mind was blown by how accurately the custom GPT interpreted our brand in such little time.
I’m heavily involved in email copy and design, so what you taught us will be super helpful.
I feel like I walked away with actionable insights on how to better utilize ChatGPT - and even how to create a GPT!
I’ve created two custom GPTs since the session - and it’s only been an hour!
Each AI training provides valuable insights and information that we can act on immediately.
It was so transparent, and I’m a visual learner, so the screen shares were really helpful.
No fluff. You showed us how. Real use cases. Now I feel prepared to actually start trying this!
Super hands-on info. All ready to be deployed.
It really opened my eyes to what AI can do when used effectively. As a beginner, I hadn’t considered the full range of possibilities. I truly believe our organization (and myself) could gain tremendous efficiencies by creating and using AI models of the leadership team.
It was great - thank you again!
I loved the screenshare and watching you interact with GPT. It was powerful to see how direct and matter-of-fact you were with the tool. Super helpful stuff!
Really appreciated the time! Incredibly valuable!
It was great. You’re very approachable.
Just - thank you!
Great session. Very insightful!
Loved the session. I was immediately able to apply some of the advice and learnings to improve a quiz prompt I was working on.
On one hand, what AI can do is scary; on the other, it’s absolutely amazing when you give it well-drafted inputs. I was impressed it could handle mis-spellings like “LMK” without issue. Overall, an outstanding presentation. The more I see, the more ideas I get about how to draft better inputs.
I really enjoyed the session and gained valuable confidence in growing my AI skills - thank you!
I really appreciated your presentation and your time!
Great job. Very informative! I’ll take these learnings back and apply them.
I thought it was an hour that helped me understand how to better utilize ChatGPT in both my professional and personal life. Thank you so much!
Informative. I’m just obsessed with AI right now, and I thought this was a very valuable learning session.
Loved that this session taught us “how to fish” with a practical example. Walking through the marketing use case was super helpful for the team - and even folks outside marketing got a ton out of it.
You are awesome, I’ve absolutely loved this group and am pumped to see where the AI training goes!
No suggestions, just thank you so much for your time and your clear love of learning! I really enjoyed the hour, and you’ve definitely impacted how I view my ability to grow - and how I can help my company grow, too.
It was a GREAT session!
It was super useful to see someone who actually uses AI every day.
Using real-life, real-time, tangible examples really showed the power of the tool. I liked that it was interactive, direct, and included clear next steps. Sending info in advance was super helpful.
Thank you for taking the time! It was incredibly informative and useful.
The information was clear, interesting, and specifically tailored to how I can use it at Oiselle. I feel like I learned not only about ChatGPT’s structure, but also got a great intro into strategy for getting the most out of it.
I really liked the collaborative, hands-on approach. Love that you do this!
I haven’t paid for any ChatGPT services yet, so it was great to see how to best leverage it before we try out an enterprise plan.
This was amazing. Thanks, Craig!
Thank you so much for taking the time. It’s really amazing that you do this.
I haven’t spent much time on ChatGPT, so a lot of the information was completely new. You gave us a very specific tutorial on how ChatGPT functions, and it’s clear that it can apply to many areas of business. That hour left me wanting to explore it even more.
Thank you, Craig, for being so generous with your knowledge.
I’ve been leveraging ChatGPT for several months, but I found Craig’s prompting advice very valuable - especially asking ChatGPT to act as a best-in-class marketer or copywriter.
It struck the perfect balance of broad knowledge sharing with a very specific example that brought it home.
I really enjoyed the real-life use case scenario on Hanni instead of just an introductory “how-to.” Loved the session - excited to schedule with my team!
It allowed me to see all the practical uses of ChatGPT for our marketing team. Thank you!!
It was a great window into what ChatGPT can do. I’m SUPER green on it. Would love to set up a one-on-one - I’ll reach out.
The session was very tactical in showing how I can train OpenAI around my brand’s voice and needs. I liked the specificity - other tools don’t offer much. Keep it going, dude - good stuff.
It gave me a broader view of how we can use AI for our tasks. The possibilities seem endless - I just need to learn how to use it. It sparked lots of ideas for moving forward. I really enjoyed the presentation and wish it was longer!
This session got me thinking more strategically about prompting. It created a nice framework for getting answers that are actually useful. I’ve found it hit or miss before, but seeing how overt you need to be was really helpful. I think my ChatGPT usage will improve a lot because of that hour. Thank you!
I hadn’t seen any structured approaches to using ChatGPT before. I usually just ask questions directly without setting guardrails. This will be very useful in my work. Thank you - super cool!
I learned a lot about how to interact with ChatGPT efficiently to get the responses I need.
I enjoyed seeing your process for interacting with ChatGPT and using our brand's voice as an example.
Very insightful. I’m now using ChatGPT daily when I write briefs for email and SMS.
Great session. Just scratching the surface - makes me want to keep digging and dive deeper. Learning what I don’t know gave me a great kickstart.
TBH, I got much more out of this session than expected, so thank you!! There’s a lot to think about in terms of how we can make our scrappy small team more efficient and get more sh*t done - in an aligned brand voice.
Thanks for your time! The referrals and POV on how ChatGPT will take over were super helpful.
Watching you live workshop the anatomy of a prompt was very valuable - and we got results!
This was an eye-opening experience. Craig made it simple, approachable, applicable.
I really loved it, honestly! It was truly great! Thank you!
The session was clear and packed with useful insights. I left with practical tips I can start using immediately.
It was a very good introductory session on how to use ChatGPT. I’m interested in learning more.
It gave me more confidence to just go for it and see what happens!
I was able to input my leadership traits, what I value, my staff, our website, and a directory of direct reports. The GPT validated that I already do many things right and highlighted areas for improvement. These training came at the perfect time. I'm so grateful for anything that brings efficiency and frees us up for more creative work.
Once I understood the concept in the second session, I started creating a Leadership Playbook based on my values and ways to enhance remote team management - all during the session!
Craig was on-topic, goal-oriented, and applied to real-case scenarios.
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My Courses
AI Foundations: Become Dangerous Fast

