Axtella Vision25:
AI & the Future of Finance
Hello Axtella colleagues, partners, & friends!
AI took notes for me as I presented the AI & the Future of Finance keynote! And here they are along with key slides so you can try some of those prompts on your own.
On this page, you will find:
– the AI NOTES from our talk transcribed by Otter.ai
– a downloadable PDF SUMMARY of the most important slides
Please let me know how I can be helpful in the future!
Dan
Dan Chuparkoff
A.I. & Innovation Keynote Speaker
CEO, Reinvention Labs
Former Technology Leader from
Google, McKinsey, & Atlassian

PDF SUMMARY of key slides
This “Slide Cheatsheet” was customized for your specific talk. It’s designed to help audience-members like you, by wrapping my AI & the Future of Everything keynote into an easy-to-skim, easy-to-share, or easy-to-print resource for future reference.
Download the 3 page
high-resolution PDF here:
Hope you find it helpful!
AI NOTES from Dan’s Keynote
*These notes were created automatically by Otter.ai. Transcription errors or mistakes have not been fixed
in order to demonstrate the current state of AI notes.
Summary
Dan Chuparkoff discussed the transformative impact of AI on work, emphasizing its ability to solve problems faster and make decisions with confidence. He highlighted AI's role in generating new content, improving communication efficiency, and enhancing collaboration across languages. Chuparkoff shared his journey from a high school Co-op program to leading a team at Google, underscoring the importance of adapting to AI's advancements. He advised using AI as an assistant for routine tasks to focus on higher-level problem-solving, decision-making, and imagining new possibilities. Chuparkoff also stressed the need for human oversight to ensure AI's outputs are reliable.
Action Items
[ ] Type the question "What are 10 ways that AI will change the work of financial professionals in the United States?" into the best ChatGPT version available and review the response.
[ ] Every Monday, type the prompt "Give me one new AI thing that I should try" into ChatGPT.
[ ] Explore using AI-powered meeting note-taking and facilitation tools like Otter.
[ ] Investigate the capabilities of real-time language translation tools like AI-powered earbuds.
Outline
Introduction of Dan Chuparkoff
Speaker 1 introduces Dan Chuparkoff, highlighting his extensive experience at Google and McKinsey.
Speaker 2 describes Dan as a "trailer basement" with over 30 years of innovation experience.
Speaker 3 labels Dan as an "understandable technology speaker" known for simplifying complex concepts.
Speaker 4 mentions Dan's ability to captivate audiences from Fortune 100 to South by Southwest.
Speaker 5 introduces Dan to ignite imagination about the new era of AI.
Dan Chuparkoff's Journey and AI's Impact
Dan Chuparkoff thanks the audience and reveals the introduction was AI-generated.
Dan discusses the rapid changes AI is bringing to work, predicting significant differences in tasks over the next 18 months.
He emphasizes AI's role in solving problems faster, making decisions with confidence, and imagining a better future.
Dan shares his personal journey from a troubled childhood to leading a team at Google, highlighting the transformative impact of technology.
The Transformative Power of AutoCAD
Dan recounts his experience as a 17-year-old working in an architecture division, drawing parking lot lines.
He describes meeting Mr. Pock, an architect using AutoCAD, which revolutionized his work.
Dan explains how AutoCAD's copy and paste functionality drastically reduced the time required for his tasks.
Despite his boss's skepticism, Dan recognized the potential of AutoCAD and pursued a career in architecture and technology.
The Evolution of Technology and AI
Dan traces the evolution of technology from AutoCAD to modern AI, including PCs, spreadsheets, the internet, cloud, and data science.
He highlights the current era of generative AI as the next significant step in technological advancement.
Dan predicts that AI will become an integral part of work, similar to how people use shortcut commands for AI assistants.
He addresses the confusion and misconceptions about AI, emphasizing the need for a better understanding of its capabilities and limitations.
Understanding Generative AI and Its Limitations
Dan explains the concept of generative AI, using ChatGPT as an example, and its ability to create new content.
He discusses the limitations of AI, such as its reliance on pre-trained data and the potential for inaccuracies.
Dan advises users to verify AI-generated information and to ask for the confidence level of AI's answers.
He compares AI to an intern, emphasizing the need for review and oversight to ensure the quality of AI-generated outputs.
Practical AI Skills and Industry-Specific Applications
Dan provides practical AI skills, including how to ask AI questions and interpret its responses.
He discusses the impact of AI on specific industries, using financial services as an example.
Dan lists 10 ways AI is changing the work of financial professionals, such as personalized advice, improved marketing, and enhanced risk management.
He encourages users to regularly ask AI about industry-specific changes and to stay updated on AI's evolving capabilities.
AI's Role in Enhancing Work Efficiency
Dan outlines six ways AI can enhance work efficiency, including generating stories, conducting research, improving emails, and generating software code.
He emphasizes the importance of using AI as an assistant rather than an automation tool.
Dan advises users to ask AI for help with specific tasks and to use AI to augment their expertise.
He suggests using AI to handle routine tasks, freeing up time for more important work like problem-solving and decision-making.
The Hierarchy of Human Expertise
Dan introduces the hierarchy of human expertise, categorizing work into six types: talking, processes, tasks, problem-solving, decision-making, and imagining.
He explains that AI excels at managing words and handling routine communication tasks.
Dan highlights the importance of problem-solving, decision-making, and imagining, which require human expertise and creativity.
He advises users to focus on higher-level work while leveraging AI for efficiency in lower-level tasks.
AI's Impact on Global Collaboration
Dan discusses the potential of AI to facilitate global collaboration by enabling real-time translation of multiple languages.
He shares an example of using Hey Gen to communicate in different languages, demonstrating the technology's capabilities.
Dan predicts that AI will revolutionize how people collaborate across borders, enhancing competition and market dynamics.
He emphasizes the importance of adapting to AI's advancements to stay competitive in a globalized world.
The Future of Work with AI
Dan concludes by emphasizing the need for humans to use AI as an assistant to enhance their expertise and creativity.
He advises users to focus on problem-solving, decision-making, and imagining, which are essential for driving innovation and growth.
Dan highlights the importance of staying updated with AI's evolving capabilities and leveraging them to improve work efficiency.
He encourages users to embrace AI as a tool to augment their skills and to continue developing their unique expertise.