1
Repeatability
The same prompt gives a different answer.
First run is brilliant. Second run is different. Third run you stop trusting it. Finance work has to reproduce. Without a method, yours never will.
Beta Cohort enrollment closes June 18, 2026·Limited seats
The Beta Cohort is full·Join the waitlist for the next round
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One method
for getting AI to produce repeatable, reliable results you can put your name on.
A 4-week beta cohort for senior FP&A. You leave with one workflow you designed, built, deployed, and evaluated yourself. On your data. In your context.
If this sounds familiar
You've tried it. You're still doing the work by hand.
You have used ChatGPT. You have tried Copilot. You have saved a few prompts. You have watched a tutorial that made it look simple.
And still, you are back to the same spreadsheet. The AI experiments sit in a tab. Nothing is repeatable. Nothing is testable. Variance commentary is still on your plate, and you are still the person writing it by hand.
The problem is not AI. The problem is that nobody has shown you how to design the work around it.
The pattern
Three things break the same way for almost everyone.
You have tried ChatGPT. You have tried Copilot. You have saved a few prompts. Most of it does not last more than a few weeks.
2
Hallucinations
Numbers that were not in your data.
Either you have caught one, or it landed in a report with your name on it. There are real techniques to stop this happening. Most courses do not teach them because they are not glamorous.
3
Decay
Workflows that quietly degrade.
You finally find something that works. Three weeks in it begins drifting. You cannot tell why. Most teams have not even named this problem yet.
The program
Ready to design real Finance Workflows you can actually put your name on?
Introducing the FP&A Tactic Accelerator.
A 4-week live cohort. Live orientation kickoff plus eight core sessions, side by side with me. By the end, you have one workflow you designed, built, deployed, and evaluated yourself, using your own data in your own context.
What you get
Everything that comes inside.
Click any card to flip it.
Live orientation kickoff + eight live core sessions
Live sessions
One live orientation to set you up. Then eight live core sessions.
Practice Workflows companion course
Companion course
Step-by-step walkthrough so you can understand different workflows from the Tactic OS skill library.
Each workflow comes with its own set of synthetic data. Try it on your own, then adapt it to your reality.
Tactic OS skill library
Tactic OS
The same skill library I run my own FP&A work through. Yours to use, extend, and copy from.
Lifetime Accelerator Lab
Lab access
Peer review, accountability, stuck-point threads, shared wins. Access does not expire. The people around you keep using the method on their own work, for as long as the Lab exists.
All recordings, yours forever
Recordings
Every live session recorded. Every demo. Every workshop. Yours to revisit any time after the cohort ends.
Bonus masterclass
Implementation Roadmap
Bonus masterclass
How to put AI to work in a big team, a small team, or your own daily practice. Best practices and a real plan.
Bonus masterclass
Security and Compliance
Bonus masterclass
How to prevent problems. How to keep an audit trail when you are using AI. How to know when not to use AI at all.
Bonus masterclass
Mini Apps for Finance
Bonus masterclass
Build small, useful mini apps for your finance job using Claude Code. Package, deploy, review. With worked examples.
Bonus masterclass
Finance Storytelling with AI
Bonus masterclass
Use AI to produce beautiful charts and presentations. Bring finance storytelling into the skills you build.
Ready
Claude
Anthropic · Ready
Ready to build on Claude.ai and Claude Code today.
The methodology goes beyond the LLM. For now we have adopted Anthropic models as reference.
In development
OpenAI + Codex
OpenAI · In development
Adaptation in development. When released, you get access automatically.
The methodology goes beyond the LLM. For now we have adopted Anthropic models as reference.
In research
Other LLMs
Perplexity · Gemini · Copilot
Perplexity, Gemini, and Copilot adaptations are in research. As each lands, you get access automatically.
The methodology goes beyond the LLM. For now we have adopted Anthropic models as reference.
How we work
Five building blocks for workflows that work.
