Mind the Gap: Avoiding AI Pitfalls in Finance

on-demand Webinar

June 16, 2025

30 min long

Nat Rubio-Licht The Daily Upside

Nat Rubio-Licht

Chuck Reynolds

Mel Walker

Mind the Gap: Avoiding AI Pitfalls in Finance

Artificial intelligence represents a generational opportunity for modern enterprises. In the finance department, AI holds the promise to make your teams both more efficient, and more strategic. But as with any explosive technology, without the right preparation, organizations can risk costly missteps.

In this exclusive conversation, Nat Rubio-Licht, lead tech reporter at The Daily Upside, interviews Chuck Reynolds, Managing Director and Partner at L.E.K. Consulting, and Mel Walker, Managing Director at CohnReznick Advisory. Together, they explore how finance teams can responsibly implement AI to enhance performance, reduce risk, and stay ahead of the curve. The discussion covers where AI fits best in financial contexts, what pitfalls to avoid, and the emerging trends every financial leader should be watching.

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