Sharing Knowledge: The Future of Finance and the AI-First Mindset

Finance is changing faster than at any other point in our careers. AI is reshaping what's possible across the profession, from entry-level roles to the CFO. The finance professionals who thrive won't simply be those with the strongest technical expertise. They'll be the ones who know how to work effectively with AI.

Drawing on her journey from KPMG auditor to CFO, Rachel Wong explores where the modern finance function is heading and the skills that matter most in an AI-enabled world. She then gets practical, addressing questions finance professionals are asking every day: What's the difference between using AI for quick, ad hoc tasks and building processes that automate recurring work? How do these tools actually work? And why does the context you provide make such a difference to the results you get?

At its core, this session is about a mindset shift. Rather than treating AI as a tool that should deliver the perfect answer on the first attempt, Rachel encourages participants to think of it as a resource, much like a member of their team that performs best when given guidance, context and feedback.

Tool-agnostic, practical and grounded in real-world experience, this session cuts through the hype to focus on what works, what doesn't, and how to get started. You'll leave with greater confidence to begin using AI in a way that enhances your effectiveness, regardless of which tools you use.