We kick off live, then move through five building blocks together. Click any block to see what is inside.
Click to see the schedule of live calls +
This is the technical, hands-on part of the program, taught step by step on real FP&A examples. You will learn how to design workflows that do exactly what you need, how to build them in Claude, and how to optimize them so they run faster, use fewer tokens, and return the repeatable results you can put your name on. No coding skills required. I walk through every detail, so the practical side and the technical side both belong to you. This is not theory. You leave able to do the work.
Included with the cohort
And three bonuses, included.
Everything above is the program. These three come on top, yours when you join. No upsell. No add-on cart.
Bonus № 1 · Tactic OS
The same skill library I run my own FP&A work through.
Tactic OS is the skill library I have been building for the last two years to run my own work. Variance commentary. Forecast review. Close routines. Reporting drafts.
Inside the cohort, you get the full library. Yours to use, extend, and copy from. You will build on top of it for the workflow you bring through the cohort, and you keep it after.
Plus, full debriefs of the workflows I've done myself, Monthly variance commentary
Beyond the library, you also get full debriefs of several typical FP&A workflows. For each debrief, I hand over the workflow, sample data you can test it on, and a short guide on how to adapt it to your own context.
Bonus № 2 · Four masterclasses
Four standalone masterclasses, released through the second half of 2026.
№ 01
Implementation Roadmap
Whether you work inside a large company, run your own consultancy, or use this for your own personal practice, putting AI to work takes best practices and a real plan. In this masterclass we lay out a clear roadmap for implementing what you have learned, in a big team, a small team, or in your own daily practice.
№ 02
Security and Compliance
How to prevent problems. How to keep an audit trail when you are using AI. How to know when not to use AI at all.
№ 03
Mini Apps for Finance
How to build small, useful mini apps for your finance job using Claude Code. What to look for. How to package an app. How to deploy it. How to review it. With worked examples.
№ 04
Finance Storytelling with AI
How to use AI to produce beautiful charts and beautiful presentations, and how to bring elements of finance storytelling into the skills you build.
These four masterclasses are exclusive to this cohort. I have not decided yet whether they will be included in future cohorts. They will be sold individually after release. As a member of this cohort, you get access to each one as soon as it is published.
Bonus № 3 · Accelerator Lab
Lifetime access to the Accelerator Lab.
The Accelerator Lab is a brand new community I am building for lifetime exchange between senior FP&A professionals putting AI to work on real finance problems. Peer review. Shared wins. Stuck-point threads. Ongoing discussion as new tools and models land. Access does not expire.
The people around you keep using the method on their own work. When you hit something new six months or two years from now, the same people are still in the Lab with you, working on the same kind of problems you are.
Investment · Beta Cohort
Beta Cohort special price.
The full program
$1,497 one-time
Everything inside the program. Live, recorded, and yours to keep.
Yes, I'm inWhat's included
- Live orientation + 8 live core sessions
- Practice Workflows companion course
- Tactic OS skill library + workflow debriefs
- Four exclusive masterclasses
- Lifetime access to the Accelerator Lab
- All recordings, yours forever
This price is for this cohort only. Future pricing will be higher.
Limited seats. Live feedback from me on your own workflow. Enrollment closes June 18, 2026.
Enrollment · Closed
Enrollment is closed. The next round opens soon.
Join the waitlist
First in line
for the next round
The current cohort is full and enrollment is closed. Join the waitlist to be the first to hear when the next round opens, with priority access ahead of the public launch.
Join the waitlistWhat you get on the waitlist
- Early notice when next cohort dates are confirmed
- Priority enrollment before the public launch
- First read of the updated program details
Pricing for the next cohort will be higher than this one.
No spam. One email when next cohort dates are set, one when enrollment opens, then you decide.
Enrollment closes June 18, 2026.
Limited seats. This pricing is for this cohort only.
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Enrollment is closed. The next round opens soon.
Join the waitlist for priority access ahead of the next public launch.
