Topic: Implementing A.I. into Finance and Accounting Functions / Departments

Speaker: Juliana Smith, Strategic Transformation Advisor
 

Presentation: 

Artificial intelligence is rapidly reshaping finance, but many organizations are still determining where it can create meaningful business value. This session provides a practical framework for understanding AI in a finance context—demystifying core concepts, exploring high-impact use cases, and outlining a structured approach to evaluating, adopting, and governing AI solutions.

Through practical examples and lessons from finance transformation, participants will gain a clearer understanding of how AI is changing finance roles, decision-making, and operating models, while leaving with actionable ideas they can apply within their own organizations.

Learning Objectives:

- Differentiate AI, machine learning, and generative AI, and understand their relevance to finance

- Evaluate AI opportunities using a practical framework, including problem definition, data readiness, and solution selection

- Understand a phased approach to AI adoption, including governance and change considerations

- Identify high-impact use cases across finance and accounting

- Recognize how AI is reshaping finance roles, skills, and operating models

Speaker's Bio:

Juliana Smith is a Strategic Transformation Advisor with more than 20 years of experience leading finance transformation, operating model design, and enterprise performance improvement across Fortune 100 organizations. Drawing on experience from both industry and consulting, she has helped organizations modernize finance through process transformation, analytics, governance, and the strategic adoption of AI.

Combining expertise in finance, data, and technology, her involves helping organizations evaluate and adopt AI strategically aligning technology investments with business priorities, governance, and measurable outcomes.