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在人工智能浪潮席卷全球的今天，财务管理正面临一场深刻的变革。AI不仅是技术的革新，更是财务能力与价值的"放大器"。
本课程由财务管理与AI应用专家Jimmy Qian老师亲授，旨在帮助财务从业者与管理者系统理解AI在财务管理中的双重角色——既是风险管控的挑战，也是效率跃升的机遇。
课程从风险敏感度评估、AI治理框架搭建，到效率提升的实际应用场景，提供一套完整、可落地的AI财务转型方法论。通过理论模型、象限工具、案例分析与实战框架，助力学员在AI时代构建既安全又高效的财务管理体系。
Who Should Attend? / 适合人群
- 企业财务管理者：CFO、财务总监、财务经理等希望借助AI提升团队效率与风控水平的中高层管理者
- 财务与审计专业人士：会计师、审计师、税务顾问、合规风控人员等关注技术变革对专业领域影响的从业者
- 企业数字化与智能化负责人：CIO、CDO、财务数字化项目经理等推动技术赋能业务的决策者与执行者
- 创业者和企业管理者：希望借助AI优化财务流程、降低成本、提升决策质量的企业负责人
- 对AI+财务融合感兴趣者及跨界学习者
Course Objective / 课程目标
- 建立系统性认知：理解AI在财务管理中的"放大器"作用，树立"AI不是替代，而是赋能"的思维模式
- 掌握风控评估工具：学会使用"合规风险敏感度 × AI适用性"四象限模型，对财务流程进行AI风险定位与场景分析
- 构建治理框架：掌握AI财务治理三道防线与"使用红线清单"，实现AI应用的合规、安全、可控
- 解锁效率提升路径：理解财务效率的五次跃迁阶段，掌握五大AI应用场景方法论，推动财务从核算向价值创造转型
Course Outline / 培训大纲
开场：AI 不是财务的敌人，而是放大器
模块一：合规保下限（Risk Floor）
模块二：合规风险敏感度 × AI 适用性模型（核心理论）
- 财务流程 AI 风险敏感度四象限
- 课堂案例 – 财务场景对位分析
模块三：AI 财务治理框架（Governance）
- AI 财务治理三道防线（升级版）
- 关键工具：AI 使用红线清单（Must NOT Do）
模块四：效率提上限（Value Ceiling）
- 财务效率的五次跃迁
模块五：AI × 财务效率五大应用场景（方法论）
- 数字孪生 —— 降低设计成本
- 数据追踪 —— 管控 ESG 与生命周期成本
- 数据勘探 —— 降低质量成本
- 数字智配 —— 降低闲置成本
- 数据打捞 —— 降低运维成本
Speakers
Jimmy Qian
Senior Executive/Trainer/Corporate Coach/Seasoned Finance Professional
view moreJimmy is a senior executive coach & trainer with over 20 years’ talent development experience. He holds NTU MBA, CPA (SG), CIMA (UK), ICF coaching credential and works as Guest Professor at Zhejiang University. He authored the bestseller 60 Mindset Breakthrough Tools for Career Advancement.
Fluent in Chinese, English and German, he was a Fortune 500 executive with cross-cultural experience in Germany, Singapore and US. Certified for The 7 Habits since 2001, he serves global clients including Microsoft, Infineon, Bosch, OSRAM and 3M. He specializes in executive coaching, strategic workshops, leadership and high-potential training, designing customized business-based training cases.
钱老师拥有 20 余年领导力培训与高管教练经验，
南洋理工 MBA、新加坡 CPA、英国 CIMA 持证，ICF 国际认证教练、浙大客座教授，《60 个职业突破思维工具》畅销书作者。
钱老师精通中、英、德三语，曾任职多家世界 500 强高管，旅居德、新、美，深耕跨文化管理；2001 年起认证《高效能人士七个习惯》引导师，常年服务微软、英飞凌、博世、欧司朗、3M 等跨国企业，擅长高管一对一辅导、战略共创、团队领导力与高潜人才培养，擅长结合企业真实业务定制落地化课程案例。
Tickets
Please use your own name and email when registering for a training session. Additional fees may apply if you fail to register under your own identity.
A prepayment is required for all full-day training sessions.
全天培训课程需要提前付款。
Member Ticket
AmCham Shanghai membership cardholder
Member Price RMB 3,750
Member Company Employee Ticket
Standard Price RMB 3,750
Non-Member Ticket
Standard Price RMB 4,350
Group Ticket
Two or more attendees from the same member company, 3400 RMB each
Standard Price RMB 3,400
Cancellation Policy
- Cancellation: If you need to cancel your registration, please notify Cynthia Xia at (86 21) 6169 3016 or email Cynthia.Xia@amcham-shanghai.org.
- Cancellation within 3-working days before the training, 80% ticket fee will be charged.
- Cancellation within 7-working days before the training, 50% ticket fee will be charged.
- To ensure that you have a seat, please come to the session on time. Open seats will be released to other guests 15 minutes after the session starts.
Sponsors and Partners
Organizer
view moreAmCham Shanghai
The American Chamber of Commerce in Shanghai, known as the "Voice of American Business" in China, was founded in 1915. AmCham Shanghai was the third American Chamber established outside the United States, and now has 3,000 members from 1,500 companies. As a non-profit, non-partisan business organization, AmCham Shanghai is committed to the principles of free trade, open markets, private enterprise and the unrestricted flow of information.
www.amcham-shanghai.org/
Partner
Venue
AmCham Shanghai Conference Center
27F, Infinitus Tower
No.168 Hubin Road, Huangpu District
新天地湖滨路168号无限极大厦27楼
Shanghai, China
If you have any questions please contact Cynthia Xia
