AI in Finance & Investing

    Keynotes, panels, and workshops for financial executives and leaders navigating the AI era. Browse highlights and sessions for CFOs, investors, and forward-thinking organizations.

    April 23, 2025|San Francisco, CA
    Bridging the AI Gap: Realities and Opportunities for CFOs
    Baker Tilly Technology Finance Symposium 2025(Audience: finance leaders, industry experts, and investors)
    Evolving role of the CFO and success factors for CFOs in the AI era.
    Finance
    February 26, 2025|Virtual
    AI and Investment Portfolio Management
    MFDF AI Webinar Series
    A panel of investors and experts delve into case studies showcasing AI applications in investment strategies, and share their insights on AI investment policies, procedures, risk management, and oversight.
    Investing
    February 12 - 13, 2025|San Francisco, CA and Santa Clara, CA
    Balanced Generative AI: Practical Uses, Leveraging Growth, and Mitigating Risk
    CFO Leadership Council
    We discuss a wide range of topics inlcuding: how AI is used in corporate finance; how finance leaders evaluate AI ROI and risks; where teams should start with AI investments.
    Finance
    February 17, 2025|San Jose, CA
    AI in Finance: What to Know and How to Get Ready
    San Jose State University(Audience: finance and accounting majors)
    Lecture for college students on AI's applications in finance and how to prepare for the future.
    Education

    More resources & sessions coming soon!

    To request a customized talk or get early access to new resources, contact Joyce Li.