How Finance Teams Are Learning to Lead with AI

July 1, 2025

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About This Episode

Are you leveraging AI to its full potential in your finance department? 

In this episode, we dive into the practical application of AI in finance with Anton Medvedev, former Senior Product Manager at Vena and CPA/CFA. With his unique blend of finance and tech expertise, Anton offers a roadmap for effectively adopting AI in your financial operations. 

Anton shares insights on training AI models, understanding AI agents, and effective prompting techniques. He provides real-world examples that demystify this fast-moving technology. Whether you're experimenting with AI in Excel or trying to choose the right vendor, this episode offers practical strategies for getting started, scaling smartly, and ensuring your team stays ahead. 

Learn how you can transform your finance team from AI novices to strategic innovators, harnessing the power of AI to drive value in your organization. 

Discussed in This Episode: 

  • The core components of a good AI prompt 
  • What AI agents are and how they improve speed, security, and execution 
  • Why early adopters are key to driving internal change 
  • How to evaluate vendors on AI readiness for finance 
  • Common missteps teams make with AI and how to avoid them 
  • Why CFOs must personally engage and lead the AI learning curve 

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