Future Finance ChatGPT Strategy for CFOs to Build Trust in AI Tools and Win Faster ROI in 2025 with Joyce Li
In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper are joined by Joyce Li, a CFA, AI strategist, and former investor. Joyce shares her journey from managing multi-billion dollar portfolios to advising businesses on AI strategy and governance. She offers a thoughtful take on how AI is transforming decision-making, the importance of trust in technology, and why being human in a tech-driven world still matters more than ever.
Joyce Li is a CFA, board director, AI strategist, and entrepreneur with a background in managing multi-billion dollar investments and advising corporate leaders. With an MBA from Wharton and a master's in computer science, she bridges the worlds of finance and technology. Joyce is a recognized voice in AI and advises companies on how to develop practical, trusted AI strategies for long-term value.
Expect to Learn:
- How Joyce transitioned from finance and investing into AI strategy
- Why trust and governance are essential for AI adoption
- How SMBs and large companies can adopt AI more effectively
- Tips for building AI readiness in your company
- Why generative AI adoption is moving faster than past tech waves
- Why “human in the loop” matters now more than ever
Joyce Li brought clarity, experience, and a grounded view on what it really takes to adopt AI in a meaningful way. From building trust and transparency to thinking critically about end goals, her perspective helps bridge the gap between tech hype and business value. Whether you're leading a large company or a growing startup, Joyce’s insights make it clear: real AI success starts with the right questions and ends with thoughtful execution.
Follow Joyce:
LinkedIn - https://www.linkedin.com/in/sjoyceli/
Website - https://averanda-ai.com/
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[00:00] - Intro and Guest Welcome
[01:04] - Joyce’s Shift Into AI
[03:46] - Guiding Leaders on AI Strategy
[06:42] - Lessons from an AI Startup
[09:24] - Trust and AI in Finance
[11:07] - Why Governance Matters in AI
[12:57] - Replacing Legacy Tech
[15:00] - AI Myths in Small Business
[16:32] - Enterprise Hesitation with AI
[17:58] - Speed of Generative AI Adoption
[19:53] - Final Thoughts and Takeaways