Skip to main content
Home
The Online Resource for Modern FP&A Professionals
Please register to receive the latest FP&A news, updates and tips Login

Main menu

  • Home
  • FP&A Insights
    • FP&A Trends Digest
    • FP&A Trends Research
    • FP&A Trends Insight Paper
    • FP&A Trends Survey
    • Short Videos
    • Our Contributors
  • FP&A Events
    • International FP&A Board
    • FP&A Trends Webinars
    • Digital FP&A Circles
  • AI FP&A Committee
    • Introduction
    • Members
    • Resources
    • Meetings
  • FP&A Tools
    • FP&A Trends Maturity Model
  • About Us
    • Company Policy
    • Privacy Policy
    • Editorial Guidelines
    • Our Ambassadors
    • Our Sponsors & Partners
    • Contact Us
image
Dai Shi
Dai Shi

Chief Financial Officer at MissionSquare Retirement
Washington D.C. FP&A Board Ambassador

Dai focuses on driving growth while maintaining sustainable profit margins for MissionSquare Retirement. She 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.
 

+

Subscribe to
FP&A Trends Digest

We will regularly update you on the latest trends and developments in FP&A. Take the opportunity to have articles written by finance thought leaders delivered directly to your inbox; watch compelling webinars; connect with like-minded professionals; and become a part of our global community.

Create new account

Event Calendar

Pagination

  • Previous
  • July 2025
  • Next
Su Mo Tu We Th Fr Sa
29
30
1
2
3
4
5
 
 
6
7
8
9
10
11
12
Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments
 
2025 FP&A Trends Survey: Benchmarks, Priorities, and Best Practices
 
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
1
2
 
 
All events for the year

Future Meetings

The Face-to-Face Singapore FP&A Board: Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments
The Face-to-Face Singapore FP&A Board Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments

July 8, 2025

Webinar: FP&A Trends Survey 2025
The FP&A Trends Webinar 2025 FP&A Trends Survey: Benchmarks, Priorities, and Best Practices

July 9, 2025

Face-to-Face Oslo FP&A Board
The Launch of the Oslo FP&A Board Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments

September 16, 2025

AI/ML FP&A
AI/ML FP&A
Data and Analytics
Data & Analytics
FP&A Case Studies
FP&A Case Studies
FP&A Research
FP&A Research
General
General
Integrated FP&A
Integrated FP&A
People and Culture
People and Culture
Process
Process
Technology
Technology

Please register to receive the latest FP&A news, updates and tips.

info@fpa-trends.com​

              

Foot menu

  • FP&A Insights
  • FP&A Board
  • FP&A Videos

Footer countries

  • Amsterdam
  • Austin
  • Boston
  • Brisbane
  • Brussels
  • Chicago
  • Copenhagen
  • Dubai
  • Frankfurt
  • Geneva
  • Helsinki
  • Hong Kong
  • Houston
  • Kuala Lumpur
  • London Board
  • London (Circle)
  • Melbourne
  • Miami
  • Milan
  • Munich
  • New York
  • Paris
  • Perth
  • Riyadh
  • San Francisco
  • Seattle
  • Shanghai
  • Singapore
  • Stockholm
  • Sydney
  • Tokyo
  • Toronto
  • Washington D.C.
  • Zurich

Copyright © 2025 fpa-trends.com. All rights reserved.

0