Join the waitlistWant more than the cohort?
Guided Implementation Packages.
If you want deeper, hands-on guided implementation, whether for yourself, your team, or your organization, I run guided implementation packages on a case by case basis.
Reach out so we can talk. We will figure out what you need and whether we are the right fit.
More about Carolina
Carolina Lago
I'm the main part of my workflows.
I'm Carolina. 25 years in FP&A across Latin America, North America, and Europe. I rebuilt my own work around AI over the last two years, and what I figured out is the method I'm teaching inside this cohort.
The same method that led me to speak on international stages like the Financial Modeling Global Leaders Council, the Association of Finance Professionals, and the Global Excel Summit, and that I'm now using to train corporate teams all over the world.
You don't need another AI course.
You need a method, and a workflow you can put your name on.
FAQ
Here is what other students have asked before joining.
How much time per week?
About 4 to 6 hours during the cohort. Two live sessions of roughly 75 minutes each, plus workflow-build time between sessions through the Practice Workflows companion course. Most students find the pace demanding but manageable alongside a regular FP&A job.
What if I cannot make a live session?
Every session is recorded. You can catch up in your own time and bring questions to the next one. The community stays active between sessions for async support.
I am not technical. Is this for me?
Yes, if you already do senior FP&A work. The method is built for finance practitioners, not engineers. If you can run a forecast and write variance commentary, you can run this.
Do I need a paid ChatGPT or Claude subscription?
The method is built and demonstrated on a Claude Max subscription, which is what I recommend you have for the cohort. Because of usage limits, I do not currently cover ChatGPT or Copilot. You can apply the method to those tools later once you have the foundation, but the live work, the demos, and the Tactic OS library all run on Claude.
What if my company blocks external AI tools?
This cohort specifically covers Claude. If your company blocks it, you will need a personal Claude Max subscription and you should plan to work on a personal computer during the cohort.
I am direct about this on purpose. You are not going to wait for your company to approve your growth.
Is this for beginners or for experienced FP&A?
The cohort is built for senior FP&A practitioners with 3 to 15 years of experience. You should already do the work. The cohort assumes you have a real workflow you would like to bring in and rebuild around AI.
Can I get a refund?
Yes. If after the first two live sessions you decide the cohort is not for you, write to me and I will refund you in full. After Session 3 we are deep in the build and refunds no longer apply.
When does the cohort start?
Live orientation kicks off Friday, June 19, 2026 at 6pm. Step 1 begins Tuesday, June 23, 2026. The full eight-step schedule runs through Friday, July 17, 2026. See the schedule table above. Enrollment closes June 18, 2026.
What happens after the cohort?
You keep the recordings. You keep access to the Tactic OS skill library and the workflow debriefs. You keep access to the four exclusive masterclasses as they release. You stay in the Accelerator Lab for life. Future cohorts and standalone masterclasses are offered to alumni at alumni pricing.
Will the four bonus masterclasses be included in future cohorts?
I have not decided yet. They will be sold individually after release. Beta cohort members get them as part of joining now.
Will there be future cohorts?
Yes, but not at this price and not with the same bonus stack. Future cohorts will be priced higher and the bonus structure will be different.
How is this different from other AI courses?
Most AI courses are for general knowledge workers. Most finance courses are for modeling fundamentals. This is the intersection. AI specifically for FP&A, taught by a practitioner still running the work. The Three Forces lens is my own. The Tactic OS library is what I built for my own work. The cohort is where you build yours.
Thinking about joining but have more questions?
Book a quick 15-min call with me. Bring your workflow, the question on your mind, or both. No pitch. Just a conversation.
Book a call with CarolinaJune 18, 2026 · Enrollment closes · Limited seats
Enrollment · Closed · Waitlist open for the next round
The rules of FP&A are changing. I'll help you rewrite them.
Build one workflow you can put your name on. Inside 4 weeks. With me beside you.
Yes, I'm in Join the waitlist for the next round