Apr 27, 11:30 AM - 12:30 PM (PT)
Claude has quickly become one of the most popular AI tools among knowledge workers. In this hands-on session, Joyce Li, CFA, draws on two decades of investment management experience and her work advising finance leaders on AI adoption to show how finance professionals can get real value from Claude. We'll cover core techniques including writing effective prompts, building your personal context and knowledge base, and creating reusable Skills, then walk through finance-relevant use cases like research synthesis, document analysis, and financial modeling. We'll also touch on tools beyond chat, including Claude Code and Claude Cowork for automating tasks in your life and work.
Virtual Event April 27, 2026 11:30 am - 12:30 pm
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Speaker Bio - Joyce Li, CFA, advises finance leaders and board directors on AI adoption and governance through Averanda Partners. She spent two decades in investment management, leading global equity strategies and co-founding a hedge fund. Joyce speaks regularly at leading investment and finance conferences, and her work has appeared in Fund Board Views, Directors & Boards, and Directorship. She served as President and Director of CFA Society San Francisco. Joyce holds an MBA from the Wharton School and an MS in Computer Science from the University of Virginia.