Personal Notes: Joyce as an Introvert and Excel Favorite

Joyce Li, CEO, and chief AI strategist at Averanda Partners, brings a rare combination: CFA charter holder, computer science graduate, MBA from Wharton, Board advisor on AI. She advises on multi-billion dollar investment strategies and works with boards and C-suites on AI strategy, governance, and adoption. 

• The power of Excel in an AI age
• The ROI of AI and what boards want to see 
• 15% as the magic AI productivity number 
• Agents and the future of finance