AI Agents in Finance: The Risks You Can't Afford to Ignore (1 CPE Credit)

AI agents are no longer a distant vision. Finance and accounting teams are actively putting them to work for routine processes and decision-making tasks previously reserved exclusively for people. In this live expert session, we’ll cut through the hype to provide a clear understanding of how agents work and the new risks they introduce. As adoption grows, organizations must ensure appropriate oversight, transparency, and control frameworks are in place.

Finance and Accounting AI expert Mark McDonald from Finance Next will share his insights and practical guidance on deploying and managing AI agents in real-world environments. You’ll leave with concrete governance strategies and a prioritized plan to help your organization safely scale the use of AI agents today.  

By the end of this session, you will be able to:  

• Explain how AI agents function, how they differ from traditional automation, and how to apply them in finance and accounting operations.  
• Identify the specific risks AI agents introduce to financial processes, including error propagation, audit trail deficiencies, and control gaps in existing frameworks.  
• Evaluate the current regulatory guidance and standards on the use of AI agents in finance.  
• Apply a structured approach to AI agent oversight, including control framework changes, human-in-the-loop design, and risk mitigation priorities. 

This webinar is eligible for 1 CPE credit.   LIMITED SPOTS!

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*To receive CPE credit, you must register using a valid work email address and your full legal name (First and Last) for authenticity and verification purposes.