
How Finance Teams Are Learning to Lead with AI
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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
Episode Resources:
- The State of Strategic Finance 2025 Report [Vena in partnership with BPM Partners]
- Excelerate Finance Summit
- What Are AI Agents? Here’s How They’ll Transform FP&A
- Will AI Replace FP&A Jobs? The Real Impact of AI on FP&A
- Should Finance Teams Use Generative AI? How To Implement AI Securely
- The Smart CFO's Guide to AI in Finance
- How AI Can Power Finance Productivity—and Why Doing More With Less Matters
- How To Use AI for Financial Modeling and Forecasting
- 100+ AI Statistics Shaping Business in 2025
Related Episodes:
- From Fear to Framework: Safe AI Implementation for Businesses
- The State of Strategic Finance 2025: AI Adoption, Collaboration and Technology Gaps
- How AI is Reshaping Work
- AI-Powered Finance: Developing Your Implementation Roadmap
- Navigating the AI-Driven Future of Business with Microsoft
- Driving Finance Innovation With AI
- AI Revolution: Unlocking FP&A Potential