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What boards want from finance AI strategy: Joyce Li
Episode 183

What boards want from finance AI strategy: Joyce Li

FP&A Today

November 12, 202546m 1s

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Show Notes

Joyce Li, CEO, and chief AI strategist at Averanda Partners, brings a rare combination: CFA charter holder, computer science graduate, MBA from Wharton, Board advisor on AI. She advises on multi-billion dollar investment strategies and works with boards and C-suites on AI strategy, governance, and adoption. 

  • The power of Excel in an AI age
  • The ROI of AI and what boards want to see 
  • 15% as the magic AI productivity number 
  • Agents and the future of finance