AI Workflows for FP&A, Forecasting, and Investor Comms

Craig shows how finance leaders turn chaos into clarity—no spreadsheet acrobatics required. You’ll build rolling forecasts, spot variance before it snowballs, and generate investor updates that actually sound like you. It’s finance work done faster, cleaner, and fully aligned with how modern teams operate.

My Courses

📊 Finance Kickoff — Analytics & Planning Simplified
📊 Finance Kickoff — Analytics & Planning Simplified
Complete
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📊 Financial Analytics & Planning Fast-Track
📊 Financial Analytics & Planning Fast-Track
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📋 Investor Update Template Builder
📋 Investor Update Template Builder
Complete
In progress
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🗞 Investor Update Generator
🗞 Investor Update Generator
Complete
In progress
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🌍 Lessons From a $6B AI Mandate

👤 About Your Instructor: Craig Foldes

💸 Budget Justification & Payback Model — From Experiment to EBITDA

👥 Boardroom GPT — An Always-On, Investor-Ready Clone

🧮 Org Design 2026 — How AI Will Reshape Teams, Roles, and Strategy

🔁 Driving Org-Wide Adoption — From Curiosity to Competence

🧑‍🚀 Your AI Ops Team — Who Owns the Flywheel?

📢 Executive Comms on Autopilot — Updates That Actually Get Read

💼 Sales & Negotiation Support — Win the Room Before You Walk In

🎯 AI Manager Mode — Lead With Prompts, Not Guesswork

🧠 Train Your AI Co-CEO — In Minutes, Not Months

🎥 Welcome to AI for the C-Suite — What We’ll Accomplish Together

🎤 Demo Day Assignment Brief

📊 Skill-Lift Tracker

🖥️ ChatWalrus Platform Tour (Thinkific)

