Phase Zero - Unpacking Your AI Readiness (Webinar)

Finance executives face the challenge of integrating Artificial Intelligence (AI) into their operations. This webinar offers practical guidance on initiating the AI journey, covering current AI applications, foundational steps for integration, and strategies for mitigating risks.

Key Takeaways

  1. Explore real-world use cases and understand the diverse AI technologies impacting finance.

  2. Learn essential steps for successful AI integration, including data readiness, infrastructure, talent acquisition, and fostering an AI-friendly culture.

  3. Address security, privacy, and regulatory concerns associated with AI implementation in finance.

Join our panel of experts from Sikich, RSM, Victaulic, and Armanino as we help you identify and plan your start point on the AI Journey.

oj_laos.jpgOJ Laos, Director, AI Lab - Armanino

Octavio is the leader of Armanino's AI Lab, which has been a steady presence in the accounting industry for over five years. The lab focuses on practical AI applications, such as improving customer interactions with chatbots, enhancing efficiency through process automation, and providing actionable foresight with predictive analytics. As a speaker, Octavio has a knack for explaining complex AI topics in an approachable way, making them understandable for professionals across various fields. His engaging presentations at industry conferences and the "Armanino Intelligence" series on LinkedIn Live reflect his expertise. His authority in the field is also recognized through collaborations on academic papers and features in media outlets like Fox Business. Octavio advocates for making AI an integral, everyday tool in business—a goal the AI Lab pursues with a team-focused approach. It's about evolving with technology in a way that serves real business needs, not just following the latest trends.

ray_beste.jpgRay Beste, Principal AI Strategist - Sikich

Ray Beste is the Principal AI Strategist within Sikich’s Technology practice. He focuses on all things AI, specifically generative AI, for Sikich and its customers. Ray has over 35 years of experience as a database, analytics, and Microsoft Dynamics 365 specialist working with clients across industries.

george_casey.jpgGeorge Casey, Principal, Data Scientist, Advanced Analytics - RSM
George leads the Advanced Analytics practice at RSM. In this role, he advises clients on both strategic and technology issues important to delivering value with data science, machine learning, and artificial intelligence. He also is a curator of RSM’s technology experience center, helping clients to envision the art of the possible thru digital transformation incorporating technologies such as AI, IoT, augmented reality and digital mobility. Prior to being acquired by RSM, George was the Chief Marketing Officer and Chief Technology Officer for Junction Solutions, a B2B technology solution company serving mid-market clients with a focus on life sciences, supply chain and multi-channel retail.  Over his 13 years at Junction Solutions, George had the opportunity to advise multiple clients on strategy, business intelligence and analytics, CRM system design for both B2B and B2C clients, as well as full system implementations of ERP solutions. George has been published in several professional and trade journals and is a frequent seminar speaker.  He is a Microsoft Certified Trainer and has written several manuals for Microsoft on Reporting and Business Analytics.

Untitled-design-(2).jpgTrey Kukwa, Director FP&A - Victaulic
Trey Kukwa has spent the last 11 years with Victaulic with first 5 years in supply chain and the last 6 years in Finance Planning & Analysis.  During this time Trey has created a Logistics Department in Supply Chain and not a FP&A Department in Finance.  During his time in FP&A, he has changed over a manual budget process to a driver based budgeting system, implemented periodic forecasting and currently working on a predictive analytics process. He holds a Bachelor's Degree in Finance from Wake Forest and an MBA with a Supply Chain concentration from Lehigh.



1.00 CPE




Information Technology, Technical



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