Key takeaways
Host: Mike Danitz, principal, Deloitte Consulting LLP
Presenters: James Glover, principal, Deloitte Consulting LLP
Eric Merrill, managing director, Deloitte Consulting LLP
Robyn Peters, senior manager, Deloitte Consulting LLP
1.0 Overview CPE credit | Information Technology
In 2023, many organizations learned about Generative Artificial Intelligence (GenAI) and its role in the finance technology landscape. While many finance leaders started pilots and developed their AI strategy, they also found a solution gap—a mismatch between GenAI’s capabilities and “ready to use” applications for finance. In 2024, the solution gap is closing fast and GenAI is evolving quickly. We’ll discuss:
- Specific use cases for GenAI in finance
- Key decisions to consider such as technology, implementation, approach, and talent
- Practical steps to begin your AI journey in finance
Meet the speakers
Mike Danitz
Mike Danitz is a Principal in the Finance and Enterprise Performance practice within Deloitte Consulting LLP. He is a leader in helping CFOs and their teams navigate and implement digital solutions across the finance function. His experience within the Technology, Media and Telecommunications sectors includes identifying, designing, and executing finance transformation programs that deliver next generation capabilities to Finance.
James Glover
James has more than 20 years of experience in finance transformation with Deloitte Consulting LLP with a specific focus on finance strategy and transformation enabled by emerging technologies, data and talent. He leads transformational journeys at financial services firm where he is focused on advising CFO’s on how to create value from their data, technology and talent assets. More recently, James is looking to the future of Finance and how AI and automation can deliver results in a digitally enabled, data-driven enterprise.
Eric Merrill
Eric is a managing director within Deloitte Consulting’s Finance and Enterprise Performance market offering. He advises executives in consumer-facing industries on how to apply strategy and analytics to enable better business decision making company-wide. His expertise is focused around meeting the needs of the chief financial officer. Recently, Eric has completed work at multiple consumer companies in forecasting, predictive analytics, and visualization, as well as enabling next-generation operating models and integrated business planning. His focus has been on innovation across predictive analytics, integrated performance management (planning, budgeting, and forecasting), and process, operating model, and systems improvement initiatives.
Robyn Peters
Robyn Peters is a Senior Manager in the Finance and Performance within Deloitte Consulting LLP. Focused primarily in Consumer and Retail industries, Robyn helps CFOs define their vision for the future of finance enabled by AI and execute innovative tech-enabled transformation to unlock business value. Robyn is a FinanceAI leader and author of recent publications "Gen AI Implications for Finance" and "Novel and exponential technologies in Finance".
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