About this episode
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
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