Meeting Information
AI for Financial Executives
Date:
Wednesday February 19, 2025
Time:
5:00pm - 6:00pm US/Pacific GMT-8:00
Location:
zoom
https://us02web.zoom.us/j/84774125401?pwd=Wyx8MUf7KSJ8NYsQQuSiSktrCK0he7.1
Directions:

Meeting capacity:

300

Suggested Donation:

Agenda:

5:00pm to 5:05pm Login

5:05pm to 6pm Dr. Steven Kirch, Presenting AI for Financial Executives

6pm to 6:15pm Wrap up

Topic: AI for Financial Executives

AI is here. The only question is are you ready? If you don't leverage AI for yourself and your company, you will be left behind.

This workshop, "AI for Financial Executives," led by Dr. Steven Kirch and Suzanne Kirch of Profit Minds, will focus on the transformative role of generative AI in driving financial decision-making and operational efficiency. Tailored for financial executives, the session will demonstrate how AI tools like ChatGPT, CoPilot, and Claude can enhance forecasting, optimize reporting, and improve processes.

Attendees will explore practical applications, including creating summaries of research, competitive analysis, and contract compliance, while learning how AI can streamline data interpretation and automate repetitive tasks. You will get a taste of how AI can provide strategic insights, visualize complex financial data, and support regulatory adherence.

You'll even get a chance to try some real-world use cases for yourself, so come with your laptop, your AI account, and be ready to try it yourself.

By the end, you will have a better understanding of how to effectively integrate AI into your role, enhancing precision, productivity, and strategic impact in today's fast-paced business environment.

Speaker: Dr. Steven Kirch, Professor of PROtivitySM
 
After retiring from a successful career as a manager and leader in high-tech, Dr. Steven Kirch brings his passion for life-changing results to his clients. He is the creator of the PROtivitySM Growth System – a unique blend of methods to increase PROfit, accelerate PROductivity, and create robust business PROcess for scale. He specializes in helping small business owners improve their top and bottom-line results using time-tested strategies. Then together, they develop methodologies for the actual implementation of these strategies in their business to put more money in his clients’ pockets and enable them to have the business they dreamed of when they started.
 
In addition, he serves on the board of The Gratitude Network – a leadership development organization that works with social entrepreneurs around the world to enable the growth of these innovative companies that are changing the lives of children and youth all over the world. Steve sings in the San Francisco-based a cappella chorus, The Fog City Singers, and enjoys running, biking, and golf. He and his wife, Donna, of more than 40 years share a passion for music and love to travel. They have two amazing daughters that are making their way in the world.

For meeting information, please contact:

Rick Morgin

(925) 324-6371
Attendees
64
Please login/register in order to RSVP and see the participants list.