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DTSTART;TZID=America/New_York:20260721T140000
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UID:10011352-1784642400-1784646000@www.freelivecpe.com
SUMMARY:Evaluating Agentic Finance Platforms: A Controller's Guide to AI
DESCRIPTION: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. \n\n\n\nJoin 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 \n\n\n\n**CPE Eligible**  \n\n\n\nField of Study: Finance Level:  \n\n\n\nBasic Prerequisite: None  \n\n\n\nAdvance Preparation: None required  \n\n\n\nDelivery Method: Group Internet-Based  \n\n\n\nRecommended CPE Credit(s): 1 \n\n\n\nEvent Inquiries: For inquiries as well as complaints concerning this webinar\, you are welcome to send an e-mail message to neil@controllerscouncil.org \n\n\n\nPlease 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.  \n\n\n\nControllers 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
URL:https://www.freelivecpe.com/event/evaluating-agentic-finance-platforms-a-controllers-guide-to-ai/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
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DTSTART;TZID=America/New_York:20260722T130000
DTEND;TZID=America/New_York:20260722T140000
DTSTAMP:20260704T163719Z
CREATED:20260613T154418Z
LAST-MODIFIED:20260704T163719Z
UID:10011272-1784725200-1784728800@www.freelivecpe.com
SUMMARY:The Risk of 'Good Enough': How Manual Debt Management Invites Audit Red Flags
DESCRIPTION:Learning Objectives\n\n\n\n\nIdentify the hidden risks of Excel-based debt management: Understand how manual amortization tables\, key-person dependency\, and fragile spreadsheets create vulnerabilities\, errors\, and compliance blind spots compared to autonomous software.\n\n\n\nAutomate continuous covenant compliance: Discover how replacing sporadic manual tracking with 24/7 continuous testing and custom alerts can help you confidently monitor critical metrics like leverage ratios and avoid career-defining covenant breaches.\n\n\n\nStreamline operational maintenance for complex debt: Explore how a dedicated platform automatically handles the heavy lifting of variable interest rate changes\, journal entries\, and the GAAP Effective Interest Method without the need for extensive tie-back files.
URL:https://www.freelivecpe.com/event/the-risk-of-good-enough-how-manual-debt-management-invites-audit-red-flags/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
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