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Evaluating Agentic Finance Platforms: A Controller’s Guide to AI
July 21 @ 2:00 pm – 3:00 pm EDT
AI is quickly reshaping the finance function, but controllers need more than emerging technology trends—they need practical guidance on how to evaluate AI solutions, manage risk, and identify opportunities that deliver measurable impact. As agentic finance platforms evolve, this session will provide a controller-focused framework for understanding where AI can improve financial operations, from automating routine processes to enhancing visibility, accuracy, and decision-making.
Join Philip Peck, VP Finance Practice @Peloton Consulting, and Gregg D’Eon, VP Controller @ LTK to learn:
-Key capabilities for assessing agentic finance solutions
-How AI agents can support and optimize accounts receivable, accounts payable, and finance workflows
-Governance, controls, security, and data considerations for responsible AI adoption
-How to measure ROI and build a business case for AI investments
-Strategies for moving beyond AI experimentation and creating a scalable
**CPE Eligible**
Field of Study: Finance Level:
Basic Prerequisite: None
Advance Preparation: None required
Delivery Method: Group Internet-Based
Recommended CPE Credit(s): 1
Event Inquiries: For inquiries as well as complaints concerning this webinar, you are welcome to send an e-mail message to [email protected]
Please note that only those who attend the live webinar will have the opportunity to earn continuing professional education (CPE) credit in connection with this webinar. Because there is no charge to register for this webinar, there are no refunds following registration for this webinar. To be eligible to earn one CPE credit during this webinar, you must answer at least three polling questions while attending the webinar for a minimum of 50 minutes.
Controllers Council is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org
