Discussion: Using AI as a Financial Executive

In December Ray explored how today’s finance leaders can use generative AI to elevate financial strategy, risk management and executive decision-making. He talked about how structured AI prompting can enhance accuracy, speed and insight across core finance functions: from forecasting and investor communications to compliance and reporting. His focus was on turning AI into a trusted collaborator that amplifies, rather than replaces, financial expertise. He walked through practical, real-world examples drawn from The Finance Professional’s Guide to Generative AI. Topics including:

• Building board-ready financial narratives with precision prompting

• Automating routine processes such as reconciliations and close cycles

• Using AI safely under public, enterprise, and self-hosted models

• Strengthening leadership impact through AI-assisted analysis and communication

In this meeting, we have asked Ray to lead a discussion to answer any questions participants may have regarding AI - a follow-up to our April meeting on practical uses of AI.

The Presenter

Ray Zaso, Founder and Principal of The Zaso Group, is a Strategic AI Advisor with over 40 years of technology-consulting leadership at KPMG/BearingPoint, Deloitte and Discover Consulting. He works with finance executives and mid-market firms to develop AI adoption roadmaps, readiness assessments, and operating models that turn data and automation into measurable business value. Ray hosts the Technology Reimagined podcast and authors guides, such as The Finance Professional’s Guide to Generative AI, a practical playbook for finance leaders pursuing accuracy, integrity, and strategic advantage in an AI-driven economy.  View more about Ray at https://linkedin.com/in/rayzaso.