The Pre-Read

How to Win at AI: A Blueprint of People, Process, and Vision


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88% of finance, accounting, audit, and sustainability professionals in a new survey say they've seen an increase in ROI from using AI in the last year. But there's a disconnect: only about a third of companies surveyed have the necessary governance, high-quality data, and role-specific training to support it.

In this episode of The Pre-Read, we sit down with Workiva Chief Accounting Officer Junko Swain and Chief Information Officer Kim Huffman to discuss the implications of the Workiva 2025 Global Practitioner Survey. We explore why the C-suite is uniquely positioned to set the foundation for a successful and secure AI strategy.

Timestamps: 01:00 ROI and the lack of AI governance

04:00 Defining high-quality data

06:30 The role of AI in data quality

08:00 The importance of role-specific training

10:45 The difference between generic and specialized AI tools

12:30 How the C-suite can set the foundation for AI strategy

Read more from the survey at workiva.com/PR-BuildingValue

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