Three groups. Three lenses. One convergence: judgment, accountability, and the question of what finance becomes when AI carries the routine.
Group A
Capability
"Which capabilities are the scaffolding and which are the building?"
Key questions raised
Where is our routine work? Biggest bang for buck - where?
How much do we want to replace with AI?
What are our core skills - which do we keep, which collapse?
What ratio hybrid Finance [agent : human]?
Do we need both Trainer and Architect roles?
The agent question
Agent maturity - how to develop an agent
How to manage agents out
How to recruit agents
Business case for agents
How to certify agents
How do we ensure oversight
Core tension
What are our future deliverables? Where do we get expertise? What are our models for training new talent and agents? How do we develop judgment - and what are the costs and opportunities?
Group B
Operating Model
"Where do people need to be when agents carry context?"
Six priorities
Deliver on the digital roadmapInterdependencies across initiatives
Understand and fully utilize ASPIRE
GRaPE development and utilization Split Dia/Pharma - integrated DIS
Tool utilization over time New technologies as they arrive
ALL -> get more operational
Integrated system / DIS
What AI cannot do
Business acumen
Execution and judgmentThe E/J cycle: Based on info I have, what do I decide -> Execute the decision
What can we do today? Apply what we can apply already
Provocation
If AI takes over most tasks, would the organization be just smaller - or structured differently?
Group C
Leadership
"What kind of leader does Finance need next?"
Reinforce
Finance Excellence
Business Acumen + Context
Tech, Data & AI curiosity & literacy
Management trust / outcomesPeople + tech
Refine
Level of trust in AITrained by specialized trainers
Family of specialized capability
Judgment + decision making + focus -> execution
Individualization of outcomes to Roche
Action proposal
Build a Credibility / Impact heatmap - "future ready vs. disrupted" - scored across Data, Process, Speed, Compliance (scenarios), and Business Impact.