Knowledge Networks
Knowledge sharing forums for like-minded professionals
How Financial Executives Can Leverage AI to Boost Efficiency
Discussion Leaders
Jenna Allegretto, CPA, Managing Director, CBIZ and Shareholder, CBIZ CPAs P.C.
Sal Tirabassi , Managing Director, CFO Pro+Analytics
Paul Gulbin, Founder & CEO, Cambridge Transformation Partners
Summary
We’ve all heard the buzz about AI and its transformative potential, but for many financial executives, the practical applications still feel unclear. How can AI truly enhance finance operations? Where can financial executives see real benefits? Where do I start?
At our next session, How Financial Executives Can Leverage AI to Boost Efficiency, our discussion leaders will provide a broad overview of AI, including its rapid evolution and key implications for the finance function. They will also walk through live examples that showcase real world applications of AI, including for forecasting & planning purposes, to assess the accounting treatment for complex transactions and for Monte Carlo simulations designed to drive data-driven decision making & strategic planning.
They will also provide practical insights and best practices on how to interact effectively (prompt) with generative AI tools to maximize their value. The session will conclude with a general discussion on security considerations.
Financial executives in attendance will leave the session with tangible takeaways they can implement immediately. Those interested in attending should RSVP to Bill Bardani: bill.bardani@visionsearchpartners.com.