🚀 Adoption Playbook

🖥️ ChatWalrus Overview Kickoff — Platform Mastery to Demo Day

🦭 Walrus Pod Slack Community

🎙️ Dictation-to-Delivery

🎧 CX Whisperer

📂 Your Meeting, Made Usable

📱 Social Content Turbo

🎬 Video Transcription Hub

🌐 Micro-Trend Capture

🔍 LLM Visibility Lens

🔌 Vendor Snapshots Kickoff — Plug-and-Play Power-Ups

🏛️ Governance 101

⚠️ Claims & Copy Risk Scanner

📝 Contract Review Copilot

📈 Trend Detection in Minutes

⚖️ Legal Kickoff — Fewer Surprises, Faster Sign-Off

🗞 Investor Update Generator

📋 Investor Update Template Builder

📊 Financial Analytics & Planning Fast-Track

📊 Finance Kickoff — Analytics & Planning Simplified

📊 Deck Writer AI

🚀 Launch Handoff: GTM Briefs That Land

🏷️ Product Naming Strategist

🎨 AI Design Moodboards

➕ Category Expansion Deep Dive

🥊 Competitive Teardown GPT

🗣️ Voice-of-Customer → Roadmap Gold

🧰 Product AI Toolkit Kick-Start

🛠️ Product Kickoff — Better Insights, Faster Launches

📬 AI Manager Mode

🐾 Honey-Badger Org Model

🤖 Policy & FAQ Bot

🌱 Performance Review Draft Assist

📑 Resume Review GPT

📝 Resume & Cover Letter Crafter

🎯 Scorecard Sprint

📄 JD Generator

💼 HR Kickoff — Hire Better, Develop Faster

🔁 Clone & Expand: Build Segments That Compound

🎧 Persona Upgrade: Feed Live Call Transcripts

🧪 Message Match: Test Your Pitch Against a Real Customer Clone

🔍 Nail Your Customer Profile (Then Win the Campaign)

🔍 Customer Research Kickoff — Know More, Guess Less

🎯 Craft the Big Idea (and Watch the Rest Fall in Line)

📑 Bullet-Proof Briefs: ChatGPT as Your On-Site Teammate

🗃️ Master SKU GPT

🏷️ Name the Product Like a Pro (Not a Committee)

📸 Build a Campaign-Ready Shot List

🤝 Brief Influencers Like a Strategist (Not a Micromanager)

✉️ Architect the Launch Email Sequence

🧠 What Is a Brand Brain? (And Why You’ll Never Launch Without One Again)

🧠 Brand Brain Kickoff — Idea-to-Launch in Record Time

📲 High-Converting SMS Campaigns, Drafted in Seconds

🛒 Onsite Copy That Drives Sales and SEO

📧 Inbox-Ready Email Campaigns, Built From a Single Prompt

✍️ Teach AI to Write for Your Brand

✍️ Copy on Command Kickoff — AI Writing That Converts

🧠 Pattern Matching 101 — Unlock Repeatable AI Wins

🧽Erasing Memory: Clean Slate, Clear Conscience

🗺️ Workspace GPS

📑 What’s a Project?

🔨 Build Your First Custom GPT

✈️ Using Your Travel GPT: Instant Itinerary Magic

📹 Zoom-Powered AI

🔌 Apps & Connectors

🗣️ Using ChatGPT & Chats

📚 Prompting 101 Bootcamp

✍️ Do It: Your First Perfect Prompt - Workbook Sprint

🖥️ UI Tour Lite

⚔️ GPT Showdown: 4o vs O3

🧠 The 5-Step Method: Hack How LLMs Think with Few-Shot Prompting, Decomposition, Self-Criticism & Extra Context

🔒 Ethics, Data Use & Security

🔑 Logging In: 60-Second Jumpstart

💡 Why ChatGPT Is All You Need (for now)

🧠 What the Heck Is an LLM (and Why It Matters)

🚀 Zero-to-GPT Hero Kickoff — Your 15-Step Onramp

🤖 Model Smackdown: ChatGPT vs Gemini vs Claude vs Copilot

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