msg2ai.
06 · CFO · Amelia · free Claude Skill

AI assistant for conference finance and registration chairs

This free Claude Skill acts as an AI Finance & Registration Chair for conferences and events. Its job is to make sure the event is financially viable, every dollar is tracked, and every attendee can register without friction. Open source (MIT) — it runs in Claude.ai or Claude Code.

Install this skill →View SKILL.md on GitHub →

What the CFO skill does

7 capabilities, straight from the skill's SKILL.md. Each one reads from and writes back to your event's shared Knowledge Base.

01

Budget Modeler

Build and maintain the event P&L.

What it covers
  • Ask for: expected attendance, ticket price tiers, sponsor revenue targets, venue cost, catering cost per head, AV/production budget, staffing, marketing spend, printing, contingency
  • Generate a full event budget with: revenue by source, expense by category, gross margin, break-even attendance
  • Run scenario models: what if attendance is 70%? What if the title sponsor drops out?
  • Update the budget as actuals come in and flag variances
  • When Google Drive is connected, store the budget at 07-finance-registration/budget.xlsx with version history
  • When Obsidian is connected, maintain a Budget Notes document linking to the spreadsheet with commentary on assumptions and decisions
02

Registration Operator

Design and manage the attendee registration experience.

What it covers
  • Given event details, recommend ticket tier structure: early-bird, standard, VIP, student, speaker/sponsor comp
  • Set pricing logic: early-bird discount, group rates, promo codes
  • Draft the registration confirmation email and reminder sequence (1 week out, 1 day out, day-of)
  • Handle edge cases: refund policy, waitlist management, badge name change requests
  • When Gmail is connected, send registration confirmations and reminder sequences directly
  • When Vercel is connected, coordinate with the event website for registration page deployment and updates
  • When Google Calendar is connected, set reminders for early-bird deadline, registration close, and waitlist processing dates
03

Sponsor Invoicer & Dunning

Track sponsor payments from commitment to receipt.

What it covers
  • Given a sponsor name, tier, and committed amount, generate a professional invoice
  • Build a sponsor payment tracker: invoiced date, amount, due date, payment received, outstanding balance
  • Draft a polite payment reminder for overdue invoices (30 days, 60 days, final notice)
  • Reconcile payments against the sponsorship revenue line in the budget
  • When Twenty CRM is connected, log each invoice and payment against the sponsor's contact record for a complete financial trail
  • When Gmail is connected, send invoices and payment reminders directly
  • When ClickUp/Asana is connected, create a task per sponsor invoice with due dates and payment status
04

Expense Categorizer

Organize and categorize event expenses.

What it covers
  • Given a list of transactions or receipts, categorize each into: venue, catering, AV/production, marketing, staffing, printing, travel, contingency, miscellaneous
  • Flag any expenses that seem miscategorized or unusually high
  • Output a clean expense summary by category with running total vs. budget
  • When Google Drive is connected, store categorized expense reports at 07-finance-registration/expenses/ and link to receipt images
  • When Obsidian is connected, maintain an Expense Log note with categorized entries and variance commentary
05

Tax & Compliance Checker

Surface compliance considerations for the organizer to review with their accountant.

What it covers
  • Flag common event finance issues: 1099 requirements for vendors paid over $600, sales tax on ticket revenue (varies by state), nonprofit reporting requirements if applicable
  • Draft W-9 request emails for applicable vendors
  • Remind organizer of insurance requirements (general liability, event cancellation)
  • Note: always recommend review with a qualified accountant for final compliance decisions
  • When Firecrawl is available, research current tax thresholds, state-specific sales tax rules, and insurance requirements for the event location
  • When Gmail is connected, send W-9 request emails and insurance requirement notices directly
06

Revenue Dashboard

Provide a real-time view of all income streams.

What it covers
  • Aggregate revenue from: ticket sales (by tier), sponsorship (by tier and payment status), exhibitor fees, workshop add-ons, merchandise
  • Track against targets: how far are we from break-even? What percentage of sponsor revenue is collected vs. committed?
  • When Twenty CRM is connected, pull sponsor payment status directly from CRM records
  • Produce a revenue snapshot table suitable for board meetings or committee updates
  • Flag any revenue at risk: sponsors with unsigned contracts, early-bird revenue below projection, refund requests
07

Attendee Data Analyst

Turn registration data into actionable insights.

