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Beth Portesi - Claude for EAs Workshop with Beth Portesi and Jeremy Burrows

In this workshop hosted by Jeremy Burrows and Beth Portesi, executive assistants are guided through the rapidly evolving AI landscape, specifically exploring how Claude’s AI ecosystem can transform their workflows and amplify productivity. This engaging session demystifies AI tools tailored to assistants, empowering them to become indispensable leaders in their organizations by leveraging automation, cognitive, and creative AI capabilities. Want to watch the full length video of this workshop webinar, download the slide decks, and check out more resources mentioned in the session? Join the FREE Leader Assistant Circle Community and navigate to this post.

About Beth

Beth Portesi recently stepped into the role of AI Enablement and Program Lead at Fivetran after 12 years as an executive assistant. In less than a year, she went from AI curious to AI enthusiast to AI champion to leading the company’s AI transformation. Using these tools felt like having magic, and she wanted everyone around her to have it too. That instinct to share became her job. Today, Beth manages her company's internal AI transformation program. She's driving the operational and strategic infrastructure that makes transformation possible at scale, working cross-functionally with stakeholders from individual contributors to senior leadership to build the systems, training, and change management strategies that turn AI adoption from a rollout into a lasting shift in how the company works. Her background as a non-technical person gives her a natural ability to translate complex tools and concepts into everyday language, making what can feel overwhelming suddenly feel accessible, even exciting.

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