Skiing, Spreadsheets, and Synergy: Key Takeaways from the Finance Takes The Piste Trip

Finance Takes The Piste wasn’t your typical ski retreat. While hitting the slopes and enjoying après-ski was certainly part of the experience, the real focus was on growth, challenging the status quo, and turning even the driest topics into engaging, if slightly intimidating, discussions.

Collaboration, Tech, and… AI?

The main takeaway from the trip was a shared sense of purpose: everyone there was focused on one thing—making a meaningful difference. If you weren’t driven by the desire to innovate and improve, chances are, you weren’t invited to the trip in the first place.

Let’s be honest, if you tell someone you’re heading on a work trip with accountants and tax advisors, they’d probably assume the entire conversation would revolve around how to classify prepayments. (And yes, maybe we did cover that—for a little while). But this trip was about something more significant: collaboration, innovation, and, of course, AI.

But here’s the twist: while the tech discussions were crucial, the real magic happened in the interactions between the people. Being surrounded by accountants, tech enthusiasts, and finance experts created an atmosphere of energy and shared purpose. The most rewarding moments weren’t just about discussing the latest tech tools; they were about exploring the future of finance and thinking about how we can bring more of the right people into this field.

Skiing, Yes. But First: Let’s Talk Tech.

Now, let’s talk about the tech. This wasn’t your typical “let’s use AI and hope it works” approach. We spent time talking about tools like ChatGPT, Fathom.AI, and WithOtto. But the real value came not just from the tools themselves, but from the conversations about how we can use them better.

The real point of all this? Tech isn’t just a shiny new gadget. It’s about making complex tasks easier and, ultimately, freeing up time for what truly matters—whether that’s innovation, collaboration, or simply focusing on the bigger picture.

Skiing, Yes. But First: Let’s Talk Tech.