About Session
AI is transforming finance, but most CFOs still struggle to separate hype from reality. While 58% of finance teams utilize AI, only 14% report significant benefits—a massive gap between adoption and impact. In this session, Puneet Lath, a product and engineering leader with 10-plus years of experience building automation into financial systems, will demystify how AI really works and where it truly delivers value today. You’ll explore practical ways to better use tools you already have, avoid common over-automation pitfalls and prepare your team to lead with clarity and confidence in an AI-driven future.
Learning Objectives
- Understand how AI works under the hood to better evaluate when to apply it and when to keep the human touch.
- Learn how to use three familiar tools in new, AI-powered ways to dramatically boost productivity.
- Gain a clear overview of the current state of AI in finance and insight into where the industry is headed.
