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Using AI Agents to Drive Financial Transformation and the Corresponding Security Implications
Discussion Leaders
Nicole Osborne, Partner, Ruskin Moscou Faltischek, P.C.,
Rob Drover, Managing Director, CBIZ
Summary
AI agents are smart, task-driven tools that combine the power of large language models (LLMs) with your company’s financial systems. They are reshaping how finance teams operate by automating complex workflows with minimal human intervention.
In this session, you will hear from experts who are deploying these tools in real-world finance environments to streamline functions like reporting, compliance, reconciliation and forecasting. We will also dive deep into the critical issue of AI security, including legal and cybersecurity perspectives. Learn how to connect agents to financial systems safely, what controls are essential to mitigate operational and data risks and how to navigate the privacy, ethical and legal implications of AI in finance.
This session will be an open, peer-driven dialogue with opportunities to share experiences, ask questions and exchange insights. Participants are encouraged to bring their perspectives and engage in candid discussion to deepen collective learning.
Financial executives in attendance will come away with a clear understanding of how AI agents extend beyond simple prompting to execute full-scale financial tasks. Through compelling use cases and intelligent workflow demonstrations, participants will gain practical strategies for secure implementation and walk away with actionable frameworks they can apply immediately to drive efficiency.
This session is eligible for 1.5 CPE credits for CPAs. Seating will be limited, so financial executives interested in attending should RSVP to Lawrence Viggiano: lawrence.viggiano@visionsearchpartners.com.
