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240. AI in Finance: From Complex Workflows to Scalable AI Solutions with Tariq Munir
Manage episode 501120701 series 3457329
In this episode of CFO 4.0, host Hannah Munro talks with Tariq Munir, Managing Partner at Finspyr and author of Reimagine Finance, about how CFOs and finance leaders can lead successful transformation in the age of AI.
In this episode, you’ll learn:
- Why transformation should be embedded in everyday finance work, not treated as a separate role
- How to influence change without authority and build a “transformation snowball”
- What good governance looks like — and the pitfalls that can derail change
- How to measure AI project success beyond ROI, including adoption and engagement
- The role of subject matter experts in training and maintaining effective AI models
- How to simplify workflows and manage complexity before introducing AI
Links mentioned:
- Tariq's Linkedin
- Learn more about Finspyr
- Tariq's book Reimagine Finance
- Explore other CFO 4.0 Podcast episodes here.
- Subscribe to our Podcast!
Chapters
1. Introduction to CFO 4.0 (00:00:00)
2. Transformation as a Daily Mindset (00:11:20)
3. Effective Governance in Finance Projects (00:22:11)
4. Balanced Scorecards for Project Success (00:35:58)
5. AI Implementation Challenges in Finance (00:47:41)
6. Process First, Technology Second (00:57:34)
7. Book Launch: Reimagine Finance (01:05:16)
243 episodes
Manage episode 501120701 series 3457329
In this episode of CFO 4.0, host Hannah Munro talks with Tariq Munir, Managing Partner at Finspyr and author of Reimagine Finance, about how CFOs and finance leaders can lead successful transformation in the age of AI.
In this episode, you’ll learn:
- Why transformation should be embedded in everyday finance work, not treated as a separate role
- How to influence change without authority and build a “transformation snowball”
- What good governance looks like — and the pitfalls that can derail change
- How to measure AI project success beyond ROI, including adoption and engagement
- The role of subject matter experts in training and maintaining effective AI models
- How to simplify workflows and manage complexity before introducing AI
Links mentioned:
- Tariq's Linkedin
- Learn more about Finspyr
- Tariq's book Reimagine Finance
- Explore other CFO 4.0 Podcast episodes here.
- Subscribe to our Podcast!
Chapters
1. Introduction to CFO 4.0 (00:00:00)
2. Transformation as a Daily Mindset (00:11:20)
3. Effective Governance in Finance Projects (00:22:11)
4. Balanced Scorecards for Project Success (00:35:58)
5. AI Implementation Challenges in Finance (00:47:41)
6. Process First, Technology Second (00:57:34)
7. Book Launch: Reimagine Finance (01:05:16)
243 episodes
All episodes
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