You Can't Automate What You Can't See
Wednesday, August 5, 2026 at 12:10 PM to 12:30 PM · 20 min. (US/Pacific)
Palazzo Ballroom E
Solo Talk
CFO & Finance
Information
Finance teams deployed AI at scale: 63% now use it, and only about 1 in 5 can prove it paid off.
The gap is almost never the model; it is the machine the model is bolted onto, which means the data, the process, and who owns the decision.
I will show you the pattern behind the finance AI use cases that are actually working right now, then go up close on a few, from reconciliations rebuilt in an afternoon to a company-wide reporting deck I rebuilt in days, not months. Then I will give you a five-step order of operations (see it, clean it, frame it, build it, refine it) that makes any of them repeatable and keeps AI from simply making the wrong number look official.
I build these tools myself, including a diagnostic that runs live on a model's API, so expect a practitioner field report rather than a sales pitch. Come if you would rather architect the system that produces the future than report the past.
The gap is almost never the model; it is the machine the model is bolted onto, which means the data, the process, and who owns the decision.
I will show you the pattern behind the finance AI use cases that are actually working right now, then go up close on a few, from reconciliations rebuilt in an afternoon to a company-wide reporting deck I rebuilt in days, not months. Then I will give you a five-step order of operations (see it, clean it, frame it, build it, refine it) that makes any of them repeatable and keeps AI from simply making the wrong number look official.
I build these tools myself, including a diagnostic that runs live on a model's API, so expect a practitioner field report rather than a sales pitch. Come if you would rather architect the system that produces the future than report the past.
Job Function Tracks
CFO & Finance
