上海国家会计学院第八届智能财务年度论坛成功举办

Core Viewpoint - The 8th Intelligent Finance Forum held in Shanghai emphasizes the transformative impact of generative artificial intelligence on financial management, advocating for a shift towards intelligent and digital finance as a necessity for high-quality development [1][3]. Group 1: Forum Overview - The forum was co-hosted by various organizations including Shanghai National Accounting Institute, China Petroleum, and several technology firms, highlighting the collaborative effort in advancing intelligent finance [1]. - The event featured discussions on the integration of AI technologies in finance, with a focus on the evolution from understanding dialogue to autonomous execution [3]. Group 2: Development Directions - Three key development directions were proposed: 1. Promote independent innovation to establish a unique Chinese intelligent finance knowledge system [3]. 2. Strengthen security awareness to ensure the safety of financial digital transformation [3]. 3. Deepen open cooperation to build an intelligent finance ecosystem that integrates industry, academia, and research [3]. Group 3: Research and Policy Insights - The 2025 China Intelligent Finance Development Report outlined six dimensions of intelligent finance development, including policy support from the government and the increasing demand for automation due to rising labor costs [5]. - Significant growth in related academic publications and the emergence of RPA and ChatGPT as pivotal points in the field were noted [5]. Group 4: Research Institute Achievements - Since its establishment in 2018, the Intelligent Finance Research Institute has gathered 19 organizations and 525 researchers, producing numerous reports and white papers [6]. - The institute plans to focus on ten key tasks in 2026, including participation in the "14th Five-Year Plan" and the establishment of a knowledge-sharing platform [6]. Group 5: Awards and Recognitions - The forum announced the winners of the 6th Intelligent Finance Best Practice Awards, recognizing 10 organizations for their comprehensive achievements and 10 for specific practices [8][9][10]. - Notable winners included China Petroleum and Haier Group, showcasing innovative applications of AI in financial management [9][10]. Group 6: Key Success Factors - Successful intelligent finance transformation requires clarity in strategy, effective use of technology, solid data foundations, restructured processes, empowered talent, value focus, and risk control [13]. - The integration of AI in finance is evolving from standardized accounting to personalized management accounting, with a focus on overcoming various bottlenecks [13].