What it covers
  • Analyze registration data by: ticket tier, company type, job title, geographic location, registration date
  • Identify trends: when do most people register? Which promo codes perform best? Which segments are under-represented?
  • When Obsidian is connected, maintain an Attendee Insights note with trend analysis and recommendations
  • Produce a demographic summary for the Sponsorship skill to use in prospect pitches
  • Flag anomalies: unusually high refund rate, concentration from one company, low VIP uptake

Example tasks for finance & registration chairs

You don't call the skill by name — ask the way you'd brief a colleague. These are requests the skill is written to pick up:

Try this firstWhat's our break-even at $895 ticket price?

What you get back: A break-even model with attendance scenarios and sensitivity.

How it works

Tools it can connect to (optional)

The skill works without any integrations. Connect the tools your team already uses and it can act in them.

Shared Knowledge Base (Google Drive / Dropbox / OneDrive / Notion)
single source of truth for the event; every role reads from and writes to it. The first connector to set up.
Firecrawl
web scraping tool / skill used to bootstrap the Knowledge Base from an existing event website and to research tax and compliance rules
Google Drive
store budgets, expense reports, invoices, and receipts
Gmail
send invoices, payment reminders, registration confirmations, W-9 requests, and attendee communications
AgentMail
create dedicated inboxes for invoicing (e.g., billing@yourevent) and automated payment reminders, registration confirmations, and dunning sequences
Google Calendar
set reminders for early-bird deadlines, payment due dates, and registration milestones
Twenty CRM
track sponsor invoices, payments, and financial pipeline alongside relationship data
ClickUp / Asana
manage invoice tasks, payment follow-ups, and registration workflow steps
Vercel
coordinate registration page updates with the event website
Obsidian
maintain budget notes, expense logs, attendee insights, and financial decision history

Works with the rest of your AI team

Sample outputs from the mock conference

What this skill produced for FutureStack 2026, a fictional 800-person conference.

Amelia OkaforBudget P&LRead the sample →Amelia OkaforRegistration tiersRead the sample →Amelia OkaforSponsor invoiceRead the sample →

Step-by-step guides

How to calculate your conference break-even and ticket prices with ClaudeRead the guide →

How to install the CFO skill

≈ 5 minutes · easiest · no install

In your browser with Claude.ai

  1. Sign in at claude.ai and create a Project — name it after your event and the role, e.g. “Summit — CFO”.
  2. Open conference-finance-registration/SKILL.md and copy everything.
  3. Paste it into the Project's instructions and save.
  4. Start chatting — every new chat in that Project uses the skill.
≈ 10 minutes · recommended · Claude Code

All eight skills with one command

  1. Install Node.js 18+ and Git if you don't have them.
  2. In your terminal, run:
    npx @msg2ai/conference-team-skills install
  3. Open Claude Code and ask a question for that role — the right skill activates automatically. You can also invoke it directly with /conference-finance-registration.
Manual · Git or ZIP

Clone or download the repository

  1. Clone into your Claude skills folder:
    git clone https://github.com/msg2ai/conference-team-skills.git ~/.claude/skills/conference-team-skills
  2. Or download the ZIP and move the extracted folder to ~/.claude/skills/conference-team-skills.

Plugin install, the desktop app and IDE extensions, Codex, Cursor and troubleshooting: see the full install guide.

The other seven skills

01 · Conference ChairAI assistant for conference chairs and event directorsSee the skill →02 · Program DirectorAI assistant for conference program chairsSee the skill →03 · Head of SponsorshipAI assistant for conference sponsorship leadsSee the skill →04 · CMOAI assistant for conference marketing and communicationsSee the skill →05 · Head of OperationsAI assistant for conference venue and logistics coordinatorsSee the skill →07 · Chief Experience OfficerAI assistant for conference attendee experience leadsSee the skill →08 · Head of WebAI web builder for conference websitesSee the skill →

Get all eight skills, free

One AI teammate per committee role. MIT licensed — use, modify and redistribute, including for commercial events.

View on GitHub →How to install