At the 29th annual International Treasury & Cash Management Summit in Miami, one topic was top of mind: artificial intelligence (AI). More than 350 global treasury and senior finance leaders gathered to explore what the tool could mean for the future of their industry and their own roles. Yet many conversations stalled at buzzwords and broad-stroke solutions, with little focus on immediate, practical applications. Beneath the surface, a more pressing reality emerged: most treasurers felt stuck, unsure where to begin and unaware of how AI could support their day-to-day work. Economist Impact recognized this growing gap between AI ambition and real-world application and turned to ExperiencePoint to help bridge the gap.
On the third day of the summit, ExperiencePoint delivered Work Better with AI, a hands-on workshop designed to enhance insight and drive strategic impact with AI. The session offered an approachable entry point, introducing attendees to application frameworks and prompt principles through collaborative problem-solving. Breaking into 12 groups, they tackled real-world finance challenges, including using AI to improve forecasting accuracy, manage tax compliance and—most popular of all—generate greater working capital ratios. The session emphasized how AI can improve everyday workflows, empowering leaders to move from hesitation to confident action. It also addressed concerns around data security by introducing the “Golden Always” and “Golden Never” principles.
The impact was immediate. Before the session, only 13% of attendees used AI daily; afterward, 59% committed to doing so. Many were surprised by how accessible and applicable AI could be in their everyday roles by just experimenting with it. One attendee even remarked, “I was ashamed it took me so long to get started.” By demonstrating how AI can automate routine tasks, the workshop helped treasurers free up time for higher-level tasks and showed how AI can also be used to augment decision-making and tackle complex, strategic challenges. It also underscored the essential role of human oversight in an AI-enabled world—ultimately shifting mindsets and helping finance leaders evolve from contributors to strategic supervisors in their daily work.
