Dbriefs
26 Oct.

A new frontier: Exploring artificial intelligence in finance

Controllership Perspectives

Thursday, 02:00 p.m.  ET | 1 hr
Credits offered: CPE Event language: English

Participants will assess the key enablers of AI-driven transformation and listen to real-world examples from leaders navigating the growing finance and AI space.

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Key takeaways

Host: Katie Glynn, partner, Deloitte & Touche LLP

Presenters: Oz Karan, partner, Deloitte & Touche LLP
                      Madeline Mitchell, senior manager, Deloitte & Touche LLP
                      Court Watson, partner, Risk & Financial Advisory, Controllership

1.0 Overview CPE credit | Information Technology

Artificial intelligence (AI) and machine learning technologies are rapidly transforming today’s controllership business models. Finance leaders play a critical role in rapidly adapting existing processes to responsibly incorporate AI capabilities and optimize their organizations. We’ll discuss:

  • Key AI technologies, including generative AI capabilities, for modernizing finance organizations
  • Strategies for aligning technology and finance organizations to lead the AI transformation
  • How to embed trustworthy AI practices to drive success

Meet the speakers

Katie Glynn

Katie Glynn

Partner | Risk & Financial Advisory

Katie is partner with Deloitte & Touche LLP. She specializes in helping clients address complex record to report challenges to reduce risk and enhance management oversight through business process re-design, enabling technologies, and finance master data governance. A primary focus of Katie’s is assisting organizations to transform the end-to-end intercompany process by designing and implementing solutions that meet the specific needs of her client constituents across Finance, Treasury and Tax. She holds various leadership roles to driving leading practices and the enhancing the Deloitte brand including the leader of the Deloitte Intercompany Center of Excellence and the Eminence Lead for the Deloitte Center for ControllershipTM.

Oz Karan

Oz Karan

R&FA Trustworthy AI Leader

Oz is a partner within Deloitte & Touche, LLP's Risk and Financial Advisory (R&FA) practice and serves as R&FA's Trustworthy AI leader. He has more than 20 years of risk management, regulatory compliance, and financial advisory consulting services experience with in-depth knowledge of the banking, payments, and fintech industries. Oz supports clients as an advisor to the Risk, Regulatory, and Finance functional leaders on strategic risk management, regulatory compliance, and operational and technology modernization. He routinely advises client leaders around the possibilities of modern risk & compliance organizations, enabling the organization's most strategic priorities with more effective and efficient processes, governance structure, and technologies.

Court Watson

Court Watson

Partner, Risk & Financial Advisory, Controllership

Court is a partner in Deloitte Risk and Financial Advisory’s Digital Controllership practice, with more than 14 years of public accounting experience and 18 years of experience working with the CFOs, CAOs, and Controllers to identify, mitigate, and solve problems related to controllership operations and risk management. He currently helps companies strategically think through business processes and leverage technology to better manage growth and change. Court also helps companies work through the adoption of the new revenue recognition and lease accounting standards, helping them understand and apply technical accounting and forecast and model financial impacts, and design and implement future state solutions. With Court's technical accounting expertise and experience working with finance data models and purpose-built technologies, he assists clients in forecasting impacts from regulatory changes and new business models.

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Thursday, 26 Oct 2023 02:00 p.m. ET
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