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Dai Shi
Dai Shi

Washington D.C. FP&A Board Ambassador

Dai believes the financial services industry is the first responder to everyone’s financial health — an extraordinary responsibility to society.

She previously worked as business line Chief Financial Officer for Equitable Holdings and served on the core team for the 2018 IPO. She also assumed senior leadership roles with global companies such as AXA, Prudential, and CITI Group in the United States and emerging markets, supporting business through organic expansion and strategic acquisitions.

Dai serves on the Board of Trustees for The Well in New York City. She supports fundraising for several charities, including Hopes for New York, Restore NYC, and Autism Speaks.

She has a master’s degree in Business Administration from the University of Illinois, and she holds certificates in Sustainability Development and International Organization Management from Columbia University and the University of Geneva.
 

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Future Meetings

  • Digital
  • In person
The FP&A Trends Webinar
The FP&A Trends Webinar: The Power of Driver-Based Planning in the Age of AI
The Power of Driver-Based Planning in the Age of AI

June 10, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar From Data Chaos to Clarity: Making FP&A Data Fit for AI
From Data Chaos to Clarity: Making FP&A Data Fit for AI

June 18, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar
Augmenting the Finance Function with AI

June 24, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar: 2026 FP&A Trends Survey: Where AI Meets FP&A Reality
2026 FP&A Trends Survey: Where AI Meets FP&A Reality

July 8, 2026

The FP&A Trends Webinar
Designing an Effective FP&A Operating Model
Designing the FP&A Operating Model for the AI Era

July 9, 2026

The Digital North American FP&A Circle
From Analysis to Orchestration: How FP&A Is Evolving in the AI Era
From Analysis to Orchestration: How FP&A Is Evolving in the AI Era

July 16, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar From Reactive to Proactive FP&A: Real-Time Scenario Planning
From Reactive to Proactive FP&A: Real-Time Scenario Planning

July 21, 2026

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