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Finance AI: the crawl, walk, run playbook
How are the best finance teams using AI to maximize their impact? We invited Nicolas Boucher—a finance AI expert who has trained CFOs, teams, and more—to discuss a Crawl-Walk-Run AI playbook for finance professionals.
What you’ll learn:
- Crawl: Understand the foundational impact AI can have on finance. Learn how to ask the right questions and create effective AI prompts.
- Walk: Leverage generative AI with your data and integrate user-friendly, off-the-shelf AI tools into your daily operations.
- Run: Accelerate your finance processes by using generative AI to code, create predictive models, and even build custom GPTs tailored to your organization’s data.
Whether you’re just starting to explore AI or looking to scale your current efforts, this session provides practical guidance to help you navigate each phase.
About the speakers
Nicolas Boucher
Founder, AI Finance Club
Nicolas Boucher is a thought leader in AI for Finance, FP&A, and Controlling, sharing insights with over 1 million followers. As the founder of the AI Finance Club, he has trained more than 5,000 people on ChatGPT for finance. Nicolas works with global companies like Mercedes Benz, Chanel, and KPMG to deliver AI and finance training. With 15+ years of experience, including senior finance roles at Thales and PwC, he now focuses on helping finance teams adopt AI and automation to drive efficiency.
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Dave Wieseneck
Expert-In-Residence, Ramp
With 15 years of experience as a finance operator and advisor across 7+ fast-growing tech startups, David’s career has rallied around 1 core purpose: building high-performance teams that scale operations with cutting-edge technology. David previously ran the finance teams at Demostack, letgo, and Ollie Pets, and acted as an advisor for Carta, Justworks, Navan, and Ironclad. He now serves Ramp as its first Expert-In-Residence, bringing his passion for building the future of financial technology to shape Ramp’s product strategy and user experiences.
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