FP&A Today

What boards want from finance AI strategy: Joyce Li

18 snips
Nov 12, 2025
Joyce Li, CEO and Chief AI Strategist at Averanda Partners, offers a wealth of knowledge as an advisor on AI strategy for boards and C-suites. She discusses the growing importance of AI in finance, emphasizing the need for leaders to understand AI literacy to evaluate risks and opportunities. Joyce reveals that boards are focused on ROI and measurable business goals, while also addressing the challenges of data readiness and the evolving role of AI agents. She shares insights on governance and strategic advice for CFOs navigating the AI landscape.
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ANECDOTE

Three Chapters Of A Tech+Finance Career

  • Joyce Li traced her career through three chapters: computer science, portfolio management, and AI strategy.
  • She attributes a through-line of curiosity and an engineer's can-do attitude to those changes.
ANECDOTE

Finding Signals In Unstructured Data

  • Joyce described using nonstandard, unstructured data from trade shows and filings to uncover inflated claims.
  • That data-driven detective work produced actionable investment insights and career benefit.
INSIGHT

Build Taste Through Daily GenAI Use

  • Regular hands-on use of GenAI expands a leader's idea horizon and builds 'taste' for good AI initiatives.
  • That taste helps leaders separate noisy trends from projects tied to true competitive advantage.
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